Westwater Resources Inc (WWR)
AMEXMaterialsIndustrial MaterialsSnapshot 2026-11-04
AMEXMaterialsIndustrial MaterialsSnapshot 2026-11-04
QuarterlyIQ Insights · WWR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 1 industry peers
WWR — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-04-01
Termination of a Material Definitive Agreement As previously disclosed, on February 5, 2024, Westwater Resources, Inc. (the “Company”) and SK On Co., Ltd. (“SK On”) entered into a Products Procurement Agreement (the “Procurement Agreement”), pursuant to which SK On would purchase CSPG natural graphite anode products from the Company. On March 31, 2026, the Company received written notice from SK On informing the Company of SK On’s termination of the Procurement Agreement effective immediately.
Why it matters: A firm customer deal would show buyers want Kellyton's battery-grade graphite. The company is still seeking Phase 1 offtake.
Supportive ifA company filing or release names a customer. It says the signed deal covers Phase 1 graphite sales.
Worry ifThe company reports no signed Phase 1 offtake deal by its next earnings report, or says talks have ended.
Why it matters: Phase 2 would raise planned plant capacity from 12,500 to 50,000 metric tons per year. It needs funding and customer demand to proceed.
Supportive ifThe company announces signed funding for Phase 2 and a dated plan to start construction.
Worry ifThe company says Phase 2 funding is delayed, unavailable, or too costly. It also moves its construction plan back.
Why it matters: Coosa is planned to supply Kellyton from a nearby mine. A late permit could push back the mine's late 2028 or early 2029 start.
Watch forThe federal permitting dashboard shows environmental review and permits are complete by June 25, 2027. No major state permit is still pending.
Also watch forThe federal review date moves past June 25, 2027, or a key state or federal permit is denied or delayed.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$218 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $769 loss on $10,000 · 7.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,846 loss on $10,000 · 68.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.