In short: One of the five Army selections and one of the four firms that reached criticality this year under the DOE program; raised $370 million last month at a $2.1 billion valuation. Two of the article's three de-risking markers, but private, pre-revenue and carrying the same commercial question as the rest: the military order does not prove a civilian market exists.
Antares was one of the Army's five selections and one of the four companies whose test reactor reached criticality this year — the equivalent of turning the key and having the engine catch. It raised $370 million last month at a $2.1 billion valuation.
Two of the three de-risking markers in this article, then, which is more than most. What it still lacks is the same thing they all lack: proof that anyone outside the military will buy the product. No microreactor has a commercial operating licence, and the economics off a base are precisely what the article's skeptic disputes. It is also private, so it is a data point for pricing the listed names rather than something to own.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.