It's the only US maker of High-Assay Low-Enriched Uranium (fuel for latest gen reactors)
Recent DOE contract to expand production. No DoD contracts yet, that's just more upside.
Up about 25% on BWXT since adding it a few weeks ago. SMR down about 10% since I cut it. DJT down 2% since adding after Fusion acquisition. OKLO chopping wood here, trimmed over $110, may buy some of that back below 90... cost basis on that is $9
Added LEU to the SpookNuke Trust
It's the only US maker of High-Assay Low-Enriched Uranium (fuel for latest gen reactors)
Recent DOE contract to expand production. No DoD contracts yet, that's just more upside.
Up about 25% on BWXT since adding it a few weeks ago. SMR down about 10% since I cut it. DJT down 2% since adding after Fusion acquisition. OKLO chopping wood here, trimmed over $110, may buy some of that back below 90... cost basis on that is $9