u/Ok_Juggernaut_2436

Reddit r/UraniumSqueeze
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-31.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return -31.9% Long Return -31.9% Short Return -
Average Return
7d
30d
90d
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Long
Jan 15
$1.82
-31.9%
URG uranium leverage and capacity doubling drive upside
The author is long Ur-Energy at $1.80, arguing the stock is primed for a technical breakout toward its 52-week and 10-year high, with a price target of $2.79+ and room to run. The bull case rests on uranium spot price leverage (1.23x gross margin gain per $/lb increase), a Q1 2026 valuation re-rating as production ramps back toward licensed capacity, and capacity doubling from 1.2M to 2.2M lbs/year with the Lost Creek second asset commissioning. The author also cites 40% institutional share growth YTD and a $16M corporate cash call option that neutralizes dilution risk up to $2.72/share.
Metals & Mining
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u/Ok_Juggernaut_2436 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: URG.

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