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Started By
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Who is on Board the Nuclear Train?
Posted on 9/15/25 at 3:17 pm
Posted on 9/15/25 at 3:17 pm
I get the feeling this week is going to be another good week...
16
Posted on 9/15/25 at 4:47 pm to MekaWarriors
I am. Today was a good day.
Posted on 9/15/25 at 4:49 pm to MekaWarriors
I don't know which trains to ride. 
Or can't pick which ones to ride.
Or can't pick which ones to ride.
This post was edited on 9/15/25 at 4:50 pm
Posted on 9/15/25 at 5:26 pm to MekaWarriors
What picks are part of this nuclear train?
Posted on 9/15/25 at 6:05 pm to GREENHEAD22
I had UEC and URG but got out.
Oh well.
Oh well.
Posted on 9/15/25 at 7:08 pm to MekaWarriors
I have a position in RYCEY
Posted on 9/15/25 at 7:46 pm to dstone12
Still in URG but got out of UEC too unfortunately
URG has good momentum too. About to open up another mine in 2026 as long execution is good. Got some long term contracts with spot price multipliers locked in. Worth some DD if you want some uranium exposure
URG has good momentum too. About to open up another mine in 2026 as long execution is good. Got some long term contracts with spot price multipliers locked in. Worth some DD if you want some uranium exposure
Posted on 9/15/25 at 8:30 pm to MekaWarriors
I dunno…tell me where to put my money…*\0•0/*
Posted on 9/15/25 at 8:38 pm to MekaWarriors
GSRT and HOND - small modular reactor companies in SPAC mergers. Very undervalued in price compared to OKLO or SMR. GSRT merging 10/7, HOND should be by the end of the year. HOND is in the US DOE pilot program to have a hastened regulatory process which should be a big benefit to getting to commercial ready status early
Posted on 9/15/25 at 9:07 pm to MekaWarriors
I have been in UUUU for a while and it has been good.
Posted on 9/15/25 at 9:30 pm to Mariner
Toot toot. OKLO and SMR
This post was edited on 9/15/25 at 9:31 pm
Posted on 9/15/25 at 9:31 pm to MekaWarriors
Easy to say when your cost basis for SMR is sub $5
Posted on 9/16/25 at 6:08 am to MekaWarriors
Been heavy in the fuel cycle side and SPUT since 2020. Wishing I had more chips in the nuclear infrastructure basket but feel great about this sector. Largely derisked barring a nuclear incident
Posted on 9/16/25 at 9:00 am to MekaWarriors
CCJ has been flying. That's the biggest company in the sector
URNM and URNJ also moving. Those are the ETFs I think most investors should consider
DNN, BNNLF, and DYLLF are smaller players but less risky than GLATF.
The difference between today's values and the April dip are striking for all of them
URNM and URNJ also moving. Those are the ETFs I think most investors should consider
DNN, BNNLF, and DYLLF are smaller players but less risky than GLATF.
The difference between today's values and the April dip are striking for all of them
Posted on 9/19/25 at 1:52 pm to GREENHEAD22
quote:
What picks are part of this nuclear train?
Really any, I was interested in which equities you guys held? This industry makes-up probably 60% of my portfolio spread across eleven different stocks. I had hoped that this week's surge would impact all of them, but appears to have been focused more on the SMR sector and Centrus.
I own OKLO but having a hard time keeping it, I just can not understand the current valuation. I own GE Vernova and NuScale as well and had thought they would have been the one seeing that kind of growth (not complaining but just confused). Why Anfield Energy's up-list to the NASDAQ has not gone through the roof also has me stumped...?
This post was edited on 9/19/25 at 1:54 pm
Posted on 9/19/25 at 2:57 pm to MekaWarriors
NNE and SMR here.
Posted on 9/19/25 at 3:04 pm to BCreed1
Genuine question, what do you like about Nano Nuclear? I held them until they failed to be selected under Project Pele. I have BWX Technologies being the frontrunner on the micro reactor front. I would like your thoughts on Nano?
Posted on 9/19/25 at 3:08 pm to MekaWarriors
quote:Are you familiar with SEI? Solaris Energy out of Houston?
MekaWarriors
I like a lot about it. Started a position today.
I don't know everything yet, but the CEO is the founder from 2014. That checks a box.
- The market cap is only 2.5bn with very few shares outstanding. Shows good managment.
- The company is profitable. It even pays a dividend (probably could stand to be cut since they are entering the data center space).
- It is undervalued relative to peers when considering future revenue and ebitda.
- Growing cash pile with manageable debt
- The CEO owns 12% of the company and just added more shares this month.
Solaris Energy Infrastructure designs, rents, and services mobile equipment for oil & gas fracking (like sand silos and logistics) while providing "Power as a Service" via natural gas turbines for data centers, industrial sites, and energy ops—focusing on fast, efficient, low-emission solutions.
This post was edited on 9/19/25 at 3:12 pm
Posted on 9/19/25 at 3:23 pm to MekaWarriors
quote:
what do you like about Nano Nuclear?
First, that I am up 45% in it.
Second, I think they have met or beat on reports.
Last, they have set themselves up for the future by selling the ODIN to Cambridge Atom Works. In that deal, NNE will get $6.2M for that PLUS Royalties based on net sales if and when ODIN is commercialized.
Posted on 9/19/25 at 3:31 pm to bayoubengals88
quote:
Are you familiar with SEI? Solaris Energy out of Houston?
I don't know much about them, but I can ask around. I have family and many friends that work in utilities. I see they do solar and grid storage? I support solar, however I believe this industry has a long way to go to extend the life of the panels. I have read that graphene could potentially play a role in this. I love grid storage technology and this was what drives my battery tech investments.
I will get back with you on anything I find out with Solaris Energy.
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