Standard Nuclear received a Buy rating and $18 price target from Needham, which sees an early-mover advantage in commercial TRISO fuel manufacturing.

#STDN #StandardNuclear #Nuclear #NuclearEnergy #TRISO #HALEU #AdvancedNuclear #NuclearFuel #Microreactors #SMR #Energy

Another one made it. 😄
Standard Nuclear just entered my System Margin Track Record.
Real TRISO bottleneck. Narrow control. Qualification barriers. Contracts are there, but the rent is still barely visible in the P&L.
Reference price: $12.85.
#STDN #Nuclear #CriticalMaterials