Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham

Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.  Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader. Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors...