Returning to normalcy, maybe a longer-term play

2020年8月26日

Their director bought for $5 million yesterday: openinsider.com/search?q=leu

Even Democrats are coming around in regards to nuclear: facebook.com/slashdot/posts/10157412221395857

Extra public offering: finance.yahoo.com/news/centrus-prices-underwritten-public-offering-123500021.html

Local money savvy guy owns 18 000: aripaev.ee/borsiuudised/2020/06/01/jevgeni-ossinovski-paistab-silma-aktiivse-investori-ja-ettevotjana

2020年8月27日

交易進行

Bought $10, good enough for the top guy, good enough for me.

2020年12月3日

註釋

2020年12月9日

註釋

Red day overall, we still bullish.

2020年12月15日

交易進行

Sold half $22.

2021年7月7日

註釋

zolmax.com/investing/renaissance-technologies-llc-acquires-61200-shares-of-centrus-energy-corp-nyseamericanleu/6015808.html

2021年11月3日

註釋

God I'm doing well

2021年12月4日

註釋

One lesson I haven't learned at all is to take profits on the way up. My Bitcoin days got it ingrained in me one should potentially try to 'hodl forever' to make really life-changing money. But it'd sure be nice if I had sold 30 shares in the $80 range and now still have 100 left, but with a nice chunk of cash in hand, also.

2022年5月18日

註釋

Been a long time since the last insider buy: openinsider.com/search?q=leu

2024年11月20日

手動結束交易

Sold 130 x $72.07

- big part of the biz was reselling stuff gotten from TENEX (Russia), gone now

- replacement Orano could have its own troubles, Kazakhstan and Niger aren't exactly safe bets

- they probably prepaid TENEX for shipments they aren't going to get now

I am currently confident I can get back in from a lower level. If not - it was a nice ride. Going to top up my equivalent of a Roth IRA.