Jul. 14 at 11:57 PM
$LEU – America’s Nuclear Monopoly Is Up 2,000% 🚀☢️
• 📈 +2,000% in 5 Years – quietly outpacing nearly every stock in the market
• 🏛️ DOE-Funded Expansion –
$110M secured, more coming
• 🔒 Only Licensed U.S. HALEU Producer – SMRs must buy from Centrus
• 🚫 Dilution Unlikely – Gov $$ + cash flow = no need to raise equity
• 🇷🇺 Russian Nuclear Decoupling = Centrus becomes mission-critical
• 📦 Backlog:
$3.8B – revenue locked in for years
• 🧠 Institutions Own ~74% + Insiders Hold 4%
➡️ Only ~22% (~3.8M shares) float = explosive upside potential
• 💰 EPS Path:
$8–12
➕ Valuation 25–30x =
$300–
$500 PT
Nobody’s looking at it.
But the DOE is. And BlackRock is. And this might be the most asymmetric bet in the market right now.
$PLTR $RTX $GE $MYRG
