small modular reactor stocks
BWXT Selected for Army’s Janus Program: First Microreactor at Fort Campbell
The US Army handed out its first-ever microreactor deployment contract on August 26, and BWX Technologies won it. The stock did not celebrate. Shares traded around $153 to $157 two days later, more than a third below their 52-week high of $241.82, even as the company’s reactor design became the first of five competing technologies…
X-Energy’s Revenue Jumps 154% as Stock Gains 10% on Q2 Results
X-Energy told investors last week that a definitive fuel contract with Centrus Energy would de-risk its reactor pipeline. This week the company reported the numbers behind that claim: revenue and grant income of $54.6 million, up 154% from a year earlier, and a stock that jumped roughly 10% on the news. The same report showed…
Centrus Energy Signs Definitive HALEU Supply Deal With X-Energy
Centrus Energy signed a nuclear fuel contract on August 6 that does not require anyone to guess what “de-risking” means: X-Energy is prepaying for enrichment services it has not received yet, and Centrus is building capacity based on money already in hand. The morning before, Centrus reported second-quarter earnings that beat estimates by 82%. Two…
Eagle Nuclear’s First 10-Q, ELEKTROS’s Recycled Releases, and a Uranium Deal
Eagle Nuclear Energy Corp. filed its first 10-Q as a public company on July 20, reporting a $28.1 million cash balance and zero interest-bearing debt. ELEKTROS Inc. put out its fourth press release in eight days that same week, repeating the same 10-to-15-station EV charging plan it has announced without a single signed site since…
