The US says it knows where Iran’s uranium is, but nuclear inspectors aren’t so sure@virtualnomad explains why https://t.co/U8ZHK1TKCu https://t.co/IWIkBq2j2p ...

We have MSNOW contributor Inzimam Rashid in Dubai, MSNOW reporter and co-host of The Weeknd, Jackie Alimani at the White House. Former Deputy Special Envoy for Iran, Richard Nephew, who was part of the talks for a nuclear deal with Iran back in 2015. And our military analyst, retired General Barry McCaffrey.Welcome to all of you. So, ladies first here, Jackie. Details on this agreement, they have been hard to come by so far.What is the president saying about that today as he gets ready to meet with the NATO ...

that many targets that were recommended by the secretary of defense were rejected by CENTCOM that they were civilian targets i believe that people are already saying no to the to the hierarchy the CENTCOM commander is walking a very thin IN LINE WHERE HE IS TRYING TO DO THE BEST HE CAN TO IMPLEMENT MILITARY OBJECTIVES AS HE UNDERSTANDS THEM WITHOUT GETTING FIRED. RETIRED ARMY MAJOR GENERAL RANDY MANNER TELLING MSNOW THAT MILITARY OFFICIALS HAVE SAID NO TO TARGETS IN IRAN RECOMMENDED BY DEFENSE SECRETARY PET ...

'A million things could go wrong' - Perils await US if it goes for Iran's uranium https://t.co/f4hvEC7qrI ...

🚨JUST IN: IRAN'S NATANZ NUCLEAR FACILITY WAS ATTACKED THIS MORNINGAccording to Iran's Atomic Energy Organization, an attack targeted the Natanz uranium enrichment facility this morning. https://t.co/UUaVF12KX9 ...

As America's war against Iran ends its third week, a big question remains unanswered. How to secure Iran's highlyenriched uranium. The UN's nuclear watchdog estimates Iran has nearly a,000 lbs of highlyenriched uranium.Experts say it could take as little as a week to enrich it to weapons grade levels, and there's enough for 11 nuclear weapons. >> We've got to get that material at some point. John Bolton, President Trump's former national security adviser turned outspoken critic, has long been among Washingt ...

Swiping Iran’s 400kg of highly enriched uranium, enough for about ten bombs if enriched a little further, would require an unprecedented military operation deep inside the country. Is it possible? https://t.co/AujD64k9oiPhoto: U.S. Navy https://t.co/rJF93Rodon ...

Is it possible to swipe Iran’s 400kg of highly enriched uranium? The first problem is working out where it is https://t.co/wWpGjWgwaR ...

Core Insights - Centrus Energy's stock has declined 19.3% over the past three months, while the Mining – Non Ferrous industry has increased by 31.4% [1]. Financial Performance - Centrus Energy reported fourth-quarter 2025 revenues of $146 million, a 4% year-over-year decline, with the Low-Enriched Uranium segment revenues rising 2% to $124 million [6]. - The company experienced an 82% drop in uranium revenues to $13.4 million due to a significant one-time sale in the previous year [7]. - Gross profit fell by 43% year-over-year, with gross margins contracting to 24% from 41% [8]. - Adjusted earnings per share were 79 cents, marking a 75% year-over-year decline [8]. - Centrus Energy expects revenues between $425 million and $475 million in 2026, indicating flat year-over-year results [9]. Valuation Metrics - Centrus Energy trades at a forward price-to-sales ratio of 8.51, significantly higher than the industry average of 4.92 [4]. - Despite the premium valuation, Centrus is still valued below peers Cameco and Energy Fuels, which have forward price-to-sales ratios of 19.98 and 29.70, respectively [4]. Expansion Plans - The company plans to expand its uranium enrichment plant in Piketon, Ohio, to increase production of Low-Enriched Uranium and High-Assay, Low-Enriched Uranium (HALEU) [10]. - Centrus aims for an annual HALEU output of 12 metric tons after 2030, with some production expected before the end of the decade [11][19]. - A $900 million task order from the DOE has been awarded to Centrus for the expansion of its facility, pending final negotiations [12]. Market Position and Strategy - Centrus Energy is the only licensed producer of HALEU in the Western world, with HALEU demand projected to reach $8 billion annually by 2035 [19]. - The company is positioned to play a critical role in rebuilding the U.S. uranium enrichment supply chain, which has faced underinvestment [20]. Debt and Earnings Estimates - Centrus Energy has a total debt-to-total capital ratio of 0.61, compared to Cameco's 0.13 and Energy Fuels' debt-free status [14]. - Earnings estimates for 2026 have been revised downward, with a consensus estimate of $3.27 per share, indicating a 16% year-over-year decline [16]. Conclusion - Centrus Energy's leadership in the HALEU market provides a strategic advantage, although the benefits may take time to materialize [21]. - Investors are advised to hold existing shares while new investors may consider waiting for a better entry point due to the premium valuation and near-term earnings pressures [21].

What do you want to say about the president's plans for troops on the WE KNOW IT'S BEEN LARGELY AN AIR CAMPAIGN UP UNTIL NOW. IT HAS BEEN LARGELY AN AIR IT HAS BEEN AND IT WILL CONTINUE TO PLAN TO BE, AND PRESIDENT TRUMP WISELY DOES NOT REMOVE OPTIONS OFF OF THE TABLE. I KNOW A LOT OF POLITICIANS LIKE TO DO THAT QUICKLY.IT'S NOT PART OF THE CURRENT PLAN RIGHT NOW, BUT But the president, again, wisely keeps his options on the table. That was White House Press Secretary Caroline Levitt yesterday weighing in o ...