Podcasts about lightbridge

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Play Episode Listen Later Apr 28, 2025 11:29

Lightbridge (LTBR) CEO Seth Grae returns to Schwab Network and talks about the needs nuclear power can meet for A.I. buildout. He believes nuclear is "perfect" for supplying constant, renewable energy, something he expects to be essential for data centers. Seth says it also opens a window for the U.S. to become energy independent from China. He later discusses how Lightbridge is working with Oklo Inc. (OKLO) to reduce future costs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Daily: Estabilizadores, proyección láser, monitores iPad y reflectores resistentes

Wrap It Up!

Play Episode Listen Later Mar 25, 2025 3:31

Hoy exploramos nuevos accesorios para cámaras de acción de SmallRig, una ambiciosa alianza entre Christie y Dolby, una gran actualización para Video Assist en iPad y los reflectores CRLS 2.0 de Lightbridge.

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The Sweetness of Doing Nothing: Checking In on the Lazy Investor Portfolio

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Play Episode Listen Later Mar 6, 2025 4:59

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comAt the moment it is relentless. I suppose I should take it as a compliment, but every day, sometimes several times per day some new account masquerading as me pops up. I block, report and delete as soon as I get wind of it, but I can't be in front of my computer 24/7. Please be aware: I don't use Telegram. I never invite people to chat on WhatsApp. So if somebody who appears to be me solicits you to join them on Telegram, WhatsApp or anywhere else, it is not me. It is someone who is trying to scam you.Let me start today's note with a very warm welcome to the many new readers who have signed up the Flying Frisby. Many have signed up because of the recent promotion for Lifetime Membership. That ends today, so if it's caught your eye, time is running out. For a one-off payment of just £450/$570 you will get full access to the Flying Frisby for life.Click the button below and you will see the option - I stress this is a one-off paymentToday, with stock markets looking very wobbly indeed, I thought it would be a good time to check in on the Dolce Far Niente portfolio.Dolce Far Niente, as I'm sure you know, means “the sweetness of doing nothing”, and the idea was to create a strong, long-term portfolio * which will grow and thrive* with which you will not have to constantly tinker* about which you will not to have to constantly worry. You can just leave it alone and let it be.It emphasises strategic asset allocation - being in the right market - above individual stock picking.So, with so many new readers, and with it being six months since we last looked, let's check in on it today.1 Gold (15% allocation)Gold is the ultimate Dolce Far Niente asset. It does nothing but sit there and look sweet. The shine may be coming off everything else, but it will never come off gold. It's up 55% since inception in October 2023 and going strong.My firm belief is that everyone should own some gold. Especially now.My guide to investing in gold is here. If you are looking to buy gold, try the Pure Gold Company.2. Bitcoin (5% allocation)HODL is another way of saying Dolce Far Niente, and, even with the current shake out, bitcoin has been another winner. It has more than tripled since inception (a 233% gain).Some will argue bitcoin has no place in a “low risk” portfolio such as this. I'd argue that the greater risk is not owning bitcoin.For those in the UK who can't buy it directly or buy the ETFs, our vehicle to play bitcoin via a UK-broker, and circumvent/satisfy ill-conceived-FCA regulation, was to own Nasdaq-listed Strategy Inc (Nasdaq:MSTR).This is one volatile stock, and the chart now looks nasty, but its President Michael Saylor is a genius. He embraces volatility, seeing it as a feature not a flaw. And the company has been another winner, up 9x since the inception of the portfolio, even after the recent correction.By the way, Strategy is proving a leading indicator for bitcoin - it was already falling when bitcoin was re-testing its old high. That makes it a super-useful forecaster. Take note.3. Special Situations (10%)This is the fun/painful part of the portfolio. Lightbridge (NASDAQ:LTBR) was a big winner here, as was and the tax-loss trade (time to exit this one if you haven't already). Junior miners, Condor and tax-loss trade aside, continue to suck.By the way, check out this nuts Lightbridge chart. The bots must have got hold of it. Surely one be one to buy on the dips and exit on the spikes.4. Uranium (5% allocation, reduced to 2.5%)I reduced the uranium allocation to 2.5% in February 2024, because it all felt too frothy. That has proved a good decision, as the price has since come down. We are in proper bear market now.I don't like uranium miners. Most of them will not see any production for years, decades even and are, therefore, drains on capital. We own the metal itself.

ep54 - Is Reflected Light Better Light? | Hierarchy & Attitudes on Film Sets | How the Film Industry is Changing with Jakob Ballinger from Lightbridge

Focus Check

Play Episode Listen Later Mar 6, 2025 58:21

In this episode, we are honored to welcome a distinguished guest: Jakob Ballinger, founder and CEO of Lightbridge. With over a decade of experience as a Gaffer alongside Director of Photography Christian Berger, Jakob co-developed the innovative CRLS – Cine Reflectors – introduced in 2017. This groundbreaking approach to lighting emphasizes the use of reflected light to create naturalistic moods, resulting in cleaner sets with fewer stands and fixtures encumbering actors' spaces. Driven by a passion for sharing and inspiring new ideas, Jakob established Lightbridge to disseminate this evolution in lighting tools to filmmakers worldwide. Join us for an insightful conversation as Jakob shares his perspectives on the future trajectory of the film industry. Sponsor: This episode is sponsored by FUJIFILM. Check it out at (22:56). Chapters & Articles Mentioned in This Episode: (00:00) - Intro & Overview (02:03) - Jakob Ballinger's career path to Lightbridge (08:40) - Why is reflective light more naturalistic? (17:17) - The recent ups and downs in the film industry (21:53) - Early days of Lightbridge (29:16) - How is the industry changing? (39:33) - Hierarchy and attitudes on film sets: then vs. now (54:22) - What's next for Jakob and Lightbridge? For more information on Lightbridge, please visit their website.

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The Sweetness of Doing Nothing: Checking In on the Lazy Investor Portfolio

uk strategy gold bitcoin whatsapp investors checking telegram lazy nasdaq etfs fca sweetness condor uranium hodl michael saylor special situations lifetime membership lightbridge

Play Episode Listen Later Mar 6, 2025 4:59

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comAt the moment it is relentless. I suppose I should take it as a compliment, but every day, sometimes several times per day some new account masquerading as me pops up. I block, report and delete as soon as I get wind of it, but I can't be in front of my computer 24/7. Please be aware: I don't use Telegram. I never invite people to chat on WhatsApp. So if somebody who appears to be me solicits you to join them on Telegram, WhatsApp or anywhere else, it is not me. It is someone who is trying to scam you.Let me start today's note with a very warm welcome to the many new readers who have signed up the Flying Frisby. Many have signed up because of the recent promotion for Lifetime Membership. That ends today, so if it's caught your eye, time is running out. For a one-off payment of just £450/$570 you will get full access to the Flying Frisby for life.Click the button below and you will see the option - I stress this is a one-off paymentToday, with stock markets looking very wobbly indeed, I thought it would be a good time to check in on the Dolce Far Niente portfolio.Dolce Far Niente, as I'm sure you know, means “the sweetness of doing nothing”, and the idea was to create a strong, long-term portfolio * which will grow and thrive* with which you will not have to constantly tinker* about which you will not to have to constantly worry. You can just leave it alone and let it be.It emphasises strategic asset allocation - being in the right market - above individual stock picking.So, with so many new readers, and with it being six months since we last looked, let's check in on it today.1 Gold (15% allocation)Gold is the ultimate Dolce Far Niente asset. It does nothing but sit there and look sweet. The shine may be coming off everything else, but it will never come off gold. It's up 55% since inception in October 2023 and going strong.My firm belief is that everyone should own some gold. Especially now.My guide to investing in gold is here. If you are looking to buy gold, try the Pure Gold Company.2. Bitcoin (5% allocation)HODL is another way of saying Dolce Far Niente, and, even with the current shake out, bitcoin has been another winner. It has more than tripled since inception (a 233% gain).Some will argue bitcoin has no place in a “low risk” portfolio such as this. I'd argue that the greater risk is not owning bitcoin.For those in the UK who can't buy it directly or buy the ETFs, our vehicle to play bitcoin via a UK-broker, and circumvent/satisfy ill-conceived-FCA regulation, was to own Nasdaq-listed Strategy Inc (Nasdaq:MSTR).This is one volatile stock, and the chart now looks nasty, but its President Michael Saylor is a genius. He embraces volatility, seeing it as a feature not a flaw. And the company has been another winner, up 9x since the inception of the portfolio, even after the recent correction.By the way, Strategy is proving a leading indicator for bitcoin - it was already falling when bitcoin was re-testing its old high. That makes it a super-useful forecaster. Take note.3. Special Situations (10%)This is the fun/painful part of the portfolio. Lightbridge (NASDAQ:LTBR) was a big winner here, as was and the tax-loss trade (time to exit this one if you haven't already). Junior miners, Condor and tax-loss trade aside, continue to suck.By the way, check out this nuts Lightbridge chart. The bots must have got hold of it. Surely one be one to buy on the dips and exit on the spikes.4. Uranium (5% allocation, reduced to 2.5%)I reduced the uranium allocation to 2.5% in February 2024, because it all felt too frothy. That has proved a good decision, as the price has since come down. We are in proper bear market now.I don't like uranium miners. Most of them will not see any production for years, decades even and are, therefore, drains on capital. We own the metal itself.

No Plan B: The Art of Winning with David Haye

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Play Episode Listen Later Feb 23, 2025 9:36

Another video for this Sunday morning, based on the very popular New Year's How To Win piece. I hope you draw some inspiration from it. (I meant to put it out in Jan, but didn't).Please like, watch, share and all those other things.All the bestDominicPS Could I draw your attention to a couple of things…Lifetime Membership Many people do not know about this, so, for one week only, I am running promotion. For a one-off payment of just £450/$570 you will get full access to the Flying Frisby for life. Click the button below and you will see the option - I stress this is a one-off paymentPlease consider upgrading your subscription - and if one of last year's flyers - Lightbridge, Novavax or Microstrategy worked for you, then consider this a way of saying thank you!PPS As always, if buying gold to protect yourself in these uncertain times, I recommend The Pure Gold Company with whom I have an affiliation deal. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.PPPS This week's commentary about my recent experiences in the US and, in particular, Tesla, went down a storm. ICYMI here it is: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

No Plan B: The Art of Winning with David Haye

new year canada europe uk winning tesla pricing icymi novavax no plan b microstrategy david haye how to win lightbridge

Play Episode Listen Later Feb 23, 2025 9:36

Another video for this Sunday morning, based on the very popular New Year's How To Win piece. I hope you draw some inspiration from it. (I meant to put it out in Jan, but didn't).Please like, watch, share and all those other things.All the bestDominicPS Could I draw your attention to a couple of things…Lifetime Membership Many people do not know about this, so, for one week only, I am running promotion. For a one-off payment of just £450/$570 you will get full access to the Flying Frisby for life. Click the button below and you will see the option - I stress this is a one-off paymentPlease consider upgrading your subscription - and if one of last year's flyers - Lightbridge, Novavax or Microstrategy worked for you, then consider this a way of saying thank you!PPS As always, if buying gold to protect yourself in these uncertain times, I recommend The Pure Gold Company with whom I have an affiliation deal. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.PPPS This week's commentary about my recent experiences in the US and, in particular, Tesla, went down a storm. ICYMI here it is: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

When Hindsight Meets Foresight - How Did My Crystal Ball Fare?

Play Episode Listen Later Dec 22, 2024 6:26

Every January, I like to make some predictions about the year ahead. Then, in my final post of the year, which this will probably be, I go back and review them. That's what we are doing today.Before I begin, just a couple of things:* In case you missed it, check out Friday's piece on North American tax loss selling. It has 9 ideas for short-term trades, which could come good by February.* And there is now a video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Right. Here we go …Predictions are funny things. The more outlandish the prediction, the more entertaining the copy, but the less likely it is to actually happen. What is more important: getting lots of eyeballs or being right?I like this exercise because it demonstrates just how much perspective can change over time. While we can change strategy as events develop, what I wrote a year ago does not, so when you look back at stuff you got wrong, you can look foolish, even if you changed tack in real time. On the other hand, if you got stuff right, people go - well that was obvious.So the rules of my little game are this: I score two points for a direct hit, one for a good call, zero for a miss, and minus one for a "David Lammy on Mastermind" fail.I made 15 predictions. Here they are:1. The Great Decline goes on.I was pleased with this one, even if it was rather negative.“Everywhere the state's tentacles reach remains a drain on productivity. Our once-great institutions continue to fall apart, like zombie meth addicts, stumbling towards dysfunction... The ordinary worker desperately trying to improve his lot is bled dry by taxes, inflation, housing costs, and the voracious state monster. Fiat loses yet more of its purchasing power. The South Africanisation of everything continues.”Gosh, it's depressing and negative. Things may be changing on the other side of the pond, but they are not in Europe. Two points.2. Gold breaks out to new highs and goes to $2,400. And some. $2,790 was the high. We're now at $2,620. Two points.3. Bitcoin goes to new highs as well.Yup. We are at $98,000 as I write. $108,000 was the high. Two points.4. For reasons I don't understand, ethereum outperforms bitcoin.Ethereum always seems to move later in the cycle and by more, hence the prediction. But in 2024 bitcoin outperformed. Zero points.5. The US dollar trends sideways.It didn't. The US Dollar Index began the year at 100 and ended about 8% higher around 108. Another big fat zero.6. Sterling has problems.Cable began the year at around $1.27 and it's now at $1.25, having been as high as $1.34. So it's down a bit. But the eight-year cycle low that I am looking for has not materialized. I'm sure it's coming, but zero points.7. The Tories are eviscerated.Pleased with this one.They had their chance and they blew it. Come the General Election this year, the voters are unforgiving. … The SNP is similarly annihilated. The shortcomings of our political system are there for all to see. But nothing that needs to change does. Roughly 80% of the country did not vote Labour, yet they got 63% of the seats. Incredible. And they call it democracy. Two points.8. Uranium to hit $125/lb.Nope. The highest it got was $105/lb, and that was in January. It spent the rest of the year declining; it's now at $73. Minus one. Totally wrong.9. Fast and processed food companies have problems.I think I am early to this. Let's see what RFK does. But, by way of proxy, McDonald's is flat on the year; Burger King (Restaurant Brands International) is down 14%; KFC is off about 10%.Good call. Two points.Seed oils are losing.10. Good year for the Japanese yen. It has to go up sometime right? It's so cheap.Nope. It went down. Minus one.11. The S&P500 has a good year.I'll say. It's up 25%. Way above expectation. Two points.12. Small caps outperform.Apart from a brief spell in summer, they didn't. It feels like they are starting to, but nope. Zero points.13. UK house prices. Atrophy and stagnation, but no meltdownThat feels about right. About 50% of stuff on the market isn't selling, apparently. I'm not surprised; the cost of moving is so high. Two points.14. Silver. Can it stage a meaningful rally above $30?Nope, I said. It went to $34 in October. Now it's $29. Was that rally meaningful? Well, it did better than I thought it would. Zero points.15. Liverpool win the league; Sheffield United, Burnley, and Luton are relegated.Got the losers right but not the winners. 1 point.All in all, not a great showing. 13 points.Oddly enough, whenever I score low on the predictions, I have a much better year in the portfolio. That was the case this year, where we have had some real winners in the Flying Frisby: bitcoin and MicroStrategy, obviously, but also Lightbridge and Novavax too. Meanwhile, the low-risk Dolce Far Niente portfolio is rocking it.Happy Christmas everyone. Thank you for being a subscriber.And why not gift someone a subscription this Christmas?I'll have some predictions for 2025 early in the new year.Until next time.DominicPS Don't forget:* In case you missed it, Friday's piece on North American tax loss selling has 9 ideas for short-term trades, which could come good by February.* Plus the video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Become enlightened. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

When Hindsight Meets Foresight - How Did My Crystal Ball Fare?

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Play Episode Listen Later Dec 22, 2024 6:26

Every January, I like to make some predictions about the year ahead. Then, in my final post of the year, which this will probably be, I go back and review them. That's what we are doing today.Before I begin, just a couple of things:* In case you missed it, check out Friday's piece on North American tax loss selling. It has 9 ideas for short-term trades, which could come good by February.* And there is now a video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Right. Here we go …Predictions are funny things. The more outlandish the prediction, the more entertaining the copy, but the less likely it is to actually happen. What is more important: getting lots of eyeballs or being right?I like this exercise because it demonstrates just how much perspective can change over time. While we can change strategy as events develop, what I wrote a year ago does not, so when you look back at stuff you got wrong, you can look foolish, even if you changed tack in real time. On the other hand, if you got stuff right, people go - well that was obvious.So the rules of my little game are this: I score two points for a direct hit, one for a good call, zero for a miss, and minus one for a "David Lammy on Mastermind" fail.I made 15 predictions. Here they are:1. The Great Decline goes on.I was pleased with this one, even if it was rather negative.“Everywhere the state's tentacles reach remains a drain on productivity. Our once-great institutions continue to fall apart, like zombie meth addicts, stumbling towards dysfunction... The ordinary worker desperately trying to improve his lot is bled dry by taxes, inflation, housing costs, and the voracious state monster. Fiat loses yet more of its purchasing power. The South Africanisation of everything continues.”Gosh, it's depressing and negative. Things may be changing on the other side of the pond, but they are not in Europe. Two points.2. Gold breaks out to new highs and goes to $2,400. And some. $2,790 was the high. We're now at $2,620. Two points.3. Bitcoin goes to new highs as well.Yup. We are at $98,000 as I write. $108,000 was the high. Two points.4. For reasons I don't understand, ethereum outperforms bitcoin.Ethereum always seems to move later in the cycle and by more, hence the prediction. But in 2024 bitcoin outperformed. Zero points.5. The US dollar trends sideways.It didn't. The US Dollar Index began the year at 100 and ended about 8% higher around 108. Another big fat zero.6. Sterling has problems.Cable began the year at around $1.27 and it's now at $1.25, having been as high as $1.34. So it's down a bit. But the eight-year cycle low that I am looking for has not materialized. I'm sure it's coming, but zero points.7. The Tories are eviscerated.Pleased with this one.They had their chance and they blew it. Come the General Election this year, the voters are unforgiving. … The SNP is similarly annihilated. The shortcomings of our political system are there for all to see. But nothing that needs to change does. Roughly 80% of the country did not vote Labour, yet they got 63% of the seats. Incredible. And they call it democracy. Two points.8. Uranium to hit $125/lb.Nope. The highest it got was $105/lb, and that was in January. It spent the rest of the year declining; it's now at $73. Minus one. Totally wrong.9. Fast and processed food companies have problems.I think I am early to this. Let's see what RFK does. But, by way of proxy, McDonald's is flat on the year; Burger King (Restaurant Brands International) is down 14%; KFC is off about 10%.Good call. Two points.Seed oils are losing.10. Good year for the Japanese yen. It has to go up sometime right? It's so cheap.Nope. It went down. Minus one.11. The S&P500 has a good year.I'll say. It's up 25%. Way above expectation. Two points.12. Small caps outperform.Apart from a brief spell in summer, they didn't. It feels like they are starting to, but nope. Zero points.13. UK house prices. Atrophy and stagnation, but no meltdownThat feels about right. About 50% of stuff on the market isn't selling, apparently. I'm not surprised; the cost of moving is so high. Two points.14. Silver. Can it stage a meaningful rally above $30?Nope, I said. It went to $34 in October. Now it's $29. Was that rally meaningful? Well, it did better than I thought it would. Zero points.15. Liverpool win the league; Sheffield United, Burnley, and Luton are relegated.Got the losers right but not the winners. 1 point.All in all, not a great showing. 13 points.Oddly enough, whenever I score low on the predictions, I have a much better year in the portfolio. That was the case this year, where we have had some real winners in the Flying Frisby: bitcoin and MicroStrategy, obviously, but also Lightbridge and Novavax too. Meanwhile, the low-risk Dolce Far Niente portfolio is rocking it.Happy Christmas everyone. Thank you for being a subscriber.And why not gift someone a subscription this Christmas?I'll have some predictions for 2025 early in the new year.Until next time.DominicPS Don't forget:* In case you missed it, Friday's piece on North American tax loss selling has 9 ideas for short-term trades, which could come good by February.* Plus the video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Become enlightened. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

ep40 - | MZed Black Friday Sale | New SIRUI Lens Reviews | Lightbridge TableTop Essentials Kit

Focus Check

Play Episode Listen Later Nov 28, 2024 75:38

Black Friday is here, and the deals are everywhere! Join Nino and Johnnie as they provide a concise overview of some standout offers worth checking out. Beyond the Black Friday frenzy, Johnnie dives into his latest lens reviews, sharing his expert insights. Meanwhile, Nino highlights the importance of high-quality ND and polarizing filters, drawing from his recent in-depth review. Stick around until the end to see where the conversation takes us—you won't want to miss it! Sponsor: This episode is sponsored by FUJIFILM. Check it out at 37:05 Chapters & articles mentioned in this episode: (00:00) - Intro (01:41) - Latest Specials Deals https://www.cined.com/labels/special-deals/ (03:25) - MZed Black Friday Sale Launched – Your Path to Pro at a 40% Discount https://www.cined.com/mzed-black-friday-sale-has-launched/ (04:45) - Doug Jensen's Wildlife Cinematography Master Class https://www.mzed.com/courses/doug-jensen-wildlife-cinematography-master-class?tap_a=17272-420962&tap_s=4094362-dfd65f Wildlife Documentary by Gunther https://www.cined.com/bhigwan-an-indian-wildlife-documentary-shot-on-lumix-g9-ii/ (10:30) - SIRUI Aurora 85mm Full-Frame Autofocus F1.4 Lens On the New Sony A1 II – Review https://www.cined.com/sirui-aurora-85mm-full-frame-autofocus-f1-4-lens-on-the-new-sony-a1-ii-review/ (21:35) - SIRUI 40mm Autofocus Anamorphic Lens Review – T1.8, 1.33x, S35 for an Affordable Price https://www.cined.com/sirui-40mm-autofocus-anamorphic-lens-review-t1-8-1-33x-s35-for-an-affordable-price/ (38:08) - K&F Concept Nano-Xcel Pro Series Filters Review – Precision Meets Creativity https://www.cined.com/kf-concept-nano-xcel-pro-series-filters-review-precision-meets-creativity/ (51:37) - FUJIFILM Firmware Update for Flagship Cameras Announced – F-Log2 C, Improved AF, and More https://www.cined.com/fujifilm-firmware-update-for-flagship-cameras-announced-f-log2-c-improved-af-and-more/ (55:44) - DJI Mic Mini Microphone Launched – Super Lightweight, 48-Hour Battery Life, and More https://www.cined.com/dji-mic-mini-microphone-launched-super-lightweight-48-hour-battery-life-and-more/ (01:01:15) - Poll: Vote for Camera of the Year 2024 https://www.cined.com/poll-vote-for-camera-of-the-year-2024/ (01:06:32) - Lightbridge TableTop Essentials Kit Introduced https://www.cined.com/lightbridge-tabletop-essentials-kit-introduced/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com

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Community Matters 11-24-24

Weekend Shows

Play Episode Listen Later Nov 25, 2024 30:01 Transcription Available

This week's show featured Project Wee Care co-chairs Dick Hovorka and Steve Schrader discussing their annual effort to provide gifts and hope to hundreds of area families-in-need over the holidays. Then, Joy Lewis described the Lightbridge app for those living with traumatic brain injury and/or PTSD.

Silver and Gold: The Week That Could Change Everything

Play Episode Listen Later Oct 23, 2024 6:17

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comNB If you missed Sunday's piece about what next to do with Lightbridge after its incredible rally - 3x in a week - it is here. This week has the potential to be one of the most significant weeks in the history of money.36 world leaders, including China's Xi Jinping, India's Narendra Modi, and UN Secretary-General António Guterres, are meeting in Kazan, Russia for the BRICS summit. The main agenda of the summit is de-dollarization. Even The Guardian has noticed. “One of the main aims of the summit,” it says, “will be to speed up ways to reduce the number of dollar transactions, and so mitigate the US ability to use the threat of sanctions to seek to impose its political will.”I'm not convinced the 36 nations in attendance are quite ready to abandon the dollar, or even make overt declarations of war against it, but for sure we will gain insights as to where we are in the grand scheme of this inevitable move away. We will learn where we are with the alternative payment systems being developed, be it BRICS Pay or mBridge.The most powerful weapon these nations have against the dollar is gold—far stronger than China's yuan, or Russia's rouble, or any other currency basket or crypto amalgam they come up with. Gold is universal money, and its value is understood by all. There has never been a global reserve currency that did not start out backed by gold. How ready these nations are to re-adopt it, we shall soon discover.In any case, gold has been rallying relentlessly into the de-dollarisation story. We are at $2,740/oz now. Amazing. Perhaps this is a case of ‘buy the rumour, sell the news.' Whatever. Could be in the short or even medium term. But that's not the attitude. Owning physical gold is an urgent necessity at the moment. Things are just too precarious. You don't want to be letting go of long-term core holdings on the basis of potential short-term movements.I am watching developments closely.If you are buying gold to protect yourself in these uncertain times, I recommend The Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, US, Canada and Europe or you can store your gold with them. More here.The Silver Surge: Is $50 the Next Stop?In the meantime, ever unreliable silver has been playing catch-up. It's gone through all that resistance around $30-33 and has, having done a near-perfect inverted head and shoulders, now broken up to $35. I think it's going back to $50.There is some resistance at $35, $37.50, and $44.You know my views on silver. It's the metal with the most potential yet, if it can find a way, it will always let you down.Its natural price is 1/15th of the gold price, because there is only 15 times as much silver in the earth's crust as there is gold. With gold at $2,700, silver “should” therefore be $180.In fact, there is a case for silver to be higher than that because, while all the gold that has ever been mined remains, the silver does not—it has been consumed. So above-ground silver stocks do not reflect gold stocks.The problem is that silver has long since been demonetised. It lost its monetary status when the world adopted gold standards after the various gold rushes in the second half of the 19th century. Without this official backing, silver is only going to be an industrial metal, albeit a precious one. Gold may no longer be an official medium of exchange, but central banks still buy and hoard it, as do corporations and private investors. The Bank of International Settlements recognises it as a Tier 1 Capital Asset. The same does not apply to silver.Silver, as we know, also has a multitude of industrial uses, which are only going to increase as the world gets more computerised and electric. There is also some evidence of silver shortages—over 200 million ounces this year, a similar amount to annual jewellery demand. Total annual silver demand is around 1.2 billion ounces—the second highest on record. 836 million ounces of that come from new mine supply, 180 million ounces from recycling, and the rest from sales of existing supply.Demand looks something like this:* 61% industrial (electrical, electronics, photovoltaics, photography & other) * 17% Jewellery * 5% Silverware * 17% Investment When silver moves, it moves fast, and it can turn on a sixpence, so it's important not to get wedded to the silver story. The thing to remember about silver is, like errant girlfriends with personality disorders, if it can let you down, it will. The lovemaking will be unforgettable, you will have the time of your life, but, as sure as eggs are eggs, it will break your heart. Manage your risk.As I say, there is not a lot standing in the way of silver and $50. In that scenario, the miners will go to the moon.If it goes to $50, that will only be the third time in silver's history it made it here—1980 and 2011 being the other two occasions. Third time lucky and all that. If it breaks above $50, there is nothing but blue sky above. Maybe it'll go to $100 or even $180. It's a maniacal metal.Here's that amazing long-term chart.How am I playing it?I may be cynical, but I also think you should always have a position in silver. Its potential is too huge.I own a silver miner that is just coming into commercial production and therefore due a re-rating. It will make a fortune at $50 silver, but it doesn't need $50 silver to work.That company is …

Silver and Gold: The Week That Could Change Everything

Play Episode Listen Later Oct 23, 2024 6:17

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comNB If you missed Sunday's piece about what next to do with Lightbridge after its incredible rally - 3x in a week - it is here. This week has the potential to be one of the most significant weeks in the history of money.36 world leaders, including China's Xi Jinping, India's Narendra Modi, and UN Secretary-General António Guterres, are meeting in Kazan, Russia for the BRICS summit. The main agenda of the summit is de-dollarization. Even The Guardian has noticed. “One of the main aims of the summit,” it says, “will be to speed up ways to reduce the number of dollar transactions, and so mitigate the US ability to use the threat of sanctions to seek to impose its political will.”I'm not convinced the 36 nations in attendance are quite ready to abandon the dollar, or even make overt declarations of war against it, but for sure we will gain insights as to where we are in the grand scheme of this inevitable move away. We will learn where we are with the alternative payment systems being developed, be it BRICS Pay or mBridge.The most powerful weapon these nations have against the dollar is gold—far stronger than China's yuan, or Russia's rouble, or any other currency basket or crypto amalgam they come up with. Gold is universal money, and its value is understood by all. There has never been a global reserve currency that did not start out backed by gold. How ready these nations are to re-adopt it, we shall soon discover.In any case, gold has been rallying relentlessly into the de-dollarisation story. We are at $2,740/oz now. Amazing. Perhaps this is a case of ‘buy the rumour, sell the news.' Whatever. Could be in the short or even medium term. But that's not the attitude. Owning physical gold is an urgent necessity at the moment. Things are just too precarious. You don't want to be letting go of long-term core holdings on the basis of potential short-term movements.I am watching developments closely.If you are buying gold to protect yourself in these uncertain times, I recommend The Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, US, Canada and Europe or you can store your gold with them. More here.The Silver Surge: Is $50 the Next Stop?In the meantime, ever unreliable silver has been playing catch-up. It's gone through all that resistance around $30-33 and has, having done a near-perfect inverted head and shoulders, now broken up to $35. I think it's going back to $50.There is some resistance at $35, $37.50, and $44.You know my views on silver. It's the metal with the most potential yet, if it can find a way, it will always let you down.Its natural price is 1/15th of the gold price, because there is only 15 times as much silver in the earth's crust as there is gold. With gold at $2,700, silver “should” therefore be $180.In fact, there is a case for silver to be higher than that because, while all the gold that has ever been mined remains, the silver does not—it has been consumed. So above-ground silver stocks do not reflect gold stocks.The problem is that silver has long since been demonetised. It lost its monetary status when the world adopted gold standards after the various gold rushes in the second half of the 19th century. Without this official backing, silver is only going to be an industrial metal, albeit a precious one. Gold may no longer be an official medium of exchange, but central banks still buy and hoard it, as do corporations and private investors. The Bank of International Settlements recognises it as a Tier 1 Capital Asset. The same does not apply to silver.Silver, as we know, also has a multitude of industrial uses, which are only going to increase as the world gets more computerised and electric. There is also some evidence of silver shortages—over 200 million ounces this year, a similar amount to annual jewellery demand. Total annual silver demand is around 1.2 billion ounces—the second highest on record. 836 million ounces of that come from new mine supply, 180 million ounces from recycling, and the rest from sales of existing supply.Demand looks something like this:* 61% industrial (electrical, electronics, photovoltaics, photography & other) * 17% Jewellery * 5% Silverware * 17% Investment When silver moves, it moves fast, and it can turn on a sixpence, so it's important not to get wedded to the silver story. The thing to remember about silver is, like errant girlfriends with personality disorders, if it can let you down, it will. The lovemaking will be unforgettable, you will have the time of your life, but, as sure as eggs are eggs, it will break your heart. Manage your risk.As I say, there is not a lot standing in the way of silver and $50. In that scenario, the miners will go to the moon.If it goes to $50, that will only be the third time in silver's history it made it here—1980 and 2011 being the other two occasions. Third time lucky and all that. If it breaks above $50, there is nothing but blue sky above. Maybe it'll go to $100 or even $180. It's a maniacal metal.Here's that amazing long-term chart.How am I playing it?I may be cynical, but I also think you should always have a position in silver. Its potential is too huge.I own a silver miner that is just coming into commercial production and therefore due a re-rating. It will make a fortune at $50 silver, but it doesn't need $50 silver to work.That company is …

A.I. + Nuclear Power with Lightbridge (LTBR)

ios nyse nuclear power sling vizio market minute lightbridge

Play Episode Listen Later Oct 18, 2024 9:23

With increased power demand for A.I. and the continued megacap tech stock interest in alternative power sources, what does it mean for the overall nuclear power sector? Lightbridge (LTBR) President & CEO Seth Grae joins Diane King Hall at the NYSE site to discuss his company's approach and the safety component of newer nuclear technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Future of Energy - Small Modular Reactors (SMRs) and How to Invest

Play Episode Listen Later Oct 13, 2024 13:12

Quick heads up. I have made some video versions of recent articles. Here they are, in case you are a watcher rather than a reader:I don't know about you, but I use artificial intelligence (AI) all the time. ChatGPT has become my right-hand man. It gives me advice (really – and good advice too), it helps me make decisions, it gives me exercise workouts, recipes, it proofreads what I write, it helps me write titles, it even helps me write song lyrics. Midjourney does all the imaging for this newsletter. Even a simple Google search now involves lots of AI.I know I'm not alone. Almost everyone is using AI, consciously or not.Guess what? AI requires bucket loads of power. That's why Microsoft recently agreed to pay Constellation Energy, the new owner of America's infamous nuclear power station, Three Mile Island, a sizeable premium for its energy. There is cheaper wind and solar power to be had in Pennsylvania, but it isn't as reliable as nuclear, 24 hours a day.It's not just AI. The widespread political desire to rid ourselves of fossil fuels means the world needs electricity, and fast.Nuclear is the solution, of course. But nuclear takes a lot of time, even with AI now “re-routing” the anti-nuclear narrative. It takes especially long in the UK where any kind of infrastructure project requires billions to be spent on planners, lawyers and consultants before a brick is even lifted.It's so stupid of course. Nuclear power stations have been operating commercially for 70 years, providing reliable, affordable, and almost infinitely renewable “clean” electricity. Nuclear has the best safety record of any energy technology. Almost all environmental concerns, such as waste disposal, have been solved. But if you want to know the name of the point at which stupidity, hypocrisy, waste and weakness meet, it's called British Energy Policy.Layer upon layer of safety is demanded in nuclear plant design. The regulatory process is slow, cumbersome, and complex. There is a long lead time between planning, building, and operation, which adds to expense. Political uncertainty meant many proposals for nuclear power stations in the UK were shelved. It all drives away investment.But governments around the world are waking up to the fact that the silver bullet is nuclear-powered. Thus, the narrative is changing. The dawn of the new age of nuclear power is upon us, and it can't come quickly enough.That's why the focus has shifted to small modular reactors (SMRs). These have been operational for almost 70 years now in submarines, aircraft carriers, and ice-breakers, but in the last few years, land-based SMRs have been developed to generate electricity.They use simple, proven technology, and are safer than current nuclear power stations. They can be manufactured in factories and then rapidly erected on-site. Modular refers to the design principle of breaking down a system into small, independent, and interchangeable components, or “modules”, that can easily be combined, modified, or replaced without affecting the rest of the system. This flexibility means they are scalable. It aids manufacture, transportation, and installation while reducing construction time and costs.SMRs don't occupy much land, so they have little impact on the landscape. Some can even be constructed underground – surely preferable to wind turbines and solar farms. In the UK, they could be erected on the redundant sites of closed nuclear and coal-fired power stations, where grid connections are readily available. A 440 megawatt (MW) SMR would produce about 3.5 terawatt hours (TWh) of electricity per year, enough for 1.2 million homes – or to provide power to Wales, the Northeast of England, or two Devons. It would require about 25 acres of land. A solar farm would need 13,000 acres for the same output; a wind farm, 32,000 acres. Three 440MW SMRs would be enough for London, which has around 3.6 million homes.What's more, their output is not dependent on the weather. Reliability is why Microsoft paid a premium of more than 85% for Three Mile Island's power. SMRs produce electricity that can easily be adjusted to meet the constant, everyday needs of the grid (baseload), and they can also ramp up or down to follow changes in demand throughout the day. They spin in sync with the grid, so they help keep everything stable. When they're running, they act like a steady hand, providing momentum that makes it easier to manage sudden changes in electricity supply or demand.Why not subscribe to this amazing publication?How To InvestThere are all sorts of ways to invest in nuclear power. The simplest and least risky is to buy the metal itself. Current demand for uranium stands at around 200 million pounds per year, while mining output totals only 140 million pounds. Another 25 million pounds comes from secondary sources, such as scrap and recycling. So there is a uranium supply deficit. I'm surprised the price isn't higher. London-listed Yellowcake (LSE:YCA) has been set up with this purpose in mind. It is, essentially, a uranium holding company. You buy the shares, and thus own a share of the uranium it holds. It makes up part of the Dolce Far Niente portfolio.You could also buy uranium miners, though I have to say I do not like the miners at all. There are the large producers, such as Cameco (Toronto: CCO) and Paladin Energy (Sydney: PDN). You can also gain exposure via large caps, such as Rio Tinto (LSE: RIO), but they are not pure plays. There are mine developers too, such as NexGen Energy (Toronto: NXE), whose Rook 1 project should be producing a whopping 30 million pounds a year by 2030, almost enough to solve the uranium supply deficit single-handedly.If you don't fancy your stock-picking skills, go for a fund instead. The London-listed Sprott Uranium Miners ETF (LSE: URNP) is an exchange-traded fund that gives you exposure to a basket of mining companies, as does closed-end fund Geiger Counter (LSE: GCL). Another popular ETF is the Global X Uranium UCITS ETF (LSE: URNU).Why don't I like uranium miners? About 90% of those listed in the funds do not have any production coming in the near future and are, therefore, huge vortexes into which capital will disappear. At present, they are fully valued. That's not saying they won't go up. But when the time comes for them to fall, they will bomb.When I last looked at SMRs in 2021, the companies I tipped were Rolls-Royce (LSE: RR) and Fluor Corp (NYSE: FLR). Both have been real winners. Rolls-Royce has built seven generations of SMRs for use in nuclear submarines and, with its modern designs for SMRs, has been winning contracts all over. Rolls-Royce is not a pure SMR play. But it has put its SMR business into a separate entity (Rolls-Royce SMR) and I presume this will be spun out and listed at some later stage.The stock has been going great guns under its new CEO, Tufan Erginbilgiç. I tipped it around the 100p mark and it's now at 530p and there's no stopping it. It was 1,350p in 2013, so there's plenty of upside left, and that was before there was any urgency about SMRs. I've taken my original stake off the table, and the rest I'm holding.I also mentioned NuScale, a US outfit, which in 2021 was unfortunately still private. There was a way to get exposure to NuScale, however: via majority shareholder and engineering company Fluor Corp. It has been a real winner too. We tipped it at $18. It's now $50. The stock remains a hold, although it is not a pure play. Worth $8.6bn, Fluor has $200m of free cash flow and trades at 42 times earnings.But the company we were looking at, NuScale Power Corporation (NYSE: SMR), has now listed – good ticker – and you can buy the stock at not far off the flotation price. Be warned, however: this is a volatile company. Since its initial public offering (IPO) at $10, the stock has been as high as $15 and as low as $2. It is now at $13.NuScale designs, develops, and commercialises SMR reactors for nuclear-power generation, aiming to provide a “safe, flexible, and scalable nuclear-energy solution”. Its flagship product is the NuScale Power Module, a self-contained pressurised water reactor (PWR) that is far smaller than traditional nuclear reactors. Each module has an electric capacity of about 60 megawatts, but they can combine to scale up.NuScale has partnered with various organisations, including the US Department of Energy (DOE) and global energy firms, but it does not yet have a solid sales pipeline, so it is hard to value. Instead, it's a bit of a meme stock that rises and falls when it gets tipped. NuScale has a market capitalisation of $1.2bn and revenues of $23m; it lost $273m last year. It now has $180m in negative free cash flow, $130m in cash and a burn rate of about $35m per quarter. (So it's got enough money for another year.) Caveat emptor.Another option is BWX Technologies (NYSE: BWXT), but again it's not a pure SMR play, more of a picks-and-shovels play. The company manufactures nuclear-reactor components, systems fuel, and other critical parts for the nuclear-power industry. It really is wide-ranging (think anything from naval nuclear propulsion to nuclear defence) and its history goes all the way back to the Manhattan Project.SMR developers will often rely on BWX's expertise and manufacturing capabilities to ensure the safety and functionality of their designs. As demand for SMRs grows, so will the appetite for BWX's products and services. BWX has a market value of $10bn and $1.2bn in debt. Earnings per share are just shy of $3, and the price/earnings (p/e) ratio is close to 40. But it is profitable and pays a yield just below 1%.If you want to go really small and speculative, there is always the mining exploration option (not recommended), or uranium enrichment firms. If this technology of enriching uranium to make it more powerful comes good, then the efficiencies of the industry will improve even further, and the problem of uranium supply deficits will quickly vanish, along with the high prices of many uranium miners. Silex Systems (Sydney: SLX) – market cap A$1.1bn (£565m), 50% owned by Cameco – is the market leader here, although Centrus Energy (NYSE: LEU), worth $1bn, is not far behind.We are still some years from successful enrichment, but it is coming. I doubt we will see it before the uranium price itself breaks to new highs above $140/lb, which it hit in 2006, and probably not until $200 uranium. High prices have a habit of accelerating everything. Uranium is now at $70/lb.That's when tiny-cap nuclear-fuel tech firms such as Lightbridge (Nasdaq: LTBR), worth $46m, could rocket. Lightbridge, looking to improve the safety, economics, and proliferation resistance of nuclear power, is developing a fuel that operates about 1,000 degrees cooler than standard fuel. It's got $27m in the bank, is losing $10m a year and, like NuScale, seems to rely on memes and tipsters. The stock costs $3 so there is plenty of upside. But be warned: this is an illiquid Nasdaq stock. Don't chase it.Amazing chart. From $4,000 - to $2. Talk about wealth destruction. It's like an NHS IT project. Looks like it might, finally, have bottomed though. This article first appeared in Moneyweek Magazine.I'll be MCing this year's Moneyweek Summit on Friday November 8th. Readers of the Flying Frisby can get a 20% discount by entering the code FRISBY20If you're interested in nuclear, Wednesday's piece might be of interest: I had an email from Nick Lawson, CEO of investment house, Ocean Finance, which has put together some research on Lightbridge. I share it here, in case of interest. And here once again are those vids: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

The Future of Energy - Small Modular Reactors (SMRs) and How to Invest

vad r enda paradiset lightbridge

Play Episode Listen Later Oct 13, 2024 13:12

Quick heads up. I have made some video versions of recent articles. Here they are, in case you are a watcher rather than a reader:I don't know about you, but I use artificial intelligence (AI) all the time. ChatGPT has become my right-hand man. It gives me advice (really – and good advice too), it helps me make decisions, it gives me exercise workouts, recipes, it proofreads what I write, it helps me write titles, it even helps me write song lyrics. Midjourney does all the imaging for this newsletter. Even a simple Google search now involves lots of AI.I know I'm not alone. Almost everyone is using AI, consciously or not.Guess what? AI requires bucket loads of power. That's why Microsoft recently agreed to pay Constellation Energy, the new owner of America's infamous nuclear power station, Three Mile Island, a sizeable premium for its energy. There is cheaper wind and solar power to be had in Pennsylvania, but it isn't as reliable as nuclear, 24 hours a day.It's not just AI. The widespread political desire to rid ourselves of fossil fuels means the world needs electricity, and fast.Nuclear is the solution, of course. But nuclear takes a lot of time, even with AI now “re-routing” the anti-nuclear narrative. It takes especially long in the UK where any kind of infrastructure project requires billions to be spent on planners, lawyers and consultants before a brick is even lifted.It's so stupid of course. Nuclear power stations have been operating commercially for 70 years, providing reliable, affordable, and almost infinitely renewable “clean” electricity. Nuclear has the best safety record of any energy technology. Almost all environmental concerns, such as waste disposal, have been solved. But if you want to know the name of the point at which stupidity, hypocrisy, waste and weakness meet, it's called British Energy Policy.Layer upon layer of safety is demanded in nuclear plant design. The regulatory process is slow, cumbersome, and complex. There is a long lead time between planning, building, and operation, which adds to expense. Political uncertainty meant many proposals for nuclear power stations in the UK were shelved. It all drives away investment.But governments around the world are waking up to the fact that the silver bullet is nuclear-powered. Thus, the narrative is changing. The dawn of the new age of nuclear power is upon us, and it can't come quickly enough.That's why the focus has shifted to small modular reactors (SMRs). These have been operational for almost 70 years now in submarines, aircraft carriers, and ice-breakers, but in the last few years, land-based SMRs have been developed to generate electricity.They use simple, proven technology, and are safer than current nuclear power stations. They can be manufactured in factories and then rapidly erected on-site. Modular refers to the design principle of breaking down a system into small, independent, and interchangeable components, or “modules”, that can easily be combined, modified, or replaced without affecting the rest of the system. This flexibility means they are scalable. It aids manufacture, transportation, and installation while reducing construction time and costs.SMRs don't occupy much land, so they have little impact on the landscape. Some can even be constructed underground – surely preferable to wind turbines and solar farms. In the UK, they could be erected on the redundant sites of closed nuclear and coal-fired power stations, where grid connections are readily available. A 440 megawatt (MW) SMR would produce about 3.5 terawatt hours (TWh) of electricity per year, enough for 1.2 million homes – or to provide power to Wales, the Northeast of England, or two Devons. It would require about 25 acres of land. A solar farm would need 13,000 acres for the same output; a wind farm, 32,000 acres. Three 440MW SMRs would be enough for London, which has around 3.6 million homes.What's more, their output is not dependent on the weather. Reliability is why Microsoft paid a premium of more than 85% for Three Mile Island's power. SMRs produce electricity that can easily be adjusted to meet the constant, everyday needs of the grid (baseload), and they can also ramp up or down to follow changes in demand throughout the day. They spin in sync with the grid, so they help keep everything stable. When they're running, they act like a steady hand, providing momentum that makes it easier to manage sudden changes in electricity supply or demand.Why not subscribe to this amazing publication?How To InvestThere are all sorts of ways to invest in nuclear power. The simplest and least risky is to buy the metal itself. Current demand for uranium stands at around 200 million pounds per year, while mining output totals only 140 million pounds. Another 25 million pounds comes from secondary sources, such as scrap and recycling. So there is a uranium supply deficit. I'm surprised the price isn't higher. London-listed Yellowcake (LSE:YCA) has been set up with this purpose in mind. It is, essentially, a uranium holding company. You buy the shares, and thus own a share of the uranium it holds. It makes up part of the Dolce Far Niente portfolio.You could also buy uranium miners, though I have to say I do not like the miners at all. There are the large producers, such as Cameco (Toronto: CCO) and Paladin Energy (Sydney: PDN). You can also gain exposure via large caps, such as Rio Tinto (LSE: RIO), but they are not pure plays. There are mine developers too, such as NexGen Energy (Toronto: NXE), whose Rook 1 project should be producing a whopping 30 million pounds a year by 2030, almost enough to solve the uranium supply deficit single-handedly.If you don't fancy your stock-picking skills, go for a fund instead. The London-listed Sprott Uranium Miners ETF (LSE: URNP) is an exchange-traded fund that gives you exposure to a basket of mining companies, as does closed-end fund Geiger Counter (LSE: GCL). Another popular ETF is the Global X Uranium UCITS ETF (LSE: URNU).Why don't I like uranium miners? About 90% of those listed in the funds do not have any production coming in the near future and are, therefore, huge vortexes into which capital will disappear. At present, they are fully valued. That's not saying they won't go up. But when the time comes for them to fall, they will bomb.When I last looked at SMRs in 2021, the companies I tipped were Rolls-Royce (LSE: RR) and Fluor Corp (NYSE: FLR). Both have been real winners. Rolls-Royce has built seven generations of SMRs for use in nuclear submarines and, with its modern designs for SMRs, has been winning contracts all over. Rolls-Royce is not a pure SMR play. But it has put its SMR business into a separate entity (Rolls-Royce SMR) and I presume this will be spun out and listed at some later stage.The stock has been going great guns under its new CEO, Tufan Erginbilgiç. I tipped it around the 100p mark and it's now at 530p and there's no stopping it. It was 1,350p in 2013, so there's plenty of upside left, and that was before there was any urgency about SMRs. I've taken my original stake off the table, and the rest I'm holding.I also mentioned NuScale, a US outfit, which in 2021 was unfortunately still private. There was a way to get exposure to NuScale, however: via majority shareholder and engineering company Fluor Corp. It has been a real winner too. We tipped it at $18. It's now $50. The stock remains a hold, although it is not a pure play. Worth $8.6bn, Fluor has $200m of free cash flow and trades at 42 times earnings.But the company we were looking at, NuScale Power Corporation (NYSE: SMR), has now listed – good ticker – and you can buy the stock at not far off the flotation price. Be warned, however: this is a volatile company. Since its initial public offering (IPO) at $10, the stock has been as high as $15 and as low as $2. It is now at $13.NuScale designs, develops, and commercialises SMR reactors for nuclear-power generation, aiming to provide a “safe, flexible, and scalable nuclear-energy solution”. Its flagship product is the NuScale Power Module, a self-contained pressurised water reactor (PWR) that is far smaller than traditional nuclear reactors. Each module has an electric capacity of about 60 megawatts, but they can combine to scale up.NuScale has partnered with various organisations, including the US Department of Energy (DOE) and global energy firms, but it does not yet have a solid sales pipeline, so it is hard to value. Instead, it's a bit of a meme stock that rises and falls when it gets tipped. NuScale has a market capitalisation of $1.2bn and revenues of $23m; it lost $273m last year. It now has $180m in negative free cash flow, $130m in cash and a burn rate of about $35m per quarter. (So it's got enough money for another year.) Caveat emptor.Another option is BWX Technologies (NYSE: BWXT), but again it's not a pure SMR play, more of a picks-and-shovels play. The company manufactures nuclear-reactor components, systems fuel, and other critical parts for the nuclear-power industry. It really is wide-ranging (think anything from naval nuclear propulsion to nuclear defence) and its history goes all the way back to the Manhattan Project.SMR developers will often rely on BWX's expertise and manufacturing capabilities to ensure the safety and functionality of their designs. As demand for SMRs grows, so will the appetite for BWX's products and services. BWX has a market value of $10bn and $1.2bn in debt. Earnings per share are just shy of $3, and the price/earnings (p/e) ratio is close to 40. But it is profitable and pays a yield just below 1%.If you want to go really small and speculative, there is always the mining exploration option (not recommended), or uranium enrichment firms. If this technology of enriching uranium to make it more powerful comes good, then the efficiencies of the industry will improve even further, and the problem of uranium supply deficits will quickly vanish, along with the high prices of many uranium miners. Silex Systems (Sydney: SLX) – market cap A$1.1bn (£565m), 50% owned by Cameco – is the market leader here, although Centrus Energy (NYSE: LEU), worth $1bn, is not far behind.We are still some years from successful enrichment, but it is coming. I doubt we will see it before the uranium price itself breaks to new highs above $140/lb, which it hit in 2006, and probably not until $200 uranium. High prices have a habit of accelerating everything. Uranium is now at $70/lb.That's when tiny-cap nuclear-fuel tech firms such as Lightbridge (Nasdaq: LTBR), worth $46m, could rocket. Lightbridge, looking to improve the safety, economics, and proliferation resistance of nuclear power, is developing a fuel that operates about 1,000 degrees cooler than standard fuel. It's got $27m in the bank, is losing $10m a year and, like NuScale, seems to rely on memes and tipsters. The stock costs $3 so there is plenty of upside. But be warned: this is an illiquid Nasdaq stock. Don't chase it.Amazing chart. From $4,000 - to $2. Talk about wealth destruction. It's like an NHS IT project. Looks like it might, finally, have bottomed though. This article first appeared in Moneyweek Magazine.I'll be MCing this year's Moneyweek Summit on Friday November 8th. Readers of the Flying Frisby can get a 20% discount by entering the code FRISBY20If you're interested in nuclear, Wednesday's piece might be of interest: I had an email from Nick Lawson, CEO of investment house, Ocean Finance, which has put together some research on Lightbridge. I share it here, in case of interest. And here once again are those vids: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Vad är paradiset? (Oddane och Lightbridge)

Andlighet

Play Episode Listen Later Sep 10, 2024 89:41

Enda vägen framåt för människan är uppåt: https://www.youtube.com/watch?v=98XRUdzDwKg&t=62s Andlighet på olika plattformar Youtube: https://www.youtube.com/@andlighet Korta klipp: https://www.youtube.com/@andlighetextra Apple podcasts: https://podcasts.apple.com/se/podcast/andlighet/id1603002647?l=en Google podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83OGI5MjVmOC9wb2RjYXN0L3Jzcw Spotify: https://open.spotify.com/show/5CIB4x6sOyceoxShQvnKpZ?si=Hyo1wvOqTqCIKj5-BIXowQ

När du vaknar upp vaknar universum med dig

Andlighet

Play Episode Listen Later Sep 9, 2024 98:50

Lightbridge: https://www.youtube.com/watch?v=194eGZ-SQnw Andlighet på olika plattformar Engelska kanalen: https://www.youtube.com/@EverythingisSpirituality Youtube: https://www.youtube.com/@andlighet Apple podcasts: https://podcasts.apple.com/se/podcast/andlighet/id1603002647?l=en Spotify: https://open.spotify.com/show/5CIB4x6sOyceoxShQvnKpZ?si=Hyo1wvOqTqCIKj5-BIXowQ Andlighet, spiritualitet, sanning, ärlighet, kärlek, zen, advaita vedanta, ickedualitet, nonduality, enhet, Ramana Maharshi, Nisargadatta Maharaj, Eckart Tolle, Rumi, psykologi, Ken Wilber, flow, flöde, varande, sådanhet, upplysning, uppvaknande, moksha, teosis, nirvana, fanaa, kensho, satori, kristen mystik, Jesus, sufism, kabbalah, daoism, vetenskap, medvetandet

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ep17 - Cine Gear Expo Roundup | Industry Trends from L.A. | Lenses: Sharpness vs. Character | Lots of New Gear

Focus Check

Play Episode Listen Later Jun 20, 2024 68:43

This week Nino and Johnnie talk to our contributor Graham about Cine Gear Expo and the overall feeling within the film and TV industry in Hollywood. They discuss whether lenses should rather be clean and sharp or should have character. Graham also talks about much more of the gear he saw at Cine Gear Expo. Subscribe to our podcast and never miss another episode! Show chapters: (00:00:00) Introduction (00:01:24) Cine Gear Expo Impressions and Feeling Within the Industry (00:06:28) Industry Trends That Graham Noticed (00:08:05) Lenses: Sharpness vs. Character (00:26:34) Ironglass MkII Review - Vintage Optics Reborn https://www.cined.com/ironglass-mk-ii-review-vintage-optics-reborn/ (00:31:03) FreeMe Timecard and Job Tracking App for Film Crew Members Explained https://www.cined.com/freeme-timecard-and-job-tracking-app-for-film-crew-members-explained/ (00:35:36) MUTINY Ecosystem for Freefly Ember High-Speed Camera https://www.cined.com/mutiny-ecosystem-for-freefly-ember-high-speed-camera-first-look/ (00:40:15) Core SWX MoXIE Solo – First Look at a New Mobile Power Solution https://www.cined.com/core-swx-moxie-solo-first-look-at-a-new-mobile-power-solution/ (00:43:23) MID49 Rainbow Handle System with Interchangeable Color-Coded Grips https://www.cined.com/mid49-rainbow-handle-system-with-interchangeable-color-coded-grips-first-look/ (00:46:37) Lightbridge and DoPchoice Snapbridge https://www.cined.com/lightbridge-and-dopchoice-snapbridge-new-size-and-diffusion-fabrics-with-bluff-bounce/ (00:53:51) Blackmagic Design URSA Cine Immersive Camera for Vision Pro Spacial Videos Announced https://www.cined.com/blackmagic-design-ursa-cine-immersive-camera-for-vision-pro-spacial-videos-announced/ (01:01:43) Viltrox LUNA 30-300mm T4.0 10x Zoom Launched https://www.cined.com/viltrox-luna-30-300mm-t4-0-10x-zoom-launched-first-look/ We hope you enjoyed this episode! You have feedback, comments or suggestions? Write us at podcast@cined.com

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Lightbridge Academy opening first Henrico location

Monday Moms

Play Episode Listen Later May 15, 2024 0:59

Lightbridge Academy, an early childhood education company with more than 150 locations, has announced plans to open its first Henrico County center. The new facility is scheduled to open at 4003 Sadler Road in Glen Allen during the winter of next year and will offer a range of services for children from the age of six weeks through kindergarten. The company currently has locations in Manassas and Virginia Beach, and is planning additional locations in North Carolina, Georgia and Florida. “We recognize that Henrico County presents a remarkable growth opportunity, given the increasing demand of young families seeking high quality...Article LinkSupport the Show.

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Jayesh and Vaishali Patel with Lightbridge Academy

Franchise Marketing Radio

Play Episode Listen Later Jun 12, 2023

As parents of a 10-year-old and 12-year-old, Jayesh and Vaishali Patel know the value of education and great childcare. After visiting a friend in New Jersey who owns a Lightbridge Academy location, the couple was immediately intrigued by the childcare franchise. The concept of parents being able to access real-time information on their children really […] The post Jayesh and Vaishali Patel with Lightbridge Academy appeared first on Business RadioX ®.

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Michigan Business Beat | Vaishali & Jayesh Patel, Owners, Lightbridge Academy, Detroit, MI

Michigan Business Network

Play Episode Listen Later May 6, 2023 7:32

Jeffrey Mosher welcomes Vaishali & Jayesh Patel, Owners, of Lightbridge Academy, Detroit, MI. SE MICH Parents to Bring Michigan's First Lightbridge Academy to Detroit Area to Fill Daycare Gap First, let's introduce both of you briefly to the Michigan business community, and then what led you to start this new venture. Tell us a bit more about Lightbridge Academies? So is Detroit it, or do you have further plans The concept of parents being able to access real-time information on their children really appeals to parents, what are some other aspects we should know about? If folks would like to know more, what's the contact information? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

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Community Matters 4-23-23

Weekend Shows

Play Episode Listen Later Apr 24, 2023 30:01

This week's show featured Joy Lewis describing the new Lightbridge app for those living with traumatic brain injury and/or PTSD, Emerging Ladies Academy CIO Tiffany Gamble discussing the work her organization does to promote STEM interest and careers for young, black women, and Parkinson's Nebraska executive director Emmy Smith promoting their upcoming golf fundraiser for their efforts to help those with Parkinson's Disease and their caregivers.

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Gigi Schweikert with Lightbridge Academy

Franchise Marketing Radio

Play Episode Listen Later Apr 3, 2023

Gigi Schweikert is the Chief Executive Officer of Lightbridge Academy* Franchise Company. She is also a popular keynote speaker for education conferences, corporations, women's events and parenting seminars. Schweikert is the best-selling author of 18 books, including the best-selling "Winning Ways" series and "Prime Times: A Handbook for Excellence in Infant and Toddlers Programs." During […] The post Gigi Schweikert with Lightbridge Academy appeared first on Business RadioX ®.

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Lightbridge Academy: A Franchise that is Recession Resistant and Provides an Incredible Service to Children and Families Gigi Schweikert

Eye On Franchising

Play Episode Listen Later Mar 10, 2023 39:43

In this episode of Eye on Franchising my guest is Gigi Schweikert and we discuss The Lightbridge Academy. This informative episode discusses the process of becoming a franchisee for the childcare center. Gigi Schweikert, early childhood expert, mother of four, and author of the popular Winning Ways for Early Childhood Professionals book series, as she takes us down the sometimes frustrating, yet always rewarding road of early childhood education. Gigi's practical ideas and realistic perspective on working with young children have you laughing and learning how to be a more effective educator. Teaching parents and teachers to help every child succeed is Gigi's life passion. Lightbridge Academy has established a reputation as The Solution for Working Parents® by meeting the evolving needs of families for high quality early childhood education. Since 1997, Lightbridge Academy has been a place where thousands of parents, children, staff, franchise owners and communities have come together to form a trusted Circle of Care — the supportive relationships necessary for children and families to thrive. We protect this circle with a steadfast commitment to our core values, and by never forgetting that children at the heart of everything we do.Lightbridge Academy balances nurturing care with a unique early childhood education curriculum that helps children grow and develop right before our very eyes. Listen in to hear;1. The importance of due diligence when considering franchising2. The importance of finding a franchise that is the right fit for both the brand and the individual3. The best way to learn about a franchise is to meet with the people who are already involved in it4. The importance of good communication and relationships in order to weather any disagreements that may arise5. The Lightbridge Academy franchise system relies on collaboration between corporate and existing franchisees in order to be successful. KEY POINTS Approximately mentioned @ 00:03:36The best candidates for Lightbridge Academy are those with a passion for early childhood education, a strong work ethic, and a willingness to learn. Approximately mentioned @ 00:04:38The best way to find success in franchising is to due your research, follow your passion and be willing to push yourself a little bit out of your comfort zone- this way you can find a brand that is the perfect fit for you and your lifestyle. Approximately mentioned @ 00:06:47Gigi Schweikert got into franchising when she wrote her first book on parenting and had no children. She learned about franchising from her mentor, Jim Greenman, who encouraged her to write an article about her experience as a parent. Approximately mentioned @ 00:09:27The opportunity for the American Dream is what really got me excited about franchising. I had never experienced such a supportive community where everyone was willing to share advice and help out. Approximately mentioned @ 00:21:17The Lightbridge Academy franchise process involves an in-person discovery day where prospective franchisees learn about all aspects of the business and are interviewed. Approximately mentioned @ 00:30:58The Lightbridge Academy franchise process includes an initial inquiry, followed by an interview and validation. The entire process generally takes about a year. Have you heard the news? We are officially on YouTube. Come check out a few videos have have and give me a follow!https://www.youtube.com/channel/UCwoAdrkPZmveJt5AQRDk8WA---Lance GraulichFranchise Consulting Services from ION FranchisingEye On Franchising

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How Lightbridge Academy Leverages Tech to Bring Families Closer

Becoming Bridge Builders

Play Episode Listen Later Feb 6, 2023 35:29 Transcription Available

Lightbridge Academy has established a reputation as The Solution for Working Parents® by meeting the evolving needs of families for high-quality early childhood education.My guest is CEO Gigi Schweikert. Gigi is an early childhood expert, mother of four, and author of the popular Winning Ways for Early Childhood Professionals book series, as she takes us down the sometimes frustrating, yet always rewarding road of early childhood education. Gigi's practical ideas and realistic perspective on working with young children have you laughing and learning how to be a more effective educator. Teaching parents and teachers to help every child succeed is Gigi's life passion.https://lightbridgeacademy.com/ Support the showYou can connect with Keith Haney on his website. This is the link where people can find his podcast, resources for leadership development, and resources for help with Becoming a Bridge to change.https://www.becomingbridgebuilder.org/

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Gigi Schweikert, CEO, Lightbridge Academy

ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Career Conversations

Play Episode Listen Later Nov 15, 2022 33:50

Gigi Schweikert was promoted to the role of Chief Executive Officer of the parent company Lightbridge Holdings Group in 2021 after joining Lightbridge Franchise Company as President in 2014. In her role, she is responsible for all aspects of the company's strategy, leadership, governance and operations and was instrumental in creating and expanding the franchise system to cover seven states. Over the next five years, Gigi is preparing to triple the company size accelerating growth throughout the Mid-Atlantic region and beyond. Ms. Schweikert has a history of creating innovative strategies to ensure the delivery of high-quality early education and care programs. Early in her career, she was the Director of the United Nations Child Care Centre and later developed and managed on-site employer-sponsored child care programs for numerous Fortune 500 companies. Her advocacy work extends both nationally and internationally and includes serving as a board member for the Early Care & Education Consortium, an advisory board member for Marco Polo World School and Seton Hall University. In addition, Gigi serves as the President of the Lightbridge Foundation, a non-profit 501-c3 providing over $500,000 in grants and scholarships to support the health, education and well-being of children and their families. Gigi is an international thought leader advancing the quality of early education and child care. With 30 years of experience and 18 published books, in three languages, Gigi has appeared on CBS, NBC, Fox, and the Wall Street Journal Lunch Hour News. Ms. Schweikert has been quoted in The New Times, Entrepreneur, and Forbes. She enjoys reading, writing, and is proud of her greatest accomplishment; being mother to her four beautiful children.

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China announces it will build a thorium salt based reactor

Machine learning

Play Episode Listen Later Jun 30, 2022 4:03

1. In 2011, lightbridge share price was $6 or 4.8 times book value. 2. Lightbridge technology could reduce radioactive waste from nuclear weapon production 3. The Thorium reactor design could lead to a 50% reduction in volume of Uranium 4. Lightbridge reactors could result in a 90% reduction in long term radio toxicity, after 200 to 300 years 5. Thorium technology could increase reactor power by 30% and lower the cost per megawatt of energy 6. Why is Lightbridge still reporting a loss? (Reference Link) 7. China announced it would build a new thorium based molten salt reactor. 8. Kirk Sorensen's company Flibe Energy is developing a small thorium powered reactor using a liquid salt core. 9. The world has an estimated 4.4 million tons of Thorium (Reference Link) 10. U-233 can be bred from thorium in a blanket 11. U-233 is better than uranium-235 and plutonium-239, because of its higher neutron yield per neutron absorbed 12. When U238 absorbs a neutron, it transmutes into U239 rapidly decaying into neptunium-239 and then into plutonium-239 --- Send in a voice message: https://anchor.fm/david-nishimoto/message

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Lightbridge (LTBR) CEO On How Nuclear Power Can Alleviate The Energy Crisis

ceo president nuclear power energy crisis alleviate lightbridge

Play Episode Listen Later Jun 14, 2022 7:30

Lightbridge (LTBR) is a nuclear fuel technology company. President and CEO, Seth Grae, discusses how nuclear energy can help alleviate the energy crisis. He talks about what's next for LTBR and the outlook for nuclear power in 2022. He then goes over how geopolitical tensions impact nuclear power use. Tune in to find out more.

Gear n Gadgets - CRLS Lightbridge, Alpha 18

The Practical Filmmaker

Play Episode Listen Later Apr 1, 2022 5:51

On this episode of G&G David George reviews the CRLS Lightbridge 100 and Alpha 18K. He talks about what it's like to use them on set and how they compare to the Arri Max 18K. Watch to learn more about the different roles the HMI lights play on set and what to look for when choosing one that works for you.Connect with the Practical FilmmakerFollow The Practical Filmmaker on InstagramWatch more episodes on YouTubeFind more filmmaking resources

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Gear n' Gadget - Lightbridge CRLS Reflector Teaser Review

The Practical Filmmaker

Play Episode Listen Later Mar 17, 2022 3:21

This week David George gives you a quick comparison of the Lightbridge vs. the shiny board. He'll be doing an update with experience on set, on whether or not the cost for the Lightbridge ($3500) is worth it over the traditional $350 shiny board.Connect with the Practical FilmmakerFollow The Practical Filmmaker on InstagramWatch more episodes on YouTubeSupport the showFind more filmmaking resources

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Lightbridge (LTBR) CEO On Nuclear Fuel Technology

technology fuel nuclear lightbridge

Play Episode Listen Later Feb 25, 2022 9:33

Lightbridge (LTBR) is a nuclear fuel technology company with subsidiaries including Lightbridge International Holdings and Thorium Power. The company president and CEO Seth Grae joins Market On Close to discuss the company's latest innovations and what's ahead as well as deliver his outlook for nuclear power in 2022 and how geopolitical tensions impact nuclear power use.

Lightbridge (LTBR) CEO On The Nuclear Fuel Technology Stock