Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
December 2026
- 31highPolicyWestinghouse/US government definitive agreements replacing the binding term sheetConversion of the October 2025 $80B partnership term sheet into definitive agreements (and the government's 20%-above-$17.5B participation/warrant) is the structural reprice trigger for CCJ and BEP and the precursor to any Westinghouse IPO.
- 16mediumProgramXEXe-100 construction permit — NRC 18-month review milestoneThe Xe-100 construction permit on its 18-month NRC clock is the regulatory gate that converts X-energy from a license call-option into a buildable orderbook for the Amazon/Energy Northwest and Dow projects.
Past
- 2026-08-06X-Energy Q2 2026 earnings — first full quarter as a public company
- 2026-07-31Cameco Q2 2026 earnings — Westinghouse equity contribution