Mar. 6 at 7:57 PM
$OKLO $IMSR $SMR unlike NuScale and Terrestrial Energy, Oklo has;
- actual demand (18GW) including META
- first mover (2027) criticality by 7/4
- a massive balance sheet (
$2.5B)
- proven gen-IV SFR tech (EBR-II)
- 6 DOE projects (3 RPP, 3 Fuel)
- a hyper scalable model (sell power)
- project financing / no further dilution
- multiple revenue verticals
- vertical integration through recycling
- tier 1 partners w/ Kiewet & Siemens
- deep ties to DoD and current admin
- leadership team of nuclear MIT grads