- Since the last article, the company posted good quarterly results and interesting updates on HALEU project.
- In June 2021, they received the final approval for HALEU production in the US, the first license ever for this special nuclear fuel.
- Management looks quite conservative on estimates on both LEU and HALEU segments but is optimistic about economies of scale on the new Ohio enrichment facility.
- The stock moved considerably higher since the last article but it is still a buy and represents a bet on the future of the nuclear industry.
For further details see:
Centrus Energy Still A Buy, Continues To Focus On HALEU Project