"Oklo-Mission Impossible" - Financial Analyst Firm's Report on Oklo

Thanks to Bob Schaeffer for finding this. Nov 2024 report from Kerrisdale Capital on Oklo. References IEEFA's SMR/new reactors cost chart (page 10) and even hyperlinks on page 1 to the term "Nuclear Bros." to Dr. Ed Lyman's great blog.
 
Excerpt: We believe investors should be wary of unsubstantiated claims spouted by these "Nuclear Bros.” Recent SMR projects have experienced dramatic cost escalation, Oklo does not have the long-term supply of enriched uranium fuel it needs (and won’t well into the 2030s), and sodium-cooled reactors have well-documented reliability problems.  

https://www.kerrisdalecap.com/wp-content/uploads/2024/11/OKLO-Kerrisdale.pdf
Submitted by admin on Thu, 11/28/2024 - 11:22