Oklo Stock Slides As Short Seller Sets Sights On Altman-Backed Nuclear Startup
Oklo Stock Slides As Short Seller Sets Sights On Altman-Backed Nuclear Startup
Benzinga has reached out to Oklo for comment on the Kerrisdale report.Oklo Inc (NYSE:OKLO) shares are trading lower Wednesday after Kerrisdale Capital released a short report claiming the nuclear company is overvalued.
俄克拉荷马公司（纽约证券交易所代码：OKLO）股价周三走低，此前凯里斯代尔资本发布了一份简短的报告，声称这家核电公司的估值被高估了。
What Happened: Short selling firm Kerrisdale announced a short position in Sam Altman-backed nuclear startup Oklo Wednesday morning.
发生了什么：卖空公司凯里斯代尔周三上午宣布对山姆·奥特曼支持的核能初创公司Oklo进行空头头寸。
"Virtually every aspect of Oklo's investment case warrants skepticism," the short seller said.
卖空者说：“俄克拉荷马州投资案例的几乎所有方面都值得怀疑。”
Benzinga has reached out to Oklo for comment on the Kerrisdale report.
本辛加已联系俄克拉荷马州征求对凯里斯代尔报告的评论。
Oklo went public in May through a SPAC merger with Altman's AltC Acquisition Corp. Oklo shares are up about 185% over the last three months, driven by increased optimism around nuclear after multiple big tech companies signed deals with nuclear power startups to help keep up with rising energy demands of data centers.
Oklo于5月通过SPAC与奥特曼旗下的AltC Acquisition Corp的合并上市。在多家大型科技公司与核电初创公司签署协议以帮助满足数据中心不断增长的能源需求之后，俄克拉荷马州的股价在过去三个月中上涨了约185％。
Kerrisdale said the recent momentum in Oklo shares is retail-driven, given that Oklo is a "story stock" with no expected revenue for multiple years. The short seller noted that Oklo has plans to submit a license application to the Nuclear Regulatory Commission (NRC) in 2025 and has said it's targeting its first nuclear deployment by late 2027.
Kerrisdale表示，鉴于Oklo是一股 “故事股”，连续多年没有预期收入，俄克拉荷马州股票最近的势头是由零售驱动的。卖空者指出，俄克拉荷马州计划在2025年向核监管委员会（NRC）提交许可证申请，并表示其目标是在2027年底之前进行首次核部署。
Kerrisdale said it spoke with a former NRC commissioner who believes Oklo's timeline is "beyond optimistic." The short seller said the former NRC commissioner said it would "probably take at least four years" to obtain a license.
凯里斯代尔说，它采访了一位前核管制委员会专员，他认为俄克拉荷马州的时间表 “过于乐观”。卖空者表示，这位前核管制委员会专员表示，获得许可证 “可能至少需要四年时间”。
Kerrisdale also said a former Oklo employee told the short seller the company's senior management team is "very inexperienced." The short seller alleged that Oklo is using "outlandish" fuel cost assumptions in its forecasts and has "lowballed" its projections by a factor of five.
凯里斯代尔还表示，俄克拉荷马州的一位前雇员告诉卖空者，该公司的高级管理团队 “非常缺乏经验”。卖空者声称，俄克拉荷马州在预测中使用了 “古怪的” 燃料成本假设，并将其预测 “降低” 了五倍。
The short seller further highlighted commentary from an "industry participant" who allegedly said if Oklo used "real numbers" in its forecasts, "this program would be over."
卖空者进一步强调了一位 “行业参与者” 的评论，据称该参与者表示，如果俄克拉荷马州在预测中使用 “实数”，“该计划将结束”。
"Many of the expert views shared in this report were pointed and critical of Oklo precisely because SMRs may play a role in meeting our energy goals, but promoting unrealistic timelines and benefits only does a disservice to the industry's cause," the short seller said.
卖空者说：“这份报告中分享的许多专家观点都是对俄克拉荷马州的尖锐和批评，恰恰是因为SMR可能在实现我们的能源目标方面发挥作用，但推行不切实际的时间表和收益只会损害该行业的事业。”
OKLO Price Action: Oklo shares were down 3.35% at $21.07 at the time of publication Wednesday, according to Benzinga Pro.
俄克拉荷马州价格走势：根据Benzinga Pro的数据，截至周三发布时，俄克拉荷马州股价下跌3.35％，至21.07美元。
Photo: courtesy of Oklo.
照片：由 Oklo 提供。
