Company coverage
Research snapshot 2026-08-31
Research activity
LTBR 73 trade records · 23 option records · 2025-08-22 → 2026-07-02Moat
Narrow (IP-Based, Pre-Revenue)Lightbridge's moat is almost entirely intellectual property: 120+ patents covering proprietary metallic nuclear fuel technology that operates ~1,000°C cooler than standard fuel and enables power uprates in existing reactors. Strategic partnerships w…
Physical assets
MinimalPre-revenue R&D company. Physical assets are essentially a strong balance sheet and access to DOE/INL testing facilities. No manufacturing plants, no production lines, no mines.
Software / hardware
Software20%
Hardware80%
Growth. INL irradiation testing validation unlocks licensing pathway for metallic fuel that can uprate existing reactors 10-30% without new construction — a $50B+ retrofit TAM. Primary assets. 120+ nuclear fuel patents (metallic fuel technology), DO…
- manual · sw-hw
Growth. INL irradiation testing validation unlocks licensing pathway for metallic fuel that can uprate existing reactors 10-30% without new construction — a $50B+ retrofit TAM. Primary assets. 120+ nuclear fuel patents (metallic…
- manual · physical-assets
Pre-revenue R&D company. Physical assets are essentially a strong balance sheet and access to DOE/INL testing facilities. No manufacturing plants, no production lines, no mines.
- manual · moat
Lightbridge's moat is almost entirely intellectual property: 120+ patents covering proprietary metallic nuclear fuel technology that operates ~1,000°C cooler than standard fuel and enables power uprates in existing reactors. Stra…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-02 | SELL | Equity | +55% |
| 2026-06-22 | EXPIRED | CALL option | 0% |
| 2026-06-22 | EXPIRED | CALL option | 0% |
| 2026-05-27 | SELL | Equity | +1% |
| 2026-05-21 | SELL | Equity | +100% |
| 2026-05-20 | SELL | CALL option | +10% |
| 2026-05-20 | BUY | CALL option | +1% |
| 2026-05-18 | SELL | Equity | +25% |
| 2026-05-18 | SELL | Equity | +31% |
| 2026-05-15 | BUY | CALL option | +2% |
| 2026-05-15 | SELL | CALL option | +3% |
| 2026-05-14 | SELL | CALL option | +2% |
| 2026-05-14 | BUY | CALL option | +2% |
| 2026-05-12 | BUY | CALL option | +9% |
| 2026-05-12 | SELL | CALL option | +3% |
| 2026-05-04 | BUY | CALL option | +2% |
| 2026-05-04 | SELL | CALL option | +7% |
| 2026-04-29 | SELL | Equity | +7% |
| 2026-04-28 | BUY | Equity | +1% |
| 2026-04-17 | SELL | CALL option | +4% |
| 2026-04-17 | BUY | CALL option | +4% |
| 2026-04-06 | SELL | CALL option | +2% |
| 2026-03-10 | SELL | CALL option | +2% |
| 2026-02-18 | BUY | Equity | +16% |
Notes
Full portfolio moat / asset analysis
Lightbridge's moat is almost entirely intellectual property: 120+ patents covering proprietary metallic nuclear fuel technology that operates ~1,000°C cooler than standard fuel and enables power uprates in existing reactors. Strategic partnerships with DOE/Idaho National Laboratory (active irradiation testing began November 2025) and an MOU with Oklo.
Full portfolio moat / asset analysis
Pre-revenue R&D company. Physical assets are essentially a strong balance sheet and access to DOE/INL testing facilities. No manufacturing plants, no production lines, no mines.
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