ENERGY FUELS INC (UUUU) — Position Hub · Vaapad Capital

UUUU

Energy

ENERGY FUELS INC

FALLBACK· as of 20m ago

Actively heldActively held since 15. Juni 26.· held 50 days

A retrospective, descriptive note on holding status — not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).

Current positionSubscribers

Live position details are for subscribers

UUUU's current weight, average entry and live P&L are reserved for subscribers — front-run protection for the founder's open book. The full public thesis, conviction history, closed-trade record and field notes stay open below.

Price history & my trades

The buy/sell markers for an open position are reserved for subscribers (front-run protection). The price history stays open.

Why I hold this

No public thesis published for UUUU yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging UUUU goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Contribution to the bookSubscribers

UUUU's contribution to the book is subscriber-only — front-run protection for the founder's open positions.

Sector & theme positioning

Energy1 held name in this theme

Exact sector weights are subscriber-only.

Why it moved today

UUUU rose +5.84% versus its prior close (last 12.86 vs prior close 12.15) (as of 2026-08-05 05:34 UTC). The market was pre at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

UUUU gives the book Energy exposure — see how that sits in the overall sector mix.

Risks

The position currently shows an unrealized loss of -21.01% versus cost — surfaced honestly, not hidden.
UUUU is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.
Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.

Position scorecard

43avg / 100 · partial

Track record— No fully round-tripped calls on this name yet.

Fundamentals

Valuation multiples

Market cap: $3.21B
Enterprise value: $2.81B
P / E (TTM)Price to trailing earnings: —
P / E (fwd)Price to forward earnings: 38.97x
P / BPrice to book value: 4.35x
P / S (TTM)Price to trailing sales: 37.87x

Conviction history

Trimming22. Juni 26
Trimmed position
300 @ 16.181 USD
Trimming22. Juni 26
Trimmed position
100 @ 16.19 USD
Adding22. Juni 26
Added to position
900 @ 16.33 USD

Position historySubscribers

Date	Action	Qty	Price	Running
••• •• ••••	•••	••••	••.••	••••
••• •• ••••	•••	••••	••.••	••••
••• •• ••••	•••	••••	••.••	••••

The fill-by-fill build of this open position is subscriber-only. Completed round-trips stay public on the below.

UUUU on the Call Ledger

No fully round-tripped calls on UUUU yet.

Only completed round-trips reach the public (front-run protection). If UUUU is still open, its performance stays with the live position above until it closes.

Field notes mentioning UUUU

No field notes mention UUUU yet.

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.