Key Points President Donald Trump wants to turbocharge the U.S. nuclear energy industry to make the nation self-reliant. The U.S. has kicked off nuclear pilot programs and selected Oklo as one of the participants. Investors should know some things before buying this stock that has risen 500% in 2025. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock is up a staggering 500% so far in 2025. A significant portion of those gains occurred in September, as the nuclear energy stock rallied 51. ...

Nuclear energy is enjoying a resurgence, with Cameco and Oklo emerging as popular stocks among investors.Nuclear power is making a strong comeback, driven by an insatiable demand for energy from companies across the globe. Data centers are at the forefront of this energy revolution, with tech giants like Microsoft and Meta Platforms turning to nuclear energy providers to secure their future power needs.With the U.S. resuming nuclear energy initiatives under the Trump administration and a growing global cons ...

Core Insights - Energy Fuels (UUUU) is significantly increasing uranium production and developing long-term projects to become a major player in the U.S. nuclear energy sector [1][8] - The Pinyon Plain mine in Arizona achieved a record production of 258,745 pounds of uranium in May, marking a 71% increase from April, with improved ore grades [1][8] - The company is expediting the permitting process for the Roca Honda project in New Mexico and has resumed efforts at the EZ Complex in Arizona [3][8] Production and Development - The Pinyon Plain mine delivered a total of 478,384 pounds of uranium from January to May, averaging 96,000 pounds per month, with expectations to exceed future output targets [2] - The Bullfrog Project in Utah has confirmed indicated mineral resources of 10.5 million pounds and inferred resources of 3.4 million pounds, with potential annual production reaching up to 6 million pounds [4] Industry Comparison - Ur Energy (URG) operates the Lost Creek project with an annual capacity of 1.2 million pounds and is expanding operations at Shirley Basin, which has a licensed capacity of 1 million pounds [5] - Uranium Energy (UEC) is advancing low-cost In-Situ Recovery (ISR) mining projects in the U.S., with new production areas being developed [6] Financial Performance - Energy Fuels shares have increased by 8.8% this year, contrasting with a 2.5% decline in the industry [7] - The company is trading at a forward 12-month price/sales multiple of 11.80X, significantly higher than the industry's 2.68 [10] Earnings Estimates - The Zacks Consensus Estimate for Energy Fuels' 2025 loss is projected at 28 cents per share, while earnings for 2026 are estimated at 6 cents [11]

Financial Data and Key Metrics Changes - The company's working capital position increased to $56.5 million as of March 31, 2025, compared to $39.9 million at December 31, 2024 [17] - Total cash and cash equivalents rose to $56.9 million from $40 million at December 31, 2024, marking an increase of $16.9 million for the first quarter [18] - The net loss for the first quarter ended March 31, 2025, was $4.8 million, compared to $2.8 million for the same period in 2024 [20] Business Line Data and Key Metrics Changes - Total R&D expenses for the first quarter of 2025 amounted to $1.7 million, up from $1 million in the first quarter of 2024, primarily due to increased project labor costs and employee compensation [20] - Total G&A expenses increased to $3.5 million for the first quarter of 2025, compared to $2.2 million in the first quarter of 2024, driven by higher employee compensation and consulting fees [21] Market Data and Key Metrics Changes - The global nuclear energy sector is experiencing significant momentum, with increasing government support and public acceptance driving demand for nuclear power [6][12] - Major technology companies are increasingly looking to nuclear power to meet energy demands, particularly for data centers, indicating a shift in market dynamics [7][13] Company Strategy and Development Direction - The company is focused on executing its development plan and demonstrating the capabilities of its proprietary Lightbridge Fuel technology, which is designed to enhance performance and safety in nuclear reactors [8][16] - Lightbridge is exploring collaborations, such as the MOU with Ocla, to evaluate the feasibility of co-locating fuel fabrication facilities, which could lead to cost savings [10][19] Management's Comments on Operating Environment and Future Outlook - Management highlighted the critical need for resilient baseload energy sources, particularly in light of recent events like the blackout in Spain, reinforcing the role of nuclear power [6][16] - The company believes it is well-positioned to capitalize on the growing demand for advanced nuclear technologies, supported by favorable government policies and investment trends [12][16] Other Important Information - The company plans to invest approximately $17 million in CapEx and operating expenditures for R&D development of its nuclear fuel in 2025 [19] - The company continues to seek government funding and strategic alliances to support its future R&D activities [19] Q&A Session Summary Question: Can we expect to see Lightbridge receive DOE financing in the near future? - Management indicated uncertainty regarding DOE actions but expressed confidence in being well-positioned for future support, having benefited from previous DOE funding [24] Question: Has Lightbridge gotten out of the thorium business entirely or have you just backburnered it? - Management clarified that while they are not actively pursuing thorium-based fuel designs, they still hold relevant patents and could resume development if customer interest arises [26]