Core Viewpoint - Centrus Energy Corp. shares experienced an 8.4% increase, closing at $158.13, attributed to higher trading volume and a 57.6% gain over the past four weeks, following a significant contract opportunity for its partner, Oklo Inc. [1] Group 1: Business Developments - Oklo Inc. received a Notice of Intent to Award (NOITA) from the Defense Logistics Agency Energy to provide clean power to Eielson Air Force Base in Alaska, designating it as the "apparent successful offeror" [2] - The agreement entails Oklo designing, building, owning, and operating a power plant to supply electricity and heat to the Air Force base under a long-term power purchase agreement [2] Group 2: Financial Expectations - Centrus Energy has a memorandum of understanding with Oklo to supply High-Assay Low-Enriched Uranium (HALEU) fuel for Oklo's Aurora reactors, which is expected to provide stable business if Oklo secures the award [3] - The upcoming quarterly earnings for Centrus Energy are projected at $0.71 per share, reflecting a year-over-year decline of 62.4%, with revenues expected to be $133.97 million, down 29.1% from the previous year [3] Group 3: Market Sentiment - The consensus EPS estimate for Centrus Energy has been revised 6.8% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [5] - Centrus Energy currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong market sentiment towards the stock [5] - In comparison, Energy Fuels, another company in the same industry, has a Zacks Rank of 4 (Sell) and has seen a 20% change in its EPS estimate over the past month [6]

Core Viewpoint - The news highlights a positive development for Centrus Energy and its partner Oklo, as both companies are set to benefit from a new government contract related to nuclear energy projects, leading to a significant increase in Centrus's stock price [1][2]. Group 1: Company Developments - Centrus Energy experienced a nearly 9% gain in stock price following the announcement of a new government contract secured by its partner Oklo [1]. - Oklo has received a notice of intent to award (NOITA) for a nuclear generating plant at Eielson Air Force Base in Alaska, indicating its transition out of the start-up phase [4]. - Centrus and Oklo have a memorandum of understanding (MOU) for Centrus to supply high-assay low-enriched uranium (HALEU) for Oklo's Aurora reactors, ensuring Centrus's involvement in the Eielson project [5]. Group 2: Industry Implications - The Air Force project is expected to provide Centrus with years of steady and reliable business, reinforcing the viability of advanced nuclear projects [6]. - The collaboration between Centrus and Oklo highlights the growing confidence in the nuclear energy sector and the potential for long-term partnerships in this industry [6].

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Core Viewpoint - The U.S. nuclear power sector is heavily reliant on foreign state-owned companies for uranium supplies, which poses challenges as the country aims to significantly increase its nuclear capacity by 2050 [1][2][4]. Industry Overview - President Trump's initiative aims to quadruple the U.S. nuclear power capacity to 400 gigawatts by 2050, building on previous goals set by former President Biden [2]. - The U.S. depended on foreign countries for approximately 70% of its nuclear fuel in 2023, with 27% of fuel purchases coming from Russia [3][4]. Supply Chain Challenges - The U.S. is set to eliminate Russian uranium from its supply chain by 2028 due to legislative actions following geopolitical tensions, creating a potential supply gap [4]. - The current Western enrichment capacity is primarily controlled by non-American entities, specifically France's Orano and the Urenco consortium [5][6]. Domestic Capacity Issues - There is a significant lack of domestic fuel cycle capacity in the U.S., with no American-owned companies involved in mining, converting, or enriching uranium [6]. - The only commercial enrichment facility in the U.S. is owned by Urenco, highlighting the dominance of state-owned enterprises in the nuclear fuel supply chain [6]. Market Dynamics - The CEO of Centrus Energy emphasizes the need for additional enrichment capacity and competition in the market to address the current supply challenges [7].

Group 1 - The core viewpoint is that Centrus Energy is positioned as a leading player in the nuclear fuel market, with a "buy" rating and a target price of $160 from Bank of America, highlighting the potential growth in the industry [1] - Centrus Energy's stock rose by 7.27% to $141.0, reaching a 52-week high of $142.55 during trading, indicating strong market interest [1] - The company is the only publicly traded supplier of low-enriched uranium (LEU) and is set to build its own LEU production capacity, expected to commence in 2029, followed by a ten-year expansion plan [1] Group 2 - Centrus Energy has a solid financial position, with $653 million in cash as of March 31, supported by sustainable free cash flow from its core LEU business [2] - The company is likely to receive substantial financial support from the U.S. government, with over $3.4 billion allocated by Congress for related subsidies and development assistance [2]

Core Insights - Centrus Energy Corp. is actively engaging with investors through a series of upcoming conferences and meetings, highlighting its commitment to transparency and investor relations [1][6]. Company Overview - Centrus Energy is a reputable American supplier of nuclear fuel and services, addressing the increasing demand for clean, affordable, and carbon-free energy [3]. - Since its inception in 1998, the company has supplied over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal [3]. Technical Capabilities - The company is at the forefront of producing High-Assay, Low-Enriched Uranium and is working to restore the United States' uranium enrichment capabilities at scale, which is essential for clean energy, energy security, and national security [4]. Upcoming Events - Management will host one-on-one investor meetings at the Stifel 2025 Boston Cross Sector 1x1 Conference on June 3 [6]. - A presentation and Q&A session are scheduled for June 4 at the William Blair Growth Stock Conference in Chicago [6]. - A virtual fireside chat moderated by Evercore is set for June 6 [6]. - Non-deal roadshows hosted by Morgan Stanley will take place in New York and Toronto on June 23 and 26 [6]. - One-on-one meetings at the JPMorgan 2025 Energy, Power, Renewables & Mining Conference are scheduled for June 24 and 25, including a fireside chat on June 24 [6].

Core Insights - The U.S. nuclear energy sector is experiencing a significant boost following President Trump's signing of executive orders aimed at revitalizing the industry, leading to increased stock prices for companies like Oklo Inc, Centrus Energy Corp, and BWX Technologies Inc [1][2]. Company Summaries - **Oklo Inc**: The company aims to launch its first small modular reactor (SMR) by 2028. Its stock surged over 10% recently and has increased by 150% in 2025. Analyst Jed Dorsheimer estimates Oklo's fair value at $70, indicating a potential upside of approximately 30% from current levels, with bullish scenarios suggesting a target as high as $82 [4]. - **Centrus Energy Corp**: As the only U.S.-owned uranium enricher, Centrus's stock rose nearly 13% recently, driven by technical momentum and national security concerns regarding enriched uranium supplies. Dorsheimer has set a price target of $185 for Centrus, representing about a 42% upside from current prices [5]. - **BWX Technologies Inc**: Historically a supplier for the Navy, BWX is looking to expand into commercial SMRs. Although its recent stock gains were modest, Dorsheimer sees a potential increase of 36% with a target price of $173 [5]. Industry Trends - Trump's executive orders aim to streamline licensing processes, allocate federal land for new nuclear projects, and prioritize certain facilities, with a goal of launching 10 large reactors by 2030. This policy shift is seen as a major catalyst for growth in the nuclear sector [3][6]. - The overall market sentiment is bullish for the nuclear sector, with all three companies trading above key moving averages, indicating strong momentum and favorable policy conditions [6].

Group 1 - IonQ, Inc. is considered "too speculative" and is losing significant money, according to Jim Cramer [1] - IonQ formed a strategic partnership with the Korea Institute of Science and Technology Information to advance South Korea's quantum technology goals [1] - Oklo Inc. is viewed as being "five years behind" GE Vernova, leading to a preference for GE Vernova over Oklo [1] Group 2 - Valero Energy reported first-quarter sales of $30.26 billion, exceeding analyst expectations of $28.68 billion [2] - Cramer prefers Phillips over Valero Energy, suggesting Valero has already seen too much growth [2] - Verona Pharma is described as a "rocket ship" but is also highly speculative due to significant losses and insider selling [2] Group 3 - Centrus Energy reported better-than-expected first-quarter revenue results [3] - Cramer advises caution regarding Centrus Energy, recommending GE Vernova instead [3] Group 4 - Valero Energy shares increased by 1.7% to $130.71 [4] - IONQ shares rose by 5.1% to $48.04 [4] - Verona Pharma shares gained 0.7% to $75.61 [4] - Centrus Energy shares surged by 12.9% to $127.86 [4] - Oklo shares jumped by 10.3% to $53.90 [4]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Core Insights - DPRG IM is a management-owned partnership with over 50 years of experience in real estate and financial markets, focusing on understanding industries and investment cycles [1] - The company aims to manage real estate equity that is often underutilized, providing a product that addresses the need for managing equity locked in properties [1] - DPRG IM has developed a Leveraged Long Only Absolute Return Strategy (LLARS) that prioritizes regular income while aiming for long-term growth, making it suitable for commercial real estate owners [1] Company Overview - DPRG IM originated from DPRG's private equity business and has established a track record in managing released funds for several years [1] - The company has built strong banking relationships to finance European and UK real estate, adapting to country-specific pricing [1] - DPRG IM operates with a strong management team located in Nicosia, Cyprus, and has a presence in London, Monaco, and Dubai & Abu Dhabi [1] Investment Strategy - The LLARS investment policy focuses on providing regular income on a quarterly basis, which is beneficial for servicing debt payments and maintenance costs [1] - The strategy is designed to enhance rental and free cash flow streams for commercial real estate owners without correlating to the asset's operations [1] - DPRG IM also offers structuring services, including legal, taxation, and cross-jurisdiction expertise to optimize capital efficiency [1] Regulatory Compliance - DPRG IM is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with License No. 454/25, ensuring compliance with regulatory standards [1]