Atomic Frenzy
The latest in my ongoing series: "Nuclear Gone Wild"
(This friendly reminder: My Red Flag Alerts and selected On the Street content are no longer free. But while the paint is still drying on my paywall, my introductory price remains. I will be raising prices. Here’s more on my decision to go paid, and what to expect from my Red Flag Alerts.)
If you haven’t been watching the nuclear story, chances are… you will be. It’s evolving rapidly, especially as the Wall Street Bets and Robinhood crowds dive in.
And while the nuclear story is very real, despite the surges in their stocks, the companies I’m focusing on have a long way to go to prove themselves… in the process facing stiff competition from private companies or divisions of larger non-U.S. companies that have deeper and more patient pockets.
Last week my focus was the hope and hype of small modular reactor makers Oklo OKLO 0.00%↑Nano Energy NNE 0.00%↑ and NuScale Power SMR 0.00%↑ .
This week it’s uranium broker and wannabe producer Centrus Energy LEU 0.00%↑.
As many of you know, I tend to go out of my way to avoid stepping in the middle of an ongoing bull/bear battle. Centrus isn’t just a battle, but has quickly turned into a Battle Royale. My druthers is to get there before the war starts… unless, that is, I can spin the story forward.
On that score, here’s what I’ve got…