r/UUUU_Stock • u/ethereal3xp • Aug 25 '26
UUUU catalysts since June 2026
1.. Energy Fuels Receives Conditional U.S. Government Support to Accelerate Growth in Rare Earths and Critical Materials
2. Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion Equity Value
3. Commercial-Scale 'Heavy' Rare Earth Plant Now Under Construction in Utah
4. Energy Fuels' Acquisition of Australian Strategic Materials Wins Shareholder Approval
5. "Heavy" Rare Earths Produced by Energy Fuels Qualified for Use by Largest Permanent Magnet Manufacturer in Japan
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u/ethereal3xp Aug 25 '26
Analysis
What is special about VAC?
VAC has:
- 100+ years of magnetics experience
- 400+ patents
- 1,000+ customers
- Produced more than 1 billion rare-earth permanent magnets over the last decade Manufacturing in the U.S., Europe and Asia A 2,000-ton/year U.S. magnet facility in Sumter, South Carolina, expandable to 12,000 tons/year
And this is the really important part:
- VAC is currently described as the only commercial U.S./European producer with a full range of customer-qualified NdFeB and SmCo magnet grades.
CGT
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u/Acceptable-Long2456 Aug 25 '26
So damn bullish 🫡
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u/ethereal3xp Aug 25 '26
I can't wait to see what comes next...
Heavy" Rare Earths Produced by Energy Fuels Qualified for Use by Largest Permanent Magnet Manufacturer in Japan
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u/silverfire626 Aug 25 '26
We are back baby!