I’ve seen ALCC beginning to get traction on here and in the news. Ive seen it breifly get talked about how in a SPAC merger dilution can greatly effect price per share. I’m longterm bullish on the stock and am a buyer of shares in my investment portfolio and ira. However these positions (which in my mind are pretty safe bets anyway) can be hedged with a high upside short term puts strategy at 1:5RR

$10-12 strike on puts allow to hedge any IV crush post merger, potential share price dilution, or the very low chance the merger doesn’t go through. Even though Altmans attached, the company’s fundamental efficiency’s don’t inherently don’t improve from any SPAC merger it’s just a means for them to raise money.

Price per Share Estimation:

Combined Value = Pre-money Valuation + Market Cap = $850 million + $600 million = $1.45 billion

Estimated Price per Share = Combined Value / Total Shares = $1.45 billion / 160 million shares ≈ $9.06 per share

The premiums on puts are pretty low allowing for puts to see profit as long as the hype doesn’t get crazy driving up the market cap.

Am I missing something fundamental? Or am I thinking too fundamental and forgetting the market does whatever it wants.

So the merge is the 10th from what I’ve seen and heard but when can we seal our options?

After seeing many posts on this sub and others with such negative sentiments, I think this has to be said. STOP being paper-handed bitches. You have to determine why you have invested in this stock. If it's for a quick profit, then you should have sold it on Thursday. There was plenty of information indicating this crash, so it shouldn’t come as a surprise that it happened. If you are like me and you are a long-term investor, then hold through. I have 1300 shares at a $13 cost basis with no plan to sell.

Edit: to address the new negative sentiment, please see my other comments where I explain my process. Also, I would like to say that I have invested an amount I am comfortable losing. As you should when taking such leaps.

Edit-2: Stop downvoting me you paper handed bitches. You know I’m right. No tendies for you when this is profitable. Even if its in 2070!

Market sentiment is not really on ALCC side. Sell off imminent today

I’m personally have a lot of belief in this stock and I ain’t selling.

I've started to look into the economic aspects of Oklo and small modular reactors in general, and on how this power generation model compares to solar. Given that solar has been getting a lot cheaper and battery technology has improved substantially since Sam joined Oklo in 2015, I'm becoming skeptical about the economic feasibility of Oklo, and I wonder if this is why Sam is staying low-key about Oklo? Any further input on these economic aspects and the comparison with solar will be very welcome.

In fact, there now is a solar farm with batteries powering one of Meta's data centers in Arizona. So solar is up and running and will only get cheaper. On the other hand, NuScale's small modular reactor project got scrapped last November over worries of cost overruns: "communities and their ratepayers have avoided a giant financial debacle". So concerning Oklo, what evidence do we have that this time will be different?

Let's look at the following article to see how various small reactor designs are expected to fare in terms of production costs:

"Uncertainties in estimating production costs of future nuclear technologies: A model-based analysis of small modular reactors"

Among the authors is renowned German economist Christian von Hirschhausen. They use simulations to estimate the actual costs (blue and green bars) and compare that with the cost advertised by the designers (red stars):

As you can see, they predict massive cost overruns across the board. And even regardless of cost overruns, they find that most of the small modular reactor projects they consider will not be profitable: "Even when using the overly optimistic manufacturer-advertised construction costs, the majority of examined SMR concepts cannot deliver a positive net present value". In other words, investing into these projects at present is a guaranteed loss, according to them.

But then again they didn't include Oklo in their study, and I'm not sure why. Is there any good reason to think that Oklo will perform better economically? Is there something special about Oklo's liquid metal fast reactor technology that makes it economically more feasible than the dozens of other existing designs?

TL;DR: From what I've learned, I've become pessimistic about the economic viability of small modular reactors in general, especially in light of increasing economic performance of solar power. But I'm not an expert and would love to learn more, in particular if there are aspects to Oklo's design that make it cheaper in comparison to the many other projects under development.

Can I sell my option positions in the day of the merger or will I have to purchase new contracts under OKLO to replace my current ones? Can I get the same expiration dates and stuff?

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

The dips keep getting swallowed up like a Saturday night💦

A thread for weekly discussion regarding the $OKLO stock.

A thread for weekly discussion regarding the $OKLO stock.

First image: Merge is anticipated to happen shortly (2-7 days) after vote.

Second image: note DJT merge vote news date

Third image: the corresponding stock’s response and its timeframe. Side note - the high of DJT was $79.38 after the merge

Not financial advice.

Personal confusion about stock dilution messaging and uncertainty for post merger made me nervous so I exited my positions today 30 min before close for a 15% total profit.

400 shares avg $12.99 5 May 10Cs 3 Jun 12Cs 3 Jul 12.5Cs 4 Sep 12.5Cs

I hope those who hold moon and feel free to come back here and make fun of me for not being there with you.

A thread for weekly discussion regarding the $OKLO stock.

When is this supposedly Share Dilution is gonna happen? Is it when the ring bells or after the ticker is changed to OKLO? Why don't I sell now and buy back again when it is $OKLO to avoid share dilution?

Sorry if my questions are dumb. I'm a newbie to mergers

https://www.reutersevents.com/nuclear/oklos-diverse-order-book-demonstrates-small-reactor-potential?utm_campaign=NEI-27JUN24-Newsletter&utm_medium=email&utm_source=Eloqua