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LEU

LEU

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Convequity 2mo ago
LEULEULONG2mo ago
“The transition to next-generation Small Modular Reactors is constrained by a severe shortage of High-Assay Low-Enriched Uranium (HALEU)…”
Convequity

Domestic enrichment chokepoint hands Centrus a near-monopoly on US HALEU as demand explodes

LEULEULONG@ $205.66
$174.95-14.93%
since call May 6
Trade on Robinhood →
LEULEULONG2mo ago
“Upstream, Centrus Energy (LEU) emerged as the critical chokepoint: most advanced SMR designs require HALEU (High-Assay Low-Enriched Uranium)…”
Convequity

Centrus owns the only US-licensed HALEU enrichment, a physical chokepoint for the SMR fleet

LEULEULONG@ $207.76
$174.95-15.79%
since call May 4
Trade on Robinhood →