Key Takeaways Centrus Energy delivered 900 kg of HALEU to the DOE, completing Phase II of its three-phase contract. LEU is expanding Ohio production to meet HALEU demand, with market value projected to reach $6.2B by 2035. The DOE extended LEU's contract through June 2026, with potential for eight more years of production.Centrus Energy (LEU) has achieved a major milestone in the advancement of High-Assay, Low-Enriched Uranium (HALEU) production by successfully delivering 900 kilograms of this advanced nu ...

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]