Uranium miners surge on lighter than expected Kazakh production forecast (NYSE:CCJ)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 23 2024
0mins
Should l Buy SMR?
Source: SeekingAlpha
Kazatomprom's Production Guidance: Kazatomprom, the largest uranium producer, announced a reduced production forecast for 2025 of 25K-26.5K tons, down from previous estimates, leading to significant gains in shares of North American uranium producers.
Market Reaction and Future Outlook: Analysts view the lowered guidance as a "miss," prompting increased investment in North American uranium miners due to rising demand and decreasing supply, especially following China's approval of new nuclear reactor permits.
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Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 14.200
Low
18.50
Averages
32.77
High
60.00
Current: 14.200
Low
18.50
Averages
32.77
High
60.00
About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate 77 megawatts of electricity (MWe) or 250 megawatts thermal (gross) and can be scaled to meet customer needs through an array of flexible configurations of up to 924 MWe (12 modules) of output. In addition to the sale of NPMs, it offers a diversified suite of services throughout the development and operating life of the power plant. The Company's suite of services is planned to include licensing support, testing, training, fuel supply services and program management, among others. It serves a range of customers consisting of governments, political subdivisions, state-owned enterprises, investor-owned utilities and other technology and industrial companies, both in domestic and international markets.
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.
Investment Potential of Small Modular Reactors
- Nuclear Market Opportunity: NuScale Power holds the unique position of being the only company with a U.S. Nuclear Regulatory Commission-approved small modular reactor (SMR) design, capable of expanding to 12 modules generating 924 megawatts of carbon-free electricity; however, its stock has declined nearly 40% over the past year, indicating potential long-term investment challenges.
- Major Agreement Signed: The Tennessee Valley Authority has signed an agreement with NuScale for up to 6 gigawatts of new nuclear capacity, marking the largest SMR agreement to date, sufficient to power approximately 60 data centers, yet the stringent regulations in the nuclear industry may delay any significant financial returns for years.
- Slow Project Progress: NuScale has been planning a six-module plant in Romania since 2021, and although the customer recently approved the first module, commercial operations are not expected to commence until July 2033, causing investor concerns regarding the timeline and viability of the project.
- Uncertain Market Outlook: While the global SMR market is projected to grow to $8.2 billion by 2035, NuScale's current market capitalization stands at $4.3 billion with trailing twelve-month revenues of only $64 million, and the absence of near-term commercial deployments further diminishes investor confidence in the stock.
See More
NuScale Power Faces Class Action Lawsuit
- Lawsuit Background: Kirby McInerney LLP has announced a class action lawsuit against NuScale Power on behalf of investors who acquired securities between May 13, 2025, and November 6, 2025, alleging that the company concealed significant risks associated with its partnership with ENTRA1 Energy, leading to investor losses.
- Financial Losses: NuScale reported a staggering increase of over 3,000% in general and administrative expenses to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss soaring to $532 million, up from $46 million in the same period last year.
- Stock Price Plunge: Following the earnings report, NuScale's Class A shares dropped 14.4% from $37.91 on November 5, 2025, to $32.46, and continued to decline, hitting a low of $17 by November 21, 2025, representing a more than 70% drop from the class period high of over $57.
- Investor Action: Affected investors must apply for lead plaintiff status by April 20, 2026, to represent others in the class action lawsuit, with courts typically appointing those with the largest financial losses to influence case strategy and settlement decisions.
See More
NuScale Faces Class Action Lawsuit from Investors
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against NuScale Power Corporation in the U.S. District Court for Oregon, targeting investors who purchased Class A common stock between May 13, 2025, and November 6, 2025, indicating significant legal risks for the company.
- Allegations of False Statements: The lawsuit alleges that NuScale made false and misleading statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear energy, which exposes investors to substantial risks and could impact the company's commercialization strategy.
- Investor Losses: As the true details emerged, investors reportedly suffered losses during the class period, highlighting potential failures and delays in the company's nuclear project commercialization that could negatively affect its stock price.
- Opportunity for Legal Recourse: Investors are encouraged to apply to be lead plaintiffs by April 20, 2026, suggesting that the case may attract more affected investors' attention, further impacting NuScale's market reputation.
See More
NuScale Power Under Investigation for Securities Claims
- Investigation Launched: Faruq & Faruq LLP is investigating potential securities fraud claims against NuScale Power Corporation and its executives, with a deadline for investors to seek lead plaintiff status by April 20, 2026, indicating significant implications for the company's reputation and stock price.
- Financial Mismanagement: NuScale reported a staggering 3,000% increase in general and administrative expenses to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss soaring to $532 million, highlighting severe financial management issues within the company.
- Stock Price Plunge: Following the financial disclosures, NuScale Class A shares fell over 12% in two days, from approximately $32 to $28, and continued to decline to just $17 by November 21, 2025, representing a more than 70% drop from the class period high, reflecting market pessimism about the company's future.
- Risks Exposed: The lawsuit alleges that NuScale failed to disclose significant risks associated with its partnership with ENTRA1, which lacked experience in nuclear projects, potentially leading to failures, delays, and regulatory challenges in its commercialization strategy, further unsettling investors.
See More
NuScale Power Class Action Lawsuit Announcement
- Class Action Initiation: Rosen Law Firm has filed a class action lawsuit on behalf of investors who purchased NuScale Power's Class A common stock between May 13, 2025, and November 6, 2025, alleging that the company made false or misleading statements that resulted in investor losses.
- Compensation Mechanism: Investors may receive compensation without any out-of-pocket costs through a contingency fee arrangement, indicating a risk-free legal avenue for affected investors, which may encourage broader participation in the lawsuit.
- Law Firm Background: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, showcasing its strength and experience in handling similar cases.
- Case Details Disclosure: The lawsuit claims that NuScale entrusted its commercialization and distribution responsibilities to ENTRA1 Energy LLC, which lacked significant experience in nuclear projects, exposing its commercialization strategy to substantial undisclosed risks that could impact the company's future market performance.
See More
NuScale Power Shareholder Class Action Filed Over Misrepresentations
- Class Action Initiated: A shareholder has filed a securities class action lawsuit on behalf of investors who purchased NuScale Power Corporation stock between May 13, 2025, and November 6, 2025, alleging misrepresentations that could impact shareholder rights.
- Lawsuit Details Revealed: The lawsuit claims that NuScale failed to disclose potential synergies from its global commercialization partnership with ENTRA1 Energy LLC, potentially misleading investors and affecting their investment returns.
- Lead Plaintiff Application Deadline: Interested parties wishing to serve as lead plaintiffs must file papers by April 20, 2026, with the lead plaintiff representing other shareholders in the litigation, although non-lead plaintiffs can still share in any recovery.
- Law Firm Background: Bernstein Liebhard LLP has recovered over $3.5 billion for clients since 1993 and has been recognized multiple times for its expertise in securities litigation, highlighting its capability in handling complex class actions.
See More
Investment Potential of Small Modular Reactors
- Nuclear Market Opportunity: NuScale Power holds the unique position of being the only company with a U.S. Nuclear Regulatory Commission-approved small modular reactor (SMR) design, capable of expanding to 12 modules generating 924 megawatts of carbon-free electricity; however, its stock has declined nearly 40% over the past year, indicating potential long-term investment challenges.
- Major Agreement Signed: The Tennessee Valley Authority has signed an agreement with NuScale for up to 6 gigawatts of new nuclear capacity, marking the largest SMR agreement to date, sufficient to power approximately 60 data centers, yet the stringent regulations in the nuclear industry may delay any significant financial returns for years.
- Slow Project Progress: NuScale has been planning a six-module plant in Romania since 2021, and although the customer recently approved the first module, commercial operations are not expected to commence until July 2033, causing investor concerns regarding the timeline and viability of the project.
- Uncertain Market Outlook: While the global SMR market is projected to grow to $8.2 billion by 2035, NuScale's current market capitalization stands at $4.3 billion with trailing twelve-month revenues of only $64 million, and the absence of near-term commercial deployments further diminishes investor confidence in the stock.
See More
NuScale Power Faces Class Action Lawsuit
- Lawsuit Background: Kirby McInerney LLP has announced a class action lawsuit against NuScale Power on behalf of investors who acquired securities between May 13, 2025, and November 6, 2025, alleging that the company concealed significant risks associated with its partnership with ENTRA1 Energy, leading to investor losses.
- Financial Losses: NuScale reported a staggering increase of over 3,000% in general and administrative expenses to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss soaring to $532 million, up from $46 million in the same period last year.
- Stock Price Plunge: Following the earnings report, NuScale's Class A shares dropped 14.4% from $37.91 on November 5, 2025, to $32.46, and continued to decline, hitting a low of $17 by November 21, 2025, representing a more than 70% drop from the class period high of over $57.
- Investor Action: Affected investors must apply for lead plaintiff status by April 20, 2026, to represent others in the class action lawsuit, with courts typically appointing those with the largest financial losses to influence case strategy and settlement decisions.
See More
NuScale Faces Class Action Lawsuit from Investors
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against NuScale Power Corporation in the U.S. District Court for Oregon, targeting investors who purchased Class A common stock between May 13, 2025, and November 6, 2025, indicating significant legal risks for the company.
- Allegations of False Statements: The lawsuit alleges that NuScale made false and misleading statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear energy, which exposes investors to substantial risks and could impact the company's commercialization strategy.
- Investor Losses: As the true details emerged, investors reportedly suffered losses during the class period, highlighting potential failures and delays in the company's nuclear project commercialization that could negatively affect its stock price.
- Opportunity for Legal Recourse: Investors are encouraged to apply to be lead plaintiffs by April 20, 2026, suggesting that the case may attract more affected investors' attention, further impacting NuScale's market reputation.
See More
NuScale Power Under Investigation for Securities Claims
- Investigation Launched: Faruq & Faruq LLP is investigating potential securities fraud claims against NuScale Power Corporation and its executives, with a deadline for investors to seek lead plaintiff status by April 20, 2026, indicating significant implications for the company's reputation and stock price.
- Financial Mismanagement: NuScale reported a staggering 3,000% increase in general and administrative expenses to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss soaring to $532 million, highlighting severe financial management issues within the company.
- Stock Price Plunge: Following the financial disclosures, NuScale Class A shares fell over 12% in two days, from approximately $32 to $28, and continued to decline to just $17 by November 21, 2025, representing a more than 70% drop from the class period high, reflecting market pessimism about the company's future.
- Risks Exposed: The lawsuit alleges that NuScale failed to disclose significant risks associated with its partnership with ENTRA1, which lacked experience in nuclear projects, potentially leading to failures, delays, and regulatory challenges in its commercialization strategy, further unsettling investors.
See More
NuScale Power Class Action Lawsuit Announcement
- Class Action Initiation: Rosen Law Firm has filed a class action lawsuit on behalf of investors who purchased NuScale Power's Class A common stock between May 13, 2025, and November 6, 2025, alleging that the company made false or misleading statements that resulted in investor losses.
- Compensation Mechanism: Investors may receive compensation without any out-of-pocket costs through a contingency fee arrangement, indicating a risk-free legal avenue for affected investors, which may encourage broader participation in the lawsuit.
- Law Firm Background: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, showcasing its strength and experience in handling similar cases.
- Case Details Disclosure: The lawsuit claims that NuScale entrusted its commercialization and distribution responsibilities to ENTRA1 Energy LLC, which lacked significant experience in nuclear projects, exposing its commercialization strategy to substantial undisclosed risks that could impact the company's future market performance.
See More
NuScale Power Shareholder Class Action Filed Over Misrepresentations
- Class Action Initiated: A shareholder has filed a securities class action lawsuit on behalf of investors who purchased NuScale Power Corporation stock between May 13, 2025, and November 6, 2025, alleging misrepresentations that could impact shareholder rights.
- Lawsuit Details Revealed: The lawsuit claims that NuScale failed to disclose potential synergies from its global commercialization partnership with ENTRA1 Energy LLC, potentially misleading investors and affecting their investment returns.
- Lead Plaintiff Application Deadline: Interested parties wishing to serve as lead plaintiffs must file papers by April 20, 2026, with the lead plaintiff representing other shareholders in the litigation, although non-lead plaintiffs can still share in any recovery.
- Law Firm Background: Bernstein Liebhard LLP has recovered over $3.5 billion for clients since 1993 and has been recognized multiple times for its expertise in securities litigation, highlighting its capability in handling complex class actions.
See More
