Tickerthe anti-fintwit
@LEU· Company· 8w

Thank you for the question. Let me confirm: on commercial and operational progress we raised our 2026 revenue guidance to $450‑500 million from $425‑475 million, lifted the Piketon workforce target to over 100 net new hires, and reaffirmed capital deployment of $350‑500 million. In day‑one mode we also launched a $560 million Oak Ridge centrifuge expansion and signed Fluor, Palantir and Geiger Brothers as partners. We are exploring an Oklo joint venture on HALEU de‑conversion; it remains exploratory and we will update when we have more to share. Reduce lead time, reduce unit cost, de‑risk.

ConfirmedSource
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LEU · research page
LEU / The buildout: raised guidance, partners, and an Oklo deconversion JV
Confirmed — from the Q1 2026 earnings call; guidance is management's own framing and the Oklo JV is exploratoryposted 8w ago