Found these opinions on the net, this stock should be flying by now. The Energy Report Interview with David Sadowski (8/23/12) "If you want more leveraged exposure to a potential spot-price rebound, we would consider Ur-Energy Inc., and we've got a $1.80 target and a Strong Buy rating on this one as well. It's got an excellent flagship project called Lost Creek in mining-friendly Wyoming. We see production starting up there in the second half of next year. The project's got low capital and operating costs and it's scalable as well. . .it should be able to incorporate other satellite deposits, such as those acquired from Uranium One earlier this year as well as from Areva last month. Ur-Energy is also a catalyst story. It's got only one final mine permit required before construction can start, and we have strong conviction that final approvals from the Bureau of Land Management will come in by the end of September, particularly following release of the Final Environmental Impact Statement (EIS) last week—a major milestone. Currently Ur-Energy's valuation is very attractive, trading at the lowest price/NAV (0.5x) of any of our covered equities, and we think receipt of that approval from the BLM could help close the gap towards developer valuations. . .when this permit comes in we think it should be a great catalyst for the stock to re-rate towards developer valuations." More >
Colin Healey, Haywood Securities (8/20/12) "We are reinitiating coverage of Ur-Energy Inc. . .the 33% projected return warrants a Sector Outperform rating. . .purchase of the company is recommended to gain exposure to a likely near-term, in situ recovery uranium producer in the USA. . .Ur-Energy provides the investor with near-term production and revenue generation potential with further exposure to additional growth from a portfolio of properties in Wyoming."
Morning Coffee (8/20/12) "Shares of Ur-Energy Inc. jumped after the company announced that it has received its Lost Creek final environmental impact statement (EIS) from the U.S. Bureau of Land Management (BLM). . .the BLM has selected the Drying Yellowcake On-Site Alternative as the preferred alternative in the final EIS. . .housing the drying-packaging facility within the processing plant will reduce shipments from the site, resulting in fewer transportation-related impacts, fewer wildlife disturbances, and cleaner air quality."
Michael Legg, ROTH Capital Partners (8/17/12) "The Bureau of Land Management issued Ur-Energy Inc. its final environmental impact statement that we believe reflects positively on the anticipated decision of record on the company's flagship Lost Creek property. . .we expect the stock to continue its momentum, and if as expected the final permit is achieved, should further move upward toward our target price as the company not only becomes a target of larger uranium producers, but becomes self-sustaining on an operating level."
David Sadowski, Raymond James (8/17/12) "This morning, the U.S. Bureau of Land Management issued a final environmental impact statement on Ur-Energy Inc.'s Lost Creek, the last major step in the pre-construction permitting process. We expect the document to face minimal objections and expect the decision by mid/late September. . .we view today's news as a very positive development for the company. . .and see potential for continued strength in the share price, given imminent transition to developer status and attractive relative valuation."