USEC

It was rulings like this that created a steel boom in this country.
In a unanimous opinion written by Justice David Souter, the Supreme Court held that the Commerce Department’s determination that SWU transactions constitute sales of goods covered by the antidumping laws was reasonable and was “reinforced by practical reasons aimed at preserving the effectiveness of antidumping duties.”
Will SWUs that USEC manufactures go up in value due to limited demand? I believe so and will benefit USEC's bottom line and help with the cash flow they need to pay off their debt and construction of their new untested centrifuge.

This isn't value investing by the book but this ruling has tremendous value and creates a moat since USEC is the only show in the USA.

Also if you think about it, they create carbon credits. For every SWU created their is less demand for carbon.