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Message
re: Who is on Board the Nuclear Train?
Posted on 9/19/25 at 3:34 pm to MekaWarriors
Posted on 9/19/25 at 3:34 pm to MekaWarriors
I’ve been swinging CEG and slowly accumulating VPU.
0
Posted on 9/19/25 at 3:34 pm to MekaWarriors
quote:No, that's not them.
I see they do solar and grid storage?
Thanks!
Posted on 9/19/25 at 3:41 pm to BCreed1
quote:
First, that I am up 45% in it.
Fair point and at the end of the day, this is all that matters!
quote:
Second, I think they have met or beat on reports.
Another good one.
quote:
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.
That is encouraging! I love the concept of micro reactors and I hope that the technology and materials have advanced to make them viable. I believe they are the future for FOBs. Have you read any history of the US Army's Nuclear Power Program in the 1960s?
Posted on 9/19/25 at 3:54 pm to MekaWarriors
quote:
That is encouraging! I love the concept of micro reactors and I hope that the technology and materials have advanced to make them viable. I believe they are the future for FOBs. Have you read any history of the US Army's Nuclear Power Program in the 1960s?
Talked to a state official about energy in Jan. He was sent to Canada to study this subject.... micro reactors(he did not mention companies). The reason they sent him was the state will need to double it's out put within 10 years. These are the most viable option.
I researched it and picked up those 2.
Posted on 9/19/25 at 6:26 pm to BCreed1
quote:
The reason they sent him was the state will need to double it's out put within 10 years. These are the most viable option.
NuScale and Nano service different market sectors. NuScale produces SMRs (20MW to 300MW modules) that can run up to 12-module configurations for a maximum output rating about 924MWe. Nano Nuclear will produce micro reactors (<20MW) targeting replacement of mobile diesel generators. I like both designs and markets but they will fulfill two separate rolls.
Posted on 9/19/25 at 8:04 pm to BCreed1
quote:
Talked to a state official about energy in Jan. He was sent to Canada to study this subject
He was sent to Canada because Americans DGAF about the increasing needs of AI when it comes to nuclear …and nobody’s gonna try to build a reactor down south in cartel country.
Posted on 9/19/25 at 8:27 pm to MekaWarriors
I have a small amount of UUUU (wish it were more) and a decent bit of BWXT.
Also in BN which owns Westinghouse with CCJ and just bought HON which has the only uranium conversion facility in the US, but the large conglomerates don’t get much action on the nuclear components.
Also in BN which owns Westinghouse with CCJ and just bought HON which has the only uranium conversion facility in the US, but the large conglomerates don’t get much action on the nuclear components.
Posted on 9/19/25 at 8:31 pm to lsuconnman
quote:
and nobody’s gonna try to build a reactor down south in cartel country.
Vogtle?
Posted on 9/20/25 at 7:21 am to MekaWarriors
SPUT has been on fire. If it maintains momentum look out. Consistently raising money and sequestering pounds. Feels squeezy in the short term
Posted on 9/21/25 at 8:45 pm to MekaWarriors
I've been in the sector since 2013. UEC was one of my first uranium stocks which I've held on through the ups and downs.
I called this stock as a sleeper and could see it going as high as $35-50 once uranium hits and continues past it all time high.
I called this stock as a sleeper and could see it going as high as $35-50 once uranium hits and continues past it all time high.
Posted on 9/21/25 at 10:16 pm to molsusports
quote:
DNN, BNNLF, and DYLLF are smaller players but less risky than GLATF.
I’ve been holding DNN since forever, it seems to me it’s a low risk high reward. They have legitimate prospects and developments with the backing of the Canadian government. Up big lately but I’m going to diamond hands it for the foreseeable future.
Posted on 9/21/25 at 10:28 pm to REG861
Are their any nuclear funds available or is it all individual stocks ??
Posted on 9/23/25 at 7:34 am to saderade
“ Absolutely incredible that yesterday we didn't just see SPUT stack another 264,000 pounds of uranium, but they also massively bolstered their cash position by over $44 million
They are now sitting on a ~$140 million cash position. Interesting time are ahead. Watch this space”
Saw this on X. Sput going to really push this thing higher in the short term. Looks like $80 spot is here
They are now sitting on a ~$140 million cash position. Interesting time are ahead. Watch this space”
Saw this on X. Sput going to really push this thing higher in the short term. Looks like $80 spot is here
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