Speaker 1: 0:00

If you missed Intel's 50% surge in the last few days or MP Material's 175% surge since May, what I'm about to show you could be your second or even third chance at life-changing profits. There is a $1.2 billion company with $3.4 billion in potential government contracts. That's flying under the radar. So while everyone was watching Intel jump 30% yesterday, this company quietly gained just 26% this year, and that's just the warm-up act. So my promise to you is that by the end of this video, you know exactly why this stock with ticker LEU so you know hostaging here could deliver even bigger returns than MP Materials or Intel in how to position yourself before Wall Street catches on.

Speaker 1: 0:52

My name is Felix Preen. I'm an ex-investment banker who called the MP Materials government play before it happened, literally 28th of April. Check out my YouTube videos on that. Of course, it is all because of this guy who does all the research around here. This is Albert. I've made it my business to spot opportunities before they explode, and when I told you about MP Materials and that they were next on the 28th of April, here, that's the little line here. That was the entry point. A lot of you said thank you, so I thought I'd make another video. Now, even better, my gift to you is not just this video, but a free workbook that explains everything in this video and much, much more. And for serious investors and I really mean only serious investors I will do one better.

Speaker 1: 1:39

The biggest needle mover is apparently chewing this keyboard. No, seriously, the biggest needlemover for investors is to learn when to sell. Half of all your losses come from selling too early. The other half come from not selling, and the profits you're missing out on because you're selling way too early is just a whole nother story. So I will run a free live training. So I will run a free live training just on selling, because it is the biggest needle moving skill that you can acquire in under two hours. It's free. It's on Tuesday at 9 pm Eastern time, that's at felixfriendsorg slash training. You can grab yourself a free ticket for that event and join this naughty cat and myself there.

Speaker 1: 2:25

Now yesterday we saw something extraordinary. Intel shares soared 30% in one day on the announcement that Nvidia is investing in Intel $5 billion. Now, this is not a coincidence, because the Trump administration has taken a 10% stake for the US government already. That, by the way, is now already up 50% gains. Good investors up there right in the political space. So what's it all about? There is a pattern here about. There is a pattern here. There is a predictable pattern that we can apply to other stocks and other sectors to potentially make similar gains.

Speaker 1: 3:10

I'm not promising you outcomes and financial advice. I'm not even telling you to buy the stock. I'm telling you use it as the basis of your research because you might find something there. So what's the pattern? You basically need a couple of things to come together. You need a national security angle that's item number one. You need a government investment that's item number two and you add those two things together and what you come out with? Life-changing returns.

Speaker 1: 3:55

And how many of you are kicking yourself for missing MP materials? For example, how many of you watched that video and didn't do anything about it? You didn't look it up, you didn't look at the chart, you didn't do any research. You never even decided a no or a yes. You just made no decision. That's what most people do. By the way, I'm not trying to make you feel bad about yourself. It just means you're part of most people. Now, what I want to do here is I want to pull you out of most people and I will pull everybody up and just everybody have a better life right Now.

Speaker 1: 4:23

What did Trump say about this? He says I love seeing their stock price go up, making the USA richer, but the reality is there is a lot more to this. So we now have two examples. We have rare earths, which is empty materials you can see everything is back to front in my head and we have semis semiconductors right Now. That's just the beginning. The next target in my head and we have semis semiconductors right Now that's just the beginning. The next target, in my humble opinion, is energy independence for the US, and I'm not talking about oil here. That's an old story and there is only one pure play that I could find after much, much, much much research.

Speaker 1: 5:13

Albert's exhausted from all that stuff, I want to introduce you to to America's hidden, secret centrist energy monopoly. The company is called Centris Energy. The ticker symbol is L-E-U. I'll show you the trade vision chart too. Looks all right, got a decent run up. It's actually a little bit more than what I said, wasn't it? A fair bit more than what I said. It's up since the beginning of the year by let's have a look 230%. Is the party therefore over? No, my friends, it's just getting started. What do they do? Once you know what they do, you'll understand why this is such a unique play.

Speaker 1: 6:09

There are a couple of stocks in the sector that made us a lot of money this year me and Albert but this is one that we haven't talked about before. It is the uranium enrichment company in the USA the only one, and this isn't some oh, let's go and build uranium enrichment in my mom's basement kind of company. No, they actually have a 1.2 billion market cap. So it's not a tiny business, but it's just small enough to move it a lot with not that many investors pouring, and it's also just small enough to keep the really big Wall Street guys out, because it's just too small. Imagine you have $100 billion under asset management. Well, you're going to put 1% into it. Now you own 90% of this business. It doesn't work right, but for you and me, that's actually perfect. These guys have $440 million revenue. This is a real business. It's growing. By the way, it's growing 33% over the year. So why am I focusing on this one? Well, if you have done a little bit of research on uranium which you probably haven't, I wouldn't blame you. I mean, you probably have friends, but I have cats in Winston so I can do uranium research.

Speaker 1: 7:35

This is a shocking statistic and this is one that's going to keep President Trump up at night. 95% of uranium in the US is imported 95%. Now where does a lot of this come from? Russia, not exactly best friends right now. Does that make sense? No, of course not. Basically, american nuclear power plants and defense systems depend on foreign fuel, and LEU is literally the only company that can solve that problem.

Speaker 1: 8:16

So if you're thinking, yeah, but I'm going to look at Intel today, well, intel actually had competition. They had competitors. They needed the government's help. Leu doesn. They had competitors. They needed the government's help. Leu doesn't have competitors, but they're essential for US survival. They are literally the only US producer of advanced reactor fuel. Zero competition in the US. There is nobody else Competition, which reminds me of MP Materials, by the way.

Speaker 1: 8:47

They're also in a very unique position Now. They already have orders, literally orders. An order backlog of $3.7 billion locked in. That is three times the current market cap, three times their value. They have in orders. That's pretty good right. So to me, this is a US government love deal in the making. The Department of Energy DOE already has a partnership with them. There is a $150 million plus deal for what is called H-A-L-E-U. What does that stand for? H-a-l-e-u?

Speaker 1: 9:34

Uranium High assay, low enriched uranium. It's required for the most advanced US reactors to achieve smaller designs. You see, the US is spending a lot of money designing really small reactors. They want the major military bases to have their own reactors. They want less reliance on these great big nuclear reactors and have more little, cute ones that you can have in your front yard. You know, sort of Homer Simpson style.

Speaker 1: 10:07

And secondly, the US government is building a domestic uranium reserve, like an oil reserve, because they realize we import all this stuff from countries like Russia. They could just cut us off. What are we going to do then? Well, eventually we're going to run out of uranium. And then, well, we're going to look rather silly, aren't we?

Speaker 1: 10:26

And what is very unique about this is that this is a topic where both Democrats and Republicans well, guess what they actually agree on this Both back nuclear energy. Why? Well, probably lots and lots of money found its way into their coffers. But we shan't talk about that on this video. And that, of course, was a satirical reference, and I didn't mean that anybody was, you know, corrupt or, you know, available for hire. That would never happen, because American politicians are just wonderful people. Only interest is the greater good of the people. Never, ever would they think about their own money or anything selfish. You think I covered myself there. I think we probably did right. All right, let's move on Now.

Speaker 1: 11:18

The Intel deal, to me, is interesting because Intel and NVIDIA what happened? Well, first the government invested into Intel. They put some money into it. The government has a lot of control over NVIDIA because they're saying well, you want tariff-free access to us here. We know you're making most of the stuff overseas. Well, why don't you move some more of your manufacturing onshore? And NVIDIA is like, yeah, I know we will, but I'm trying to find a partner. And then they're like yeah, yeah, we now own 10% of Intel. Why didn't you do a deal with Intel? So NVIDIA says, all right, fine, we'll do that. We'll send them some money, we'll do the deal with Intel. And therefore the US gains more control over the semiconductor sector. Right, which is what they want. So Intel essentially became a strategic asset after the government investment. I mean, let's face it, if Intel had gone bankrupt, there would still be the technology and the knowledge out there to make chips, and in the US it really wouldn't have mattered. So the government investment was very much here. We want to control some of this stuff.

Speaker 1: 12:31

Now, our friend LEU is already essential, because you can't power any of the advanced nuclear plants in the US without LEU unless you want to buy it from the Russians. So, yes, semiconductors are important, particularly for defense, but energy independence is basically survival. So we have this nuclear renaissance, you know, championed by the great Bill Gates, one of the finest men who ever. Oh, I can't, all right, never mind. So the government basically can't function without LEU. There is no alternative. So Intel has made people like 50% in a month. Leu might do the same thing. It may not. Maybe it never happens, but it's definitely something worth looking at. In fact, the whole nuclear uranium sector is something worth looking at and we've been talking about that for a few months.

Speaker 1: 13:25

I expect a Department of Energy contract, a bigly one, to come very soon. You're going to see a nuclear plant construction boom in the US. These will be little, cute sort of you know, little power plants. They'll be lovely, they'll be fluffy and they'll be, you know, looking just wonderful. And you're going to see them popping up everywhere and everyone's going to shout they're good for the planet. Anyway, that's what's happening. So to me, everything is lined up. It's essential, it's required for national security AI. It's required for national security, ai, government nuclear deterrent. It all needs nuclear fuel and there's nobody else who makes it in the US.

Speaker 1: 14:11

So let me know whether you think it's a no-brainer or not. I want to put words in your mouth, or even mouths in your words. Now is there some risk here? Yeah, let's run through the risk, right, let's run through the risk. Well, the number one risk is always you, always, or me, getting our risk wrong. It's mostly about selling or not selling. That's really what it's all about.

Speaker 1: 14:33

So how many of you bought stocks that looked absolutely wonderful, like this jump up and you go oh my God, look at this, look at this. I bought it, say here, and it's now up 35%. I've taken profits because it dropped like a percentage point one day, right. And then it went up another, you know, 30%, another a hundred percent or something, right. So that's that's most people. And then there are the others who bought it at simply the wrong time. You know he bought it, say here and they didn't sell. And then they're down like 60% or something right, and maybe they're still down. You know, if you bought this at the top here, you had a very, very miserable couple of years, right, and? And even if you've now recovered because you hodled well, hodling is just another way of saying I don't know where to sell All that's really doing is hoping and praying and wishing because this thing could have just kept going down, but it didn't. You were lucky, that's all it is. So we can improve on the luck, because Wall Street doesn't get lucky. Wall Street actually has rules for this. So if you want to learn that, go to FelixVanZelockcom training.

Speaker 1: 15:42

Join me live on Tuesday, 9 pm Eastern time. What's the second risk? Well, people always say regulation, because obviously uranium industry, nuclear industry, heavily regulated yeah, but the government is not just the regulator but it's also the customer. So the government makes the rules. So that isn't really an issue.

Speaker 1: 16:09

Now, what about the price of uranium? Yes, prices of uranium could tumble, but LEU signs long-term contracts, so they get stability. So every investment of course, has risk, but fear is not really the thing we want to look at. So we can always want to look at what's the risk objectively. How do we manage that risk? That's where the smart money is made. That's why you should join me on Tuesday.

Speaker 1: 16:36

So, in summary, leu has strategic importance. The government needs it and it's a monopoly, and no one's going to start enriching uranium tomorrow. It's not a sort of startup thing that's funded by venture capitalists, because it's obviously a pretty freaking big hurdle to handling uranium. Who the heck wants to handle uranium? I certainly don't. Right Happy to make money out of the stock, but I don't want to be anywhere near this stuff. So it's a very unique position. I think it's a stronger position than Intel, quite frankly, and it's actually not a bad business 38% revenue growth. So there we have it.

Speaker 1: 17:23

What do I want you to do? Research it. If you are going to buy it, it's because you decided to buy it. You've got to position size appropriately. You've got to understand where you're going to sell If it turns out badly or if it turns out wonderfully. I'll teach you that on Tuesday. If you don't know the answer to that yet and most people don't, if you're really honest with yourself, right? So come and learn Wall Street's selling system, profit-taking system, with me at felixfriendsorg slash, get free and if you got some value out of this video, let me know down below in the comments and share it with people. That's always the best gift you can give people. It's like, hey, here's something actually useful. Oh, this made me think. Right, that's always my goal here Make more of you think and financially independent.