Felix Prehn Uncovers LEU: The Next Stock Surge
Felix Prehn of Goat Academy reveals why Centrus Energy (LEU) could surge like Intel. As the sole U.S. uranium enricher, it eyes $3.4B in government deals for energy security.
Felix Prehn, founder of Goat Academy, spots stock opportunities before they boom. He once highlighted MP Materials early, leading to big gains. Now, he points to Centrus Energy, ticker symbol LEU. This company could offer huge returns, much like Intel's recent 30% jump or MP Materials' 175% rise since May. Investors who act fast might catch a wave of profits from government deals.
The Winning Pattern for Stock Wins
Felix Prehn sees a clear pattern in hot stocks. First, the company must tie to national security. This means it helps keep the country safe, like protecting energy supplies. Second, the government invests money or signs big contracts. When these mix, stocks often skyrocket.
Take Intel as an example. The U.S. government took a 10% stake in the chip maker. Soon after, Nvidia poured in $5 billion. Intel's shares leaped 30% in one day. The government wants more control over key tech to stay strong against rivals. Semiconductors—tiny chips that power computers and weapons—are vital for defense. This move shows how politics can boost business.
MP Materials fits too. It mines rare earths, special metals for tech and weapons. Felix Prehn called it on April 28. The stock surged after government backing. These wins prove the pattern works.
Why Centrus Energy Stands Out
Centrus Energy, or LEU, focuses on uranium enrichment. Uranium is a metal used as fuel in nuclear power plants. Enrichment means making it pure enough for safe energy use. It's like refining gas from crude oil, but for nuclear fuel.
The U.S. imports 95% of its uranium. Much comes from Russia, a tense trading partner. This reliance worries leaders. Nuclear plants power homes and bases. They also support defense and AI data centers that need steady energy. Without homegrown fuel, the country risks blackouts or worse.
LEU is the only U.S. company that enriches uranium at scale. No real rivals exist here. It has a market cap of $1.2 billion—the total value of its shares. That's small enough for quick growth but big enough to trust. Revenue hit $440 million last year, up 33%. An order backlog of $3.7 billion waits—three times its market cap. These are locked-in sales.
The Department of Energy (DOE) partners with LEU. They signed a $150 million deal for HALEU. HALEU stands for High-Assay Low-Enriched Uranium. It's a special fuel for small, advanced reactors. These mini plants could power military spots or neighborhoods without big grids. The government builds a uranium stockpile, like an emergency oil reserve, to cut foreign ties.
Both parties support nuclear power. It cuts carbon and boosts jobs. A nuclear boom looms with tiny reactors everywhere. LEU supplies the fuel no one else can.
Smart Risks to Watch
Every stock has downsides. The biggest? Timing your sell. Many lose by cashing out too soon or holding too long. Felix Prehn stresses rules over luck.
Regulation is another worry. Nuclear rules are strict for safety. But the government sets them and buys the fuel. That helps LEU.
Uranium prices might drop. Yet LEU uses long-term contracts for steady pay. Research deeply before buying. Size your bet right—don't risk all on one stock.
A Monopoly Poised for Growth
LEU's edge beats Intel's. It's essential for survival, not just tech. With no U.S. competition and government needs rising, big contracts could hit soon. The stock rose 230% this year. More may come as energy independence grows.
Felix Prehn shares these insights through Felix Prehn Goat Academy, his hub for smart investing. Learn from his track record to build wealth wisely.