Huseyin

HSBC Initiates Coverage on $OKLO with Buy Rating, PT $96 Analyst comments: "Oklo is accelerating the integration of power, fuels, and isotope production, with the company pioneering an owner-operator model for its next-generation small modular reactors. With a total of four projects selected to participate in the Department of Energy’s Reactor Pilot Program and Fuel Line Pilot Program, Oklo is positioned to leverage the new DOE-led licensing process for its 75 MW Aurora powerhouses and fuel foundry. The result is an accelerated timeline for constructing and licensing new reactors, with Oklo leveraging its expertise in ancillary opportunities such as nuclear fuel recycling and radioisotope production. Oklo is advancing two projects within each of its three business units, with one project each under the DOE’s Reactor Pilot Program and Fuel Line Pilot Program. Management expects to meet or beat the DOE’s July 4, 2026 target for achieving criticality at the Aurora-INL and Groves isotope projects, followed by NRC guidance for licensing commercial reactors as Oklo targets 150 MW to be operational around 2030 in Phase 1 of a 1.2 GW power campus for Meta. With no debt and approximately $2.5 billion in cash and equivalents, Oklo expects to book its first revenue later this year from the Idaho Radiochemistry Laboratory. The company is offsetting high upfront first-of-a-kind capital costs with customer prepayments and third-party investments, guiding to $400 million of annual capex over the next two years. Longer term, Oklo should be able to finance capex with multiple forms of financing, including project financing against long-term power purchase agreements and federal loans. The company should also benefit from economies of scale and a vertically integrated fuels business." Analyst: Samantha Hoh

So the co-author of the Citrini piece was a hedge fund manager with short positions in tech. As I said the other day I had my suspicions.

$IREN Iren bilançosunda misslere beatlere bakan hata eder. Rehberliğe bakın yeter.

$BTC

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