An investing framework in the Uranium Market for Centrus Energy Corp
Investors are definitely concerned about what a disruption in supply from Russia might do to Centrus financials. It seems to me the demand for HEU should only get stronger over time. The U market seems pretty hairy to me so I don't know how hard or easy it would be to replace that supply from Russia. If they announced some kind of deal to do that it seems like the stock would move more quickly to your price target.