Ur-Energy (URG)

• Market cap: $411M
• 1 day: -0.88%
• 5 days: -1.74%
• 1 month: -11.02%
• 3 months: -5.04%
• 6 months: -19.86%
• Year to date: -24.67%
• 1 year: -24.67%
• 5 years: 94.83%
• 10 years: 29.14%
• Sector: Materials
• Industry: Gold & Silver Mining

About: Ur-Energy Inc is y is engaged in uranium mining and recovery operations, with activities including the acquisition, exploration, development, and production of uranium mineral resources located in Wyoming. The company owns and operates the Lost Creek in-situ recovery uranium facility in south-central Wyoming, Lost Creek received an amendment to its license allowing the expansion of mining activities within the existing Lost Creek Project and the adjacent LC East Project.

Employees: 12

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

21% more capital invested

Capital invested by funds: $249M [Q2] → $302M (+$53.1M) [Q3]

6.88% more ownership

Funds ownership: 63.11% [Q2] → 69.98% (+6.88%) [Q3]

6% more funds holding

Funds holding: 108 [Q2] → 115 (+7) [Q3]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q2] → 6 (-1) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $2.20 95% upside
• Avg. target: $2.20 95% upside
• High target: $2.20 95% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Roth MKM Joe Reagor 26% 1-year accuracy 10 / 38 met price target

95% upside $2.20

Buy Reiterated

23 Oct 2024