Lightbridge Corporation (LTBR)

[Going_4_It]

With the world-wide trend of energy shortage and the increasing climate problems, it seems to me that this company should get at least one sale of their innovative fuel rods sometime in the near future. Just speculation on my part, connecting the dots. There could be a tremendous upside to the stock price.

A couple of years ago in an investors call it was estimated that Lightbridge would earn up to $10M per reactor upgrade, in a kind of revenue sharing arrangement based on cost saving. The rods are supposed to produce about 30% more power and do it more safely, while lengthening the refueling cycle by a couple of years. The resulting cost saving to the plant owner is about $30M per fuel cycle.

And there are over 100 reactors in the US. So if something breaks to the good then this is going to be a big money maker and grow real fast. At this point all we can do is hope. For me this stock has always been a kind of hidden gem and I have owned it for at least a decade and I still believe in the prospects going forward.

As the old Monty Python saying goes: "Expect the Unexpected".