Undergrads Invest

Energy Fuels (UUUU): University of Houston

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Abhinav Arumilli, Hasnain Ali, Carson Havard, and Devin Shah from the BCG Fund at UH discuss their thesis on Energy Fuels. To sum up the pitch, they believe that "You're getting the uranium business for free, at around $7/share. So limited downside. Then you have the upside of the rare earth business, which brings the valuation to around $14-$16 over the next 4-5 years." 

Outline: 

  • [00:00] Intro
  • [1:33] Price Target
  • [2:35] Uranium Business Overview
  • [7:17] Uranium Market
  • [16:06] Rare Earths Market Overview
  • [19:52] Monazite Sands
  • [24:00] Rare Earths Supply Chain
  • [25:54] Vertical Integration Plan
  • [31:14] Bahia Project
  • [36:08] Competitive Differentiation
  • [41:40] Sand Input Projections
  • [42:40] Valuation
  • [49:38] Summary

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