Core Insights - Worksport Ltd. has achieved a 31% gross margin in July, surpassing its year-end target by one quarter, following four consecutive months of record sales [1][3][4] - The company reported July revenue of $1.71 million, marking its strongest month on record, and annualized sales are projected to exceed $20 million, aligning with full-year guidance [2][3] - Gross margin has significantly improved over the past three quarters, increasing from 11% in Q4 2024 to 31% in July 2025, attributed to scaling U.S. production and manufacturing efficiencies [3][4] Financial Performance - July revenue reached $1.71 million, the highest monthly revenue recorded by the company [2] - Annualized sales are now above $20 million, consistent with the company's guidance for the full year [3] Operational Strategy - The improvement in gross margin is linked to the scaling of the U.S. production base and enhanced manufacturing efficiencies [3] - The CEO highlighted that the success of the U.S. manufacturing model and American-made products is evident in the marketplace [4] Future Growth Prospects - New products expected in the second half of 2025, including the HD3 heavy-duty tonneau cover, SOLIS solar cover, and COR modular power system, are anticipated to support further growth [4] - The company is diversifying its treasury by incorporating Bitcoin and XRP, viewing cryptocurrency reserves as a complement to long-term growth plans [5][6] - Worksport is exploring crypto payment options for e-commerce to reduce transaction costs and expand customer reach [6]

This Startup Has A Way To Make Cheap, Clean Hydrogen–Without Federal Subsidies https://t.co/8EHoybXNKe https://t.co/hUnR7XHfzd ...

Core Insights - Energy Fuels (UUUU) is trading at a forward price-to-sales ratio of 26.00X, significantly higher than the non-ferrous mining industry's average of 2.94X, indicating a stretched valuation [1] - The company has experienced a year-to-date stock gain of 119%, outperforming the industry's growth of 11.1% and the broader Zacks Basic Materials sector's gain of 18.3% [5] - Energy Fuels reported a 52% year-over-year decline in Q2 revenues to $4.2 million, leading to a loss of 10 cents per share, which is wider than the previous year's loss of 4 cents [8][12] Valuation and Performance - UUUU's Value Score of F suggests that the stock is not cheap at the moment [1] - In comparison, uranium stocks like Cameco (CCJ) and Centrus Energy (LEU) are trading at lower price-to-sales multiples of 13.09X and 7.45X, respectively [2] - The company's revenues are projected to decline by 47.8% year-over-year in 2025, with an estimated revenue of $40.80 million [20] Production and Cost Outlook - Energy Fuels expects uranium output of up to 1.44 million pounds in 2025, with costs projected to fall significantly [8][15] - The company anticipates processing 700,000 to 1,000,000 pounds of finished uranium for 2025, with a total weighted average cost of goods sold between $23 and $30 per pound [17] - Uranium sales are planned at 350,000 pounds in 2025, lower than the 450,000 pounds sold last year [16] Financial Health - As of June 30, 2025, Energy Fuels had $253.23 million in working capital, including $71.5 million in cash and no debt on its balance sheet [13] - The company is expected to incur a loss of 33 cents per share in 2025, but is projected to achieve profitability in 2026 with earnings of one cent per share [20][21] Market Challenges and Opportunities - Weak uranium prices have been a challenge, with current prices at $76.70 per pound, which is 4% below last year's levels [26] - The long-term outlook for uranium remains strong due to the push for clean energy and the establishment of supply chains independent of China [27] - Energy Fuels is advancing its rare earth elements (REE) projects, including a partnership with Vulcan Elements to establish a domestic supply chain for rare earth magnets [19]

Core Viewpoint - NANO Nuclear Energy Inc. is actively participating in several investor events to showcase its advancements in clean nuclear energy solutions and technology [1][8]. Company Overview - NANO Nuclear Energy Inc. is a technology-driven nuclear energy company aiming to be a diversified and vertically integrated entity across five business lines: portable microreactor technologies, nuclear fuel fabrication, nuclear fuel transportation, nuclear applications for space, and nuclear industry consulting services [3][4]. - The company claims to be the first publicly listed portable nuclear microreactor company in the U.S. [3]. Product Development - NANO Nuclear is developing several reactor products, including the KRONOS MMR Energy System, a high-temperature gas-cooled reactor, and the portable LOKI MMR, which are designed to provide modular and on-demand clean energy solutions [4]. - The company is also working on a solid core battery reactor named "ZEUS" [4]. Subsidiaries and Operations - Advanced Fuel Transportation Inc. (AFT), a subsidiary of NANO Nuclear, aims to establish a North American transportation company for HALEU fuel, targeting small modular reactors and other entities [5]. - HALEU Energy Fuel Inc. (HEF) is focused on developing a domestic source for HALEU fuel fabrication for NANO Nuclear's microreactors and the broader advanced nuclear industry [6]. - NANO Nuclear Space Inc. (NNS) is exploring commercial applications of micronuclear reactor technology in space, particularly for extraterrestrial projects and propulsion technology [7]. Upcoming Events - NANO Nuclear's management will present at H.C. Wainwright's 27th Annual Global Investment Conference on September 8, 2025, and participate in Benchmark's Nuclear Innovation Summit on September 16, 2025 [8]. - Additionally, management will engage in a fireside chat at TD Cowen's 10th Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable on October 9, 2025 [8].

Technology & Innovation - Startup has a way to make cheap, clean hydrogen without federal subsidies [1] Energy Industry - Focus on producing hydrogen in a cost-effective and environmentally friendly manner [1]

Core Viewpoint - NANO Nuclear Energy Inc. has signed a Cooperative Research and Development Agreement (CRADA) with Idaho National Laboratory (INL) to advance its nuclear reactor development, particularly focusing on its KRONOS MMR™ and LOKI MMR™ systems [1][2][5]. Group 1: Agreement Details - The ten-year CRADA aims to support NANO Nuclear in building, testing, and commercializing its advanced nuclear microreactors [2]. - The agreement allows NANO Nuclear to utilize INL's expertise and facilities to enhance reactor design, materials qualification, regulatory licensing, and deployment processes [2][4]. Group 2: Strategic Importance - This collaboration is seen as a significant step towards achieving commercial readiness for NANO Nuclear's technologies, which are designed to meet the increasing demand for clean and modular energy solutions across various sectors [6][7]. - NANO Nuclear's microreactor technologies are targeted for applications in defense, government, space, AI data centers, and commercial sectors [6]. Group 3: Company Overview - NANO Nuclear Energy Inc. is focused on becoming a diversified and vertically integrated company in the nuclear energy sector, with business lines including microreactor technologies, nuclear fuel fabrication, and consulting services [9]. - The company is recognized as the first portable nuclear microreactor company publicly listed in the U.S. [9]. Group 4: Future Developments - NANO Nuclear's lead project, the KRONOS MMR™, is a stationary high-temperature gas-cooled reactor currently in the pre-application phase with the U.S. Nuclear Regulatory Commission [10]. - The company is also exploring commercial applications of its microreactor technology in space through its subsidiary, NANO Nuclear Space Inc. [14].

Company Overview - Hinen is a global provider of smart residential energy storage solutions, publicly listed on the Shenzhen Stock Exchange (stock code: 300787) and has over 20 years of advanced manufacturing experience [3] - The company serves as a trusted OEM/ODM partner for more than 400 global brands, with a vertically integrated supply chain that includes battery cell production, inverter R&D, and full system assembly [3] Market Position and Expansion - Hinen is rapidly expanding in Europe and has become a Top 5 residential storage brand in Australia, with offices and service teams across Europe, the UK, Australia, and Africa [4] - The company aims to deliver reliable, intelligent, and affordable clean energy to households worldwide [4] Product Launch at Solar & Storage Live UK 2025 - Hinen will debut three All-in-One residential energy storage systems at the Solar & Storage Live UK 2025, addressing the growing demand for integrated solar-plus-storage solutions in the UK [5] - The UK has over 1.5 million homes fitted with rooftop PV, and strong government targets for renewable adoption are driving demand for Hinen's products [5] Product Details - Hinen H5S (5kW Single-phase All-in-One System) is designed for standard UK households, featuring a stackable plug & play design and intelligent load management [7] - Hinen H15S (15kW Single-Phase All-in-One System) is tailored for large households, offering enhanced EPS overload capacity and whole-home backup capabilities [7] - Hinen H25T (25kW Three-phase All-in-One System) is suitable for villas, farms, or light commercial sites, providing robust backup and scalable clean energy supply [7] Visitor Engagement - Visitors to Booth C24 will learn how Hinen's solutions empower UK homeowners and businesses to maximize solar generation, ensure reliable backup, and lower energy bills [8]

Core Insights - Green Rain Energy Holdings Inc. (GREH) has signed a Memorandum of Understanding (MOU) with Allied Energy Corporation to supply natural gas for EV charging corridors in the Southwest [1][2] - The agreement allows GREH to deploy off-grid or hybrid EV charging stations, addressing grid constraints and the increasing demand for EV infrastructure [2][4] - Texas is highlighted as a key state for clean energy deployment, with significant federal funding and a projected increase in EVs, necessitating rapid charging solutions [3] MOU Highlights - Allied Energy will supply certified natural gas for GREH's EV infrastructure projects, focusing on Texas and the Southwest [5] - The natural gas will power turbine and generator-based charging platforms, supporting Level 3 DC Fast Charging [5] - The collaboration aims to convert underutilized or flared gas into clean energy assets [5] Strategic Growth & Market Potential - The global EV charging infrastructure market is expected to grow from $15 billion in 2023 to over $120 billion by 2030 [6] - GREH is positioned to leverage this growth through its community solar and battery storage strategy, enhancing revenue streams [6] - Recent milestones include launching an Investor Relations Hub and expanding solar projects in various states [6][8] Operational Advantages - The agreement allows for faster permitting and more flexible station placement compared to traditional grid-tied electricity [7] - GREH will benefit from asset ownership and recurring revenue from charging and power resale [8] - Active development is ongoing in states such as New York, Texas, California, Hawaii, and Massachusetts [8] Business Model and Value Proposition - GREH employs a vertically integrated model that combines development, engineering, construction, and financing, ensuring long-term value [9] - The new energy supply agreement positions GREH to build resilient energy systems alongside EV chargers [9]

Company Overview - TOYO Co., Ltd is a solar solution company aiming to be a reliable full-service provider in the global market, integrating various stages of the solar power supply chain including upstream production of wafers and silicon, midstream production of solar cells, and downstream production of photovoltaic modules [3] Upcoming Events - TOYO's management team will participate in the H.C. Wainwright 27th Annual Global Investment Conference on September 8, 2025, from 1:00pm to 1:30pm ET at the Lotte New York Palace Hotel in New York City, with opportunities for 1x1 meetings [1] - The company will also be present at the RE+ 2025 event scheduled for September 10th - 11th, 2025, at the Venetian Expo & Caesars Forum in Las Vegas, Nevada, encouraging customers and interested parties to request meetings [2]

Trump's wind crusade is handing China a clean industry that it isn't yet dominating, writes @davidfickling. Trump is doing his best to change that (via @opinion) https://t.co/UtLfdbNjQA ...