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Midas Edge

ENERGY FUELS INC

For the period ended Jun 30, 2026. Filed Aug 5, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 5, 2026

UUUU$7.31+9.8%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

ITEM 6. EXHIBITS

Exhibits

The following exhibits are filed as part of this report:

Exhibit
NumberDescription
2.1Agreement and Plan of Merger, dated as of June 23, 2026, by and among VAC Group B.V., Ara VAC TOPCO US LLC, Ara VAC IE Aggregator, LP, Ara VAC Blocker, SLP, Ara VAC Holdings, Ltd., Energy Fuels Inc., Merger Sub HoldCo, Dutch Merger Sub, Energy Fuels Holdings Corp., US Merger Sub I, and US Merger Sub II (1)
3.1Articles of Continuance dated September 2, 2005 (2)
3.2Articles of Amendment dated May 26, 2006 (3)
3.3By-laws (4)
4.1Shareholder Rights Plan Agreement between Energy Fuels Inc. and Equiniti Trust Company, LLC dated April 10, 2024, as amended on May 28, 2024 (5)
4.22024 Omnibus Equity Incentive Compensation Plan, as amended and restated on April 10, 2024, and as further amended on May 24, 2024 and April 21, 2025 (6)
4.3Indenture dated October 3, 2025 between Energy Fuels Inc. and U.S. Bank Trust Company, National Association, as Trustee (7)
4.4Form of 0.75% Convertible Senior Note due 2031 (8)
10.1Sales Agreement by and among Energy Fuels Inc., BMO Capital Markets Corp., Canaccord Genuity LLC, Cantor Fitzgerald & Co., B. Riley Securities Inc., LLC, and H. C. Wainwright & Co., LLC dated June 13, 2025 (9)
10.2Amended and Restated Employment Agreement by and between Energy Fuels Resources (USA) Inc., Energy Fuels Inc. and David C. Frydenlund effective April 10, 2024 (10)
10.3Amended Employment Agreement by and between Energy Fuels Inc. and Nathan Longenecker dated May 10, 2026
10.4Employment Agreement by and between Energy Fuels Inc. and Nathan R. Bennett dated July 10, 2025 (11)
10.5Employment Agreement by and between Energy Fuels Inc. and Ross R. Bhappu executed May 5, 2026, with an effective date of April 16, 2026 (12)
10.6Employment Agreement by and between Energy Fuels Inc. and Oscar German dated May 10, 2026
10.7Purchase Agreement dated September 30, 2025 between Energy Fuels Inc. and Goldman Sachs & Co. LLC (13)
10.8Form of Capped Call Transaction Confirmation (14)
10.9Donald Mineral Sands and Rare Earths Project - Mining Joint Venture Agreement by and between Dickson & Johnson Pty Ltd, Donald Mineral Sands Pty Limited, EFR Donald Ltd, Donald Project Pty Ltd and Astron Minerals Sands Pty Ltd, dated June 4, 2024 (15)
10.10Scheme Implementation Deed, dated as of January 21, 2026, as amended on March 13, 2026 (AWST), by and among Energy Fuels Inc. and Australian Strategic Materials Limited (16)
10.11$250,000,000 Senior Secured Term Loan Facility Commitment Letter, dated as of June 23, 2026, between Energy Fuels Inc. and Goldman Sachs Bank USA (17)
23.1Consent of Daniel D. Kapostasy
31.1Certification of Chief Executive Officer pursuant to Rule 13a-14(a)) under the Securities Exchange Act of 1934, as amended
31.2Certification of Chief Financial Officer pursuant to Rule 13a-14(a) under the Securities Exchange Act of 1934, as amended
32.1Certification of Chief Executive Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002
32.2Certification of Chief Financial Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002
95.1Mine Safety Disclosures
101.INSXBRL Instance Document
101.SCHXBRL Taxonomy Extension – Schema
101.CALXBRL Taxonomy Extension – Calculations
101.DEFXBRL Taxonomy Extension – Definitions
101.LABXBRL Taxonomy Extension – Labels
101.PREXBRL Taxonomy Extension – Presentations
(1)Incorporated by reference to Exhibit 2.1 of Energy Fuels Inc.’s Form 8-K filed with the SEC on June 26, 2026.
(2)Incorporated by reference to Exhibit 3.1 of Energy Fuels’ Form F-4 filed with the SEC on May 8, 2015.
(3)Incorporated by reference to Exhibit 3.2 of Energy Fuels’ Form F-4 filed with the SEC on May 8, 2015.
(4)Incorporated by reference to Exhibit 3.3 of Energy Fuels’ Form F-4 filed with the SEC on May 8, 2015.
(5)Incorporated by reference to Exhibit 4.1 of Energy Fuels’ Form 8-K filed with the SEC on June 14, 2024.
(6)Incorporated by reference to Appendix A of Energy Fuels’ Schedule 14A filed with the SEC on April 23, 2025.
(7)Incorporated by reference to Exhibit 4.1 to Energy Fuels’ Form 8-K/A filed with the SEC on February 10, 2026.
(8)Incorporated by reference to Exhibit 4.2 to Energy Fuels’ Form 8-K/A filed with the SEC on February 10, 2026.
(9)Incorporated by reference to Exhibit 1.1 to Energy Fuels’ Form 8-K filed with the SEC on June 13, 2025.
(10)Incorporated by reference to Exhibit 10.2 to Energy Fuels’ Form 8-K filed with the SEC on April 22, 2024.
(11)Incorporated by reference to Exhibit 10.1 to Energy Fuels’ Form 8-K filed with the SEC on July 22, 2025.
(12)Incorporated by reference to Exhibit 10.5 to Energy Fuels’ Form 10-Q filed with the SEC on May 6, 2026.
(13)Incorporated by reference to Exhibit 10.1 to Energy Fuels’ Form 8-K filed with the SEC on October 6, 2025.
(14)Incorporated by reference to Exhibit 10.2 to Energy Fuels’ Form 8-K filed with the SEC on October 6, 2025.
(15)Incorporated by reference to Exhibit 10.14 of Energy Fuels Inc.’s Form 10-K/A filed with the SEC on June 28, 2024.
(16)Incorporated by reference to Exhibit 10.1 of Energy Fuels Inc.’s Form 8-K filed with the SEC on July 28, 2026.
(17)Incorporated by reference to Exhibit 10.3 of Energy Fuels Inc.’s Form 8-K filed with the SEC on June 26, 2026.
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.