Sep. 17 at 7:01 AM
$SMR just printed a real factory milestone. Not a plant milestone.
First-of-a-kind boron-oxide pellets for passive core cooling are now fabricated with MillenniTEK. Yields are above 95%. Still zero pellets in an operating reactor.
RoPower in Romania has FID for 6 modules, 462 MWe. First unit is still a 2033 story. TVA exposure runs through ENTRA1, not a signed PPA.
$SMR already paid ENTRA1
$495M and held
$1.9B in cash at Q2.
NRC design approval is the edge. High rates and execution risk are the tax.
$SMR $CEG $OKLO $NNE
#SMR #Nuclear #CleanEnergy #NuScale #Energy
