Good morning everyone,
Yesterday, while doing some research, I became aware of a stock report that $BWXT (+1,11%) has illuminated intensively. I found the statements interesting and also think it has long-term potential. I haven't noticed it here yet, as it is a bit outside the well-known defense hype stocks.
But perhaps one or two people have already invested.
Here are a few excerpts from the report.
BWX: Extreme power for AI, Mars + Navy
Highly explosive statements by Putin's deputy Medvedev on Telegram.
dew on Telegram. He referred to Trump on the
"the dangerousness of the Dead Hand - a semi-automatic
nuclear second-strike system, which in the event of a first strike against Moscow would automatically (even in the event of the death of
a nuclear retaliatory strike (even if President Putin dies).
could be triggered. Trump reacted by repositioning submarines
of submarines that are nuclear-powered and operate far away from the
USA could operate in the Russian area. And this is where
BWX comes into play. The US technology company was
founded back in 1867 and has become a quasi-monopolist
for special nuclear propulsion systems for the US military. BWX supplies the nuclear propulsion systems
for the Virginia-class submarines and the Columbia-class
submarines and the propulsion for Gerald R. Ford class aircraft carriers.
R. Ford class aircraft carriers. The Navy awarded BWX contracts worth
contracts worth 2.1 billion dollars to supply new, critical components for
components for Columbia- and Virginia-class submarines and
class submarines and Ford-class aircraft carriers.
carriers. And BWX followed up on July 17, 2025: The US
Navy ordered a further 2.6 billion dollars
components for the Virginia class (nuclear-powered fighter
submarines), the Columbia class (new submarines with ballistic missiles) and for the Ford class.
missiles) and for the Ford class.
The major order extends over a period of
six to eight years.
At the same time, BWX succeeds in utilizing the advantages of CO2-neutral
nuclear power more and more for civilian purposes.
In nuclear medicine, BWX Technologies develops radiopharmaceuticals for therapeutic and diagnostic purposes.
purposes. BWX recently proudly announced: "We have strengthened our
position in the field of Actinium-225 - a therapeutic
a therapeutic isotope with promising applications in cancer
applications in cancer treatment." In the new
BWX investor presentation mentions 90 radiopharmaceuticals in the
ticals in the pipeline. Already at universities
US talents can already work on BWX research reactors on
working on new applications for the future.
New and smart: small SMR reactors
The ramp-up of so-called small modular reactors
Modular Reactors (SMR). Nvidia boss Jensen Huang recently said that
recently said that the advantage of the USA is that the government has
understood the importance of providing more power for the
for the AI revolution. Energy is the bottleneck; the
bottleneck; AI data center capacity is expected to more than double by
more than double by 2030. That is why 38
percent of operators (previously 13 percent) want to partly
modern power generation themselves. Internet giant
Meta is planning several such mini-reactors from 2030 for its
its AI expansion plans. Meta has also committed itself to climate
energy from conventional nuclear power from 2027
for which BWX also provides services.
In addition to Meta, Amazon and Google signed a
and Google signed an appeal in March and "agree that
nuclear energy capacity should at least triple by 2050 to
at least threefold by 2050 to ensure greater energy security and
resilience and a continuous, stable and clean energy
clean energy supply." BWX has therefore
a contract to manufacture the reactor pressure vessel
for the BWRX-300 small modular reactor (SMR) from GE Hi
tachi Nuclear Energy - the first of its kind in the
of its kind in the Western Hemisphere. Thanks to a design
simplification, this type of SMR is expected to be up to 60 percent
cheaper than previous SMRs and will be in operation in Canada from 2030.
go into operation in Canada as early as 2030. There is also interest in Poland, Hungary, Sweden
and Estonia are also interested in this addition
to solar and wind power. Microreactors could in future
the basis for AI power plants and thus the development of new
the development of new medicines, robots and large language
models. The SMR market potential by 2040 is estimated at
is estimated at 300 billion dollars according to the World Economic Forum.
In addition to the civilian perspective, BWX is addressing the opportunities in the
defense sector. News from July 24: The BWX Innova-
tion Campus in Virginia begins construction of the reactor
core for the Pele microreactor. Pele is a demonstration
microreactor with 1.5 megawatts of electrical power
power, which is being developed for the US Department of Defense
Department of Defense and is due to be in operation from 2028. The advantage:
When US soldiers or drones and autonomous battalion vehicles operate
vehicles in the desert, for example, without a connection to the
grid, the gas-cooled reactor can supply electricity for up to
supply electricity for up to three years. There should be little danger to the environment
exist: The reactor is operated with TRISO fuel.
with HALEU (High-Assay Low-Enriched Uranium),
which can withstand even extreme temperatures and poses
"very low environmental risk". BWT
President Kate Kelly: "This is a significant milestone
milestone and a breakthrough in safe and reliable nuclear energy
nuclear energy technology - with potential far beyond the
far beyond the military sector." Backing is given:
In May 2025, Trump ordered the deployment of advanced nuclear
nuclear technologies for national security. In addition to
civilian applications on Earth, BWX assistance can also be
speculated for Mars missions. BWX has experience
experience - even if not every research project becomes reality.
become reality. In 2023, for example, BWX was awarded the contract by NASA,
NASA to work with Lockheed Martin on a nuclear-powered rocket
which was to be launched from 2027. The long-term goal is
Journeys to Mars. This particular project is on ice - but
but nuclear power for energy in space remains conceivable thanks to progress
conceivable thanks to advances made by Pele. BWX currently has its hands full
to meet the demand for modernization and upgrades on Earth.
Earth. 8,700 BWX employees are supplying
ammunition for US tanks and help to professionally dismantle old nuclear
nuclear power plants professionally. With a
stock market value of 14 billion dollars, the order backlog is
order backlog is a high 4.8 billion dollars. As aircraft carriers
and submarines are expensive and complex, costing tens of billions of
and complex, the US government has long-term plans with suppliers
suppliers such as BWX for the long term - BWX speaks of a visibi-
of 30 years for major US naval projects - which explains the
explains the increased P/E valuation (40). Chart and SMR
prospects intact and exciting Mars fantasy.
What do you think? Is $BWXT (+1,11%) an interesting investment opportunity?
