- Lightbridge has developed a highly innovative nuclear fuel that could find application in many different reactors and has thus a TAM of more than $20 billion.
- The company is still zero-revenue. With operating costs and R&D constantly burning cash, they need to license out their technology as soon as possible.
- The very friendly and promising bi-partisan environment around innovative nuclear could benefit Lightbridge and help them grow faster.
- Right now, the company is a buy following the recent crash, and has an overall upside potential of 70% in the next few years, as nuclear advances.
For further details see:
Lightbridge: Eventually Risk Will Pay Off