Quarterly report [Sections 13 or 15(d)]

Sales

v3.26.1
Sales
6 Months Ended
Jun. 30, 2026
Sales  
Sales

18.

Sales

Revenue is primarily derived from the sale of U3O8 under multi-year agreements or spot sales agreements. The Company also receives disposal fee revenues, which are not related to the sale of U3O8.

Revenues for the three and six months ended June 30, 2026, and 2025, were as follows:

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three months ended

​

Six months ended

​

​

June 30,

​

June 30,

​

​

2026

​

2025

​

2026

​

2025

Revenue Summary

​

Amount

​

%

​

Amount

​

%

​

Amount

​

%

​

Amount

​

%

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Customer A

​

10,692

​

74.4%

​

10,428

​

99.9%

​

10,692

​

58.4%

​

10,428

​

99.9%

Customer B

​

—

​

0.0%

​

—

​

0.0%

​

3,904

​

21.3%

​

—

​

0.0%

Customer C

​

3,681

​

25.6%

​

—

​

0.0%

​

3,681

​

20.1%

​

—

​

0.0%

U3O8 sales

​

14,373

​

100.0%

​

10,428

​

99.9%

​

18,277

​

99.8%

​

10,428

​

99.9%

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Disposal fees

​

—

​

0.0%

​

7

​

0.1%

​

27

​

0.2%

​

7

​

0.1%

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

14,373

​

100.0%

​

10,435

​

100.0%

​

18,304

​

100.0%

​

10,435

​

100.0%

​