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McDonald's Insiders Sell Shares! Investors Should Do the Opposite
MarketBeat· 2025-05-01 14:04
McDonald’s NYSE: MCD insiders are selling shares of this in 2025, but investors should do the opposite. The Insider selling is inconsequential despite its broad nature due to the company’s use of share-based compensation and insider selling trends. MCD insiders, including numerous EVPs, presidents, the CMO, the CEO, and directors, have sold shares in small, regularly spaced amounts over the past two to three years as they take money earned off the table. MarketBeat tracks insider sales in 2025, which amoun ...
Cameco(CCJ) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:00
Cameco (CCJ) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Speaker0 Thank you for standing by. This is the conference operator. Welcome to the Cameco Corporation First Quarter twenty twenty five Results Conference Call. As a reminder, all participants are in a listen only mode and the conference is being recorded. Following the introductory remarks, there will be an opportunity to ask questions. Webcast participants are asked to wait until the Q and A session before submitting their questions as the inform ...
Cameco(CCJ) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:00
Cameco (CCJ) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Company Participants Cory Kos - Vice-President of Investor RelationsTim Gitzel - President and Chief Executive OfficerGrant Isaac - Executive VP & CFOBob Brackett - Head - Research DivisionGordon Johnson - Founder & CEOHeidi Shockey - Senior VP & Deputy CFO Conference Call Participants Orest Wowkodaw - Managing Director, Senior Research Analyst, Metals and MiningRalph Profiti - Managing Director & Senior Equity Research AnalystAlexander Pierce - Eq ...
Lightbridge to Hold Business Update & First Quarter 2025 Earnings Conference Call on Monday, May 12 at 4 p.m. ET
Globenewswire· 2025-04-29 20:05
RESTON, Va., April 29, 2025 (GLOBE NEWSWIRE) -- Lightbridge Corporation (“Lightbridge” or the “Company”) (Nasdaq: LTBR), an advanced nuclear fuel technology company, will announce its financial results for the first quarter of fiscal year 2025 on Monday, May 12 before the market opens. Lightbridge will host a conference call later that day at 4:00 p.m. ET with the investment community to discuss the Company’s financial results and provide an update on its fuel development activities. CONFERENCE CALL & AUDIO ...
NuScale Power: Think Long-Term Only
Seeking Alpha· 2025-04-29 02:33
Core Insights - NuScale Power, a small modular reactor developer, experienced a significant price increase of 5.5 times in 2024, but has faced a 7% decline in 2025, indicating a challenging market environment [2]. Company Performance - The stock price of NuScale Power (NYSE: SMR) rose dramatically in 2024 but has struggled in 2025 with a notable decline [2]. Analyst Background - The analysis is led by Manika Premsingh, who has over 20 years of experience in investment management, stock broking, and investment banking, indicating a strong expertise in the field [2].
Lightbridge President and CEO Seth Grae Highlights Nuclear Energy's Critical Role in Meeting Global Energy Demands on Schwab Network's “Morning Trade Live” with Nicole Petallides
GlobeNewswire News Room· 2025-04-28 17:00
RESTON, Va., April 28, 2025 (GLOBE NEWSWIRE) -- Lightbridge Corporation (“Lightbridge” or the “Company”) (Nasdaq: LTBR), an advanced nuclear fuel technology company, today announced that Seth Grae, Lightbridge President and Chief Executive Officer, was interviewed earlier today on Schwab Network’s “Morning Trade Live,” with Nicole Petallides. The interview covered the growing importance of nuclear energy in meeting global power demands and Lightbridge's innovative fuel technology. During the interview, Mr. ...
彼得蒂尔领军,硅谷回归“爱国主义”创业
阿尔法工场研究院· 2025-04-24 12:19
导 语:这些初创公司由与"让美国再次伟大"(MAGA)理念契合的风险资本公司支持。 彼得·蒂尔对原子非常痴迷。这位具有远见的风险投资家曾表示,曼哈顿计划——即创造第一枚原子 弹的计划——是美国政府过去如何"完成任务"的典范。他长期以来一直主张,过度关注"比特"(软 件)而忽视"原子"(硬件)导致了美国的经济停滞。 2015年,他曾写到,美国需要"一个新的原子时代"来生产清洁、充足的能源。十年后,他与唐纳德· 特朗普总统政府中的高层人士成为朋友,而这些人也认同他的愿景。这一切开始逐步实现。 四月中旬,蒂尔先生最大的风险投资公司Founders Fund成为一轮融资的主要投资方,为General Matter筹集了5000万美元资金。这家初创公司计划成为美国首家通过私人投资进行铀浓缩的企业。 蒂尔先生通常喜欢保持低调,但这次却破例决定出任公司董事会成员。 考虑到General Matter的雄心,这笔投资可能显得微不足道。该公司希望从零开始开发一种技术,生 产浓缩水平比目前商用标准高出四倍的铀-235,以为新一代先进核反应堆提供燃料。这项计划预计 将耗资数十亿美元。 这家初创企业是一个毫不掩饰爱国情怀的创业公司群 ...
Should you buy the dip on this Sam Altman-backed stock?
Finbold· 2025-04-02 07:56
Strong demand for power-hungry data centers, particularly in view of Project Stargate, saw Sam Altman-backed nuclear stock OKLO (NYSE: OKLO) rally by 153% from January 1 to a February 7 all-time high (ATH) of $55.49. Despite several tailwinds early in the year, such as Department of Defense partnerships and multiple memoranda signed with potential business partners, Oklo stock remains a risky bet — even at its present valuation. As enticing as the company's technological developments are, its losses are wid ...
ASP Isotopes(ASPI) - 2024 Q4 - Earnings Call Transcript
2025-04-01 19:37
Financial Data and Key Metrics Changes - The fourth quarter results met expectations with PET Labs generating $4.2 million in revenue for the year, indicating stability in the business [4] - The company has not provided guidance for the current year or the first quarter, focusing instead on the startup of three manufacturing plants for commercial production [5][6] Business Line Data and Key Metrics Changes - The Carbon-14 plant faced feedstock issues but is now enriching Carbon-14 after receiving necessary materials [5] - The Silicon-28 plant encountered commissioning challenges but has been successfully repaired and is operational [6][7] - Ytterbium-176 has started commercial enrichment after overcoming technical difficulties with equipment [9] Market Data and Key Metrics Changes - Expected production for Ytterbium is around one kilogram per year, with a projected price of $20,000 per gram [19] - Carbon-14 has a take-or-pay contract with a minimum of $2.5 million annually, with potential for higher revenue [19] - PET Labs is expected to grow revenue from $4 million last year due to significant investments [21] Company Strategy and Development Direction - The company plans to construct additional plants for Nickel-64, Gadolinium-160, and Lithium-6, with construction timelines dependent on regulatory approvals [22][24] - There are ambitions to expand manufacturing capabilities in North America through partnerships to navigate regulatory challenges [29][30] - The company aims to build more isotope enrichment facilities in various regions to enhance its market presence [76] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about achieving cash flow breakeven in the second half of the year, supported by a strong balance sheet [55] - Regulatory discussions with the South African government are progressing positively, with plans to start production in the second half of the year [69][81] - The company is focused on addressing regulatory and licensing challenges to expedite plant construction and operations [68][70] Other Important Information - The company has received significant interest in Ytterbium-176, with two kilograms of indicated demand from customers [38] - Management highlighted the importance of securing supply agreements before finalizing contracts for Ytterbium [36] - The company is actively working on enhancing sell-side coverage to improve market perception [87] Q&A Session Summary Question: What are your expected revenues for ASPI in 2025? - The company has not provided specific guidance but indicated that signed contracts can help estimate an annualized run rate [18] Question: Can you provide guidance on the timing of the construction of new plants? - Construction timelines depend on obtaining export permits, which are currently in process [24] Question: When do you expect to start enriching product in Pelindaba? - The timeline is contingent on regulatory approval, with hopes to begin this year [81] Question: How are market prices changing for the isotopes? - Carbon-14 is fixed at $24,000 per gram, while Ytterbium is facing push-back at $20,000 per gram, and Silicon-28 may see a price reduction to stimulate demand [82][84] Question: Are there any updates on the QLE spinout? - The company is working on necessary permits and documentation for the spinout, with no specific timeline provided [35][33] Question: What keeps management awake at night now that production has started? - Competing against government-backed entities remains a concern, particularly regarding capital costs for building plants [120]
Centrus Energy (LEU) - 2024 Q4 - Earnings Call Transcript
2025-02-07 14:30
Centrus Energy (LEU) Q4 2024 Earnings Call February 07, 2025 08:30 AM ET Company Participants Neal Nagarajan - Senior Vice President and Head of Investor RelationsAmir Vexler - President and CEOKevin Harrill - Senior Vice President, Chief Financial Officer and TreasurerNone - ExecutiveJoseph Reagor - Managing Director Conference Call Participants Rob Brown - Founding Partner, Senior Equity Research AnalystRyan Pfingst - Equity Research Analyst Operator Greetings and welcome to the Citrus Energy Fourth Quart ...