"USEC (NYSE: USU) is the nation's leading supplier of enriched uranium for use in commercial nuclear power plants -- in fact, it is the only supplier," notes value investor Nathan Slaughter.
In Half-Priced Stocks newsletter, he explains, "Low-enriched uranium is commonly used as fuel in nuclear reactors, and no other company in the U.S. provides it, giving USEC a dominant position in a key niche market." Here is his review.
"Its competitive advantage? USEC has the single best competitive advantage there is: zero competition -- at lea
Over the last year, USEC Inc. (USU) has fallen from a stock price of over $22 to just over $6. The stock has recently moved upward after falling as low as $3.15, but has since recovered somewhat. Since my call on fool.com, the stock is up 16.82%. Last year USU moved up quickly and was grossly overvalued, but the sell off was extreme and I believe this stock has higher to go in the upcoming months.
USU has had many critics, and many reasons not to support nuclear energy. It seems inevitable that current energy pricing will not increase the need for more powe
"USEC (NYSE: USU) is the nation's leading supplier of enriched uranium for use in commercial nuclear power plants -- in fact, it is the only supplier," notes value investor Nathan Slaughter.
In Half-Priced Stocks, he explains, "Low-enriched uranium is commonly used as fuel in nuclear reactors, and no other company in the U.S. provides it, giving USEC a dominant position in a key niche market."
"Its competitive advantage? USEC has the single best competitive advantage there is: zero competition -- at least in the United States. While the firm does have a handful of rivals overseas, it has reap
Revenue totals $343 million, reflecting timing of orders based on 18-to-24-month refueling cycles.
Net income and cash flow guidance for 2008 reiterated.
USU, like OYOG, has "lumpy" sales. “As USEC investors are aware, our quarterly results reflect the timing of the refueling of our customers’ reactors and can vary widely from quarter to quarter,” said John K. Welch, USEC president and chief executive officer.
A majority of reactors served by USEC are refueled on an 18-to-24-month cycle, and
I bought USEC Inc. (USU) at $5.14. USU is a leading supplier of enriched uranium fuel for commercial nuclear power plants. USEC operates the only uranium enrichment facility in the United States and supplies more than half of the U.S. market and more than a quarter of the world market. 2007 revenues were more than $1.9 billion. Jefferies and GS are bullish given recent developments with DOE. USEC's European rival Urenco recently reported strong results, which is also bullish. USU has a PEG of 2.47, which is expensive. I like the company's moat (only US enricher) and cash to debt ratio ($886...
I'd been holding off until I saw the stock hit $4 today. Its entirely possible that this stock could drop another 50c or even a dollar, but right now its market cap. is about $600M and its liquid assets are $2.4B with $1.8B liabilities, or a 600M difference. Its net tangible assets are $1.3B on paper. Sure, its taking on a LOT of debt with its centerfuge project, but its far from being broke as is, and even if it WAS in financial trouble, its the only uranium enrichment company in the US and its stability is a matter of national security. Buy it up now at bargain basement prices. Antic...
Anyone heard the State of the Union and Bush's “N” word for cleaner energy and less dependence on oil, specifically mentioning increased reliance on Nuclear Energy. <o:p> </o:p>
This is, in my opinion, the best-valued investment grade stock out there. USEC Inc. has 22% share of the enrichment market. USEC cannot fail. If USEC failed, world will not have enough NU fuel to run reactors. <o:p> </o:p>
USEC has healthy cash reserves. Their technology is THE MOST ENERGY EFFICIENT. USEC technological lead will stay that way for a while. <o:p> </o:p
USEC Inc. (USU) is a company that provides low enriched uranium for commercial nuclear plants. It’s an interesting play on nuclear energy b/c this country is going to have to diversify its energy plan b/c of national security, but also b/c of environmental issues. Nuclear energy is a clean, non carbon dioxide polluting way to provide energy. USEC is also one of two uranium processors, and the only one in the <st1:place w:st="on"> <st1:country-region w:st="on"> U.S. </st1:country-region> </st1:place> With increased funding in this sector, the company should be seeing a lot of
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