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How Should Investors Approach MIR Stock Before Q2 Earnings?
ZACKS· 2025-07-24 17:16
Key Takeaways MIR's Q2 earnings are expected to be $0.11 per share, up 10% year over year on 5.3% revenue growth.Nuclear demand, price hikes and medical strength are likely to boost MIR's top line and margins.Tariff uncertainty and expensive valuation may put pressure on MIR despite recent stock outperformance.Mirion Technologies (MIR) is scheduled to report its second-quarter 2025 results on July 31, 2025, after market close.The Zacks Consensus Estimate for the June-quarter earnings is pegged at 11 cents ...
ASSYSTEM: First-half 2025 consolidated revenue
Globenewswire· 2025-07-24 15:35
First-half 2025 consolidated revenue: €326.4m (up 8.3%) Organic growth: 4.7% vs H1 2024, led by International businessFull-year 2025 targets: organic consolidated revenue growth of around 5% and a stable EBITA margin Paris La Défense, Thursday 24 July 2025, 5.35 p.m. (CEST) – The Board of Directors of Assystem S.A. (ISIN: FR0000074148 - ASY), an international engineering group, is today announcing its consolidated revenue for the six months ended 30 June 2025 (first-half 2025). First-half 2025 consolidated ...
Buy GE Vernova and Soaring AI-Boosted Nuclear Energy Stocks?
ZACKS· 2025-07-23 21:36
Core Insights - GE Vernova's stock surged 14% to all-time highs following a strong Q2 report, marking a 90% year-to-date increase, making it the second best-performing stock in the S&P 500 [1] - The demand for nuclear and next-generation energy stocks is driven by the increasing power needs from AI hyperscalers, indicating a paradigm shift in energy requirements [2][3] - The U.S. government aims to triple nuclear energy capacity by 2050, which is expected to spur innovation and investment in the sector [3] Company Performance - GE Vernova's Q2 performance solidified its position as a leader in the AI-driven energy sector, with significant contributions from nuclear, natural gas, and electrification [1][9] - The company reported a substantial increase in key financial metrics, including free cash flow and revenue, indicating a strong outlook for future growth [16] - GE Vernova's installed technologies generate approximately 25% of global electricity, showcasing its significant market presence [11] Industry Trends - Data centers' share of total U.S. power demand is projected to rise from 4% in 2023 to 12% by 2030, reflecting the growing energy needs of AI companies [3] - The Range Nuclear Renaissance Index ETF, which includes nuclear energy stocks, has increased by 130% since its inception in January 2024, outperforming the Nasdaq [6] - The nuclear energy sector is experiencing a renaissance, with companies like Talen and Rolls-Royce also showing strong performance and growth potential [20][27] Investment Opportunities - GE Vernova is highlighted as a reliable investment in next-gen energy, with plans for share buybacks and dividends, appealing to long-term investors [9][19] - Talen's recent acquisition of natural gas plants is expected to boost its free cash flow significantly, indicating strong growth prospects [22] - Rolls-Royce has emerged as a leader in nuclear technologies, with a focus on profitability and growth, and is projected to see substantial earnings growth in the coming years [27][28]
X @The Economist
The Economist· 2025-07-23 19:01
During the cold war officials in Sweden held James Bond-ish discussions about hiding a plutonium-production plant in a vast rock cavern. The country’s atomic adventure holds lessons for the present day https://t.co/nKa3vC9Fo8 ...
Why Oklo Stock Is Powering Higher Today
The Motley Fool· 2025-07-23 16:07
Reversing the downward slide that they had suffered over the past two trading sessions, shares of nuclear energy stock Oklo (OKLO 11.28%) are charging higher today. In addition to the company reporting a new deal, investors are bidding the stock higher in response to an analyst's bullish new take.As of 11:09 a.m. ET, shares of Oklo are up 14.1%. Two deals in as many days has investors has electrified investors' excitementCollaborating with Liberty Energy, Oklo announced today that the two companies are deve ...
Oklo CEO on partnership with Liberty Energy: We're bringing gas as a bridge to nuclear energy
CNBC Television· 2025-07-23 15:35
Buzz to see if you're overpaying on car insurance. >> Nuclear start up Oklo and natural gas firm Liberty Energy today announcing a partnership to provide energy to large scale customers. The company setting their sights on powering data centers as AI energy demand keeps ramping up.Joining us to discuss the new alliance is Oklo CEO Jacob DeWitt and Liberty CEO Ron Guzek. It's great to have you gentlemen. I mean, Jake, we've talked to you numerous times on this show about how you are trying to transition the ...
X @Investopedia
Investopedia· 2025-07-23 11:30
Oklo, the maker of small, modular nuclear power reactors, and Vertiv Holdings announced Tuesday that they were forming a partnership providing power and cooling for AI data centers. https://t.co/TgHSyFHUix ...
NANO Nuclear Completes Assembly of Its Proprietary Annular Linear Induction Pump Technology Prototype for Critical Test Loop Validation In SBIR Phase III Program
Newsfile· 2025-07-23 10:00
NANO Nuclear Completes Assembly of Its Proprietary Annular Linear Induction Pump Technology Prototype for Critical Test Loop Validation In SBIR Phase III ProgramMilestone demonstrates NANO Nuclear's ability to bring advanced nuclear technology from initial design to construction and demonstrationJuly 23, 2025 6:00 AM EDT | Source: NANO Nuclear Energy Inc.New York, New York--(Newsfile Corp. - July 23, 2025) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading ad ...
Centrica (CPYY.Y) Earnings Call Presentation
2025-07-22 08:30
Sizewell C项目投资亮点 - Centrica对Sizewell C核电站项目的股权投资,上限为13亿英镑,占15%的股份[20, 23] - 该项目预计为约600万户家庭供电,约占英国需求的7%[18] - 建设高峰期将创造10,000个就业岗位,并提供1,500个学徒机会[18] - 预计在建设期间产生8亿英镑的现金回报[24] - 商业运营开始后,Centrica的股权RAB预计增长至约30亿英镑[21] 财务回报与风险管理 - 建设和初始运营期间,股权的允许回报率为10.8%(实际CPIH),内部收益率(IRR)大于12%[20, 21, 28] - 投资分阶段进行,并有上限,通过成本阈值机制进行控制[21, 28] - 该项目采用受监管的资产基础(RAB)模式,没有预生产资本,并提供针对延误和成本超支的保护[21, 57] - 英国政府提供全面的支持计划,以减轻低概率、高影响的风险[28, 46] 盈利与现金流 - 从2026年开始,该项目将增加盈利[21] - 到2028年底,EBITDA贡献约为5000万英镑,商业运营后增长至约1.5亿英镑[52, 53] - 股东贷款利息为9%,在集团EBITDA和集团AOP中确认[53, 71]
Sen. McCormick on Making PA an AI Hub, Nuclear Power
Bloomberg Television· 2025-07-21 18:38
You had so many companies there. Of course, many large investors both investing in data centers as well as these big hyperscalers themselves and also commitments to jobs. What was said outside of the public eye a little bit, Senator, can you tell us about the jobs that might be created in the state, maybe above and beyond the things you've heard from GE Vonovia, for example, Google with dollars that they would be putting into the state.What else can happen. Well, good morning. Thanks for having me.It was re ...