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Why Is NANO Nuclear Energy Stock Soaring On Friday?

Why Is NANO Nuclear Energy Stock Soaring On Friday?

爲什麼NANO核能股票在星期五暴漲?
Benzinga ·  06/15 01:55

NANO Nuclear Energy Inc. (NASDAQ:NNE) shares are trading higher on Friday after Benchmark analyst Michael Legg initiated coverage on the stock with a Buy rating and announced a $15 price target.

愛文思控股(NASDAQ:NNE)股票週五交易上漲,Benchmark分析師Michael Legg對該股進行了覆蓋評級並宣佈買入評級及15美元的目標價。

Nano Nuclear Energy is a pre-revenue company focused on the nuclear SMR sector.

NANO Nuclear Energy是一家預收入公司,專注於核SMR領域。

It aims to manufacture small/medium reactors (SMRs) and develop a supply chain, including consulting, fuel fabrication, and delivery of High-Assay Low-Enriched Uranium (HALEU).

它旨在製造小/中型反應堆(SMR),並發展供應鏈,包括諮詢、燃料製造和高品位低濃縮鈾(HALEU)的交付。

The analyst says the stock will benefit from growing awareness and demand for SMRs as their safety and applications gain public acceptance, especially with climate change initiatives favoring emission-free energy.

分析師表示,隨着SMR的安全性和應用獲得公衆認可,以及氣候變化計劃支持零排放能源,股票將從SMR的增長認知和需求中受益。

The analyst adds that despite a 40% rise in electricity consumption over 30 years, U.S. nuclear capacity has remained stagnant, according to the World Nuclear Association. Currently, there are about 400 GWe of nuclear power globally.

分析師還補充稱,根據世界核協會的數據,在30年的時間裏,美國的核能容量雖然電力消費量增長了40%,但仍保持不變。目前全球的核電容量約爲400 GWe。

The analyst writes that NNE's units provide 1.5 MWe, which could power 1,000 homes for 20 years. Most new reactor growth is expected to come from SMRs.

分析師指出,NNE的核反應堆提供1.5 MWe,可爲1000戶家庭提供20年的電力。預計大多數新的反應堆增長將來自於SMRs。

Legg estimates that NANO Nuclear will need $200 million in capital expenditure to complete its manufacturing buildout by 2029.

Legg估計,NANO Nuclear需要2億美元的資本支出,才能在2029年完成其製造擴建計劃。

The analyst says that the company is well-positioned to secure government funding from various initiatives, including $770 million from the Inflation Reduction Act for advanced nuclear fuels and $250 billion in DOE loans.

分析師表示,該公司有望從各種倡議中獲得政府資金的支持,包括因通脹而減少的現款770萬美元用於先進核燃料和2500億美元的美國能源部貸款。

Leff modeled for gross margins exceeding 40%. "We believe the price for SMRs will initially top out at over $40 million and steadily

Legg預計毛利率將超過40%。分析師寫道:“我們認爲SMRs的價格最初將超過4000萬美元,並在納入規模經濟和運營效率之後逐漸下降。”

decline in price as economies of scale and operating efficiencies are incorporated," the analyst wrote

價格行動:上週五最後一次檢查時,NNE股票漲了16.01%,爲8.20美元。

Price Action: NNE shares are up 16.01% at $8.20 at the last check on Friday.

photo by metamorworks via shutterstock

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的,並由Benzinga編輯進行了審查和發佈。

Photo by metamorworks via Shutterstock

譯文內容由第三人軟體翻譯。


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