Bigger picture1 Oct 2025 13:44
Believe it's worth looking at bigger picture again here at what we have here.
Current climate could not be more favourable to the company. Just recently government announced mega mini reactor deal, with a decade long commitment valued in the billions. That's just UK, then you realise deals like this are happening across world. Then we consider that's just the civilian side - best part is the genuine diversification here with equally growing military side getting a real boost from growing global threat level.
Budget allocations for this type of kit can be huge, and with unique IP the company has, we have real pricing power here. It then becomes a virtuous cycle as the more they establish themselves as the go to name for top tier customers like MoD, the more that becomes a stamp of approval for other customers.
Very happy to buy in after latest results when it appears company have genuinely turned a corner with that maiden profit. For me, this will be a firm long term hold.