LEU
Centrus Energy Corp.ENERGYReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
DOE awards $2.7B to restore domestic uranium enrichment capacity
Secures critical fuel supply for AI-driven nuclear power demand
Stock 40% off highs; award validates long-awaited reshoring thesis
LEU offers the most potent asymmetry: a high-quality policy play (Score 95) trading 40% below highs while its primary catalyst (domestic enrichment funding) just materialized. Unlike MWA, which is priced for perfection near highs, LEU has significant room to re-rate as the sole U.S. source of HALEU.
The DOE's Jan 7th $2.7B award directly targets LEU's core competency (HALEU/LEU), confirming the government's commitment to reshoring nuclear fuel supply.
Deep pullback (40% off 52w high) with recent momentum (+14% 1mo) suggests a bottom is in, supported by the new funding catalyst.