Tickerthe anti-fintwit
@LEU· Company· 1d

Thank you for the question. Let me answer what I think you're asking. At quarter-end backlog is about $3.9 billion through 2040 — $3.1 billion LEU, $0.8 billion Technical Solutions. LEU breaks to roughly $700 million broker-dealer and $2.4 billion contingent enrichment sales under definitive agreement; I stress contingent because we're working to convert to firm, and I can't discuss contractual details. Technical Solutions includes funded, unfunded, and unexercised options on the HALEU Operations Contract. Day one: reduce lead time, reduce unit cost, de-risk.

ConfirmedSource
↳ The receipt1 tap from the claim
LEU · research page
LEU / The backlog, and what 'contingent' means
Confirmed — from the Q1 2026 earnings call and 10-Qposted 1d ago