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NYSE: URG UR-ENERGY INC 8-K

Ur-Energy authorizes up to $50M at-the-market share offering under new S-3 registration

Filed April 16, 2026 · Period ending April 16, 2026 · ~1 min read

4 key changes 1 high relevance 2 sections

Key Changes

  • high

    Company amended its at-the-market sales agreement to sell up to $50 million in additional common shares through broker-dealers B. Riley Securities and Cantor Fitzgerald, which could dilute existing shareholders but provides flexible capital raising.

    Item 1.01 view on EDGAR →
  • medium

    New S-3 registration statement filed April 6 was declared effective by the SEC on April 16, enabling the company to register securities for future offerings under the updated ATM program.

    Item 1.01 view on EDGAR →
  • medium

    This is the third amendment to the 2021 sales agreement, expanding the company's ability to raise capital opportunistically by selling shares at prevailing market prices rather than through traditional underwritten offerings.

  • low

    Company is using a Toronto Stock Exchange exemption for interlisted issuers, avoiding certain TSX listing standards because shares trade on a recognized U.S. exchange.

    Item 1.01 view on EDGAR →

Summary

Ur-Energy has expanded its capital-raising toolkit by authorizing up to $50 million in additional common share sales through an at-the-market offering program. The uranium mining company filed a new S-3 registration statement that received SEC approval on April 16, then immediately amended its existing sales agreement with brokers B. Riley Securities and Cantor Fitzgerald.

This marks the third expansion of an ATM program originally established in 2021. For retail shareholders, this matters because ATM programs allow companies to sell shares directly into the market at current prices, which dilutes existing ownership but avoids the steep discounts and fees of traditional equity raises.

The up to $50 million authorization gives management flexibility to raise capital when uranium prices or the company's stock price are favorable, but also means shares could be sold at any time without advance notice to investors. Watch for quarterly disclosures about actual share sales under this program. The company will report proceeds raised and shares issued, which will show whether management is tapping this facility and at what prices. Given uranium market volatility, timing of these sales could significantly impact shareholder value.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~400 words

Ur-Energy filed a new S-3 registration statement and amended its at-the-market program to sell up to $50M in common shares.

3 Added
Added New S-3 registration statement and ATM program amendment medium

Added in current filing · verify on EDGAR →

On April 6, 2026, Ur-Energy Inc. (the “Company”) filed a new registration statement on Form S-3 (File No. 333-294902), which was declared effective by the Securities and Exchange Commission on April 16, 2026 (the “New Registration Statement”). In connection therewith, the Company filed a new prospectus supplement relating to the Company’s existing at-the-market program (the “ATM Program”) with B. Riley Securities, Inc. (“B. Riley Securities”) and Cantor Fitzgerald & Co. (“Cantor” and together with B. Riley Securities, the “Agents”).

The company filed and received SEC approval for a new S-3 registration statement, enabling it to register securities for potential future offerings. Simultaneously, it updated its at-the-market (ATM) program prospectus, which allows the company to sell shares directly into the market through designated broker-dealers rather than through traditional underwritten offerings.

Added Third amendment to Sales Agreement - $50M offering capacity high

Added in current filing · verify on EDGAR →

On April 16, 2026, the Company entered into a third amendment to the Sales Agreement with the Agents (“Amendment No. 3” and together with Amendment No. 1, Amendment No.2, and the Sales Agreement, the “Amended Sales Agreement”) to, among other things, reflect the New Registration Statement under which the Company may sell up to $50,000,000 from time to time through or to the Agents under the Amended Sales Agreement, in addition to amounts previously sold under the Sales Agreement.

The company amended its at-the-market sales agreement to authorize up to $50 million in additional common share sales through its broker-dealers. This is incremental to any amounts previously sold under the prior agreement. ATM programs allow companies to raise capital opportunistically by selling shares into the market at prevailing prices, which can be dilutive to existing shareholders but provides flexible financing without the cost and timing constraints of traditional equity offerings.

Show 1 minor / wording change
Added TSX exemption reliance low

Added in current filing · verify on EDGAR →

In connection with the ATM Program, the Company has relied on the exemption described in Section 602.1 of the TSX Company Manual, which provides that the Toronto Stock Exchange will not apply its standards to certain transactions involving eligible interlisted issuers on a recognized exchange.

The company disclosed it is using a Toronto Stock Exchange exemption for interlisted issuers, meaning it does not need to comply with certain TSX listing standards for this ATM offering because its shares trade on a recognized U.S. exchange. This is a procedural disclosure confirming regulatory compliance for its dual-listed status.

Event · Item 9.01 — Financial Statements and Exhibits

~300 words

Item 9.01 — Financial Statements and Exhibits filed; see Key Changes for terms.

1 Added
Added ATM sales agreement amendment medium

Added in current filing · verify on EDGAR →

Amendment No. 3, dated April 16, 2026, to the Amended and Restated At Market Issuance Sales Agreement dated as of June 7, 2021, by and among Ur-Energy Inc., B. Riley Securities, Inc. and Cantor Fitzgerald & Co.

The company executed Amendment No. 3 to its existing at-the-market equity offering program with B. Riley Securities and Cantor Fitzgerald. This is the third amendment to the 2021 sales agreement that allows the company to sell shares directly into the market. The specific terms of the amendment are not disclosed in this 8-K filing.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 8, 2026 · How we verify