07:50 AM EST, 12/29/2025 (MT Newswires) -- Energy Fuels ( UUUU ) up 4% in pre-market trade, Monday said it expects to sell 360,000 pounds of triuranium octoxide (U3O8) in the fourth quarter, a 50% jump over the third-quarter's 240,000 pounds. Total uranium sales revenue for the quarter is expected to hit S$27.0 million with a weighted average sales price of US$74.93 per pound.

The company also said it beat its own guidance for fiscal year 2025 on several fronts.

The Pinyon Plain Mine in Arizona and La Sal Complex in Utah mined over 1.6 million pounds of uranium in 2025, 11% above the top end of guidance. Energy Fuels ( UUUU ) plans to complete additional drilling in the Juniper Zone at Pinyon Plain in 2026 to further delineate the ore body and potentially expand the mineable resource at the mine. Further development work continues at the Whirlwind, Energy Queen and Nichols Ranch Mines for future mining.

White Mesa Mill in Utah produced over one million pounds of finished U3O8 in 2025, with more than 350,000 pounds of U3O8 produced in December, above the top end of guidance. The company expects to average 250,000 pounds of U3O8 per month, through the first half of 2026 and will shift to the commercial-scale production of the heavy rare earths dysprosium and terbium for the rest of the year.

Energy Fuels ( UUUU ) added it expects to complete sales of 780,000 to 880,000 pounds of U3O8 into its portfolio of long-term contracts in 2026.

The company expects its cost of goods sold to begin dropping in the first quarter of 2026, as low-cost Pinyon Plain uranium is added into its inventory and sold.

Energy Fuel shares are up US$0.61, to US$15.26, in New York trading.