Several discussions on F16 regarding nuclear energy poised for a potential comeback including a thread today linking a Ted Talk on thorium reactors. Got me thinking, if one wanted to invest early in something like thorium becoming a trend in nuclear, are there any good options now?

Quick googling seem to show few options at this juncture and lots of headwinds to thorium reactors becoming more widespread, but was curious any thoughts others may have on investing in nuclear in general but more particularly in something like thorium or maybe another competing "green" energy replacement to fossil fuels. Just curious.

Curious as well.

From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

Oh I agree the current timelines for bringing nuclear online in the US are too long for almost any investor.

But things can change dramatically and quickly. With something like Thorium, things could change in an instant and outside of taking a run on a mining company, it would be good to know what companies are in the space already. For instance, I imagine there are not many makers of the vessels, monitoring equipment, etc for smaller reactors.

Just sort of tossing it out there rather than debating the pros and cons of green energy investments, would rather look at something that at least makes sense.

Perhaps waiting to see those regulations change and adapt would be preferable while researching potential companies and leaders that when the playing field is right, can make the jump quickly. No idea though, everything I touch turns to *****

Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

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Several countries have recently committed to Thorium. The US is ate up with stupid democrats at the moment, but the rest of the world is wanting to build, and they don't have as much red tape.

I'm waiting to see what happens to that plant in the Ukraine that is under Russian control. If they blow that up, nuclear may never recover in our lifetime.

Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

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Probably but if you are younger it could still pay off. At 48, a 20-30 play doesn't excite me that much, but if I'm in my 20s it does.

Example: I got in on PLUG at it's earliest stages when it was a penny stock back when hydrogen fuel cells were going to be the next big thing. No real insight on my behalf other than I found the guys that seemed to be ahead the most in the space and threw money at it. Sold most of it at $70 / share with a $0.40 cost basis almost 20 years later.

Potential here for the younger folks if we can find the potential players.

YouBet said:

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Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

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Probably but if you are younger it could still pay off. At 48, a 20-30 play doesn't excite me that much, but if I'm in my 20s it does.

Example: I got in on PLUG at it's earliest stages when it was a penny stock back when hydrogen fuel cells were going to be the next big thing. No real insight on my behalf other than I found the guys that seemed to be ahead the most in the space and threw money at it. Sold most of it at $70 / share with a $0.40 cost basis almost 20 years later.

Potential here for the younger folks if we can find the potential players.

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Here's something I don't know if there's any investment on.
You know how fission produces several biproducts right? Is there any way to invest (futures?) in those compounds with a short half life?
For example, Iodine-125 used in radiation imaging.

erudite said:

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YouBet said:

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Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

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Probably but if you are younger it could still pay off. At 48, a 20-30 play doesn't excite me that much, but if I'm in my 20s it does.

Example: I got in on PLUG at it's earliest stages when it was a penny stock back when hydrogen fuel cells were going to be the next big thing. No real insight on my behalf other than I found the guys that seemed to be ahead the most in the space and threw money at it. Sold most of it at $70 / share with a $0.40 cost basis almost 20 years later.

Potential here for the younger folks if we can find the potential players.

---

Here's something I don't know if there's any investment on.
You know how fission produces several biproducts right? Is there any way to invest (futures?) in those compounds with a short half life?
For example, Iodine-125 used in radiation imaging.

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Good question and I happen to know slightly about this. Curium is the world leader in radiopharma and nuclear medicine so you might start there. They aren't public though the last time I checked.

There North American HQ is in St. Louis. Would invest hard in them if you can, IMO. Actually going to go confirm for myself.

erudite said:

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YouBet said:

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Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

---

Probably but if you are younger it could still pay off. At 48, a 20-30 play doesn't excite me that much, but if I'm in my 20s it does.

Example: I got in on PLUG at it's earliest stages when it was a penny stock back when hydrogen fuel cells were going to be the next big thing. No real insight on my behalf other than I found the guys that seemed to be ahead the most in the space and threw money at it. Sold most of it at $70 / share with a $0.40 cost basis almost 20 years later.

Potential here for the younger folks if we can find the potential players.

---

Here's something I don't know if there's any investment on.
You know how fission produces several biproducts right? Is there any way to invest (futures?) in those compounds with a short half life?
For example, Iodine-125 used in radiation imaging.

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Medical isotopes are produced at either research reactors (don't produce electricity) or accelerator facilities that are run/operated by either DOE or universities. Same goes for radioactive Frac tracers. We do not extract isotopes from spent fuel for medical purposes. Spent fuel goes into storage and sits there for eternity.

Since the reactors and accelerators are managed by gov or university entities the only way to get into the game on that is to invest in the pharma companies that use them.

There is a company called SHINE Technologies trying to design a commercial facility for medical isotope production but it's gonna be a looooong time and they're currently not publicly traded to my knowledge

PWestAg18 said:

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erudite said:

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YouBet said:

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Definitely Not A Cop said:

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From what I've read up on. The idea of a nuclear power company becoming a desirable investment asset with as many insane regulations that are on the industry right now requires massive scale, as in nuclear becoming at least 40-50% of our national power supply. So just realize you are likely looking at a 20-30 year investment at the very least, assuming people get their heads on straight at the top.

---

Probably but if you are younger it could still pay off. At 48, a 20-30 play doesn't excite me that much, but if I'm in my 20s it does.

Example: I got in on PLUG at it's earliest stages when it was a penny stock back when hydrogen fuel cells were going to be the next big thing. No real insight on my behalf other than I found the guys that seemed to be ahead the most in the space and threw money at it. Sold most of it at $70 / share with a $0.40 cost basis almost 20 years later.

Potential here for the younger folks if we can find the potential players.

---

Here's something I don't know if there's any investment on.
You know how fission produces several biproducts right? Is there any way to invest (futures?) in those compounds with a short half life?
For example, Iodine-125 used in radiation imaging.

---

Medical isotopes are produced at either research reactors (don't produce electricity) or accelerator facilities that are run/operated by either DOE or universities. Same goes for radioactive Frac tracers. We do not extract isotopes from spent fuel for medical purposes. Spent fuel goes into storage and sits there for eternity.

Since the reactors and accelerators are managed by gov or university entities the only way to get into the game on that is to invest in the pharma companies that use them.

There is a company called SHINE Technologies trying to design a commercial facility for medical isotope production but it's gonna be a looooong time and they're currently not publicly traded to my knowledge

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I know you don't extract those from spent fuel. That was bad wording on my part. I was specifically looking for companies like SHINE.

Is there any news on molten salt reactors (Eg; Lead-Bismuth), I know Gen4 Energy went out of business a while back? I know the Chinese having dumping money into prototypes on those for a while.

I heard nuscale had been licensed for a "mini" reactor supposedly.
https://newatlas.com/energy/nrc-certifies-nuscale-nuclear/