Oklo and Blykalla Expand Strategic Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy OKLO?
Oklo and Blykalla AB announced an expansion of their transatlantic strategic partnership to broaden collaboration on fast reactor commercialization. "This partnership is about building new reactors more quickly by working together," said Jacob DeWitte, co-founder and CEO of Oklo. "Working with our Transatlantic partners can shorten critical pathways so we can bring more power plants on line more quickly." Under the expanded partnership, Oklo and Blykalla expect to pursue workstreams that may include the following: Reactor pilot project: Blykalla will support, where appropriate, select technical workstreams relevant to Oklo's U.S. Department of Energy-authorized reactor pilot project, such as neutronics and thermohydraulics analyses. This collaboration will help Oklo accelerate its technology development, while enabling Blykalla to advance its reactor deployment capabilities. Fast-neutron irradiation testing: The companies will explore opportunities to support fast-neutron irradiation testing using Oklo's powerhouses to generate insights for Blykalla's advanced reactor development.
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Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 48.070
Low
90.00
Averages
125.11
High
175.00
Current: 48.070
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It is developing advanced fuel recycling technologies in collaboration with the United States Department of Energy and United States National Laboratories. It provides 24/7 clean energy to data centers, factories, industrial sites, communities, and defense facilities. It offers heat and power through power purchase agreements. Its powerhouse product line, Aurora, is designed to be inherently safe, to be able to run on fresh or recycled fuel, and to produce 15-50 megawatts electric (MWe) and with the potential to expand powerhouse size to produce 100 MWe of electricity. The Company intends to develop specialized radioisotope production capabilities to address urgent supply shortages in life-saving medical radioisotopes and advanced industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growing Market Demand: The rapid growth of cloud computing, data centers, and AI markets has led more countries to reconsider nuclear power as an alternative to fossil fuels, with Oklo's Aurora microreactor designed for modular deployment, making it ideal for remote areas to meet increasing energy demands.
- Clear Technological Advantages: The Aurora microreactor utilizes metallic uranium fuel pellets that are denser, more heat-resistant, and cheaper to produce than conventional uranium dioxide fuel, while its closed-loop recycling system allows the fuel to last about a decade, significantly reducing operational costs.
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- Surging Market Demand: With the rapid growth of artificial intelligence, global data center investments are projected to reach approximately $6.7 trillion by 2030, providing a massive market opportunity for Oklo's energy solutions, despite its current market cap of only $7.9 billion.
- Significant Investment Risks: Oklo is not yet profitable, and its first power campus may not be operational for at least another year, presenting high risks for investors, particularly as the company is still in its early growth stages.
- High Valuation Concerns: While Oklo has substantial future potential, its current valuation appears high, prompting investors to carefully consider entering the market under significant risk, as they may miss out on future gains.
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- Strategic Partnership: Oklo has partnered with social media giant Meta Platforms to develop a 1.2 gigawatt power campus in Ohio, showcasing Oklo's market potential and potentially laying the groundwork for future revenue growth.
- Significant Financial Risks: Despite a market valuation of $7.9 billion, Oklo currently generates no revenue, and its first powerhouse may not be operational for at least another year, exposing investors to considerable financial risks.
- Notable Stock Volatility: Oklo's stock has fallen approximately 60% in the past six months, reflecting market concerns about its future profitability, although there remain potential growth opportunities amid surging demand for AI and data centers.
See More
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