Annonce • May 08
Centrus Energy Corp. Raises Earnings Guidance for the Full Year 2026 Centrus Energy Corp. raised earnings guidance for the full year 2026. For the period, on a consolidated basis, the company expects total revenue to be in the range of $450 million to $500 million from $425 million to $475 million. Annonce • Apr 24
Centrus Energy Corp. to Report Q1, 2026 Results on May 05, 2026 Centrus Energy Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026 Annonce • Apr 13
Centrus Energy Corp., Annual General Meeting, Jun 18, 2026 Centrus Energy Corp., Annual General Meeting, Jun 18, 2026. Annonce • Feb 11
Centrus Energy Corp. Provides Consolidated Earnings Guidance for the Full Year 2026 Centrus Energy Corp. provided consolidated earnings guidance for the full year 2026. For the full year 2026, on a consolidated basis, the company expected total revenue to be in the range of $425 million to $475 million. Annonce • Jan 30
Centrus Energy Corp. to Report Q4, 2025 Results on Feb 10, 2026 Centrus Energy Corp. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026 Annonce • Oct 15
Centrus Energy Corp. to Report Q3, 2025 Results on Nov 05, 2025 Centrus Energy Corp. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025 Annonce • Aug 23
Centrus Energy Corp. Announces Resignation of Stephanie O’Sullivan as Board Member, Effective August 22, 2025 On August 22, 2025, Stephanie O’Sullivan tendered her written resignation, effective August 22, 2025, from her position as a member of the Board of Directors of Centrus Energy Corp. Ms. O’Sullivan’s departure from the Board is not the result of any dispute or disagreement with the Company or the Board on any matter relating to the Company’s operations, policies, or practices. Annonce • Jul 09
Centrus Energy Corp. to Report Q2, 2025 Results on Aug 05, 2025 Centrus Energy Corp. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025 Annonce • Apr 28
Centrus Energy Corp., Annual General Meeting, Jun 20, 2025 Centrus Energy Corp., Annual General Meeting, Jun 20, 2025. Annonce • Apr 25
Centrus Energy Corp. to Report Q1, 2025 Results on May 07, 2025 Centrus Energy Corp. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Annonce • Jan 24
Centrus Energy Corp. to Report Q4, 2024 Results on Feb 06, 2025 Centrus Energy Corp. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025 Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €79.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 75% over the past three years. Annonce • Nov 19
Centrus Energy Names Neal Nagarajan as Senior Vice President and Head of Investor Relations Centrus Energy Corp. has named Neal Nagarajan as its new senior vice president and head of Investor Relations, effective November 18. In the new role, Nagarajan will manage maintaining and expanding relationships in the investment community while communicating the firm's business model, long-term strategy, governance, and financial performance. Nagarajan has served as senior vice president of Investor Relations and Special Situations. He has developed and headed comprehensive IR programs to strengthen shareholder bases, working closely with equity analysts, institutional investors and the financial community, and creating value-driven messaging for public markets. Nagarajan has served in leadership roles at Sard Verbinnen Company (nka FGS Global), where he headed investor relations programs for pre-eminent public companies. He has served as an MA investment banker at a leading boutique company. Valuation Update With 7 Day Price Move • Nov 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €72.90, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 14% over the past three years. Reported Earnings • Oct 29
Third quarter 2024 earnings released: US$0.30 loss per share (vs US$0.53 profit in 3Q 2023) Third quarter 2024 results: US$0.30 loss per share (down from US$0.53 profit in 3Q 2023). Revenue: US$57.7m (up 13% from 3Q 2023). Net loss: US$5.00m (down 161% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.5% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Annonce • Oct 24
Centrus Energy Corp. to Report Q3, 2024 Results on Oct 28, 2024 Centrus Energy Corp. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024 Annonce • Oct 19
Centrus Energy Corp. Announces Retirement of Larry B. Cutlip as Senior Vice President, Field Operations, Effective July 31, 2025 On October 16, 2024, Larry B. Cutlip, Senior Vice President, Field Operations of Centrus Energy Corp., provided notice that he will retire his position at the company, effective July 31, 2025, after more than 44 years of service. Mr. Cutlip’s decision to retire is not the result of any dispute or disagreement with the Company, the Company’s management or the Board of Directors of the Company on any matter relating to the Company’s operations, policies or practices. The search for his replacement is underway. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €50.85, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 14% over the past three years. New Risk • Oct 03
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 29% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €40.84, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 36% over the past three years. Recent Insider Transactions • Aug 16
Insider recently sold €103k worth of stock On the 13th of August, Larry Cutlip sold around 3k shares on-market at roughly €34.36 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.3m more than they bought in the last 12 months. Annonce • Aug 08
Centrus Energy Corp. Announces Board Appointments Today Centrus Energy announced that its Board of Directors has appointed Stephanie O'Sullivan to the Board. The Board also welcomed the election of Ray Rothrock at its June 20, 2024 annual meeting. Stephanie O'Sullivan served as the Principal Deputy Director of National Intelligence at Office of the Director of National Intelligence from February 2011 to January 2017. Ms. O'Sullivan focused on the operations of the ODNI and the Intelligence Community (IC), as well as IC integration initiatives and resource challenges. Before this assignment she served as the Associate Deputy Director of the Central Intelligence Agency (CIA) where she worked with the Director and Deputy Director in the overall leadership of the Agency, with emphasis on day-to-day management of the organization. Prior to becoming Associate Deputy Director of the CIA, Ms. O'Sullivan for four years led the CIA's Directorate of Science and Technology (DS&T) - the part of the Agency responsible for developing and deploying innovative technology in support of intelligence collection and analysis. In her career, she held various management positions in the CIA's DS&T, where her responsibilities included systems acquisition and research and development in fields ranging from power sources to biotechnology. Ms. O'Sullivanjoined the CIA in 1995 after working for the Office of Naval Intelligence and TRW. Ms. O'Sullivan'sappointment, effective August 6, 2024, fills a newly created position on the Board, which now has nine Directors. Ray Rothrock is founder of FiftySix Investments a seed/early-stage venture investment firm based in Silicon Valley. From 2014 to 2020, he served as the Chairman and Chief Executive Officer at RedSeal Inc. which provides cyber and business insights via its cyber risk modeling platform and currently serves on its board. Prior to RedSeal, he served as a partner and management committee member at the venture capital firm of Venrock Associates. For 25 years, Mr. Rothrock was early venture investor in cyber security, energy, and other technology startups. Mr. Rothrock serves on the board of directors of several organizations including Check Point Software Technology, Roku Inc., Shine Technologies and several non-governmental organizations. Mr. Rothrock is the author of the critically acclaimed book Digital Resilience: Is Your Company Ready for the Next Cyber Threat? (Harper Collins, Apr. 2018) and a frequent speaker and author of several articles on cybersecurity, energy and venture capital. Mr. Rothrock's education includes a Bachelor of Science degree in Nuclear Engineering from Texas A&M, a Master of Science degree in nuclear engineering from the Massachusetts Institute of Technology and a Master of Business Administration degree from the Harvard Business School. Reported Earnings • Aug 07
Second quarter 2024 earnings released: EPS: US$1.89 (vs US$0.84 in 2Q 2023) Second quarter 2024 results: EPS: US$1.89 (up from US$0.84 in 2Q 2023). Revenue: US$189.0m (up 92% from 2Q 2023). Net income: US$30.6m (up 141% from 2Q 2023). Profit margin: 16% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 39% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €32.42, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 57% over the past three years. Annonce • Jul 30
Centrus Energy Corp. to Report Q2, 2024 Results on Aug 06, 2024 Centrus Energy Corp. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024 Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €43.66, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 132% over the past three years. Valuation Update With 7 Day Price Move • May 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €46.56, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 168% over the past three years. Reported Earnings • May 08
First quarter 2024 earnings released: US$0.38 loss per share (vs US$0.48 profit in 1Q 2023) First quarter 2024 results: US$0.38 loss per share (down from US$0.48 profit in 1Q 2023). Revenue: US$43.7m (down 35% from 1Q 2023). Net loss: US$6.10m (down 185% from profit in 1Q 2023). Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Apr 28
Centrus Energy Corp., Annual General Meeting, Jun 20, 2024 Centrus Energy Corp., Annual General Meeting, Jun 20, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect seven director nominees for a term of one year; to hold an advisory vote to approve the Company's executive compensation; to ratify the appointment of Deloitte & Touche LLP as the Company's independent auditors for 2024; and to transact such other business as may properly come before the meeting or any adjournments thereof. Annonce • Apr 26
Centrus Energy Corp. to Report Q1, 2024 Results on May 07, 2024 Centrus Energy Corp. announced that they will report Q1, 2024 results After-Market on May 07, 2024 Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €42.58, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 53% over the past year. Recent Insider Transactions • Feb 27
Senior VP & Chief Marketing Officer recently sold €596k worth of stock On the 26th of February, John M. Donelson sold around 16k shares on-market at roughly €37.09 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €15m more than they bought in the last 12 months. New Risk • Feb 15
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 38% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Reported Earnings • Feb 11
Full year 2023 earnings released: EPS: US$5.55 (vs US$3.47 in FY 2022) Full year 2023 results: EPS: US$5.55 (up from US$3.47 in FY 2022). Revenue: US$320.2m (up 9.0% from FY 2022). Net income: US$84.4m (up 67% from FY 2022). Profit margin: 26% (up from 17% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Annonce • Jan 30
Centrus Energy Corp. to Report Q4, 2023 Results on Feb 08, 2024 Centrus Energy Corp. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024 Annonce • Dec 21
Centrus Energy Corp. Announces Departure of Neil S. Subin from Board of Directors Effective December 31, 2023 Centrus Energy Corp. announced that Neil S. Subin has decided to leave the company's Board of Directors effective December 31, 2023. Mr. Subin has served on the Board since 2017 and remains a major investor in the company. The Board's Nominating Committee will commence a search for a replacement for Mr. Subin on the Board. Annonce • Nov 22
Centrus Energy Corp. Announces Chief Executive Officer Changes Centrus Energy Corp. announced that Amir Vexler will succeed Daniel B. Poneman as Chief Executive Officer on January 1, 2024. Mr. Poneman joined Centrus on March 5, 2015, and over the past eight years has overseen the rebuilding of the Company's order book, strengthening the balance sheet, and returning the Company to profitability in 2021. In October, Centrus inaugurated the first new U.S.-owned uranium enrichment plant to begin production in nearly 70 years and made its first delivery to the U.S. Department of Energy earlier this month. Amir Vexler brings extensive experience in the nuclear industry to Centrus, with a strong background in manufacturing, engineering services, commercial operations, and business development. He has served as President and Chief Executive Officer of Orano USA since 2021, overseeing Orano's U.S. sales of nuclear fuel, decommissioning services, used nuclear fuel management, and medical isotopes as well as engineering and technology services for the federal government. Previously, he spent 20 years at General Electric Company, where he served in a number of leadership positions, including Chief Executive Officer, Chairman of the Board, and Chief Operating Officer of Global Nuclear Fuels, a joint venture of GE and Hitachi in Wilmington, North Carolina. Annonce • Nov 21
Centrus Energy Corp. Appoints Amir Vexler as Principal Executive Officer, Effective January 1, 2024 On November 16, 2023, the Board of Directors of Centrus Energy Corp. appointed Amir Vexler, age 50, to succeed Mr. Poneman as Chief Executive Officer of the Company, effective January 1, 2024. In this capacity, Mr. Vexler will also serve as the Company’s principal executive officer for purposes of all applicable rules, regulations and forms of the Securities and Exchange Commission. Mr. Vexler is expected to serve as an employee of the Company from December 4, 2023 until his appointment as Chief Executive Officer is effective on January 1, 2024. Prior to joining the Company, Mr. Vexler served as President and Chief Executive Officer of Orano USA, overseeing Orano’s U.S. sales of nuclear fuel, decommissioning services, used nuclear fuel management, and medical isotopes as well as engineering and technology services for the federal government, from April 2021 and President of Orano TN from December 2019. Prior to joining Orano TN, Mr. Vexler spent 20 years at General Electric Company, where he served in various leadership positions, most recently as Chief Executive Officer of Global Nuclear Fuel, a joint venture of General Electric Company and Hitachi. Mr. Vexler earned a Bachelor of Applied Science degree in Mechanical Engineering from the University of Toronto and a Master’s degree in Business Administration from Wilfrid Laurier University. New Risk • Nov 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$24m). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (14% net profit margin). Shareholders have been diluted in the past year (6.8% increase in shares outstanding). Significant insider selling over the past 3 months (€5.3m sold). Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: US$0.53 (vs US$0.42 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.53 (up from US$0.42 loss in 3Q 2022). Revenue: US$51.3m (up 55% from 3Q 2022). Net income: US$8.20m (up US$14.3m from 3Q 2022). Profit margin: 16% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Oil and Gas industry in Germany. Annonce • Oct 31
Centrus Energy Corp. to Report Q3, 2023 Results on Nov 07, 2023 Centrus Energy Corp. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €56.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 42% over the past year. Annonce • Sep 07
Centrus Energy Corp. to Begin HALEU Production in October Centrus Energy Corp. announced that it expects to begin first-of-a-kind production of High-Assay Low-Enriched Uranium (HALEU) in October 2023, approximately two months ahead of schedule, at the American Centrifuge Plant in Piketon, Ohio. Under a competitively-awarded, cost-share contract signed with the U.S. Department of Energy in 2022, Centrus is required to begin production of HALEU by the end of this year. In June, Centrus announced it had successfully completed its operational readiness reviews with the U.S. Nuclear Regulatory Commission (NRC) and received NRC approval to possess uranium at the Piketon, Ohio site – the last major regulatory hurdle prior to beginning production. Centrus is now conducting final system tests and other preparations so that production can begin in October. HALEU is an advanced nuclear fuel required for most of the next-generation reactor designs currently under development. The capacity of the 16-centrifuge cascade that is expected to begin enrichment operations in October will be modest – about 900 kilograms of HALEU per year – but with sufficient funding and offtake commitments, Centrus could significantly expand production. A full-scale HALEU cascade, consisting of 120 centrifuge machines, with a combined capacity to produce approximately 6,000 kilograms of HALEU per year (6 MTU/year), could be brought online within about 42 months of securing the necessary funding. Centrus could add an additional HALEU cascade every six months after that. That would mobilize hundreds of union workers in Ohio to build and operate the plant and support thousands of direct and indirect jobs across a nationwide manufacturing supply chain. New Risk • Aug 14
New major risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$32m). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin). Shareholders have been diluted in the past year (7.2% increase in shares outstanding). Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €39.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 8.1% over the past year. Reported Earnings • Aug 06
Second quarter 2023 earnings released: EPS: US$0.84 (vs US$2.56 in 2Q 2022) Second quarter 2023 results: EPS: US$0.84 (down from US$2.56 in 2Q 2022). Revenue: US$98.4m (flat on 2Q 2022). Net income: US$12.7m (down 66% from 2Q 2022). Profit margin: 13% (down from 38% in 2Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Germany. Annonce • Jul 26
Centrus Energy Corp. to Report Q2, 2023 Results on Aug 03, 2023 Centrus Energy Corp. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023 Board Change • Jul 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Tina Jonas was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annonce • Jun 17
Centrus Energy Corp. Completes Operational Readiness Review for Haleu Production and Receives Nrc Authorization to Introduce Uranium into Centrifuge Cascade Centrus Energy Corp. announced that it has successfully completed its operational readiness reviews with the U.S. Nuclear Regulatory Commission (NRC) and received NRC approval to possess uranium at the Piketon, Ohio site and introduce uranium into the cascade of centrifuges Centrus has constructed. This is a critical milestone in advancing toward production of High-Assay, Low-Enriched Uranium (HALEU) and means that Centrus remains on track to begin production by the end of 2023. Centrus began construction of a cascade of centrifuges in 2019 under contract with the U.S. Department of Energy. In 2022, Centrus secured a competitively-awarded follow-on contract to finish construction, complete final regulatory steps, bring the cascade into operation, and produce HALEU for the Department's use. The operational readiness reviews were required under Centrus' NRC license, which was successfully amended in 2021 to make the Piketon site the only NRC- licensed HALEU production facility. Construction of the cascade and most of the support systems is now complete, and Centrus has also finished initial testing of these systems. The next steps are for Centrus to complete construction of the on-site HALEU storage area and conduct final testing activities prior to operation, with initial HALEU production set to begin by the end of the year. HALEU is an advanced nuclear fuel required for most of the next-generation reactor designs currently under development. Nine of the ten advanced reactor designs selected for funding under the Department of Energy's Advanced reactor Demonstration Program, including the two demonstration reactors, will rely on HALEU, as will the first non-light water reactor to enter licensing review by the NRC. Separate from the operations contract, Centrus is investigating the possibility to scale up the Piketon facility with additional centrifuge cascades for expanded HALEU production -- provided that sufficient funding or offtake contracts can be secured. Reported Earnings • May 09
First quarter 2023 earnings released: EPS: US$0.48 (vs US$0.027 loss in 1Q 2022) First quarter 2023 results: EPS: US$0.48 (up from US$0.027 loss in 1Q 2022). Revenue: US$66.9m (up 90% from 1Q 2022). Net income: US$7.20m (up US$7.60m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Mar 22
Insider recently bought €780k worth of stock On the 16th of March, Morris Bawabeh bought around 25k shares on-market at roughly €31.19 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €9.2m more in shares than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €33.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 573% over the past three years. Recent Insider Transactions • Mar 10
Independent Director recently sold €10.0m worth of stock On the 7th of March, Neil Subin sold around 247k shares on-market at roughly €40.22 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10.0m more than they bought in the last 12 months. Reported Earnings • Feb 23
Full year 2022 earnings released: EPS: US$3.47 (vs US$10.03 in FY 2021) Full year 2022 results: EPS: US$3.47 (down from US$10.03 in FY 2021). Revenue: US$293.8m (down 1.5% from FY 2021). Net income: US$50.7m (down 63% from FY 2021). Profit margin: 17% (down from 45% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €45.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 614% over the past three years. Annonce • Feb 14
Centrus Energy Corp. to Report Q4, 2022 Results on Feb 21, 2023 Centrus Energy Corp. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 21, 2023 Recent Insider Transactions • Dec 03
Senior VP & Chief Marketing Officer recently sold €378k worth of stock On the 30th of November, John M. Donelson sold around 10k shares on-market at roughly €36.64 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €360k more than they sold in the last 12 months. Recent Insider Transactions • Nov 17
Senior VP recently sold €341k worth of stock On the 16th of November, Dennis Scott sold around 9k shares on-market at roughly €36.73 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €716k more than they sold in the last 12 months. Reported Earnings • Nov 10
Third quarter 2022 earnings released: US$0.42 loss per share (vs US$3.01 profit in 3Q 2021) Third quarter 2022 results: US$0.42 loss per share (down from US$3.01 profit in 3Q 2021). Revenue: US$33.2m (down 64% from 3Q 2021). Net loss: US$6.10m (down 115% from profit in 3Q 2021). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 73% per year, which means it is significantly lagging earnings growth. Annonce • Nov 05
Centrus Energy Corp. to Report Q3, 2022 Results on Nov 08, 2022 Centrus Energy Corp. announced that they will report Q3, 2022 results After-Market on Nov 08, 2022 Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €42.49, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.17 per share. Valuation Update With 7 Day Price Move • Aug 26
Investor sentiment improved over the past week After last week's 20% share price gain to €45.28, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,537% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.14 per share. Reported Earnings • Aug 06
Second quarter 2022 earnings released: EPS: US$2.56 (vs US$0.81 in 2Q 2021) Second quarter 2022 results: EPS: US$2.56 (up from US$0.81 in 2Q 2021). Revenue: US$99.1m (up 59% from 2Q 2021). Net income: US$37.4m (up 243% from 2Q 2021). Profit margin: 38% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 19% compared to a 32% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has increased by 140% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment improved over the past week After last week's 18% share price gain to €31.36, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,083% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.93 per share. Annonce • Jul 28
Centrus Energy Corp. to Report Q2, 2022 Results on Aug 04, 2022 Centrus Energy Corp. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022 Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improved over the past week After last week's 18% share price gain to €27.12, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 842% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.54 per share. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment improved over the past week After last week's 28% share price gain to €28.93, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 913% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.31 per share. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improved over the past week After last week's 29% share price gain to €22.82, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 735% over the past three years. Recent Insider Transactions • May 17
Insider recently bought €512k worth of stock On the 13th of May, Morris Bawabeh bought around 26k shares on-market at roughly €19.78 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €302k more in shares than they bought in the last 12 months. Reported Earnings • May 07
First quarter 2022 earnings released: US$0.027 loss per share (vs US$0.17 loss in 1Q 2021) First quarter 2022 results: US$0.027 loss per share (up from US$0.17 loss in 1Q 2021). Revenue: US$35.3m (down 37% from 1Q 2021). Net loss: US$400.0k (loss narrowed 82% from 1Q 2021). Over the next year, revenue is expected to shrink by 8.1% compared to a 55% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 99% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Neil Subin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improved over the past week After last week's 16% share price gain to €32.47, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,066% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.93 per share. Board Change • Apr 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Neil Subin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment deteriorated over the past week After last week's 26% share price decline to €33.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.79 per share. Reported Earnings • Mar 12
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$10.03 (up from US$0.59 in FY 2020). Revenue: US$298.3m (up 21% from FY 2020). Net income: US$135.3m (up US$129.5m from FY 2020). Profit margin: 45% (up from 2.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 8.3%. Over the next year, revenue is expected to shrink by 11% compared to a 55% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Mar 06
Centrus Energy Corp. to Report Q4, 2021 Results on Mar 10, 2022 Centrus Energy Corp. announced that they will report Q4, 2021 results After-Market on Mar 10, 2022 Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment improved over the past week After last week's 16% share price gain to €38.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,301% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.70 per share. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improved over the past week After last week's 18% share price gain to €40.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 1,305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.40 per share. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €42.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 3,254% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.49 per share. Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment deteriorated over the past week After last week's 20% share price decline to €43.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 2,546% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.81 per share. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment deteriorated over the past week After last week's 20% share price decline to €59.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 2,655% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.85 per share. Reported Earnings • Nov 11
Third quarter 2021 earnings released: EPS US$2.96 (vs US$0.83 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$91.3m (up 172% from 3Q 2020). Net income: US$41.4m (up US$50.3m from 3Q 2020). Profit margin: 45% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has increased by 216% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 12
Second quarter 2021 earnings released: EPS US$0.81 (vs US$3.28 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$62.4m (down 18% from 2Q 2020). Net income: US$10.9m (down 66% from 2Q 2020). Profit margin: 18% (down from 42% in 2Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Jun 18
Independent Director Patricia Jamieson has left the company On the 16th of June, Patricia Jamieson's tenure as Independent Director ended. We don't have any record of a personal shareholding under Patricia's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 5.00 years. Executive Departure • Jun 18
Director Tetsuo Iguchi has left the company On the 16th of June, Tetsuo Iguchi's tenure as Director ended after 3.8 years in the role. We don't have any record of a personal shareholding under Tetsuo's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 5.00 years. Executive Departure • Jun 18
Independent Director Michael Diament has left the company On the 16th of June, Michael Diament's tenure as Independent Director ended after 7.7 years in the role. We don't have any record of a personal shareholding under Michael's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 5.00 years. Annonce • Jun 15
U.S. Nuclear Regulatory Commission Approves Centrus Energy's License Amendment for High-Assay, Low-Enriched Uranium Production Centrus Energy Corp. announced that the U.S. Nuclear Regulatory Commission approved the Company's license amendment request to produce High-Assay, Low-Enriched Uranium at the Piketon, Ohio, enrichment facility. The Piketon plant is now the only U.S. facility licensed to enrich uranium up to 20% Uranium-235 (U-235) and expects to begin demonstrating HALEU production early next year. HALEU-based fuels will be required for most of the advanced reactor designs currently under development and may also be utilized in next-generation fuels for the existing fleet of reactors in the United States and around the world. Developers of nine of the ten advanced reactor designs selected for funding under the Department of Energy's Advanced Reactor Demonstration Program, including the two demonstration reactors, have said they will rely on HALEU-based fuels. Under a 2019 contract with the U.S. Department of Energy's Office of Nuclear Energy, Centrus is constructing a cascade of sixteen AC100M centrifuges – a U.S.-origin technology – to demonstrate production of HALEU. The three year, $115 million, cost-shared contract runs through mid-2022. The NRC license was granted for the period of the DOE contract. Centrus recently released an update on progress of construction for the demonstration cascade and anticipates completing performance under the contract in early 2022. If sufficient funding is provided to continue operation, the license can be amended to extend the term. Recent Insider Transactions • May 26
Senior VP & Chief Marketing Officer recently sold €227k worth of stock On the 21st of May, John M. Donelson sold around 12k shares on-market at roughly €18.81 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €3.4m more than they sold in the last 12 months. Reported Earnings • May 13
First quarter 2021 earnings released: EPS US$0.42 (vs US$0.97 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$55.6m (up 24% from 1Q 2020). Net income: US$5.10m (down 45% from 1Q 2020). Profit margin: 9.2% (down from 21% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.