"At $100,000 you will never make up the cost in fuel savings."
That's not the most meaningful economic measure.
Just think of the babes per kilowatt hour.
What makes you so certain that Poneman is working exclusively for the shareholders and not the stakeholders including the DOE? Do you think he's really ready to provided dynamic leadership with a focus on the shareholders' interests? I doubt it but hope I'm wrong.
"What would you say if he had less credentials?"
I'd probably think that he is more likely to succeed if, for example, he graduated from some state university and had a history of success in business.
My experience with government bureaucrats with degrees from the Ivy-covered towers is that they are smart but no where near as smart as they think they are, and that's what makes them so destructive.
"Uranium." That must be the Farsi word used by the Iranians.
For what it's worth, the article is a Marketwatch column with the headline, "The uranium trade is about to go nuclear." (Never heard that one before.)
The article points out that uranium prices are up 35% since last summer.
GD, you must really be impressed by the law degree from Harvard.
Can you possibly think of an example of somebody else with such a degree that has really screwed up this country?
I'm not seeing any news in the online Chillicothe Gazette on this meeting last night.
It's too bad that this meeting isn't live on the Internet. This meeting will likely include the sort of fundamental info that investors are begging for. It's far more important than some b.s. about a retired/fired executive like we've seen most recently.
I sat next to Gina and here "partner" at a restaurant a few months ago.
Ruined my breakfast.
By the way, she burned a lot of jet fuel getting to that location.
"The U.S. military has relied on Centrus' past enriched uranium."
Oh, really? You sure of that?
Nobody cares whether you bought 100 shares or a million. This board features equal indignity for all.
FWIW, I'm not selling at this price. Buying more if it goes lower.
LEU seems totally driven by events and other fundamentals. So technical analysis doesn't say much, not for me anyway.
"Poneman must know that he can make this work."
While I hope I'm wrong, I think that it's equally likely that he was put at Centrus Energy by DOE to be a caretaker while they figure out what to do. Has no record of ever making any money in the private sector other than being a consultant for a liberal think tank (Scowcroft Group). Yes, liberal, regardless of General Scowcroft's service in Republican administrations.
Vuncanfile, congratulations on your segue from fleeces to feces in that post. Such linguistic skill is a beautiful thing to behold.
And here is the concluding sentence: "Any promising fuel cycle option using these characteristics has a need for development of the supporting technologies, with total development costs estimated in excess of $10B and development time in excess of 10 years."
In other words, forget it.
"Its underwater displacement is about 25 thousand tons, and surface displacement - 22 thousand tons."
Speaking of displacement, what the world needs is displacement of the clypto-thug in the Kremlin.
"May 8th I will decide to either Buy, Hold, or Sell."
Why don't you attend the meeting on May 7 and send us texts from the back of the room?
I'll go one step farther on this, as a wild speculation.
Could this be deal that Poneman worked out with DOE before he came aboard, to provide LEU with the bridge that it needs to the future, while avoiding Congressional carping because it's environmental clean-up?