Pumping my bags as this has been a core holding of the Spook Nuke Trust since December: #1319508 #1407778
Now ZeroHedge with a piece:
by Tyler Durden
Friday, May 15, 2026 - 02:25 PM
Ananym Capital is urging BWXT to commercialize its reactor production capabilities. The investor is looking for BWXT to bring back one of their old small modular reactor (SMR) design, mPower, that was abandoned in 2017.
BWXT already produces one to three reactors each year for U.S. aircraft carriers and submarines. That steady cadence gives it unmatched experience turning complex nuclear hardware into delivered hardware on a predictable basis.
With only a handful of AP1000 units built worldwide, no other American players can claim comparable low technology risk when it comes to actual reactor production.
This stands in contrast to the wave of microreactor developers pitching novel concepts. Many remain years from full-scale deployment, still navigating licensing for core designs and advanced materials with minimum operating history.
BWXT does not need to invent a new reactor architecture to matter. It can adapt existing pressurized water technology it has built and serviced for decades, then apply it where demand is clearest: data centers and industrial users seeking reliable, always-on power.
Ananym is pushing the revival of an old SMR design BWXT was working on with Bechtel in the early 2000s. The project was closed down after the program struggled to bring off-takers on board.
While the idea makes sense with BWXT being one of the more experienced reactor developers in the world, it would be a far less complicated effort to simply do more of what they're already good at.
Instead of having to design a new reactor that has not seen operations yet, the company could instead increase the production rate of their naval reactor line for use in other government applications or in the commercial industry.
The concept is not without its headaches, as we discussed previously with a similar idea from HGP Intelligent Energy. The reactors will likely require some amount of redesign to work at lower uranium enrichment levels.
Whether BWXT decides to revive the shelved SMR project or simply do more of what they already are good at, the general idea just makes too much sense: stop trying to reinvent the [nuclear] wheel.
https://www.zerohedge.com/energy/bwxt-holds-realistic-path-expanding-nuclear-capacity
@justin_shocknet
This company went public in April.
Thinking about selling some of my UEC gains and getting a few shares of this company.
Are they direct competitors to your BWXT? Or is this SMR tech they are using going after a different energy market.
From what I understand they're different markets, XE units would be more grid-scale where BWXT units are smaller and more practical for deployment in off-grid/micro-grid settings...
Having seen what I did working on the BES I'm more bullish on off-grid/micro-grid in the near term awhile given all the friction getting stuff connected to the grid, but the pumpamentals are still there if they can execute... probably just a longer time horizon.
Biggest thing is XE is more speculative, where BWXT somewhat de-risked since they already sell SMR's and have for decades and they're the go-to for the defense complex which can print at will to buy moar. XE probably wefinitely worth throwing in the basket though, just at a lower weighting.
UEC probably worth leaving in the basket, all the fuel vendors will rip once anyone starts ramping deployments.
Thanks! For the information
Cynical pump and dump hype from @justin_shocknet
USA cannot build nuclear power generation at a competitive cost.
China has won the electricity power generation war already.
Cheap plentiful electricity supply is essential to winning the AI race.
USA loses, again.
What has the USA lost?
It’s clear all that the majority of the power China is making is being wasted.
If generating power = economic prosperity then China would be the richest nation on the planet and it wouldn’t even be close.
They had a clear use for all that excess energy production by leading the world in bitcoin hash rate. And what did the CCP do?
They banned it hahaha.
Also the Chinese still opt to buy American products like iPhones and Teslas.
Name one energy intensive export China dominates in. The next show me the billion dollar company that is benefiting from all this excess power generation.
They use coal and solar to make rubber dog and fake Crocs to export, they rely on exports because the commoner is too poor and demographics so decayed their consumer can't float their own industrial base.
They need defacto permission from the US to import the fuel and other raw materials needed to make energy and export rubber dog shit and fake Crocs
Let them price themselves into only Huawei phones and BYD cars, Swalloman is just mad their Temu economy has been exposed by MAGA.
Hahahahaha!!!
They control the supply of rare earths and without that supply the US military industrial complex is unable to make most of its high tech weaponry.
You cannot make Interceptors without Chinas rare earths supply...and you are out of Interceptors.
BYD produces EV batteries at half the cost Tesla can.
They used Musk to show them how to build EVs how the west wants them- now China leads by a huge margin in EV manufacturing.
You are scared because you do not understand the Chinese economic model and US global hegemony is in constant decline.
USA cannot make things competitively anymore- it is a dying empire.
The British pound lost its reserve currency dominance with the Suez crisis- the petrodollar is in its final stages of decline with the Hormuz blockade and US military exposed as being unable to control strategic shipping lanes.
The real Crocs are made in China too, because China makes things more efficiently than anyone else can.
China dominates in PVs, EVs, aluminium refining and ship building- all energy intensive manufacturing processes.
Name one energy intensive process USA dominates in?
Not in airplanes!
Not yet...give it another 5 years.
But airplane construction is more tech heavy than energy heavy.
In terms of airlines China is increasingly competitive.
Maybe in China not worldwide Airbus and Boeing dominate
This is definitely the bull thesis for this company.
The market has already priced in this growth at 54x earnings. Might be too rich to take a large position now.
I don't think much about PE when the thesis is asymmetry
If they scale up 3 reactors a year to 30 then it's 5 PE at 1000% YoY growth 🤯
Indeed then this stock is dirt cheap at this price.
mPower has a maximum generating capacity of 180 Mw.
Less than a small-medium sized solar farm.
The cost of power produced will be many multiples higher than that provided by solar or any other source.
Its pump and dump hype being pushed by @justin_shocknet.
https://m.stacker.news/141485
Israel losing the propaganda war and AI data centres being hoisted on Aragon.