Host Brennan Moore is joined by returning guests Mark Hinaman and Andrew Meehan for a roundtable on capital markets for nuclear investing. The conversation covers how the recent IPO class has traded since pricing, why private rounds have held up considerably better, the Westinghouse and Holtec filings, DOE's third round of HALEU allocations, the five finalist states for the Nuclear Lifecycle Innovation Campuses, and the summer's run of reactors reaching criticality — including Oklo's isotope reactor, which the group learns went critical during the recording.
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