The Rokslide Stock Traders Thread

[TX_Diver]

What are some nuclear power plays that people like? Seems like a logical argument for that to increase in value over time from what I am reading. "OKLO" is one I have been reading up on, and it recently had a pretty big correction. It's a play on SMRs if I am reading correctly.

Today is a good day. Yesterday was not.

In the SMR space most of them are startups, little to no revenue for many of them. Huge potential for whoever makes it, but also plausible (likely) some go out of business.

The secretary of energy used to be on the board of Oklo so that’s probably worth something…

A recent Article about Oklo said it well in that you’re effectively investing in a power point presentation. Likely true, but there is the potential to make a ton of money on that PowerPoint investment

There are also companies like LEU, BWXT, etc who are actual established businesses. They don’t seem to have the wild ups/downs but they also seem less likely to go to zero…

That’s my summary so far. Also interested in what others think on it. I do think Nuclear is the future, but it’s likely to be a longer road to get there than some of these companies think and I’m skeptical all of them survive.

 

[BoilerBowHunter]

Sam Altman was also heavily involved with OKLO and just recently left the Board. It seems like his background would make them a front runner for taking SMR technology and utilizing it for AI data center usage. To your point - it's basically gambling since it's a pre-revenue company. But I think one of them has to win out long term, and between his influence, money, and understanding of the AI industry that's a horse I would be willing to bet on.

 

[ETtikka]

Today is a good day. Yesterday was not.

In the SMR space most of them are startups, little to no revenue for many of them. Huge potential for whoever makes it, but also plausible (likely) some go out of business.

The secretary of energy used to work for Oklo so that’s probably worth something…

A recent Article about Oklo said it well in that you’re effectively investing in a power point presentation. Likely true, but there is the potential to make a ton of money on that PowerPoint investment

There are also companies like LEU, BWXT, etc who are actual established businesses. They don’t seem to have the wild ups/downs but they also seem less likely to go to zero…

That’s my summary so far. Also interested in what others think on it. I do think Nuclear is the future, but it’s likely to be a longer road to get there than some of these companies think and I’m skeptical all of them survive.

I am having trouble understanding how any of this nuclear renaissance work is going to happen unless NRC regulations are magically relaxed. China is building ~ 30 reactors right now; we have zero in progress, we kinda need these to feed Ai , I thought ???

 

[safarihunter]

It's not something you can buy right now, but along the lines of nuclear power, Holtec International is intending to have an IPO next year. They were/are primarily a decommissioning company (and have revenue from that service) plus tied to other green energy. They are involved in restarting the Palisades nuclear plant in Michigan. I don't know enough about nuclear regulations to know exactly where they are in the process, but they have received some level of approvals, and also a number of grants between federal and state money. The reactor has effectively been ordered to reopen by the Trump admin, so (among nuclear power options) they are one of the closest to a sure thing I know of.

 

[DiabeticKripple]

Today is a good day. Yesterday was not.

In the SMR space most of them are startups, little to no revenue for many of them. Huge potential for whoever makes it, but also plausible (likely) some go out of business.

The secretary of energy used to work for Oklo so that’s probably worth something…

A recent Article about Oklo said it well in that you’re effectively investing in a power point presentation. Likely true, but there is the potential to make a ton of money on that PowerPoint investment

There are also companies like LEU, BWXT, etc who are actual established businesses. They don’t seem to have the wild ups/downs but they also seem less likely to go to zero…

That’s my summary so far. Also interested in what others think on it. I do think Nuclear is the future, but it’s likely to be a longer road to get there than some of these companies think and I’m skeptical all of them survive.

The secretary of energy has never worked for OKLO.

He started Liberty Energy and left to become the SoE. Liberty Energy has invested in OKLO.

I have met him a few times when he has come up north of the border. He's an awesome dude and gave anyone the time of day. I played flip cup with him in Denver once too.

 

[TX_Diver]

The secretary of energy has never worked for OKLO.

He started Liberty Energy and left to become the SoE. Liberty Energy has invested in OKLO.

I have met him a few times when he has come up north of the border. He's an awesome dude and gave anyone the time of day. I played flip cup with him in Denver once too.

Went back and looks like he was a board member. I’ll correct the post. Thanks!

Main thought from it was that he is likely an SMR supporter based on the previous connection there. Ask him next time you are a few rounds into flip cup

 

[HuntHarder]

I like GEV and OKLO in the Nuclear space. I am much more invested currently in GEV, as they are a more proven company. I did well with OKLO, but it is a roller coaster. I still own a stake, but I did take profits a few months ago.

 

[Beendare]

Nuclear; I think it's the future but investing in it is tough. So many competing technologies and small players like SMR which are a rollercoaster ride. NLR (the ETF) is packed with OKLO, miners and utilities- not exactly a pure play on nuclear, IMO. I think the easy money has been made on these.


I've been watching BWXT for awhile and just haven't pulled the trigger. If those nuclear fuel balls take off- which appears to be the best fuel for these reactors- they will be a prime beneficiary.
PE 52, PEG 3.91 is high for a company with a 10% profit margin and estimated 13% growth. Their net income has been choppy and their operating expenses have gone way up recently making me question whether they can actually grow as fast as predicted.

GEV was a good one but it's expensive right now with a PE of almost 100. Again, easy money was made. Its up 80% on the year and they are predicting 100% growth...but this is a manufacturing company- machining and such- and that kind of explosive growth can create snags in my experience. Plus, their financials are underwhelming, historical slow growth and low profit margins [5%]. Sure they might be able to change that a little if they can ramp up manufacturing....but they will never have the high profit margins of the tech companies.

If I had to pick one in this industry it's probably BWXT....but I compare those to something like GOOG, META or even the tech ETF's like QTEC or VGT....and they get the nod for my investment $$$.