### @LEU — Confirmed — from the Q1 2026 earnings call and 10-Q
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.
- tier: Confirmed (✓)
- source: LEU / The backlog, and what 'contingent' means
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-leu-src-leu-backlog-ingest
- posted: 2026-07-15T02:05:37.349Z