LEU Centrus Energy Corp

$LEU Centrus Energy, Antares sign multi-year HALEU supply contract Centrus Energy announced the signing of a definitive multi-year contract for Centrus to supply Antares with High-Assay Low-Enriched Uranium, or HALEU, with deliveries commencing before the end of the decade.

$LEU favorite nuclear play. No idea where it will be in 6 months, but sky’s the limit for 5+ years

$LEU is the only US company enriching uranium. Not difficult to see the strategic importance of this succeeding

$LEU "While Centrus has been lumped together with some more-speculative nuclear stocks, its technology is proven, and future revenues don’t depend on new technologies taking off. The U.S. government and potential customers should be highly motivated to see a domestic enrichment provider succeed. Given the company’s unique position, it deserves an energy security premium." https://www.wsj.com/finance/investing/a-safer-way-to-bet-on-nuclear-2d9064f6?st=oNiJi8&reflink=desktopwebshare_permalink

$LEU fell about 9% after Centrus raised $500M in stock and warrants at $199.64. That's the normal reaction to an offering: new shares mean dilution, and fresh supply hits the market. Here's what the headline misses. The warrants carry four strike prices: $227, $272, $318 and $363. That's 14% to 82% above the offer price, and the terms run 2 to 5 years. Why that matters: • Warrant holders only make money if $LEU climbs well above today's price. The new investors are betting on higher prices. • Centrus only issues those extra shares at much higher prices. If all four series are exercised, that's up to about $2B more cash • The balance sheet gets $500M now to fund centrifuge expansion and enrichment growth, which is the core of the U.S. nuclear fuel story. The trade-off: if the stock does run, warrant exercises add roughly 7M more shares. Dilution only happens at higher prices, though, and each tranche brings in serious capital. Short-term pain, long-term fuel. Nfa. DYOR!!

$LEU Blink and it will be back over €200 Same thing happened with Intel, did raise and had a rough 3 weeks, then easy money 🙏

$LEU So the 500,000 shares + 2.006 million pre-funded warrants represent approximately 2.506 million additional shares, equivalent to roughly a 13.0% increase in the Class A share count. If all warrants eventually become shares, total potential issuance from this September financing is about 9.50 million shares. Compared with the ~19.23 million Class A shares before the deal, that's a potential 49.4% increase in the Class A share count. There's also an ATM program Centrus already has an at-the-market equity program of up to $1 billion. During the first six months of 2026 it sold 278,114 shares for about $55 million through the ATM.

With VST getting that good news, only a matter of time til we get something going for $LEU god willing this fucking piece of shit. Heavily shorted

$LEU trying hard since last week to digest that offering. future still bright for this one

$LEU textbook liquidity sweep after public offering to lock in profits. Should be a pretty rebound when the sweep exhausts

$LEU So we've got 2.5B cash... A profitable company and trading just a bit over 500M over cash value.... Accumulation territory

Nuclear fuel | Uranium enrichment The nuclear comeback is creating another bottleneck: enriched uranium. Many next-generation reactors require HALEU, but commercial supply remains extremely limited. The U.S. is now investing $2.7B to rebuild domestic uranium-enrichment capacity over the next decade. Biggest beneficiaries: $LEU , $CCJ , $UEC & $URA

$LEU????? Few on every board, Desperately trying to drive this down, Why you here ???? If you look down their posting history ,the same trading strategy on every one . Known in the game as a " WANKER "

$LEU It usually runs hard towards the end of the year if you look at the charts . It is due now .

$LEU beginner here, why is this stock dropping so much?, especially after its insane rally over the past 2 years

$LEU Less than $3 billion market cap for a profitable company with demand expected in future

$LEU just completely absent of buyers so bizarre thing had beautiful set up 2 weeks ago then just sells of 23%. Cool market

$LEU The US is reportedly planning a ~$4.2B loan to Vistra to fund power uprates at least three of its four nuclear stations — first reported by Bloomberg via Reuters on Oct 3, with a formal announcement expected Monday at Vistra's Perry plant.

$LEU just give up, give me some real capitulation below 100 $ and we can finally start to accumulate some shares. this ping pong slow bleed is just pain for investors. wont bottom until real catastrophe.

$LEU The valuation appears disconnected from near-term fundamentals. The current business is still only doing roughly $450–500M in annual revenue. At a ~$3B market cap, investors are paying 6x+. LEU trades at a substantial premium to forward revenue despite limited near-term growth, while much of the incremental value rests on long-dated, capital-intensive enrichment expansion that remains subject to funding, construction, contracting and execution risk. In effect, the market is capitalizing a significant portion of the future domestic-enrichment opportunity before the corresponding revenue and cash flow have been realized.