LEU

Centrus Energy Corp. is now attractively valued after a 66% decline from recent highs, offering a compelling entry for nuclear energy exposure. I am considering a staged Buy of LEU stock with a 1-3% NAV allocation, recognizing high execution risk and technical volatility. My discounted earnings model suggests a 21.5% margin of safety, assuming 15% EPS CAGR over 20 years despite near-term earnings contraction.

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

The American nuclear renaissance is less of a one-man show and more of an international effort. Recent reports out of South Korea indicate the possibility of the country assisting the U.S. with constructing eight reactors.

Shares of NuScale Power (NYSE:SMR) are sliding in Friday morning trading, giving back the policy-driven advance nuclear developers posted a day earlier. NuScale Power stock is at $8.45, down 7% midday.

Production will be "unobligated" that can support national security missions Adds another HALEU customer to Centrus' backlog and includes prepayments to advance domestic enrichment capacity buildout BETHESDA, Md. and TORRANCE, Calif.

The nuclear renaissance requires a fuel chain that can support the ambitions of the reactor development companies. The simplest example is a car and its gas station.

Tripling global nuclear capacity by 2050 means nothing if the fuel chain cannot keep up, and right now it cannot. Three U.S.-listed companies sit at the most critical bottleneck in the entire build-out, each with a radically different risk profile.

BETHESDA, Md., Sept. 9, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE: LEU) ("Centrus" or the "Company") today announced the pricing of its previously announced underwritten public offering of 500,000 shares of its Class A common stock (the "Class A Common Stock"), pre-funded warrants (the "Pre-Funded Warrants") to purchase an aggregate of 2,005,513 shares of Class A Common Stock and common warrants (the "Common Warrants") to purchase up to an aggregate of 6,992,382 shares of Class A Common Stock.

BETHESDA, Md., Sept. 9, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE: LEU) ("Centrus" or the "Company") today announced the launch of an underwritten public offering of shares of its Class A common stock (the "Class A Common Stock"), pre-funded warrants (the "Pre-Funded Warrants") to purchase shares of Class A Common Stock and common warrants (the "Common Warrants") to purchase shares of Class A Common Stock.

Agreement adds another domestic, U.S.-origin source of HALEU to support commercial and national security deployments of Radiant's Kaleidos microreactors Adds another HALEU customer to Centrus' backlog and includes prepayments to Centrus that advance its build-out of domestic enrichment capacity BETHESDA, Md., Sept. 8, 2026 /PRNewswire/ -- Centrus Energy Corp. [NYSE: LEU] ("Centrus"), a trusted supplier of nuclear fuel and services, and Radiant, a leading developer of transportable plug-in ready nuclear microreactors, today announced a definitive multi-year contract to supply high-assay, low-enriched uranium (HALEU) fuel needed to deploy multiple Kaleidos microreactors.