Key Takeaways Energy Fuels has gained 36% in 3 months, outperforming its industry but lagging peers LEU and CCJ. Production at Pinyon Plain was 638,700 pounds in Q2, with ore grades making it a standout U.S. uranium site. UUUU is projected to post a 2025 loss and trades higher than the industry at a 12.11X forward P/S ratio.Energy Fuels (UUUU) has gained 36% in the past three months against the non-ferrous mining industry’s 29.6% fall. The Zacks Basic Materials sector has gained 9.8%, while the S&P 500 ha ...

Asia Power Equipment & China Utilities Global marketing feedback and investors' positioning We received divergent investor views on the Asia power equipment/China utilities space during our recent global marketing (US, EU). While investors are generally bullish on the sector amid continued strength in power equipment demand and receding trade concerns, some investors were surprised by the recent rally in Korean names (~30% in 1M on average, vs KOSPI +20%) and they think their valuations are no longer cheap. ...

former energy secretary, former governor of Texas and newly served executive chair of Nano Nuclear as well, the hottest IPO in the United States in 2024. That, of course, Mr. . Rick Perry.Secretary Perry, governor Perry, thank you very much for joining us. I'll get to nano Nuclear in just one second. What do you think is going to be the ultimate outcome in the Israel-iran situation.>> Well, trying to put your finger on this one at this particular point in time may be a bit of a hat trick, but certainly the ...

Our need for energy in the country is only growing. According to forecasts by IHS Outlook and McKinsey, U.S. power demand will surge 55% by 2040, fueled by AI data centers, the onshoring of manufacturing, and the electrification of everything, including transportation. This forecast bodes well for energy companies. As a leader in the sector, NextEra Energy (NEE 1.25%) is in a strong position to capitalize on the country's growing demand for electricity. That's one of the reasons why I wouldn't hesitate to b ...

Core Viewpoint - Navitas Semiconductor's GaN and SiC technologies have been selected to support NVIDIA's next-generation 800 V HVDC data center power infrastructure, which is designed to enhance power delivery for AI workloads and support 1 MW IT racks and beyond [1][15]. Group 1: Technology Collaboration - The collaboration between Navitas and NVIDIA focuses on the 800 V HVDC architecture, which aims to provide high-efficiency and scalable power delivery for AI workloads, improving reliability and reducing infrastructure complexity [2][4]. - Navitas' GaNFast™ and GeneSiC™ technologies will enable the powering of NVIDIA's GPUs, such as the Rubin Ultra, directly from the 800 V HVDC system [1][6]. Group 2: Advantages of 800 V HVDC - The existing data center architecture, which uses traditional 54 V in-rack power distribution, is limited to a few hundred kilowatts and faces physical limitations as power demand increases [3]. - The 800 V HVDC system allows for a reduction in copper wire thickness by up to 45%, significantly decreasing the amount of copper needed to power a 1 MW rack, which is crucial for meeting the gigawatt power demands of modern AI data centers [5][6]. - This architecture eliminates the need for additional AC-DC converters, directly powering IT racks and enhancing overall system efficiency [6][13]. Group 3: Performance and Efficiency - NVIDIA's 800 V HVDC architecture is expected to improve end-to-end power efficiency by up to 5%, reduce maintenance costs by 70% due to fewer power supply unit (PSU) failures, and lower cooling costs by connecting HVDC directly to IT and compute racks [13]. - Navitas has introduced several high-efficiency power supply units (PSUs), including a 12 kW PSU that meets 98% efficiency, showcasing the company's commitment to innovation in power delivery for AI data centers [12]. Group 4: Company Background - Navitas Semiconductor, founded in 2014, specializes in next-generation power semiconductors, focusing on GaN and SiC technologies for various markets, including AI data centers and electric vehicles [17]. - The company holds over 300 patents and is recognized for its commitment to sustainability, being the first semiconductor company to achieve CarbonNeutral® certification [17].

Core Insights - REV Exploration Corp. is expanding its focus on Natural Hydrogen in Western Canada, particularly in Alberta, positioning itself as a first-mover in this sector [1][3] Industry Overview - Under Premier Danielle Smith's leadership, Alberta is developing a robust hydrogen sector, with the potential to become a "next trillion dollar industry" [2] - The Alberta Hydrogen Roadmap aims for over $30 billion in capital investments by 2030 to establish the province as a global supplier of clean hydrogen [6] Company Developments - REV Exploration has secured a significant land package with permits for Natural Hydrogen exploration in Saskatchewan, while also targeting opportunities in Alberta due to its advanced hydrogen economy [3][4] - The company is also advancing its gold properties in Northern Quebec's Chibougamau Gold Camp, indicating a diversified exploration strategy [6] Natural Hydrogen Potential - Alberta is already a leader in blue hydrogen production, and the exploration of naturally occurring hydrogen presents a complementary opportunity [4] - The geological features of Alberta, including a Precambrian basement rich in iron and uranium-bearing rocks, are conducive to Natural Hydrogen generation [5]

Q3 FY25 Conference Call May 6, 2025 Forward Looking Statements and Financial Presentation This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These include statements regarding: our belief and expectations with respect to our markets, including the cloud end market and the broader networking market, customers and industry, any anticipation or guidance as to demand for our products and te ...

The energy midstream sector has been a great spot for investors to go if they want to make some passive income. Many companies in this sector produce very stable cash flow as oil and gas flow through their pipelines and related midstream assets. That gives them money to pay lucrative dividends and invest in growing their businesses.Enbridge (ENB 0.82%), Enterprise Products Partners (EPD 1.79%), and Kinder Morgan (KMI -0.97%) are among the top options, according to a few Fool.com contributors, for those seek ...

The U.S. will need to build a tremendous amount of new power-generating capacity by 2030. According to an estimate from leading utility NextEra Energy (NEE -1.28%), the U.S. will need to add more than 450 gigawatts (GW) of new power generation by the dawn of the next decade. That's massive, considering the country currently has less than 1,300 GW of generation capacity. Meeting the country's power needs will require all forms of energy. That plays right into the strategy of NextEra Energy, which is a leader ...

Financial Data and Key Metrics Changes - The company reported record revenue for Q1 of $326 million, representing a 39% year-over-year increase [20] - Gross margin improved to 28.7%, up over 1,000 basis points from 17.5% in Q1 2024 [21] - Operating income was $13.2 million compared to a loss of $30.7 million in Q1 2024 [21] - EBITDA reached $25.2 million, a significant improvement from a negative $18.2 million in Q1 2024 [21] - Non-GAAP EPS was $0.03 per share, compared to a loss of $0.17 per share a year ago [21] - The company reiterated its 2025 revenue guidance of $1.65 billion to $1.85 billion, with a non-GAAP gross margin of approximately 29% [22] Business Line Data and Key Metrics Changes - The services business was highlighted as profitable for the fifth consecutive quarter, indicating strong performance and a growing backlog [23] - The company is experiencing robust activity in large load advanced manufacturing operations, AI-related hardware, and essential services like healthcare [11][12] - The international business, particularly in Korea, remains strong, with growth in other international markets off a small base [12] Market Data and Key Metrics Changes - The demand for electricity is expected to continue expanding, with major users accepting on-site generation as a necessity [7] - The AI data center sector shows no signs of slowdown, with significant investments in data center capacity growth [9] - The commercial and industrial sector is divided into two segments: large load advanced manufacturing and consumer-facing businesses, with the latter experiencing longer decision-making cycles due to economic uncertainty [11][12] Company Strategy and Development Direction - The company is focused on growing its business amidst a super cycle in electricity infrastructure growth, driven by increasing demand for on-site power generation [16] - The diversification of the customer base across sectors and geographies is seen as a key strength, providing resilience against external factors [13] - The company is committed to mitigating the impact of tariffs through supply chain strength and cost reduction initiatives [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting 2025 revenue guidance despite potential project delays due to supply chain issues [33] - The company believes that the debate over the necessity of on-site power generation is settled, with a strong demand for their solutions [34] - Management emphasized the importance of maintaining strong fiscal discipline and innovative cost reduction strategies to navigate challenges [22][76] Other Important Information - The CFO will be exiting the company on May 1, with the Chief Accounting Officer assuming the role of acting principal financial officer [17] - The company has a strong leadership team and finance organization to ensure continuity during the transition [17] Q&A Session Summary Question: Impact on pipeline conversion timing - Management noted that while there may be some shifts in project timelines, they remain confident in their ability to meet guidance based on strong customer demand [30][34] Question: Clarification on margin guidance and tariffs - Management reiterated the gross margin guidance of 29%, stating that they will find ways to mitigate the impact of tariffs without passing costs onto customers [31][32] Question: Utility partnerships versus direct customer engagement - Management indicated that both utility partnerships and direct customer engagement are important, with a preference for working with utilities for large loads [42][43] Question: Sensitivity to tariffs and repowering margins - Management expressed confidence in their ability to manage costs and maintain guidance despite potential tariff increases [50][52] Question: Supply chain resilience and sourcing materials - Management confirmed that critical materials do not come from contested supply chains, emphasizing a diverse and resilient supply chain strategy [55][56] Question: Customer traction outside the U.S. - Management highlighted targeted efforts in Europe and Asia, particularly in Italy, Germany, the UK, and Taiwan, as part of their international growth strategy [59][60] Question: Power demand in the commercial and industrial sector - Management noted a significant shift towards islanded power solutions, with strong demand from large load factories due to extended interconnection times [62][63]