Why we don't show a single “fair value” for LEU
Even the optimistic scenario of a conservative trailing-FCF model ($62.01) sits far below today's price — the market is paying for growth and durability beyond what this model structure captures. Off today's cash-flow base, no plausible growth rate bridges to the current price — the market is valuing normalized future cash flows, not the depressed base. The model scenarios below are shown for reference only.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 1.0%/yr | 11.8% | $53.26 |
| Base case | 4.0%/yr | 10.8% | $56.94 |
| Optimistic | 7.0%/yr | 9.8% | $62.01 |
| Third-party model estimate (FMP) | independent reference · retrieved Aug 8, 2026 · assumptions not provided | $129.83 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$191.37
Market-Implied Growth
N/A
Base-Case Model Value
$56.94
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for LEU (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $25.6M · 0.02B shares · net cash $743.5M
Estimated Fair Value
$56.94
-70.2% vs $191.37
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 4.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $191.37; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 8.8% | $60.05 | $61.24 | $62.63 | $64.25 | $66.17 |
| 9.8% | $57.50 | $58.39 | $59.39 | $60.55 | $61.88 |
| 10.8% | $55.50 | $56.18 | $56.94 | $57.80 | $58.77 |
| 11.8% | $53.89 | $54.43 | $55.02 | $55.67 | $56.41 |
| 12.8% | $52.57 | $53.00 | $53.47 | $53.98 | $54.56 |
