The USA ADVANCE Act is accelerating the deployment of advanced nuclear technologies across the U.S., with NuScale Power (NYSE: SMR) and BWX Technologies (NYSE: BWXT) leading the charge in the fast-growing Small Modular Reactor (SMR) space.

NuScale Power (NYSE: SMR) +459.39%

• Industry Leader: NuScale is pioneering SMR technology, which is safer, more flexible, and scalable than traditional nuclear power.
• Legislative Support: The ADVANCE Act provides significant tailwinds for their SMR deployment.
• Growth Potential: SMRs are well-suited for utility-scale power generation and off-grid applications, such as military and industrial use.
• Key Contracts: Partnerships with Utah Associated Municipal Power Systems and AWS, a subsidiary of Amazon,  highlight significant interest in stable, clean energy.

Current Status: With shares up over 500% year to date, NuScale remains a higher-risk, high-reward play with long-term potential in the clean energy transition.

BWX Technologies (NYSE: BWXT) + 46.76% YTD

Diversified Strength: With established revenues from defense, nuclear medicine, and SMRs, BWXT offers balanced growth and income potential.

• Government Ties: Major U.S. government contracts for defense nuclear reactors and SMRs, positioning BWXT for growth as nuclear demand rises.
• Dividend Stability: Pays a 1.4% dividend, appealing to income-focused investors seeking exposure to nuclear energy advancements.
• Profitability: Generates substantial positive cash flow, with strong financials and steady income from defense contracts.

Current Status: BWXT offers a more stable investment with exposure to SMR growth, benefiting from both energy and defense markets.

Both companies stand to benefit as nuclear energy becomes a key pillar in the global clean energy transition.

This is just a short synopsis of the long-term potential for these companies in an exciting market sector. I will be providing individual Trade Alerts next week with much more detail, if you want an advanced copy of the draft please reach out.

Their statistics and our unique analytics have been added to the SPI-Club Disruptive, Innovative Equities Model Portfolio for members viewing.

Your feed-back is always welcome.

Best regards,

Stuart

Stuart Langan

SPI-Club Founder & Editor

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