Centrus Energy: The Selloff Has Finally Made The Risk Worth Taking (Rating Upgrade)

Centrus Energy Corp. is now attractively valued after a 66% decline from recent highs, offering a compelling entry for nuclear energy exposure. I am considering a staged Buy of LEU stock with a 1-3% NAV allocation, recognizing high execution risk and technical volatility. My discounted earnings model suggests a 21.5% margin of safety, assuming 15% EPS CAGR over 20 years despite near-term earnings contraction. Key LEU risks include reliance on Russian supply through 2027 and a potential earnings gap before domestic enrichment capacity comes online in 2029. Since my last Centrus Energy Corp. ( LEU ) analysis , the stock has declined by 30% in price. I did not issue a Buy rating, and I did not own LEU. Now, the equity is starting to look reasonably valued