Professional
Added to YB: 2024-11-21
Pitch date: 2024-11-20
OKLO [bearish]
Oklo Inc.
Author Info
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Company Info
Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Electric Utilities
Category
N/A
Oklo Inc. (OKLO) - Fission Impossible
OKLO short: No NRC approval, no revenue for years. Unrealistic 2027 deployment timeline. Fuel cost assumptions lowballed 5x. Sodium-cooled reactors have poor reliability. $2.7bn capital needed for rollout. SMRs unlikely to power data centers significantly before 2035. Inflated economics, underestimated challenges.
Read full article (28 min)