Reddit Posts
Uranium: Start of a Commodity Supercycle part Deux!
$LTBR a gem in coming in nuclear energy field
Centrus Energy ($LEU) announces positive results in Q3 report.
Volume of 35 with an ask of $199,999.99 and a total outstanding share value (13.98 million) that outweighs the current free float (9.92 million) on $LEU (Centrus Energy). Company used to be worth 6,874.47 at peak in 2007. Y'all apes have any thoughts on this?
The Strongest Stock in a Hot Sector. Get ☢️Uranium Exposure☢️ with $LEU.
Centrus Energy (LEU) to be added to the RUSSEL 3000. Very low float..8.93 mil shares.
☢ (LEU)Centrus Energy ☢LEU LEU, skip to my LEU. Skip to my LEU my darling! STOCK float of only 8.93 MILLION. A bet worthy of WSB..easy mover. 🚀
(LEU) CENTRUS ENERGY. ☢ A bet worthy of WSB. "LEU LEU, skip to my LEU..skip to my LEU my darlin!" STOCK FLOAT OF ONLY 8.93 mil. ☢
Centrus Energy (LEU) Float is 8.93 million. Primed for takeoff?
Centrus Energy $LEU announced to start production of HALEU in 2022
LEU stock help the cause Bill Gates Natrium reactor for clean energy push recently highlighted on 60 minutes.
Mentions
I had 45k in shares of LEU at $70, I would have made 90k if I stayed until $200. I sold early and only made about 10k. I’ll never forgive myself!
up 269k YTD, mostly from LEU shares
I’ve been crushed on shorting so I don’t do it anymore. I did ride SMR, OKLO, LEU, and all the uranium stocks up on the most recent nuclear EO and got out because now it’s all about execution
https://preview.redd.it/wnn1do5gyo9f1.jpeg?width=1206&format=pjpg&auto=webp&s=1ca945131a33dfacdbc452cba0ff6f1cb3c6c78c Up 38% YTD. That dip on March 20-24 was because I decided to buy TSLQ at the worst possible moment. I was shorting the market with SQQQ and TSLQ on the way down, made some good purchases in April. LEU and CRWV were main profit drivers for the last couple months.
I’ve been in those shoes plenty of time. Despite telling people not to dwell on it, you find yourself dwelling on it. Just know that another opportunity will come up. It’s still happens with me on both options and stocks. Wednesday, I was up around $6k on my LEU position then it sank 11 points. Thursday after the open it sank another 28 points so I sold my position to salvage some of my profit. The stock suddenly proceeded to reverse and slowly make back all 28 points lost plus add 2 more before closing down 6. I made $1k when I could’ve just waited and still been up much more. Or I could’ve waited and the stock could have wiped out all my profit. The point of all this is that no one has a working crystal ball. We do our best then try again.
$LEU $SPY $COIN shorts
I sold some stocks like HOOD, LEU, CRSP and I have only a few regrets :(
AMD and LEU only things looking green right now in the port :/
Centrus Energy $LEU is my pick in this sector. Up 334% in the last year and also look at a 20 year chart. Research their Piketon, OH plant for uranium enrichment. The same site as Manhattan Project.
Sold too early: Bought a bunch of LEU at around 28 a few years back...sold on the down earlier this year for around 106 after it climbed to like 115 (for no good reason other than the price was falling). It proceeded to bottom out at around 55, didn't rebuy back in, and now it's siting at 190. I kick myself for even selling it because I've always been a proponent of nuclear since I have an understanding of it; especially with all the energy required for AI now. I let my emotions (greed and then subsequent fear) get the best of me, and now I left considerable money on the table. Sold too late: Bought a ton of shares in CLSN around 2-3 like 11 years ago when I first started investing since it was cheap and I could get my feet wet. Thought it had a decent pipeline of drugs in various stages of trials for FDA approval. Kept holding on despite persistent falling price and left at like 1 or so. Not the hugest of losses considering price point, but I still lost somewhere around 60% of my hard earned cash and sure learned early on the importance of having an exit strategy. P.s. I also held LCID at a profit and held on for dear life as it plummeted thinking it was a young TSLA...boy was I wrong.
I own all of those stocks and very happy with performance so far Also holding and happy with: LEU, EU, CCJ, URNJ, RYCEY, SMR
Someone told about LEU here who was it
fuck me for not buying $LEU at $34... actually, fuck this fucking illogical market.. you try EV charging networks, they balk, you try oil stocks, they go flat... I bet if I buy LEU now it'll crash...
Where did you hear about LEU? On reddit?
I sold half of my LEU this morning at $189. Made 200% gains. I suspect it might go as high as $200 and then sell off. Hoping to add again below $140.
https://preview.redd.it/wda14c16u28f1.jpeg?width=1290&format=pjpg&auto=webp&s=e2742725f902fbe20b62afefe71acc89bf6d081d I sold my circle on Friday and moved it all into LEU
Does anyone else here know about $LEU ? I keep looking for an opportunity to buy more and every days it’s min +2% higher than the last
Centrus Energy $LEU is on fire too but not so over valued imo, and has tiny float. Been holding since 2021, with a 6X so far. No plans to exit this one.
Took the profits and bought what I wanted for the long term — LEU https://preview.redd.it/29w2wp851r7f1.jpeg?width=1290&format=pjpg&auto=webp&s=c40083b6aff319947968b9e401de567daf9daf94
Centrus (LEU) is on a tear
Made 200% on OKLO, got out and it's up 200% since, fml. But nuclear is the coming hype it feels like, Cameco, CEG and LEU have been my plays.
u/RobusEtCeleritas wrote: Natural uranium has about 99.3% uranium-238 and 0.7% uranium-235. 235 is fissile and 238 isn't, so for most nuclear reactor designs (and other "applications"), uranium needs to be enriched with 235. Enrichment levels are broadly broken up into "low-enriched uranium" (LEU) and "high-enriched uranium" (HEU), and the division is at 20% uranium-235. LEU has been enriched with 235, but only to a concentration not exceeding 20% 235. If it's enriched beyond 20% uranium-235, it's considered HEU. A subset of HEU, where the 235 enrichment is at least 85%, is referred to as "weapons-grade". So there is a big difference between power and weapons grade Uranium. And this is easily testable by the IEA.
Neat; I just added LEU to my watchlist tonight after doing some DD on it. Do you think it will continue to run? And where do you find 3x ETFs? https://preview.redd.it/v1ku0c9ukf6f1.jpeg?width=1080&format=pjpg&auto=webp&s=fd50c74a89100603c68d8db86a62539207a77524
LEU @ 63, CRWV @ 34, RTX @ 117, RIVN @ 11.3 And some swing trading -3x and +3x leveraged ETFs
Took 100% short term profit on this back in Jan. Held my $LEU since 2021 though, so I don't kick myself too hard.
Buy more LEU, and not sell until 2032
Why do I not ever see people taking about LEU it’s going parabolic right now.
Uranium is so hot right now. My LEU is up 120%.
grats to the ahole that bought my LEU call
OKLO and LEU. Thank me later.
LEU is the real rocket that got launched yesterday 
I’m up 243% on CRWV shares. Up 94% on LEU shares. Both making highs today.
I’m up 243% on CRWV shares. Up 94% on LEU shares. Both making highs today.
Compare a 1 year chart of $LEU VS $SILXY. Centrus UP 122%. Silex DOWN 42%. My money is on Centrus. Perhaps room for a few producers in this space, but regardless, I'm convinced Centrus will be the major. Because simply, Cameco is CN, and Centrus is USA = MAGA.
Their HALEU production is minimal and will be replaced by a more effective technology. Their whole thing is otherwise megatons to megawatts which aren't exactly reliable. GLE are focusing on LEU first and already have an agreement with DoE on depleted tails, while ASPI already have agreement with Terrapower on HALEU.
My pick is mostly Centrus Energy $LEU. Holding since 2021, with a 5X so far. Do some DD on their Piketon OH Plant and history back to the Manhattan Project. Look at a 20 year chart of the stock. Breathtaking potential if Piketon expansion gets green lighted, which I think is in the cards. VP Vance is from OH, 1000s of jobs, MAGA city. GL.
Done deal Fri May 23, by Presidential Executive Order. Fast track on regulatory approvals. OKLO CEO wasn't the WH during the signing. I also have OKLO and SMR. I bought in Dec just before they took off, then got a good average down to 14 on SMR, 22 on OKLO during the early April dip. Also have LEU and the nuclear ETF, NLR. There's not enough shares for the demand. Both OKLO and SMR are between 100-150 million shares area. Demand by institutions can only go up from here. They will continue to heavily accumulate in 2025, imho, and the real upside fun begins on the construction contract announcements. Enjoy watching the stock splits!
I bought LEU at $23 and SMR at $3.51. As of yesterday they're $113 and $30.
Cameco (cco) is the majority share holder of GLE which is in the US and is the only enrichment company in us land. Im surprised everyone jumped on OKLO,LEU and others but Cameco got less love. They also have the option to go to 75% shares by contract.. you guys are welcome!
Take a look at HALEU and its connection to SMRs. Only 2 companies in the US licensed to make it. One is publicly traded, $LEU
LEU and CCJ are the tickers you want
Take a glance at a 20 year chart of Centrus Energy $LEU.
Centrus Energy (LEU) up 22% after hours. Been holding & only adding LEU since 2021, a 5X return so far. Look at a 20 year LEU chart.
$LEU, the ultimate bottleneck
saw the news and bought only a little UUUU and LEU which were only about 2-3% up at that time and mostly went into the URA etf instead. got a 3% on that instead of 20% on the others
Tomorrow should be good! LEU, UUUU, UEC, OKLO, SMR, ASPI DNN, CCJ for Canadians that’ll benefit less but room to run
Loaded up on dips: LEU, AMZN, RDDT, and MP
It’s been in a ride but if the nuclear EO releases it could continue I like LEU more for the nuclear EO
LEU up 22% on earnings beat and great guidance. Now I need IOVA to nail earnings tonight and my portfolio is going to soar.
LEU next stop 100 let’s fucking go
LEU carrying my port to the promise land
yea scoooped 4k shares of this when it hit Sub 4. Been phasing out of it and into LEU which is think is the best domestic nuclear play. 10billion dollar company by 2030 for their monopoly of HALEU. Thats 8x from here.
Stocktwits gang are all saying LEU is perfect for short squeeze, so there might be more action tomorrow. I might start taking some out tomorrow at noon. I’m not waiting on a number, just for it to cool off. The new administration hasn’t done exec orders on nuclear energy yet, and that could happen anytime. Hard to say, maybe $99?
Y’all be sleepin on LEU. They nailed earnings tonight. Great company. Huge market. Nuclear energy is the future.
Mods deleted my LEU DD yesterday and now it’s up 13% !!
LEU such a sleeper. This stock keeps knocking it outta the park. My only regret is trimming my posistion
How you feeling about LEU, Camco, or CCJ?
Great write up on LEU from a site that I cannot link to: > Centrus Energy (NYSE:LEU) +5.3% in Tuesday’s trading as Craig Hallum initiates coverage with a Buy rating, saying the company is “positioned as the long-term domestic nuclear fuel solution... a critical supplier of enriched uranium today and a domestic producer/supplier of LEU/HALEU in the future.” > > Centrus Energy (NYSE:LEU) supplies more than 15% of all domestic enriched uranium, sourcing enriched uranium through Russia’s Tenex and France’s Orano to meet the needs of global utility customers, is the only domestic company with a uranium enrichment license from the U.S. Nuclear Regulatory Commission for the production of LEU and HALEU, and is the only domestic manufacturer of centrifuges, an important differentiator from a national security perspective, Craig Hallum analyst Eric Stine says. > > Centrus (LEU) has optionality for whichever fuel direction the market takes - LEU and/or HALEU - Stine says, launching coverage with a Buy rating and $129 price target but seeing “a path to $200-plus as its business transitions from supplying enriched uranium from foreign sources to producing LEU and HALEU.”
~20% and shrinking each day as of late :). But continuing to DCA. That 20% is split between some safer bets like Google, NextEra, etc. And the other half in some bets like RDW and LEU. Remainder of overall portofilo in mutual funds/ETF, mostly in retirement accounts.
LEU has had really great support at $65 this year. I’m going to add to my position tomorrow.
SMRs are the flashy hype story but I don't see a great investment case. Too many companies competing over too few contracts. The business model only really works if one company gets economies of scale and can roll out a lot of units. Bespoke orders produced in 1s and 2s don't move the needle and are why large nuclear builds outside China are always behind schedule and over budget. First mover will gain market advantages but may have to keep pushing prices down to keep competitors out. Picking a winner now very difficult but my expectation is the advanced reactor science projects (OKLO, Terrapower etc.) will lose out to the traditional LEU designs (Rolls Royce, Westinghouse etc.) that have proven technologies, established supply chains for parts and fuel, and have more experience dealing with the massive regulatory requirements. At least for the next couple of decades.
LEU below 65 is free money. I’ll be loading up if it falls more this week.
LEU (uranium) up 6.5%, another recent reversal. Bet you’re right about the sotu
"HC Wainwright & Co. Initiates Coverage On Centrus Energy with Buy Rating, Announces Price Target of $300" LEU currently sitting at about $85. How much weight do you put on a price target like that??
In this house, we buy more OKLO, LEU, RDDT and GOOG. Nom nom nom.
I cut positions in "risky" stock that may have huge multiples like Spotify or speculative like LEU. Given all the uncertainty I am okay losing some profit for some time if it means I can get stable 4% and less worry.
Playing-yes Bought last week. Hoping the earnings report will give a proportionally similar boost to the pump that LEU experienced 2 weeks ago. If so, it’ll be quite nice. Sitting 4 points lower than last week is making the waiting game a bit more stressful.
It not as sexy as Tech, AI, Comms and space stock hype gets but NRG Energy**, LEU Centrus Energy , TLN and some other energy stocks are good. I’m sure you already know of VOO , VUG Other than this playing on earnings (Walmart and others) seems to be doing well for some people.
Because they are upstream of all smr’s and 95% of current reactors. Think Shell or Chevron of nuclear fuel. Their patents are a moat. They’re held worldwide, and China and Russia have also accepted their patents. Not only are they patented on the fuel itself- Tri-fuel 238 - but also on the manufacturing process. They’ve also created their fuel from nuclear waste. Any country that knocks off their fuel, the US will heavily sanction. Their fuel operates at 350 degrees C, which is 1000 degrees C cooler than traditional Uranium 235. Their fuel is near carbon net zero which is climate change immune, and is impossible for military grade nuclear weapons as it doesn’t produce plutonium. They’ve been partnered with the US DOE’s Idaho National Laboratory R&Ding for the last 15 years, and also have contracts with MOT and Texas A&M uni on using Lightbridge fuel in SMR’s. They signed an MOU partnership with OKLO (whom Sam Altman from OpenAI sits on the board) to co-locate a fuel facility, and have also signed a co-production deal with Centus Energy (LEU) - the US’ only producer of HALEU enriched uranium. Seth Grae - the CEO of Lightbridge - is extremely well connected, and is in very close proximity to the NRC to regulate and give the green light for licensing. Seth is the Chairman of the American Nuclear Society’s International Council and is a member of the World Economic Forum’s Advanced Energy Solutions Community. He is also a member of the board of directors of the Nuclear Energy Institute. Seth was a panelist and moderator at the NYC Nuclear Financing Summit this past week Feb 11th and 12th, and this coming week, he’s headed to Japan to conduct the same panel at the Tokyo Nuclear Financing Summit. Fyi - Trump stood with Sam Altman (OpenAi/Oklo) and mandated $500 billion in funding for Project Stargate. Japan’s prime minister also stood by Trump this past week and agreed to $1 Trillion in US investment into infrastructure. Lightbridge is also testing their fuel in Canada’s Candu nuclear reactors. And much more. They fly heavily under the radar, as governments prefer. https://youtu.be/sxSjLk-OUjg?si=SWeuXH8YH30RrLUl That’s why the best pure play.
but actually if you read the DD’s and pick winners they work. Looking at you LEU and PBI guy
TEM, LEU, and OKLO were all sleeper hits in Jan/Feb. What are some sleeper hits for March?
LEU 🤩 making 5 year highs today
LEU up 5% 
I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.
I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, DNN, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.
LEU set a 52 week high today. LFG
CCJ, LEU are my favorite nuclear energy plays. Very nice OP.
I have some LEU and URA. LEU is up 50% since i bought.
sold my LEU calls at x5 this morning and now they’re x10 left 10k on the table 
LEU doing some Heeeeeeavy lifting making my port green today
LEU, URM, URA are spec plays of mine. Long, not concerned with EOs
Bought LEU at $70, sold it at $80 ☠️
I rotated +4400% LEU calls into 599 puts now up 100% happy Friday 
https://preview.redd.it/77yxfx1xjqhe1.jpeg?width=1179&format=pjpg&auto=webp&s=70da9e86528f0d07809acf05feb1a5b986c800e3 If only I had conviction in my LEU leaps 