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Sunday, November 8, 2026

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41 Stock Pitches (2nd-8th November) 🟢

Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111 million against a $125 million market value.

BDCO $116M
Capital Employed 4 clicks

From X

@StableBread

Fajasy on X

Nuclear should bring in $3.7B of the $3.8B of revenue BWX Technologies $BWXT expects in 2026. $BWXT builds nuclear reactors and their heavy components, manufactures nuclear fuel, then services reactors once they’re running. It reports two segments: → Government Operations (73% of 2025 segment revenue, $2,350.1M): Reactors and fuel for the Navy’s submarines and aircraft carriers, uranium processing for the government, microreactor programs, and stakes in the joint ventures running government nuclear sites (booked as equity income, not revenue). → Commercial Operations (27%, $853.1M): Steam generators (heat exchangers turning reactor heat into steam), reactor pressure vessels, fuel, and field services for power utilities, mostly in Ontario. Also Kinectrics (a Toronto-based nuclear engineering and testing firm acquired in 2025) and a medical isotope unit $BWXT is selling. Naval propulsion is the core, at “a little bit less than 1/2” of revenue, CEO Rex Geveden said at $BWXT’s Investor Day on September 29, 2026. Special materials (the government uranium business) makes up 15-20%, and commercial power ~30%. The U.S. government accounted for 68% of 2025 revenue, directly or through prime contractors, down from 76% in 2024 as the commercial side grew. Four large utilities accounted for another 17%, per the FY2025 10-K. What keeps the Navy from switching suppliers is licensing. Only two plants in the U.S. hold Nuclear Regulatory Commission (NRC) licenses to produce fuel from high-enriched uranium (HEU, enriched to 20% or more, which is what naval reactors run on). Both belong to $BWXT (Nuclear Fuel Services in Erwin, Tennessee, and its Lynchburg plant), and the 10-K calls Nuclear Fuel Services “the sole provider of nuclear fuel for the U.S. Navy.”

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NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B
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