SMR
Nuscale Power Corp
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 4.82
Buy <=wait / entry
USD 4.33
Trim >=take some off
USD 7.00
Thesis breakThe thesis would be invalidated by cancellation or indefinite deferral of the pr...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 12% | 100 / 100 | 12.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 40% | 10 / 100 | 4.0 |
| Weighted conviction | 46 / 100 - SPECULATIVE BUY | ||
Top risks
- Exclusive technology agreement with Standard Power to develop two SMR-powered facilities in Ohio
- Partnership Milestones Agreement with ENTRA1 requiring milestone contributions
- Completion of merger with Spring Valley Acquisition Corp creating publicly traded SMR company