Another one who is clueless, do you really think the US would...

First 4878 Last

Share
Profile

Follow
moosey

20,536 Posts.

1833

20/05/24

21:10

Post #: 73922532
Share

Originally posted by Steffffi: ↑

Any one care to share their opinion on rising SP for $LEU Centrus?

My thinking was: they get enriched U from Tennex, now, Tennex requires an approved waiver. An approved waiver to get U from Russia is not fixed yet and is still uncertain. If they get no waiver they have to buy it elsewhere, which, if available, which is not sure, will cost a shitload of money. And if they get a waiver, it is still Putin with his thumb up or down, for which I tend to think of thumb down.

They have their pilot plant, but still, not at full capacity. They have already buying contracts, but with no enriched U, those are worth nothing.

I am and was for 100% sure, the SP wil tank and therefor, I sold my position at 44$ as I am pretty sure, the thick end will follow pretty soon. I am also not convinced that every shareholder of LEU knows that their enriched U comes from Russia and they live on Russias fate.

Any one can laugh at me, no problem, do it, but only if it is supported by a valid argument here, thx

Expand

Another one who is clueless, do you really think the US would sign off on the Russian Uranium ban if they did not have it covered, maybe not so wih HALEU but there is some doubt about that even
You sold too soon

Last edited by moosey: 20/05/24

SLX Price at posting: $6.58 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

ASX Market Close: Index flat as miners fall | June 25, 2025

PTX

Prescient Therapeutics CEO highlights PTX-100 progress in RAS-Driven cancer trial

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Grand Nvidia comeback turns into 'sell' signpost for traders | June 26

First 4878 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $4.32		Change 0.000(0.00%)		Mkt cap ! $1.028B

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
3	82	$4.58

Sellers (Offers)

Price($)	Vol.	No.
$4.09	72	1

View Market Depth

No.	Vol.	Price($)
2	78	4.580
7	118	4.430
1	12	4.410
1	118	4.390
1	120	4.310

Price($)	Vol.	No.
4.090	72	1
4.100	120	1
4.110	202	2
4.340	6300	2
4.350	1250	1

Last trade - 09.51am 26/06/2025 (20 minute delay)

SLX (ASX) Chart

Another one who is clueless, do you really think the US would...

ASX Market Close: Index flat as miners fall | June 25, 2025

Prescient Therapeutics CEO highlights PTX-100 progress in RAS-Driven cancer trial

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Grand Nvidia comeback turns into 'sell' signpost for traders | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Another one who is clueless, do you really think the US would...

Top Stories

ASX Market Close: Index flat as miners fall | June 25, 2025

Prescient Therapeutics CEO highlights PTX-100 progress in RAS-Driven cancer trial

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Grand Nvidia comeback turns into 'sell' signpost for traders | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News