This old write up I wanted to re push for it shows how long it takes for some ides to take hold. We did very well with Rolls Royce bright to you all here in the $1 range. Wish we had held? For sure. Now $5.80. -Rolls-Royce (OTCPK:RYCEF) is well positioned to benefit if SMR (Small Modular Reactors) get the nod. Small Modular Reactors Of course any nuclear discussion today has to include the great white hope of SMRs (Small Modular Reactors). SMR is a technology that is constantly talked up although the technology is still not implemented. Enter Rolls-Royce SMR program. Rolls-Royce is a major aviation defence contractor, which is the second largest aircraft engine maker, and so has challenging times with COVID. Anoverviewof the company has been published recently by the Wolf Report on Seeking Alpha. The Wolf Report sees Rolls-Royce's interest in SMRs as more wishful thinking that reality at the moment, preferring its exploration of electrical engines for aircraft as a more interesting new direction. However Rolls-Royce is itching to get the opportunity to build a portfolio of SMRs to prove that multiple reactors can be built off-site and quickly assembled. The previously thought-to-be-dead deal at Wylfa Angelsey is a concrete example (see above). Two SMR proposals cover both sites at Angelsey (Newydd and Magnox). Magnox is currently being decommissioned. The proposal(s) for Wylfa from Shearwater Energy involve multiple SMR facilities. The Wylfa Magnox site would trial twelve 77MW SMRs (manufacturer not identified, to generate 1 GW of power), while the Newydd site would locate ten GE-Hitachi BWRX-300 reactors. It seems that a proposal concerning the BWRX-300 reactors has been submitted to GE (GE)-Hitachi with a cost estimate provided to UK Dept Business, Energy & Industrial Strategy. It is claimed that the BWRX-300 project could start in 2025, with first power generated by 2028. The other SMR project is less well defined. The SMR programs are claimed to be more flexible and more suited to complement renewables than a large nuclear reactor program.... #2746 Nov 20, 2021 Here we are 3 years later. Rolls-Royce SMR inks $1.5M contract with GSE Solution for small modular nuclear project SA NewsToday, 4:50 AM
Peraso sees Q2 net revenue $4.2M, consensus $3.87M » 08:24 PRSO Rocket Lab in preliminary deal under U.S. CHIPS/Science Act in Albuquerque » 08:07 RKLB Ceco Environmental price target raised by $8 at Needham, » 07:12 CECO Main Street sees Q2 distributable NII $1.06-$1.08, consensus $1.02 » 07:03 MAIN Cloudflare price target raised by $4 at Mizuho, » 06:52 NET Reddit price target raised by $10 at JPMorgan, » 06:16 RDDT … Datadog just upgraded at Mizuho, » 05:44 DDOG Kepler Cheuvreux gets more bullish on Helvetia, upgrades shares » 05:04 HLVTY Cathie Wood's ARK Investment buys 280K shares of Oklo today 20:04 OKLO<-- Nuke
Gummy-!-->PRSO Peraso Inc. $1.58-0.04(-2.73%)3:58 PM 07/15/24 NASDAQ |$USD |Pre-Market:$1.70+0.12(+7.89%)8:23 AM I'm thinking $2.05 ST // Folks this may be the all time worst performing stk I have found. In 2022 this regularly traded above $180 What the hell happened?
RKLB Rocket Lab USA, Inc.-> Heading to $7.15 $5.720.07(+1.24%)4:00 PM 07/15/24 NASDAQ |$USD |Pre-Market:$5.84+0.12(+2.10%)8:35 AM
Folks, you need to be in Cloudflare--/ I've been in this name for a while and it's been a drag-- moves slow. I actually sold it at the HF, not knowing Big Pete at some point had bought it for me. I'm still in and just the last few days people have started talking up the name! Buy--->NET Cloudflare, Inc.@$84 $83.43 +1.22(+1.48%)4:00 PM 07/15/24 NYSE |$USD |Pre-Market:$83.95+0.52(+0.62%)8:35 AM Cloudflare may see 'durable growth' for years thanks to AI, security spending: Wolfe NewsToday, 8:49 AM
Starting To Move-->RBRK Rubrik, Inc. $34.290.44(+1.30%)4:00 PM 07/15/24 NYSE |$USD |Pre-Market:$35.50+1.21(+3.53%)8:29 AM