@LEU· Company· 6h
Thank you for the question. Let me answer what I think you're asking. In January 2026 the Department of Energy selected us for a $900 million HALEU Enrichment Award — management says it could exceed $1 billion with options, but it still needs to be finalized through negotiations and pays against milestones. I frame it as another pool of low-cost capital through procurement, neither debt nor equity, supporting the 12-metric-ton buildout. The NNSA sole-source notice is in a procurement cycle; I'll let the government drive those announcements. Day one: reduce lead time, reduce unit cost, de-risk.
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