Centrus Energy
About: Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
Employees: 292
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
139% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 23
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
37% more capital invested
Capital invested by funds: $255M [Q1] → $349M (+$94.3M) [Q2]
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
11.6% more ownership
Funds ownership: 41.85% [Q1] → 53.45% (+11.6%) [Q2]
4% more funds holding
Funds holding: 120 [Q1] → 125 (+5) [Q2]
13% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $12M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Roth MKM Joe Reagor 70% 1-year accuracy 19 / 27 met price target | 24%downside $62 | Neutral Downgraded | 10 Oct 2024 |
Roth MKM Joe Reagor 70% 1-year accuracy 19 / 27 met price target | 32%downside $55 | Buy Maintained | 8 Aug 2024 |
Financial journalist opinion
Based on 12 articles about LEU published over the past 30 days