Centrus Energy（4CU）株式概要セントラス・エナジー社は、米国、ベルギー、日本、オランダ、および国際的な原子力発電産業向けに核燃料部品を供給しています。 詳細4CU ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より49.5%で取引されている リスク分析高いレベルの非現金収入 今後3年間の収益は年平均2.7%減少すると予測されている。 German市場と比較した過去 3 か月間の株価の変動過去1年間で株主の希薄化が進んだ +1 さらなるリスクすべてのリスクチェックを見る4CU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€154.0057.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-187m523m2016201920222025202620282031Revenue US$523.3mEarnings US$70.1mAdvancedSet Fair ValueView all narrativesCentrus Energy Corp. 競合他社EnviTec BiogasSymbol: XTRA:ETGMarket cap: €305.9mFriedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bDeutsche RohstoffSymbol: XTRA:DR0Market cap: €468.5mCGN MiningSymbol: SEHK:1164Market cap: HK$25.1b価格と性能株価の高値、安値、推移の概要Centrus Energy過去の株価現在の株価US$154.0052週高値US$398.0052週安値US$99.50ベータ1.441ヶ月の変化-14.59%3ヶ月変化-8.28%1年変化53.23%3年間の変化450.00%5年間の変化714.81%IPOからの変化4,555.38%最新ニュースお知らせ • May 08Centrus Energy Corp. Raises Earnings Guidance for the Full Year 2026Centrus 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.お知らせ • Apr 24Centrus Energy Corp. to Report Q1, 2026 Results on May 05, 2026Centrus Energy Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 13Centrus Energy Corp., Annual General Meeting, Jun 18, 2026Centrus Energy Corp., Annual General Meeting, Jun 18, 2026.お知らせ • Feb 11Centrus Energy Corp. Provides Consolidated Earnings Guidance for the Full Year 2026Centrus 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.お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2025 Results on Feb 10, 2026Centrus Energy Corp. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026お知らせ • Nov 06+ 1 more updateCentrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion.Centrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering最新情報をもっと見るRecent updatesお知らせ • May 08Centrus Energy Corp. Raises Earnings Guidance for the Full Year 2026Centrus 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.お知らせ • Apr 24Centrus Energy Corp. to Report Q1, 2026 Results on May 05, 2026Centrus Energy Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 13Centrus Energy Corp., Annual General Meeting, Jun 18, 2026Centrus Energy Corp., Annual General Meeting, Jun 18, 2026.お知らせ • Feb 11Centrus Energy Corp. Provides Consolidated Earnings Guidance for the Full Year 2026Centrus 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.お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2025 Results on Feb 10, 2026Centrus Energy Corp. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026お知らせ • Nov 06+ 1 more updateCentrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion.Centrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Oct 15Centrus Energy Corp. to Report Q3, 2025 Results on Nov 05, 2025Centrus Energy Corp. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Aug 23Centrus Energy Corp. Announces Resignation of Stephanie O’Sullivan as Board Member, Effective August 22, 2025On 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.お知らせ • Aug 08+ 1 more updateCentrus Energy Corp. Announces CFO ChangesCentrus Energy Corp. announced the appointment of Todd Tinelli as Chief Financial Officer effective August 11. Mr. Tinelli replaces Kevin Harrill, who is resigning to pursue other opportunities after a successful four-year tenure as CFO and earlier as Chief Accounting Officer. To ensure a seamless transition, Mr. Harrill will remain with the company through August 29. Mr. Tinelli brings a wealth of knowledge and expertise to his new role at Centrus Energy with over 20 years of experience in the energy industry, including leadership and executive-level finance and strategic operational roles. He will be responsible for overseeing Centrus' financial operations, enterprise-wide optimization and capital allocation activities, and will play a significant leadership role in guiding the company's financial and business strategy to support the company's long-term growth objectives while enhancing shareholder value. Todd Tinelli most recently served as Chief Financial Officer of Sprague Resources LP, a multinational subsidiary of Hartree Partners LP. Sprague is 152-year-old company and one of the largest independent distillate and natural gas marketing companies in the Northeast and Quebec. At Sprague, he was responsible for strategic formation and execution of all capital structures to provide the liquidity for a growing and acquisitive $4 billion-dollar trading and marketing company, and also oversaw all accounting and back-office support functions. During his 18-year tenure at Sprague, he progressed through senior positions of increasing responsibility, including Treasurer and Managing Director of Finance, Director FP&A and Business Development and other positions in accounting and finance. Prior to joining Sprague, Mr. Tinelli held Senior Operations positions at Sempra Energy Trading, a subsidiary of Sempra Energy Corporation, a publicly-traded entity. Previously, Mr. Tinelli held various credit positions at Premcor Refining, a publicly traded entity. Mr. Tinelli received his MBA from Western Connecticut University and his Bachelor's degree in Finance and minor in Accounting from Sacred Heart University.お知らせ • Jul 09Centrus Energy Corp. to Report Q2, 2025 Results on Aug 05, 2025Centrus Energy Corp. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Apr 28Centrus Energy Corp., Annual General Meeting, Jun 20, 2025Centrus Energy Corp., Annual General Meeting, Jun 20, 2025.お知らせ • Apr 25Centrus Energy Corp. to Report Q1, 2025 Results on May 07, 2025Centrus Energy Corp. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Jan 24Centrus Energy Corp. to Report Q4, 2024 Results on Feb 06, 2025Centrus Energy Corp. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025Valuation Update With 7 Day Price Move • Jan 06Investor 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.お知らせ • Nov 19Centrus Energy Names Neal Nagarajan as Senior Vice President and Head of Investor RelationsCentrus 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 05Investor 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 29Third 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.お知らせ • Oct 24Centrus Energy Corp. to Report Q3, 2024 Results on Oct 28, 2024Centrus Energy Corp. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024お知らせ • Oct 19Centrus Energy Corp. Announces Retirement of Larry B. Cutlip as Senior Vice President, Field Operations, Effective July 31, 2025On 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 11Investor 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 03New major risk - Share price stabilityThe 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 23Investor 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 16Insider recently sold €103k worth of stockOn 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.お知らせ • Aug 08Centrus Energy Corp. Announces Board AppointmentsToday 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 07Second 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 05Investor 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.お知らせ • Jul 30Centrus Energy Corp. to Report Q2, 2024 Results on Aug 06, 2024Centrus Energy Corp. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Valuation Update With 7 Day Price Move • Jul 15Investor 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 21Investor 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 08First 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.お知らせ • Apr 28Centrus Energy Corp., Annual General Meeting, Jun 20, 2024Centrus 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.お知らせ • Apr 26Centrus Energy Corp. to Report Q1, 2024 Results on May 07, 2024Centrus Energy Corp. announced that they will report Q1, 2024 results After-Market on May 07, 2024Valuation Update With 7 Day Price Move • Apr 03Investor 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 27Senior VP & Chief Marketing Officer recently sold €596k worth of stockOn 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 15New minor risk - Share price stabilityThe 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 11Full 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.お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2023 Results on Feb 08, 2024Centrus Energy Corp. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024お知らせ • Dec 21Centrus Energy Corp. Announces Departure of Neil S. Subin from Board of Directors Effective December 31, 2023Centrus 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.お知らせ • Nov 22Centrus Energy Corp. Announces Chief Executive Officer ChangesCentrus 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.お知らせ • Nov 21Centrus Energy Corp. Appoints Amir Vexler as Principal Executive Officer, Effective January 1, 2024On 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 09New major risk - Revenue and earnings growthEarnings 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 09Third 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.お知らせ • Oct 31Centrus Energy Corp. to Report Q3, 2023 Results on Nov 07, 2023Centrus Energy Corp. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023Valuation Update With 7 Day Price Move • Sep 26Investor 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.お知らせ • Sep 07Centrus Energy Corp. to Begin HALEU Production in OctoberCentrus 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 14New major risk - Share price stabilityThe 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 11Investor 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 06Second 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.お知らせ • Jul 26Centrus Energy Corp. to Report Q2, 2023 Results on Aug 03, 2023Centrus Energy Corp. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023Board Change • Jul 02Insufficient new directorsNo 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.お知らせ • Jun 17Centrus Energy Corp. Completes Operational Readiness Review for Haleu Production and Receives Nrc Authorization to Introduce Uranium into Centrifuge CascadeCentrus 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.お知らせ • Jun 16+ 1 more updateCentrus Energy Corp. Receives NRC Authorization to Introduce Uranium Into Centrifuge CascadeCentrus 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.Reported Earnings • May 09First 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 22Insider recently bought €780k worth of stockOn 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 15Investor 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 10Independent Director recently sold €10.0m worth of stockOn 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 23Full 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 17Investor 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.お知らせ • Feb 14Centrus Energy Corp. to Report Q4, 2022 Results on Feb 21, 2023Centrus Energy Corp. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 21, 2023Recent Insider Transactions • Dec 03Senior VP & Chief Marketing Officer recently sold €378k worth of stockOn 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 17Senior VP recently sold €341k worth of stockOn 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 10Third 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.お知らせ • Nov 05Centrus Energy Corp. to Report Q3, 2022 Results on Nov 08, 2022Centrus Energy Corp. announced that they will report Q3, 2022 results After-Market on Nov 08, 2022Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter 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 26Investor sentiment improved over the past weekAfter 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 06Second 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 01Investor sentiment improved over the past weekAfter 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.お知らせ • Jul 28Centrus Energy Corp. to Report Q2, 2022 Results on Aug 04, 2022Centrus Energy Corp. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter 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 09Investor sentiment improved over the past weekAfter 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 19Investor sentiment improved over the past weekAfter 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 17Insider recently bought €512k worth of stockOn 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 07First 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.お知らせ • May 02+ 1 more updateCentrus Energy Corp., Annual General Meeting, Jun 23, 2022Centrus Energy Corp., Annual General Meeting, Jun 23, 2022, at 10:00 Eastern Daylight. Agenda: To elect eight 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 PricewaterhouseCoopers LLP as the Company’s independent auditors for 2022; and to transact such other business as may properly come before the meeting or any adjournments thereof.Board Change • Apr 27Insufficient new directorsNo 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 21Investor sentiment improved over the past weekAfter 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 20Insufficient new directorsNo 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 18Investor sentiment deteriorated over the past weekAfter 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 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.お知らせ • Mar 06Centrus Energy Corp. to Report Q4, 2021 Results on Mar 10, 2022Centrus Energy Corp. announced that they will report Q4, 2021 results After-Market on Mar 10, 2022Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter 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 11Investor sentiment improved over the past weekAfter 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 20Investor sentiment deteriorated over the past weekAfter 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 04Investor sentiment deteriorated over the past weekAfter 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 19Investor sentiment deteriorated over the past weekAfter 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 11Third 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 12Second 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 18Independent Director Patricia Jamieson has left the companyOn 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 18Director Tetsuo Iguchi has left the companyOn 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 18Independent Director Michael Diament has left the companyOn 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.お知らせ • Jun 15U.S. Nuclear Regulatory Commission Approves Centrus Energy's License Amendment for High-Assay, Low-Enriched Uranium ProductionCentrus 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 26Senior VP & Chief Marketing Officer recently sold €227k worth of stockOn 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 13First 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.株主還元4CUDE Oil and GasDE 市場7D-3.0%-1.8%3.2%1Y53.2%61.2%2.5%株主還元を見る業界別リターン: 4CU過去 1 年間で61.2 % の収益を上げたGerman Oil and Gas業界を下回りました。リターン対市場: 4CU過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is 4CU's price volatile compared to industry and market?4CU volatility4CU Average Weekly Movement10.4%Oil and Gas Industry Average Movement9.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 4CUの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4CUの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998467Amir Vexlerwww.centrusenergy.comセントラス・エナジー社は、米国、ベルギー、日本、オランダ、および国際的な原子力発電産業向けに核燃料部品を供給している。同社は、低濃縮ウラン（LEU）と技術ソリューションの2つのセグメントで事業を展開している。LEU部門では、LEUの分離作業ユニット（SWU）部品、六フッ化天然ウラン、ウラン精鉱、ウラン転換品、濃縮ウラン製品を原子力発電所を運営する電力会社に販売している。テクニカル・ソリューション部門は、公共部門および民間部門の顧客に技術、製造、エンジニアリング、運営サービスを提供している。同社は以前はUSEC Inc.として知られていたが、2014年9月にセントラス・エナジー社に社名を変更した。セントラス・エナジー社は1998年に法人化され、メリーランド州ベセスダに本社を置いている。もっと見るCentrus Energy Corp. 基礎のまとめCentrus Energy の収益と売上を時価総額と比較するとどうか。4CU 基礎統計学時価総額€3.04b収益（TTM）€52.21m売上高(TTM)€389.70m58.2xPER（株価収益率7.8xP/Sレシオ4CU は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4CU 損益計算書（TTM）収益US$452.30m売上原価US$336.20m売上総利益US$116.10mその他の費用US$55.50m収益US$60.60m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.08グロス・マージン25.67%純利益率13.40%有利子負債／自己資本比率152.0%4CU の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 14:47終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Centrus Energy Corp. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Lawson WinderBofA Global ResearchRyan PfingstB. Riley Securities, Inc.Vikram BagriCitigroup Inc17 その他のアナリストを表示
お知らせ • May 08Centrus Energy Corp. Raises Earnings Guidance for the Full Year 2026Centrus 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.
お知らせ • Apr 24Centrus Energy Corp. to Report Q1, 2026 Results on May 05, 2026Centrus Energy Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 13Centrus Energy Corp., Annual General Meeting, Jun 18, 2026Centrus Energy Corp., Annual General Meeting, Jun 18, 2026.
お知らせ • Feb 11Centrus Energy Corp. Provides Consolidated Earnings Guidance for the Full Year 2026Centrus 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.
お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2025 Results on Feb 10, 2026Centrus Energy Corp. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
お知らせ • Nov 06+ 1 more updateCentrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion.Centrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • May 08Centrus Energy Corp. Raises Earnings Guidance for the Full Year 2026Centrus 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.
お知らせ • Apr 24Centrus Energy Corp. to Report Q1, 2026 Results on May 05, 2026Centrus Energy Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 13Centrus Energy Corp., Annual General Meeting, Jun 18, 2026Centrus Energy Corp., Annual General Meeting, Jun 18, 2026.
お知らせ • Feb 11Centrus Energy Corp. Provides Consolidated Earnings Guidance for the Full Year 2026Centrus 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.
お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2025 Results on Feb 10, 2026Centrus Energy Corp. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
お知らせ • Nov 06+ 1 more updateCentrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion.Centrus Energy Corp. has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Oct 15Centrus Energy Corp. to Report Q3, 2025 Results on Nov 05, 2025Centrus Energy Corp. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Aug 23Centrus Energy Corp. Announces Resignation of Stephanie O’Sullivan as Board Member, Effective August 22, 2025On 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.
お知らせ • Aug 08+ 1 more updateCentrus Energy Corp. Announces CFO ChangesCentrus Energy Corp. announced the appointment of Todd Tinelli as Chief Financial Officer effective August 11. Mr. Tinelli replaces Kevin Harrill, who is resigning to pursue other opportunities after a successful four-year tenure as CFO and earlier as Chief Accounting Officer. To ensure a seamless transition, Mr. Harrill will remain with the company through August 29. Mr. Tinelli brings a wealth of knowledge and expertise to his new role at Centrus Energy with over 20 years of experience in the energy industry, including leadership and executive-level finance and strategic operational roles. He will be responsible for overseeing Centrus' financial operations, enterprise-wide optimization and capital allocation activities, and will play a significant leadership role in guiding the company's financial and business strategy to support the company's long-term growth objectives while enhancing shareholder value. Todd Tinelli most recently served as Chief Financial Officer of Sprague Resources LP, a multinational subsidiary of Hartree Partners LP. Sprague is 152-year-old company and one of the largest independent distillate and natural gas marketing companies in the Northeast and Quebec. At Sprague, he was responsible for strategic formation and execution of all capital structures to provide the liquidity for a growing and acquisitive $4 billion-dollar trading and marketing company, and also oversaw all accounting and back-office support functions. During his 18-year tenure at Sprague, he progressed through senior positions of increasing responsibility, including Treasurer and Managing Director of Finance, Director FP&A and Business Development and other positions in accounting and finance. Prior to joining Sprague, Mr. Tinelli held Senior Operations positions at Sempra Energy Trading, a subsidiary of Sempra Energy Corporation, a publicly-traded entity. Previously, Mr. Tinelli held various credit positions at Premcor Refining, a publicly traded entity. Mr. Tinelli received his MBA from Western Connecticut University and his Bachelor's degree in Finance and minor in Accounting from Sacred Heart University.
お知らせ • Jul 09Centrus Energy Corp. to Report Q2, 2025 Results on Aug 05, 2025Centrus Energy Corp. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Apr 28Centrus Energy Corp., Annual General Meeting, Jun 20, 2025Centrus Energy Corp., Annual General Meeting, Jun 20, 2025.
お知らせ • Apr 25Centrus Energy Corp. to Report Q1, 2025 Results on May 07, 2025Centrus Energy Corp. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Jan 24Centrus Energy Corp. to Report Q4, 2024 Results on Feb 06, 2025Centrus Energy Corp. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025
Valuation Update With 7 Day Price Move • Jan 06Investor 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.
お知らせ • Nov 19Centrus Energy Names Neal Nagarajan as Senior Vice President and Head of Investor RelationsCentrus 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 05Investor 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 29Third 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.
お知らせ • Oct 24Centrus Energy Corp. to Report Q3, 2024 Results on Oct 28, 2024Centrus Energy Corp. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024
お知らせ • Oct 19Centrus Energy Corp. Announces Retirement of Larry B. Cutlip as Senior Vice President, Field Operations, Effective July 31, 2025On 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 11Investor 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 03New major risk - Share price stabilityThe 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 23Investor 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 16Insider recently sold €103k worth of stockOn 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.
お知らせ • Aug 08Centrus Energy Corp. Announces Board AppointmentsToday 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 07Second 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 05Investor 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.
お知らせ • Jul 30Centrus Energy Corp. to Report Q2, 2024 Results on Aug 06, 2024Centrus Energy Corp. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Valuation Update With 7 Day Price Move • Jul 15Investor 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 21Investor 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 08First 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.
お知らせ • Apr 28Centrus Energy Corp., Annual General Meeting, Jun 20, 2024Centrus 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.
お知らせ • Apr 26Centrus Energy Corp. to Report Q1, 2024 Results on May 07, 2024Centrus Energy Corp. announced that they will report Q1, 2024 results After-Market on May 07, 2024
Valuation Update With 7 Day Price Move • Apr 03Investor 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 27Senior VP & Chief Marketing Officer recently sold €596k worth of stockOn 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 15New minor risk - Share price stabilityThe 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 11Full 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.
お知らせ • Jan 30Centrus Energy Corp. to Report Q4, 2023 Results on Feb 08, 2024Centrus Energy Corp. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024
お知らせ • Dec 21Centrus Energy Corp. Announces Departure of Neil S. Subin from Board of Directors Effective December 31, 2023Centrus 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.
お知らせ • Nov 22Centrus Energy Corp. Announces Chief Executive Officer ChangesCentrus 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.
お知らせ • Nov 21Centrus Energy Corp. Appoints Amir Vexler as Principal Executive Officer, Effective January 1, 2024On 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 09New major risk - Revenue and earnings growthEarnings 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 09Third 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.
お知らせ • Oct 31Centrus Energy Corp. to Report Q3, 2023 Results on Nov 07, 2023Centrus Energy Corp. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
Valuation Update With 7 Day Price Move • Sep 26Investor 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.
お知らせ • Sep 07Centrus Energy Corp. to Begin HALEU Production in OctoberCentrus 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 14New major risk - Share price stabilityThe 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 11Investor 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 06Second 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.
お知らせ • Jul 26Centrus Energy Corp. to Report Q2, 2023 Results on Aug 03, 2023Centrus Energy Corp. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023
Board Change • Jul 02Insufficient new directorsNo 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.
お知らせ • Jun 17Centrus Energy Corp. Completes Operational Readiness Review for Haleu Production and Receives Nrc Authorization to Introduce Uranium into Centrifuge CascadeCentrus 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.
お知らせ • Jun 16+ 1 more updateCentrus Energy Corp. Receives NRC Authorization to Introduce Uranium Into Centrifuge CascadeCentrus 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.
Reported Earnings • May 09First 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 22Insider recently bought €780k worth of stockOn 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 15Investor 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 10Independent Director recently sold €10.0m worth of stockOn 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 23Full 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 17Investor 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.
お知らせ • Feb 14Centrus Energy Corp. to Report Q4, 2022 Results on Feb 21, 2023Centrus 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 03Senior VP & Chief Marketing Officer recently sold €378k worth of stockOn 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 17Senior VP recently sold €341k worth of stockOn 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 10Third 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.
お知らせ • Nov 05Centrus Energy Corp. to Report Q3, 2022 Results on Nov 08, 2022Centrus Energy Corp. announced that they will report Q3, 2022 results After-Market on Nov 08, 2022
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter 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 26Investor sentiment improved over the past weekAfter 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 06Second 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 01Investor sentiment improved over the past weekAfter 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.
お知らせ • Jul 28Centrus Energy Corp. to Report Q2, 2022 Results on Aug 04, 2022Centrus Energy Corp. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter 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 09Investor sentiment improved over the past weekAfter 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 19Investor sentiment improved over the past weekAfter 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 17Insider recently bought €512k worth of stockOn 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 07First 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.
お知らせ • May 02+ 1 more updateCentrus Energy Corp., Annual General Meeting, Jun 23, 2022Centrus Energy Corp., Annual General Meeting, Jun 23, 2022, at 10:00 Eastern Daylight. Agenda: To elect eight 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 PricewaterhouseCoopers LLP as the Company’s independent auditors for 2022; and to transact such other business as may properly come before the meeting or any adjournments thereof.
Board Change • Apr 27Insufficient new directorsNo 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 21Investor sentiment improved over the past weekAfter 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 20Insufficient new directorsNo 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 18Investor sentiment deteriorated over the past weekAfter 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 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.
お知らせ • Mar 06Centrus Energy Corp. to Report Q4, 2021 Results on Mar 10, 2022Centrus Energy Corp. announced that they will report Q4, 2021 results After-Market on Mar 10, 2022
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter 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 11Investor sentiment improved over the past weekAfter 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 20Investor sentiment deteriorated over the past weekAfter 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 04Investor sentiment deteriorated over the past weekAfter 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 19Investor sentiment deteriorated over the past weekAfter 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 11Third 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 12Second 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 18Independent Director Patricia Jamieson has left the companyOn 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 18Director Tetsuo Iguchi has left the companyOn 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 18Independent Director Michael Diament has left the companyOn 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.
お知らせ • Jun 15U.S. Nuclear Regulatory Commission Approves Centrus Energy's License Amendment for High-Assay, Low-Enriched Uranium ProductionCentrus 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 26Senior VP & Chief Marketing Officer recently sold €227k worth of stockOn 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 13First 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.
