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 $LEU announced to start production of HALEU in 2022
LEU stock help the cause Bill Gates Natrium reactor for clean energy push recently highlighted on 60 minutes.
Mentions
What do you consider a good price to buy LEU?
Big believer in nuclear longterm. One company I’ve been doing a bit of research on is Centrus Energy ($LEU). They’re the only public U.S. company producing HALEU, which is the fuel next-gen reactors like Oklo’s actually need. The DOE just handed them a $900M production award, the NNSA wants to sole source enrichment from them, and they’ve got a $3.8B backlog thru 2040. They’re also profitable.a lot of people are focused on the reactor builders but someone has to make the fuel. Theres a Russian LEU ban that fully kicks in by 2028 and Centrus is the domestic answer to replacing ~25% of our enriched uranium imports. They’re spending $560M+ expanding manufacturing in Tennessee right now. I will say that the company does look a little overvalued right now but def worth having on your radar
Dont forget the plethora of nuclear trade deals Canada just did. Also Dennison has been stockpiling uranium, so they are holding for the next big cycle. If my analysis of the 10 year chart on uranium compared to current, looks like we are coiling. I got into DNN because a stop loss flushed me on LEU prior to its launching. Read up on the company, like the history, think thry are poised fairly well. Got my bets placed last October, just been watching occasionally.
\>I am keeping an eye on whales when they start buying into uranium and nuclear. This is exactly what has been happening in the last month though. Uranium hit an all time high like 2 or 3 weeks ago. I also hold a bit or NLR, and URNM, then directly hold OKLO, NNE, LEU I think that's about it.
High risk is investing in growth stocks like ONDS, LEU, HOOD, UUUU. Things that often move 10% in a day. You're betting on companies like that becoming juggernauts with a much higher share price, not investing in boomer funds and getting returns lower than the S&P. You'll need to do the research and find quality companies in sectors that will have a growing impact on the economy in years and decades to come.
AMKR and LEU might be regarded — adding here
Bro, single stcks can nuke you just like crypto. That “1–2% a day” thing is mstly for indexes, not names like LEU. Earnings, guidance, sentiment flips and booooom.. elevator down. That’s the game, Smh.
wish LEU calls were reasonably priced, maybe cameco will miss and allow for a good entrt
Did y end up on LEU? The 1-yr trend was trending up
Literally the same day I finally bought some. Same shit happened to me with LEU last year.
Revived my port with LEU puts and THC calls
Is LEU cooked after today’s earnings? It’s a ~44% miss. No wonder it’s dumping like no other.
gotta be LEU buy time, surely…
LEU, RDDT and ALAB destroyed pulled me down from green today. Fuck
ALAB, HOOD, LEU to name a few
Did you drop LEU? Love your posts btw
Just checking to see if there’s still invites my latest trade is all in on LEU
Somebody pls halp: > On January 30th I was up $10500 with $91000 invested. > >Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. > >I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this > >EDIT: I forgot I had an order for $QQQ 602C open at $2.50 and it was filled after hours. Down another $1800 FUCK MY FUCKING LIFE
On January 30th I was up $10500 with $91000 invested. Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this
Didnt open my account today. May never open it again considering my port is made of IREN, UUUU, LEU and every other stock that went down 15% today
I also took a massive position in ASPI. Your point on LEU buying from Russia with limited enrichment capacity is a big part for me. Especially with the Renergen acquisition + QLE connection, I think this is very underpriced at the moment.
I have a massive aspi position. Its risky but if it pays off it will really pay of. The company is valued very cheaply right now. LEU stock ran up a lot. So it would have been the better investment for me. But LEU valuation is unjustified. They buy LEU from russia and enrich it to HALEU. They dont have a lot of enrichment capacity.
Dude, your analysis is missing the most critical factor: REALITY. Let’s fact-check your points: 1. Fuel (The Elephant in the Room): You ignored the biggest bottleneck. Oklo needs HALEU. Where are they getting it? Russia? The U.S. supply chain for HALEU is years away. No fuel = No power in 2027. IMSR uses Standard LEU. The supply chain already exists globally. Terrestrial Energy can fuel their reactors TODAY. Oklo is buying a Ferrari without gas stations. 2. Regulatory Track Record: Oklo’s application was denied by the NRC before. They are starting over. Terrestrial Energy (IMSR) already has its Principal Design Criteria (PDC) approved by the NRC (Standard Review Plan). They are moving straight to the Construction Permit (CP) with a regulatory path that actually works. 3. "Proven" Tech? You say Oklo is "proven"? Their design relies on liquid metal fast reactors which have a history of complex maintenance issues. IMSR is based on MSR tech proven at ORNL, but modernized. Plus, IMSR produces High-Temperature Heat (Industrial Heat), not just electricity. This opens up markets for hydrogen, ammonia, and desalination that Oklo can’t touch. 4. Business Model: "Only selling designs" is a feature, not a bug. It’s called Capital Efficiency. IMSR is the "ARM of Nuclear" — licensing tech to massive operators like OPG or DL E&C. Oklo trying to build, own, and operate everything (Utility model) is a massive CAPEX trap. Good luck burning that $2.3B when delays happen (and they will). 5. 2027 Deployment? Don't make me laugh. Without HALEU and a finalized NRC license, 2027 is a pipe dream. IMSR's early 2030s target is realistic and backed by actual industrial partners, not just hype. Stop looking at the hype and start looking at the physics and supply chain. IMSR is the real industrial solution.
Smells fishy this one. Plenty of competition in this space. I would rather bet on LEU for HALEU
GEV, CEG, CCJ, LEU, PWR is all you need
Cmon LEU, V out and go to 350. You've done it before.
What do you think LEU will do over the next 2 years?
Swap Crwd for LEU. Why no data center shitstonks
All my positions ($LEU, $JOBY, $USAR, $LEC, $AMPX) dropped 15% intra day just as I was adding more to them. FML
I don't have to. I bought LEU calls at open... Same shit.
Love me some LEU, are you swing trading it or holding?
UUUU, MP, LYSDY, CCJ, LEU Are some mining, processing companies that follow this whole kick for rare minerals in the fight for Greenland to look for.
It could be a while before it recovers enough to sell. Me, I'd cut it for better short term risk:reward, but you do stand a chance of missing a sudden burst to the upside. But other commenters are right: Nvidia is played out. What you want is to find stocks that are beaten down way too far and are likely to strongly reverse at some point (META, NFLX), or companies that are still in the early stages of market pricing (AMKR, LEU), or companies at the bleeding edge of new markets (BE, UUUU). Nvidia is a great company, but their stock isn't super likely to beat the market.
Wow, this is a blast from the past! The uranium thesis has taken a little longer to play out than I expected back when I made that post 7 years ago, so I am still holding the majority of my UUUU. I trimmed some of the position a few years ago to buy some LEU, which has worked out well; and again a little bit later to buy some ASPI, which also hasn't been a bad buy. I was cursing myself for not selling some when it hit $25+ last October; hopefully that turns out to be a blessing rather than a curse. Are you a holder yourself?
My profile of exclusively uuuu, LEU, bksy, and PL is very happy.
CCJ is from Canada, it’s a no from me. I rather all in LEU
Holdings are: UUUU MP LYC LEU CCJ
In my research HALEU is critically important for newer generation SMRs. You need this for future modular (transportable) designs and efficiency. The ones that don’t use it will be immediately phased out and become obsolete. The only bottle neck and the reason why some don’t use HALEU is the fear of supply risk. Summary from Gemini below Standard nuclear fuel (LEU) used in today's large power plants is enriched to about 3–5% uranium-235. HALEU (High-Assay Low-Enriched Uranium) is enriched to between 5% and 20%. This higher concentration is vital for SMRs for three main reasons: • Smaller Size: Higher energy density allows the reactor core to be physically smaller while producing the same amount of power. This is essential for keeping SMRs "modular" and transportable. • Longer Life: SMRs using HALEU can run for 5 to 20 years without refueling. Standard reactors need to shut down every 18–24 months to refuel. This "battery-like" lifecycle is a major selling point for remote locations or industrial sites. • Less Waste: Because the fuel is burned more efficiently, there is often less volume of high-level waste relative to the energy produced. I think the investments in and ETF now that captures both standard uranium and the future HALEU play should be considered now for future upside in 2028/29. What are your thoughts on an ETF like HURA.TO?
I think OKLO goes up because of it's commitments with Centrus to buy their High Assay Low Enriched Uraniuym (HALEU - the type needed for SMRs). Centrus (LEU) is the only US DOE approved company backed by the US government to make HALEU at the moment. They also have some of the only rare waivers to import uranium from Russia and this has been extended until 2027. So most of OKLO's hype may be due to it's connections but maybe some of it's hype may be proprietary hence there are no announcements or physical production prototypes.
$LEU is one of my plays on my energy portfolio the only established company that works with HALEUM the fuel for advanced nuclear reactors and the upcoming SMR'S does not matter what SMR wins. LEU wins as well. Then diverisify between oil, clean energey etf, an energy grid stock and some mineral stocks for gambling. I like LYSDYN since its one of the few miners with a lot of access to rare earths outside of china. They're not profitable but are Government backed and already expanded to Malaysia.
Thank you for acknowledging my initial reply about the difference in scale and why this isn't a valid comparison. OKLO's deployment for META could be going live around the same time RR's SMR could go live as well. I'm trying to understand why you're arguing against RR, yet also acknowledging we are talking about two different markets on a similar timeline, LOL. One final thing I've learned in researching OKLO during this (and as a potential investor): Oklo relies on HALEU fuel, which is currently in a massive supply chain crunch. RR uses standard LEU fuel that the global supply chain already knows how to produce at scale. It’s hard to be a "first mover" when you're waiting in line for fuel that doesn't commercially exist yet. RR is built for the world that exists, Oklo is built for a world they hope will exist by 2030.
Anyone looking at Uranium? It is primed to go up. Other than UUUU, all the others seems like scam companies. May be LEU?
Around 40-45 a share in the coming months (this is for aspi pre QLE spinoff). Post spinoff I suspect aspi can hit 15 a share while QLE goes well past 30 a share assuming they have the same float post spinoff. They've got nearly half a billion in cash right now and their annual build out and operation costs are sub 100mill annually and they've already been closing the revenue gap and will be in the black come 2028 or so. QLE alone is worth multiple billions when compared to companies like LEU so that's the big moneymaker. Holders of ASPI right now will get QLE shares as royalty once the spinout happens which has already been filed with the SEC. No idea when it will actually finish up but the process has already started. Likewise the remaining aspi shares will get revenue from QLE every quarter to bolster the value of ASPI.
Uranium is the play for me. LEU up 1000% for me. But I bought in 2021. Go U!
First, we're talking western production because duh. The fact you're trying to use sanctioned Russian enriched Uranium as a gotcha is goofy AF. Secondly, Centrus has never produced HALEU. They buy it from Rosatom and have a waiver that lasts until 2027. As it stands they cannot produce HALEU, they're struggling to produce LEU as it is. Seeing your last comment it's clear that you're short on ASPI. Enjoy getting margin called in the future
LEU. All the small reactor companies need fuel and LEU is where they get it from
LEU moons if they take Greenland, moons if they don’t
Well there's 2 others there but do you mean for uranium? I also like LEU (have 20 shares from 35$ cost basis) and uuuu (exited too early from 3.50 cost basis looking to get back in)
LEU and COHR are one of my best performers of last year. I'm very confident in those names.
The thing people need to realize is that the uranium required specifically for SMRs is a certain grade called high assay low enriched uranium and currently only Centrus (LEU) is allowed to make it in the US! Also backed by the government of the USA.
There are private SMR companies that are already or will be as competitive as OKLO. I invest in bottle necks that are directly associated with my thesis. Read Volume I and Volume II explaining these in detail. In short, I invest in companies that overarchingly own the vast quantity of supply of strategic rare earths within the West and, specifically invest in these materials companies on the basis that the demand for these specific materials will become consequential to the victor of the world, thus the acquisition of these materials will be far more important than current spot prices, leading to a mega boom in profits. Neodynium - Lynas, MP, and Energy Fuels Uranium (Mining/Processing) - UUUU, CCJ, LEU My intention is to write a volume III on these companies and why I specifically chose them to express my thesis.
Thought I was late to LEU… I was not lol
You're late. The 200%+ moves already happened. * Valuations are stretched. MP at 44x sales, LEU at 41x earnings. * Catalyst is longer-dated. Reactor builds and utility contracting take years, not months. * Insider selling. MP's CEO sold $24M in December. If you believe the 10-year thesis (nuclear renaissance, AI power demand, supply deficit), this could still work - but it's a hold-and-wait play, not a momentum trade.
Few? Majority of the serious SMR vendors will run on LEU, the availabilty of LEU are probably IMSR last problems.
Surely LEU is the winner here? What am I missing?
I just hope you make a ton of money in the future if this goes through and goes well. but for me - I am not a fan of betting on something that happens 15 years out. Also I did not have balls to bet on OKLO in the end of 2020 and now they are even worse bet given the pump. If anything then UUUU or LEU since they already do things outside of powerpoint. but it is certain that USA currently is taking energy independence seriously so the nuclear sector will receive some TLC
Nope. SMRs are the future. UUUU and CCJ and LEU are NOW. This is a NOW issue.
LEU has been flying lately. Thank you Venezuela.
UUUU, LEU, and CCJ for uranium (I don’t play with the mines in development but if you have balls and want highest upside - Global Atomic maybe?) For rare earths, LYSDY and MP and UUUU (energy fuels is a dual threat and is the majority of my portfolio).
LEU (Centrus) already shot to the moon. They’re already up 25% today.
SMR, OKLO, LEU, or BWXT? I could see some good news come out on Wednesday after the sub-committee hearing that pops these players, but since you posted this. Who is your highest conviction play?
About to flip green on LEU after a month of dump
LEU been dumping after crazy returns this year but I’m holding 🥲
There is zero telling when utilities will be pushed to start contracting again - but likely it’s either this year till 2030, but it’s happening. It will make many millionaires. If you look at 07’ look at how much it fell and then retraced up. It may fall back to $11 or it will continue up after it was already compressed. I’d just jump in. The first time I got in (before selling and taking a break to buy an apartment) I lost money for first 6 months then it went mental (due to supply issue). This is now a demand problem so yes it will go f’n nuts. Just hold on and enjoy the ride. UUUU CCJ LEU - only refiner and processor. Will go ballistic. And for other major rare earths coverage— Neodynium (similar situation to uranium): MP Lynas UUUU (also a rare earths play - why it’s my fave stock)
Whoops - problem with how I tried to filter it. $41k in LEU.
Why are you betting on UUUU the most? And where is LEU
My energy holdings: TPL (oil royalties), CCJ (uranium), LEU (haleu producer), LTBR (LEU before it growned up), MP (rare earffs), UUUU (Uranium + rare earff)
Sorry not trying to pick **the** winner, definitely trying to pick winners lol, just not concentrating into a singular 'AI' winner. Just want to benefit nicely from AI generally winning overall. For instance my two biggest single stock positions are Googl and MSFT (although I think LEU will be competitive to overtake this year). Same with ANET / ALAB, hell my long-term is AMKR, just saying they provide solid opportunity near here.
What vol measure are you using? Long term vols are steady as ever. Fuck man. Check out LEU if you want to see high IVs. And there's two MASSIVE converts outstanding too.
Other half is in self picked stocks and a small amout relegated to self picked options. LEU is responsible for most of my gains this year. I was in for 40k and out for 250k.
LEU, CCJ, ASPI, UUUU, USAR, EGO, IAG, GOLD If it shines or glows, it's going to the moon.
Uuuu is a big uranium mining stock. Has been very known and traded. I held it from 2020 to 2023. Take a look at the rest of the uranium sector.. especially US uranium stocks like LEU or SMR
LEU going back to 300+
Grok told me to buy ORCL and LEU yesterday so I did. I am so happy today. WTF is this LEU rally.
I held or traded most of these names in the summer, I only have a few shares of IREN and some cash secured puts on it at this point. I love the idea of LEU and in the long run I think it will be a powerhouse, but unfortunately still just way too overvalued to go in on. All of these names will have a random big day but very high risk at this point in the cycle.
I’d nibble OKLO tiny; prefer picks-and-shovels like BWXT and LEU. Watch NRC docketing, HALEU supply, and firm PPAs; slips mean dilution. CCJ for uranium beta. For idle cash, I use Vanguard Treasury money market, TreasuryDirect I Bonds, and a small Gainbridge fixed annuity. Barbell it: small OKLO, core BWXT/LEU.
Thanks for sharing. I will look into LEU and also you earned a new follower!
https://preview.redd.it/m6zubmpelu5g1.jpeg?width=1320&format=pjpg&auto=webp&s=2331cc142a54f2e322baaabbebadbd8351300039 Gonna tax harvest 8k tomorrow to free up 40k for AMD, AVAV, NFLX and LEU
LEU lost 70% of it's gains this week, on Friday. What pump did I miss?
CVNA - sold early this year and locked in almost 10x TERN - could crater any day, yolo LEU
60% VOO, 40% nuclear energy stocks (OKLO, LEU. CEG, VST, VRT, NNE, SMR)
Sadly, I keep a list with sold prices, current price, and how much more i would have if i didn't sell. Yes. I am a masochist. And none of these are "kinda regret", they are full "please God, let me go back in time so i can prevent this". ABBV GOOGL IBM LEU MSFT MPLX PLTR VOO
Really rough is LEU. I was looking at that one around $35 a few years back. It's at $225 now.
Yes, I have calls in $MU, $TE, $LEU, and $SILJ. Have fun