URG — what changed in the latest 10-Q
A section-by-section comparison of URG's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-10 vs the prior 10-Q · 2026-05-08
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +85 | −103 | ~9 | 16 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~4 | 2 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 1 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-10
Ur-Energy is a corporation continued under the Canada Business Corporations Act on August 8, 2006. Our common shares are listed on the TSX under the symbol “URE” and on the NYSE American under the symbol “URG.” Our corporate structure and material U.S. subsidiaries remain unchanged since the filing …
At Lost Creek, we extract and process uranium oxide (“U3O8”) at the Lost Creek processing facility, which includes all circuits for production, drying, and drumming. After processing, U3O8 is shipped to a third-party conversion facility to be weighed, assayed, and stored until sold.
As described in our Annual Report, Shirley Basin is designed as a satellite facility, with U3O8 extracted and captured there transported to Lost Creek for processing. We commenced initial operations to extract and capture U3O8 at Shirley Basin in April 2026. We received final authorization for full …
Our combined licensed capacity at Lost Creek and Shirley Basin totals 4.2 million pounds of U₃O₈ per year. We currently have multi-year sales agreements with 10 global nuclear energy and trading companies with projected delivery commitments of approximately 5.75 million pounds of U3O8 from 2026 thro…
Demand growth, energy-security considerations, and federal policy initiatives continued to support the nuclear industry and domestic uranium production during the second quarter of 2026. Sector developments during the period included progress on federal regulatory reforms affecting uranium recovery,…
Text removed vs the prior filing · source: 10-Q · 2026-05-08
Ur-Energy has one wholly owned subsidiary, Ur-Energy USA Inc., incorporated under the laws of the State of Colorado. Ur-Energy USA Inc. has three wholly-owned subsidiaries: NFU Wyoming, LLC, a limited liability company formed under the laws of the State of Wyoming which acts as our land holding and …
At Lost Creek, we extract and process uranium oxide (“U3O8”) at the Lost Creek processing facility, which includes all circuits for the production, drying, and drumming (packaging) of U3O8. After processing, drying, and drumming, U3O8 is shipped from Lost Creek to a third-party conversion facility t…
In April 2026, we commenced initial operations to extract and capture U3O8 at Shirley Basin. The Shirley Basin Project is designed as a satellite facility. The Lost Creek processing facility will be utilized to process U3O8 that is extracted and captured on resin (plastic beads that attract and bind…
Successful production operations depend on strong safety programs. Our safety performance and culture at Lost Creek and Shirley Basin have continued to improve, and we remain focused on safety and compliance throughout our operations.
Our combined licensed capacity at Lost Creek and Shirley Basin totals 4.2 million pounds of U3O8 per year. This includes licensed annual capacity at the Lost Creek processing facility of up to 2.2 million pounds of U3O8 slurry and/or dried U3O8, of which up to 1.2 million pounds of U3O8 may be produ…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-10
On July 13, 2026, as part of the board of directors’ regular review of its leadership structure and board responsibilities, independent director Kathy E. Walker was appointed chair of the board of directors. Ms. Walker succeeded John W. Cash, who continues to serve as a director of the Company.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice