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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lightbridge
Lightbridge (LTBR) investor relations material
Lightbridge 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Technology and innovation
Developed a new nuclear fuel for existing and new reactors, aiming to increase power output and safety, with samples currently being tested at Idaho National Laboratory.
Fuel design features a zirconium alloy cladding and a graphite displacer, keeping the center of the rod significantly cooler than current fuels, enhancing safety.
The new fuel eliminates the need for spacer grids, improving water flow and heat transfer, enabling higher reactor power uprates.
Advanced fuel allows for longer refueling cycles, potentially moving from 18 to 24 months, increasing reactor uptime and revenue.
Robust global patent portfolio and ongoing innovation in both fuel design and production methods.
Strategic partnerships and industry collaboration
Strong partnerships with Idaho National Laboratory and the U.S. Department of Energy, providing access to facilities and enriched uranium for testing.
Collaboration with Oklo to explore co-location of fuel fabrication facilities and recycling technologies, leveraging shared needs despite different end products.
Feasibility studies underway for CANDU reactors in Romania, expanding potential market reach.
Participation in the HALEU Consortium alongside major industry players to secure future uranium enrichment supply.
Market drivers and industry trends
Global surge in electricity demand, especially from data centers, AI, and electrification of industry, is driving utilities to seek higher power output and reliability.
Nuclear power's high capacity factor and reliability make it attractive for modern industry compared to coal and natural gas.
U.S. and global policy shifts, including bipartisan support and pledges to triple or quadruple nuclear capacity by 2050, are accelerating industry momentum.
Coal-to-nuclear transition and repurposing of former coal plant sites for small modular reactors present significant growth opportunities.
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Next Lightbridge earnings date
Q4 202525 Feb, 2026
Lightbridge
Next Lightbridge earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Lightbridge Corp. is a nuclear fuel technology company focused on developing advanced nuclear fuel designs to improve the performance and efficiency of nuclear reactors. The company’s proprietary metallic fuel technology is designed to enhance the safety, economics, and power output of both existing and new nuclear reactors. Lightbridge's solutions aim to support clean energy initiatives by offering a more sustainable and efficient approach to nuclear energy production. The company collaborates with nuclear operators, governments, and regulatory bodies to advance its technology within the global nuclear energy market. The company is headquartered in Reston, Virginia, USA, and its shares are listed on the NASDAQ.
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