Manny
39 posts
@ValleyFallsRI Changes in working capital explains 180M of the 213M drop.
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$CROX free cash flow down 33% YoY first 9 months.
It's not because of capex.
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@10009nyny @UnoMasReactor LEU still has roughly ~$100M in yearly HALEU revenue from own operations
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@UnoMasReactor I personally couldn’t believe it was being bid up despite that huge underlying risk
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$LEU gets it both ways on this, potentially
If enriched uranium is actually banned, Centrus loses its main source of income from their broker business, but the US government then becomes significantly more incentivized to get money moving for rapid capacity expansion
zerohedge@zerohedge
*BESSENT: WILL ANNOUNCE SUBSTANTIAL PICKUP IN RUSSIA SANCTIONS *BESSENT: WILL ANNOUNCE RUSSIA SANCTIONS TODAY OR TOMORROW Oil spike
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@hjcdarkhorse1 @UnoMasReactor 2028. Leu has a waiver to import Russian uranium through 2026
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I’m an $SBSW bull myself, but it is notable that 548M of 717M in OCF was from deferred revenue advance received (prepayments)
🏴☠️@calvinfroedge
$sbsw 1H-25 free cash flow $253M, best in 2 years, everything else is noise
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@WinderKit That’s fair, but not so surprising given enrichment build out would take years and billions in capex. I’d argue earnings should be negative 2027. It’s a 2030+ story (narrative stock in a likely growth industry due to AI electricity demands)
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@TheProphetManny Probably right on $OKLO! For $LEU, sales & earnings forecasts are single digit or low teen - it's still on 48x 2027e earnings, so I get your point but it feels like the valuation is pretty dramatic even when you factor in forecasts..
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Centrus Energy $LEU EV/Sales looking pretty high relative to history...
#nuclear mania gone too far?
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@zerohedge Maybe look a little deeper into the impact on Piketon before getting too excited.
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With Lutnick Watching, Centrus Signs MOU To Expand Uranium Enrichment zerohedge.com/markets/centru…
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@zerohedge Nuclear is the way to go but it should be done in house.
Lutnick just wants to keep outsourcing American industry to Asia, business as usual.
Not what we voted for
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This could be a head and shoulders top on the daily $LEU. That is the obvious, easy take. I see it as a *potential* begof a parabolic cylinder that it could launch much higher from. That said- I’m watching the neckline.
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@ROBTHEMARKET @abundancefib OKLO a company with no secret sauce. They outsource the whole SMR build out lol they will get lapped eventually
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@ROBTHEMARKET 2 day swing $LEU pulls back to 198-200, going to 220
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@SullyMichaelvan He has too. Otherwise how can MSTR continue to pay the preferred dividend if they keep issuance up! It’s already a greater than $200M annual run rate
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Well there's your answer.
Saylor immediately hits the $MSTR ATM below 2.5 this week to stack more Bitcoin.
Michael Saylor@saylor
Strategy has acquired 3,081 BTC for ~$356.9 million at ~$115,829 per bitcoin and has achieved BTC Yield of 25.4% YTD 2025. As of 8/24/2025, we hodl 632,457 $BTC acquired for ~$46.50 billion at ~$73,527 per bitcoin. $MSTR $STRC $STRK $STRF $STRD strategy.com/press/strategy…
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@LawrenceLepard @JoshMandell6 And how do they fund the preferred dividend? Already a greater than $200M annual run rate as of Q2
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@JoshMandell6 two thoughts from someone who knows (not me)
1. changed guidance to keep options guys off balance and create more vol.
2. demand for the Prefs is insane, going to push this hard
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Easy. Debase the USD and go golfing on weekends.
Insanely bullish USD assets like stocks, gold, real estate, commodities, but for all the wrong reasons.
This is a bit like Argentine or Turkish investors back in the days being thrilled their stock market index goes up fast ;)
Warren Pies@WarrenPies
Powell's Jackson Hole dilemma: When Core CPI is above 3% AND rising, the Fed has only cut rates one time (red vertical lines below). If August CPI prints above 3%, then a September cut would be the second case. The only other time the Fed cut under these conditions: Dec 2024
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