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- **Technical Milestones Achieved**: Completed co-extrusion of uranium-zirconium alloy rods and loaded enriched fuel samples into INL's Advanced Test Reactor for irradiation testing.
- **Strategic Partnerships**: Expanded collaboration with Oklo for advanced fuel manufacturing and aligned with $80 billion U.S. government nuclear partnership.
- **Financial Strength**: $153.3 million cash reserves, with increased R&D and G&A expenses reflecting growth investments.
- **Market Momentum**: Global nuclear capacity set to surge 29 GW, driven by policy support and tech sector demand for nuclear-powered data centers.
- **Regulatory Pathway**: Irradiation testing and post-examination data to support NRC licensing, enabling 17% power uprates in existing reactors.

**【CEO Summary Section】**
- Achieved significant technical milestones in fuel development, including co-extrusion of an 8-foot rod at Idaho National Laboratory (INL) and successful loading of enriched uranium-zirconium alloy samples into the Advanced Test Reactor for irradiation testing.
- Expanded collaboration with Oklo to evaluate colocation opportunities for advanced fuel manufacturing, aligning with U.S. government priorities for nuclear energy deployment.
- Inclusion in Russell 2000 and Russell 3000 indexes, reflecting growing institutional recognition and market presence.
- Highlighted potential for Lightbridge Fuel to enable 17% power uprates in existing reactors, aligning with federal policies supporting nuclear efficiency and recycling.
- Noted global momentum in nuclear energy, with 29 GW of new capacity projected and increasing demand from major tech companies for nuclear-powered data centers.

**【CFO Financial Commentary】**
- Strong liquidity position with $153.3 million in cash and cash equivalents as of Q3 2025, providing a multiyear cash runway for R&D and operations.
- Increased R&D expenses to $5.3 million (up $2.1 million YoY) due to INL project costs and employee compensation.
- G&A expenses rose to $9.2 million (up $3.5 million YoY) driven by professional fees, consulting, and stock-based compensation.
- Interest income grew to $2.1 million (up 110% YoY) from higher cash balances invested in U.S. treasuries.
- No debt or dilutive securities, maintaining a clean capital structure.

**【Technical & Regulatory Updates】**
- Presented 3 peer-reviewed papers at TopFuel 2025, demonstrating Lightbridge Fuel's superior safety performance in accident scenarios, manufacturability through co-extrusion modeling, and enhanced economic benefits for utilities.
- Irradiation testing at INL using the FAST method will accelerate data generation for regulatory licensing, with post-irradiation examination activities planned to inform NRC submissions.
- Expanded engineering team recruitment to support accelerating development timelines and regulatory engagement.

**【Strategic Partnerships & Market Trends】**
- $80 billion U.S. government partnership with Westinghouse, Cameco, and Brookfield to build new reactors, signaling policy support for domestic nuclear resurgence.
- U.S.-Japan agreement on next-gen reactors and U.S. Army's Janus Program for nuclear power at military installations by 2028, creating deployment pathways for Lightbridge Fuel.
- Global nuclear capacity expansion, with 20 countries committing to triple nuclear energy by 2050, driving demand for advanced fuels.


Lightbridge Corporation(LTBR)-20251107-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

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Income Tax Expense

Current Income Tax

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Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

LTBR

LTBR fundamentals

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