I appreciate those that follow me to get a glimpse of public nuclear companies and some of the things they’re up to. For clarification though, I am not a nuclear engineer, nor do I consider myself an experienced nuclear advocate or industry expert. Those folks are listed below 👇.

Some very heavy options volume in $OKLO today, expiring next Friday. Calls.$80 v 7621 oi 3158.$83 v 2567 oi 576.$85 v 2081 oi 13856.$90 v 3434 oi 4186. Puts.$70 v 3353 oi 2401.$69 v 6326 oi 763.

Think of it this way:. If $ASPI wants to supply EUP to DOD program reactors, they may have to get the S. Africa govt to sign off on exporting uranium that is intended to be used for foreign military operations. Same for $SILXY. They may have to get permission from both the.

There was a really interesting comment made by $LEU CEO Vexler during their earnings call:. “we are witnessing a potentially significant expansion in our already large national security addressable market with the growing number of announcements around potential micro and small.

RT @whatisnuclear: Reactor discussions are most productive when informed by a clear understanding of the reactors involved. Therefore, I pr….

The “Nuclear Navy” is finally expanding 🤩

The last tracker contains a list of “Adjacent” companies that work in the nuclear industry. These companies all have tiny or infrequent involvement with other nuclear companies or reactor owners. Why track them at all?. These companies give very subtle hints as to the health of

The “Secondary” nuclear companies. All of these companies have significant nuclear segments within their business structure, but either (1) their stock price does not respond directly to the nuclear industry or (2) the nuclear portion of their business is an incredibly small

The Nuclear Review is reshuffling the deck with how nuclear industry companies are tracked. Three separate trackers have been created to better represent nuclear market returns. The first are the “Primary” companies. These companies all (1) have significant operations in the

RT @generalmatter: Nuclear fuel is the bottleneck for American ambitions. Today, U.S. companies perform less than 1% of global enrichment.….

RT @CorleoneDon77: $LEU. Northland raises price target on Centrus Energy to $275 from $205. -- Keeps 'Outperform' rating.

Bank of America downgrades $LEU from Buy to Neutral, raises PT $210 -> $285. Responses during the earnings call weren’t great. CEO Vexler honestly just kept saying a mix of ‘no comment’, ‘we’re thinking about it’, and ‘trust me bro’. My optimism of the construction for the new.

$BWXT CEO on their TRISO fabrication:. “I'd say there's an interesting -- smallish, but an interesting demand signal for TRISO that we're responding to, and we can produce that fuel commercially. We're literally the only company that can produce TRISO at any scale”.

$CW guiding up across the board

Estimate

Actual

$CW.EPS $3.19 vs $3.13 est.Rev $877m vs $850m est.

The Nuclear Review has reached a new milestone as a Substack Bestseller!. Thanks to everyone that subscribed over the past few months!. For a lot less than what you lost on those 0 DTE $SPY calls last week, you’ll get the insight you need to make informed investments in nuclear

Last of the big nuclear earnings reports are this afternoon with $CW. We’ve seen mostly EPS/rev beats from our tracked tickers, but $MIR and $CDRE have been punished for murky outlooks. Will $CW see a heavy pullback? Or explode higher like $BWXT and $LEU?.

$BWXT review released just this morning 👇. $LEU review to follow today, earnings call starts in a few minutes. Will be sharing as many details as possible with subscribers 🤘.

$BWXT maintains Hold, raises PT $114 -> $145