It’s been a few months since my last coverage of Centrus Energy ( LEU ), the uranium broker and enrichment firm based right here in the United States.Here at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfolio.Analyst’s Disclosure:I/we have a beneficial long p ...

The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 29.06% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week. Energy Fuels (UUUU) Exceeds Uranium Production and Sales Guidance for 2025 Image by Markus Distelrath from Pixabay Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading US-based critical minerals company, focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes. Energy Fuels Inc. (NYS ...

Core Insights - Electricity demand is projected to peak in 2026 and beyond, driven by the increasing adoption of artificial intelligence (AI), making nuclear energy a more viable global option [1][2] - A report indicates that 63% of investors believe uranium is misunderstood and mispriced, with a bullish outlook from 58% of respondents, highlighting uranium as a strategic asset due to AI's energy demands [3][4] Group 1: Electricity Demand and AI - AI's growing usage will significantly increase electricity consumption, stressing the current electrical grid and positioning nuclear power as a viable alternative [2] - The energy demands of AI are influencing investor sentiment towards uranium as a strategic asset [3] Group 2: Investor Sentiment on Uranium - A survey of 600 global investors revealed that 63% view uranium as misunderstood and mispriced, while 58% maintain a bullish outlook [4] - Key drivers for uranium's performance include energy security (49%), clean-energy transition (39%), and supply-demand imbalance (36%) [4] Group 3: Investment Products - The Direxion Daily Uranium Industry Bull 2X Shares (URAA) offers 200% exposure to the performance of the Solactive United States Uranium and Nuclear Energy ETF Select Index, focusing on uranium and nuclear energy [5] - For broader energy sector exposure, traders may consider the Direxion Daily Energy Bull 3X Shares (ERX) and the Direxion Daily Energy Top 5 Bull 2X ETF (TEXU), which provides targeted exposure to top companies in the sector [6]

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES SANTA FE, N.M., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Verdera Energy Corp. (the “Company” or “Verdera”) and POCML 7 Inc. (TSXV:POC.P) (“POCML7”), are pleased to provide an update in connection with the proposed transaction that will constitute a Qualifying Transaction of POCML7 under TSX Venture Exchange policies, as previously announced by Verdera on November 3, 2025 and November 26, 2025 (the “Proposed Transactio ...

Core Insights - Centrus Energy has commenced industrial-scale centrifuge manufacturing at its Piketon, OH facility, marking a significant development in the U.S. nuclear fuel supply chain, which has been without large-scale domestic enrichment capabilities for over a decade [1][2] Group 1: Company Developments - The last U.S.-owned large-scale uranium enrichment plant was built in the 1950s and closed in 2013, leading to a reliance on foreign entities for enrichment capacity [2] - Centrus Energy is expanding its Piketon facility to produce both Low-Enriched Uranium and High-Assay, Low-Enriched Uranium (HALEU), and is a leading candidate for approximately $900 million in funding from the Department of Energy [3] - The company raised $1.2 billion through convertible note transactions and initiated a $1 billion at-the-market offering, alongside signing a Memorandum of Understanding with Korea Hydro & Nuclear Power and POSCO International [4][5] Group 2: Strategic Partnerships and Contracts - The collaboration with KHNP and POSCO International opens avenues for additional supply agreements for Low-Enriched Uranium and HALEU, with POSCO also developing a next-generation High-Temperature Gas Reactor powered by HALEU [5] - Centrus Energy has secured $2.3 billion in contracts from domestic and international customers, contingent upon achieving key milestones in building new enrichment capacity [5] Group 3: Financial Performance and Market Position - Centrus Energy shares have increased by 272.9% over the past year, significantly outperforming the industry average growth of 49% [6] - The company is trading at a forward 12-month price/sales multiple of 9.25X, which is a premium compared to the industry average of 4.11X [8] - The Zacks Consensus Estimate for Centrus Energy's 2025 earnings is $4.66 per share, reflecting a year-over-year growth of 4.25%, while the estimate for 2026 is $3.85, indicating a decline of 17.2% [9]

The Global X Uranium ETF ( URA ) is not just another ETF in the energy universe. Nor do I see it as a diversified product designed to function as a defensive core, but rather asI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local assets in depth while also analyzing broa ...

Core Insights - Centrus Energy (LEU) and NexGen Energy (NXE) are positioned to significantly contribute to the global nuclear energy supply chain [1] Company Overview - Centrus Energy, based in Bethesda, MD, has a market capitalization of $4.7 billion and supplies nuclear fuel components internationally [2] - NexGen Energy, located in Vancouver, Canada, is valued at $6.2 billion and is developing the Rook I Project, expected to be the largest low-cost uranium-producing mine globally [2] Market Conditions - Uranium prices have recently rebounded to around $80 per pound due to renewed buying from major funds and expanding nuclear ambitions [3] - The long-term outlook for uranium remains favorable, driven by rising electricity demand and the transition to clean energy [4] Centrus Energy Analysis - Centrus Energy's revenues for Q3 2025 reached $75 million, a 30% increase year-over-year, with the Low-Enriched Uranium segment contributing $44.8 million [7] - The company reported an operating loss of $16.6 million but achieved a net income of $3.9 million due to tax benefits and higher investment income [8] - Centrus has a $3.9 billion revenue backlog from long-term contracts with major utilities through 2040 [9] - The company is the only licensed U.S. producer of High-Assay, Low-Enriched Uranium (HALEU) and plans to expand its enrichment plant in Piketon, OH [10][11] NexGen Energy Analysis - NexGen Energy's Rook I Project covers approximately 35,065 hectares and aims to produce up to 30 million pounds of uranium annually at a low cost of C$13.86 [12][13] - The Arrow Deposit within the Rook I Project has measured resources of 3.75 million tons at a grade of 3.10%, containing 257 million pounds of uranium [14] - NexGen has secured contracts to supply 1 million pounds of uranium annually from 2029 to 2033, providing financial stability [15] - As a development-stage company, NexGen reported an adjusted loss of three cents per share in Q3 2025 [16] Earnings Estimates - Centrus Energy's earnings estimate for 2025 is $4.66 per share, reflecting a 4.2% year-over-year growth, while the 2026 estimate is $3.85 per share, indicating a decline of 17.2% [18] - NexGen Energy's earnings estimate for 2025 is a loss of 35 cents per share, wider than the previous year's loss, with a similar loss projected for 2026 [19] Price Performance & Valuation - Centrus Energy shares have increased by 273.8% over the past year, while NexGen Energy shares have risen by 36.4% [21] - Centrus Energy trades at a forward price-to-book multiple of 12.94X, compared to NexGen Energy's 9.24X [23] Investment Outlook - Centrus Energy is better positioned in the near to medium term due to its unique status as the only licensed HALEU producer in the U.S. and its substantial backlog [24] - NexGen Energy, while having strong margin potential, remains in the development phase and continues to incur losses [25]

Vancouver, British Columbia--(Newsfile Corp. - December 19, 2025) - Aero Energy Limited (TSXV: AERO) (OTC Pink: AAUGF) (FSE: UU3) ("Aero" or the "Company") announces that further to the Company's News Release dated December 11, 2025, and effective December 23, 2025, the Company will consolidate the common shares in the capital of the Company (the "Shares") on the basis of ten (10) pre-consolidation Shares for every one (1) post-consolidation Share (the "Consolidation"). The Company's name and stock symbol ...

The gains in the ASX 200: Top gainers and losersOn the downside, Netwealth Group Limited (NWL) led the declines, falling 1.750, or 6.482%, to close at 25.250. Live EventsS&P/ASX: How other key indices performed Australian equities finished higher, with major benchmarks posting modest gains across the board. The S&P/ASX 20 rose 0.4%, closing at 4,735.60 after opening at 4,718.70. Similarly, the S&P/ASX 50 advanced 0.3%, ending the session at 8,250.40, compared with an opening level of 8,224.80.Broader marke ...

IsoEnergy ( ISOU ) has dramatically underperformed the broad market and its peers in the last 12 months. The stock has gained only 4% whereas the S&P 500 has rallied 11% and Cameco ( CCJI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am also the author of 2 other mathematics bo ...