Ur-Energy: From Survival To Execution, But Profitability Still Unproven

2026-04-15 07:07:30 ET

It is time to update Ur-Energy ( URG ) as the situation changed since my last article . Also, what changed was that Seeking Alpha platform has issued a warning on the stock, and I very well agree with the rating. When I first covered the stock the company was unpredictable, unreliable and looked weak. The problems then were huge losses, derivative position which was causing a risk and most importantly. And also, let's add that I was not sure then whether the company will require new capital. The situation is quite different as of today, but still risky. Production is ramping up, Lost Creek is not an experiment now but a working asset. Balance is also stronger now with solid cash reserve. In other words, survival risk decreased. But now new questions arise whether these operations will become profitable. ...

Read the full article on Seeking Alpha

For further details see: