Oklo:看好核能,但对执行存疑(NYSE:OKLO)
· seekingalpha.com
尽管小型模块化反应堆(SMR)需求旺盛,Oklo仍面临高现金消耗、股东稀释和盈利推迟问题。其旗舰SMR项目瞄准大型数据中心客户。看看为何我将OKLO股票评级为卖出。
Last month I analyzed in this article the demand I see in the future for uranium. The driver of that demand is the electrification boom, which will need constan...