What Does Your-Energy (URG) Do? - Stock Price Outlook, Earnings, Market Cap, Related Stocks, and Headquarters Overview
Your-Energy (URG) is a uranium production company based in Wyoming, USA. It is a small-cap resource stock centered on the Lost Creek mine, with its share price and outlook shaped by uranium sales and the nuclear fuel demand cycle. The company is pursuing production capacity expansion through the Shirley Basin project.
🏢 What Kind of Company Is Your-Energy?
Your-Energy is a uranium exploration and production company headquartered in the United States that produces uranium using the in-situ recovery (ISR) method. The company operates primarily around uranium concessions in Wyoming, USA, and is dual-listed on the Nasdaq and NYSE American, as well as the Toronto Stock Exchange.
Its core business is the production and sale of uranium yellowcake using the ISR mining method. The company operates its flagship Lost Creek mine and is one of only a few active uranium producers in the United States, gradually developing nearby projects such as Shirley Basin to expand production capacity.
💰 How Does Your-Energy Make Money?
| Business Segment | Revenue Share | Description |
|---|---|---|
| Uranium Yellowcake Sales | Core | Delivers uranium produced at operating mines such as Lost Creek to utilities and others |
| Long-Term Supply Contracts | Key Growth Driver | Revenue based on multi-year delivery agreements with nuclear power operators |
Revenue is heavily concentrated in the sale of uranium yellowcake mined via the ISR method and is highly dependent on uranium spot and contract prices, as well as delivery volumes. With high reliance on a single commodity, the uranium price cycle directly determines the margin structure, and the gap between production cost and sales price drives profitability. The company is pursuing stabilization and diversification of its revenue base through the development of additional projects such as Shirley Basin and the expansion of long-term supply contracts.
Your-Energy Market Cap and Company ScaleThe market capitalization is $513.3M, and employee headcount has not been publicly disclosed.
Your-Energy is classified as a small-cap stock within the U.S. uranium production sector. It is benchmarked against peers in the same uranium sector such as UEC, UUUU, and CCJ, and is positioned at a growth stage where capital is reinvested into mine development and production capacity expansion rather than returned to shareholders.
📈 Your-Energy Outlook and Share Price Trends
In the short term, the uranium spot price, Lost Creek's operating rate, and delivery volumes are the key earnings variables. Over the medium to long term, the expansion of nuclear power generation in the United States and policies to strengthen domestic uranium supply for energy security could serve as structural growth drivers, with production contributions from new projects such as Shirley Basin expected. However, reliance on a single commodity, production cost volatility, and earnings variability driven by the uranium price cycle remain potential risk factors.
- U.S. nuclear power expansion and policies to strengthen domestic uranium supply
- Production capacity expansion through new projects such as Shirley Basin
⚔️ Your-Energy Core Competitive Strengths and Risks
Its position as an active U.S. uranium producer and the cost competitiveness of ISR mining are strengths, but reliance on a single commodity and uranium price volatility are the core risks.
Core Competitive Strengths
⚠️ Core Risks
🔄 Your-Energy Competitors and Related (Beneficiary) Stocks
Direct competitors include UEC, another U.S. ISR uranium producer; UUUU, a uranium and rare earth complex producer; CCJ, a global large-cap uranium producer; and North American uranium developers such as DNN and NXE. Related stocks within the nuclear value chain include LEU in uranium enrichment and nuclear fuel, as well as SMR, a small modular reactor (SMR) developer.
| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| Uranium Energy Corp | $10.45 | -5.2% | $5.2B | - | 3.6 | -8.96% | - | |
| Energy Fuels Inc | $12.95 | -5.0% | $3.4B | - | 4.1 | -11.41% | - | |
| CCJ | Cameco Corp | $96.68 | -0.8% | $42.1B | 164.4 | 8.4 | 5.14% | 0.19% |
| Denison Mines Corp | $3.02 | -6.5% | $2.7B | - | 13.4 | -67.1% | - | |
| NexGen Energy Ltd | $9.85 | -3.5% | $6.6B | - | 5.1 | -17.98% | - |
| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| Centrus Energy Corp | $152.31 | -8.2% | $3.0B | 69.5 | 3.6 | 8.05% | - | |
| NuScale Power Corp | $8.61 | -15.7% | $3.7B | - | 1.7 | -30.19% | - |
✅ Investor Checklist for Your-Energy
When reviewing Your-Energy, it is useful to focus on the price cycle, production capacity, and contract structure, given the characteristics of a uranium production company. As a small-cap resource stock, volatility should also be taken into consideration.
| Checklist | What to Verify | Current Status |
|---|---|---|
| ⛏️ Production Momentum | Lost Creek operating rate and delivery volume trends | Cycle recovery phase |
| 🌍 Uranium Price | Spot and long-term contract price trends | Monitoring required |
| 💵 Profitability Trend | Production cost vs. The sentence provided appears to be entirely in English with HTML table markup and no leaked Chinese characters. However, if you intended for me to clean up the HTML structure into pure natural English, here is the rewritten version:
"Sales price trend is in a volatile range. Project development progress, such as at Shirley Basin, is underway with expansion. Reliance on a single commodity and earnings volatility driven by the uranium price cycle are the core risks."
If you meant to include specific Chinese characters that were not displayed, please re-share the sentence with those characters visible. If production costs exceed the sales price, profitability can deteriorate, and the company is also highly sensitive to changes in nuclear and mining regulations and policies. Your-Energy is a small-cap resource stock with a strategic position as an active U.S. uranium producer and the potential of new project development. However, given the heavy reliance on a single commodity and significant price volatility, a scaled-buy and long-term perspective approach is recommended. Nothing hidden: past picks and how they did against the S&P 500. |