Filtered library · Theme
Nuclear & uranium theme · 10 dossiers
Dossiers in the Nuclear & uranium theme cluster — 10 names moving on shared catalysts.
All dossiers UUUU Energy Fuels Inc. fresh MEDIUM Mine-to-magnet milestone cadence still driving the tape, but paying less each time: the 2026-08-19 terbium qualification bought one session (08-21 close $15.14, +8.92%) then faded to $14.88 on 08-24, back under the 08-14 shelf of $15.10.… CCJ Cameco Corporation fresh LOW Nuclear-uranium theme maturing and CCJ's structure has broken twice into improving news: mkt cap $44.79B (06-29) → ~$39.9B (07-25), ~$88, ~35% off the $135.24 high, absorbing a $17.5B federal AP1000 program and NJ's $24B plan. Barclays cut… CEG Constellation Energy Corporation fresh LOW Post-print reclaim still failing: $282.50 (2026-08-14) is the only close above the broken $281 shelf, and 08-24 printed $273.43 thirteen sessions after the beat-and-raise. Seven sell-side cuts since 07-27 against one raise, PJM's 2028/29… NNE Nano Nuclear Energy Inc. fresh LOW Nuclear-microreactor narrative has stopped converting news into demand: a Truist Hold/$22 initiation (7/14) and a Virginia consortium announcement (7/17) landed inside four sessions and NNE still printed a fresh 52-week low at $15.78… OKLO Oklo Inc. fresh LOW Three straight cohort-driven sessions carried OKLO from the 2026-07-29 close of $36.84 to $43.33 on 2026-08-04, with no Oklo release behind any of them. The 2026-08-07 Q2 call is the binary. SMR NuScale Power Corporation fresh LOW Funded wait on one unsigned ENTRA1–TVA power purchase agreement, with the company silent for twenty days since the 2026-08-05 Q2 release. The 2026-08-24 close of $9.05 gave back most of the bounce off the 2026-08-18 floor at $8.64 and… VST Vistra Corp. fresh LOW Weekly break confirmed but not extended: 2026-08-24 closed $135.66, 2.3% above the $132.66 May low that is also the 52-week floor. A Mizuho Outperform initiation at $169 and a reported CEO purchase of 2,000 shares at $135 both landed that… UROY Uranium Royalty Corp. MEDIUM Corporate re-rating from the 2026-07-27 Sweetwater close is now fully priced-in news; RSI(14) 79.9 on 2026-08-21 with no company headline since 2026-08-07, and no combined-company financials exist before the ~2026-09-14 first quarterly… PESI Perma-Fix Environmental Services, Inc. LOW Binary resolved 2026-08-12 in two directions: the H2C master IDIQ is signed but issues no dollars before 2027-01-01, while Q2 printed a $2.5M gross loss and unalleviated going-concern doubt. No company release since 2026-08-12 and no dated… TLN Talen Energy Corporation LOW Contracted-floor re-rating has stopped paying: the 2026-08-05 Q2 raised FY26 Adj EBITDA guidance to $2,025–2,225M and PJM's 2028/29 auction cleared >10 GW at the $325/MW-day cap, yet the stock closed $347.71 on 2026-08-07, 22% below the…