Full-time trader Tim Bohen is teasing a secret “Eternal Energy” project that could power humanity for the next 4 billion years.
It's not solar, wind, or fusion; it costs just 4-5 cents per kilowatt-hour, which is 70% less than the average cost today, and one stock is at the center of it.
The Teaser
In Tim's words, “the world is facing a great energy reckoning.”
Dorm room dot-com entrepreneur turned finance bro, Tim Bohen, has “made a full-time living from trading stocks part-time,” and is now a trading educator.
We have previously reviewed Tim's “Inception” Microchip Company and “Project X” Stocks, which furnished some decent picks.
Now, back to “the reckoning.”
By all appearances, every country has got it wrong when it comes to energy policy.
One has to look no further than Germany for confirmation.
The country's “Energiewende” (energy turnaround), to a low-carbon, nuclear-free grid, has been a complete and utter disaster.
After nearly a decade, a single statistic illustrates it perfectly:
Germany's electricity cost is nearly 4x America's.
It may be too late for Germany, but it's not too late for the rest of the world to tap into super golf ball energy!?
The Best Option We've Got
Tim believes that without golf ball-size energy, all of our hopes and dreams, along with the world, are doomed.
Currently, fossil fuels (coal, natural gas, and oil) account for about 80% of the world's energy supply.
However, if blockchain, autonomous robots, and artificial intelligence, which is already the fastest-growing technology in history, meet or exceed projections, there simply won't be enough energy to power the grid.
This is why an alternative source that is clean, sustainable, and scalable is needed.
Enter the only thing that can power our homes and evolutionary technologies 24/7 – Nuclear energy.
According to nuclear researchers, a golf ball equivalent of uranium can power a person's entire life.
One golf ball is also equivalent to hundreds of ugly wind turbines and thousands of gallons of oil.
Even better, nuclear energy can power our existence at a cost of just 4-5 cents per kilowatt hour. That's 50x less than Germany and less than half of what people currently pay stateside.
It's not perfect, but it's the best option we've got, and one company is essential to making it a reality.
The Pitch
Tim reveals all in a report called The Eternal Energy Monopoly.
All we have to do is join the StockstoTrade advisory service for $49 for the first year (normally $199), and it's ours.
The Key to Unlocking 4 Billion Years of Clean Energy
“Energy at planetary scale for a billion-plus years.”
You would probably agree that something like this would likely be considered critical to both national and international security.
A few companies are doing their part to make it a reality.
Sam Altman's Oklo Inc. (NYSE: OKLO), which is prominently featured in Tim's video presentation (with no playback feature), NuScale Power (NYSE: SMR), and Bill Gates's TerraPower are all racing to construct, own, and operate Small Modular Reactors (SMRs) that are safer and more efficient than traditional nuclear power plants, like the kind Homer Simpson works at.
However, besides the regulatory roadblocks standing in their way, they all require one source material that is important enough to fight wars over.
This material is what Tim calls “Eternal Fuel.”
It's highly enriched uranium (HEU), which is like the Louis XIII Cognac of commodities.
Just like the alcohol, it's strong, making it the only thing that can fuel SMRs.
The Department of Energy (DOE) projects that more than 40 metric tons of HEU will be required before the end of the decade, with additional amounts required each year after that.
Now, 40 metric tons is doable. The only problem is that the only commercial supplier of HEU at the moment is Tenex, which is owned by the Russian state-owned company Rosatom.
This may be about to change, as the DOE has granted one little-known company the right to produce HEU on American soil.
Operations at its enrichment facilities in Ohio have started, and it has already shipped the first enriched uranium produced in the USA in nearly 70 years.
It is the company making “Eternal Energy” possible, and its Tim's stock pick. Let's find out what it is.
Revealing Tim Bohen's “Eternal Energy” Stock
It's being called “the key to unlocking four billion years of energy,” and a few clues gave away its identity:
- It met the initial eternal fuel enrichment requirements with a 20kg delivery.
- The company is the only one licensed in the U.S. to produce High-Assay Low-Enriched Uranium (HALEU).
- It is a small-cap, trading at a market cap of around $700 million.
This is Centrus Energy Corp. (NYSE: LEU). The clues align like some shots of hard liquor.
- Centrus' delivery of 20kg of HALEU satisfied the DOE's initial enrichment requirement in 2023.
- The company's Piketon, Ohio, plant is one of only two licensed HALEU production facilities in the United States.
- Tim's re-released teaser hasn't been updated with the latest figures. Centrus now has a market cap of $2.7 billion, with most of the gains coming over the past 6-9 months.
Best Return of the Decade?
Over the past five years, Centrus stock has been on an absolute tear, up nearly 1,500%.
Can this breakneck growth continue?
The magic eightball says…all signs point to yes.
Global energy demand is already growing at an above-average pace, and we are still in the very early innings of artificial intelligence, autonomous robots, and vehicles.
As these things become more prevalent, stocks like Centrus should see their biggest gains.
It really is the only game in town, as the only other company with a license to produce low-enriched uranium in the U.S. is privately held Urenco, which is majority owned by the UK and Dutch governments, with minority stakes held by E.ON SE and RWE AG.
A regulated monopoly will always produce steady returns, and in certain instances, when macro trends align, outsized returns.
Centrus is a good example of this; not only has its stock delivered, but it has the operating performance to match.
It has a formidable balance sheet with $653 million in cash against $457 million of total debt, a healthy 23% net profit margin, and an 86% return on equity, as all monopolies should.
Management has done a good job of achieving milestones on schedule and on budget, and as a result, the DOE has increased the HALEU production contract value.
At 25x current earnings, Centrus is a fairly priced, and could realistically produce some of the best returns over the next five to ten years.
Quick Recap & Conclusion
- Full-time trader Tim Bohen is teasing a secret “Eternal Energy” project that could power humanity for the next 4 billion years.
- It's not solar, wind, or fusion, but nuclear energy, and one company is essential to making it a reality in the U.S.
- Tim reveals all in a report called The Eternal Energy Monopoly. It is ours if we subscribe to the StockstoTrade advisory service for $49 for the first year (normally $199).
- A few clues dropped during the hour-long video presentation led us to reveal the “Eternal Energy” stock pick for free. It's Centrus Energy Corp. (NYSE: LEU).
- Centrus is optimally positioned to continue delivering above-average returns to shareholders, as one of only two companies in the U.S. licensed to produce High-Assay Low-Enriched Uranium (HALEU). It trades for a fair 25x current earnings.
Nuclear energy accounts for roughly 10% of global electricity production. What will this figure be in 2030? Drop your best guesses in the comments.