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$NuScale Power (SMR.US)$
1. Current Cash Status: The Reality of Approximately $1 Billion to $1.3 Billion
According to the earnings report released at the end of February 2026, NewScale currently holds an enormous liquidity position of approximately $1.3 billion (about ¥195 billion).
• At first glance, this seems reassuring: With annual operating expenses (cash burn) at just under $200 million, this implies they have 'enough to last for another six years.'
• However: Much of this cash was raised by selling a large number of new shares in the market using an “ATM (at-the-market) program” in the second half of 2025.
2. Dilution Risk: It’s Happening Right Now
The answer to the question, 'Is there any dilution risk?' is **'Not only is there risk, but it's actively causing harm as we speak.'**
• $1 Billion New Shelf Registration: On February 26, 2026, they announced a new $1 billion ATM (new share issuance) plan.
3. NewScale’s 'Inconvenient Truth'
• Huge payment to ENTRA1: In the fiscal year 2025, a massive payment of approximately **$500 million (about 75 billion yen)** is recorded for the partner company ENTRA1...
1. Current Cash Status: The Reality of Approximately $1 Billion to $1.3 Billion
According to the earnings report released at the end of February 2026, NewScale currently holds an enormous liquidity position of approximately $1.3 billion (about ¥195 billion).
• At first glance, this seems reassuring: With annual operating expenses (cash burn) at just under $200 million, this implies they have 'enough to last for another six years.'
• However: Much of this cash was raised by selling a large number of new shares in the market using an “ATM (at-the-market) program” in the second half of 2025.
2. Dilution Risk: It’s Happening Right Now
The answer to the question, 'Is there any dilution risk?' is **'Not only is there risk, but it's actively causing harm as we speak.'**
• $1 Billion New Shelf Registration: On February 26, 2026, they announced a new $1 billion ATM (new share issuance) plan.
3. NewScale’s 'Inconvenient Truth'
• Huge payment to ENTRA1: In the fiscal year 2025, a massive payment of approximately **$500 million (about 75 billion yen)** is recorded for the partner company ENTRA1...
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$NuScale Power (SMR.US)$ I'm waiting at 11.9
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$NuScale Power (SMR.US)$
From where I thought it was the bottom, I’d like to anticipate another couple of levels down.
If it breaks below $10, I’ll take it.
From where I thought it was the bottom, I’d like to anticipate another couple of levels down.
If it breaks below $10, I’ll take it.
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$NuScale Power (SMR.US)$
The stock won't rise until the parent's Flura completes their large-scale selling
The stock won't rise until the parent's Flura completes their large-scale selling
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$NuScale Power (SMR.US)$ They were saying on this morning's Mo Sate that next-gen semiconductors will be ultra-energy-efficient and won't require much electricity
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$NuScale Power (SMR.US)$
Thank you very much. 😭
There were some bold individuals saying it would drop to a single digit
Thank you very much. 😭
Thank you very much. 😭
There were some bold individuals saying it would drop to a single digit
Thank you very much. 😭
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$NuScale Power (SMR.US)$
It is uncertain whether Oklo Inc will obtain approval, but if it does, it could become a speculative stock with significant price jumps. While I consider it to be a reasonably solid small modular reactor stock, the level of speculation around it seems relatively weak. Of course, the idea that we should just keep burning fossil fuels is understandable. However, if it can be acquired at around $13 to $14, I would want to hold onto it. I wonder if there will be another drop coming?
It is uncertain whether Oklo Inc will obtain approval, but if it does, it could become a speculative stock with significant price jumps. While I consider it to be a reasonably solid small modular reactor stock, the level of speculation around it seems relatively weak. Of course, the idea that we should just keep burning fossil fuels is understandable. However, if it can be acquired at around $13 to $14, I would want to hold onto it. I wonder if there will be another drop coming?
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$Opendoor Technologies (OPEN.US)$ It is significant to have been freed from the curse of the related company, which was nothing but selling pressure.
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$loanDepot (LDI.US)$ Anthony from the board of directors sold 1.3 million shares of company stock.
When this happens, it feels like they're saying, 'We’re not planning to raise our stock price anymore—thank you for the Citron boost!'
Well, OPEN's former CEO, who stepped down, kept aggressively selling at $4, but the price still went up, and there’s been decent attention...
When this happens, it feels like they're saying, 'We’re not planning to raise our stock price anymore—thank you for the Citron boost!'
Well, OPEN's former CEO, who stepped down, kept aggressively selling at $4, but the price still went up, and there’s been decent attention...
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