The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Gianarikas - Canaccord Genuity - Analyst
: Hi, everyone. Thank you for taking my questions. Maybe if you could provide us a little bit more color on your discussions with some of the data
center companies, the hyperscalers. To the extent there are bottlenecks in the deployment of your reactors, is it possibly due to the fact that there
aren't independent third parties who are willing to provide the risk capital and maybe own the reactor? To what extent can ENTRA1 play a role in
helping to fill that void? Thank you.
Question: George Gianarikas - Canaccord Genuity - Analyst
: Got it. Thank you. And maybe as a follow-up, can you maybe comment on any momentum? You did make some comments on what's happening
in the UK, but outside of the UK, any highlights, any momentum maybe in other geographies in Europe and Asia? Thank you.
Question: George Gianarikas - Canaccord Genuity - Analyst
: Thanks.
Question: Marc Bianchi - TD Cowen - Analyst
: Thank you. A lot of talk about data centers the last couple of quarters here, not just from you guys, but we hear it everywhere you look in the market.
What's the timeline to get a project announced?
Question: Marc Bianchi - TD Cowen - Analyst
: Okay. On Romania, it's nice to see moving to Phase 2 FEED here. What's the timeline for that process? When will we expect to hear more about
that?
Question: Marc Bianchi - TD Cowen - Analyst
: And the revenue that you talked about in the slides and in the comments is related specifically to the Phase 2 FEED. It would seem that way if you're
talking about the next 12 months. And then, any steer you can give us on the magnitude of opportunity there?
Question: Marc Bianchi - TD Cowen - Analyst
: Good. Thank you. You?
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AUGUST 08, 2024 / 9:00PM, SMR.N - Q2 2024 Nuscale Power Corp Earnings Call
Question: Marc Bianchi - TD Cowen - Analyst
: Yes. Okay. Maybe to ask you another number question. Can you say what cash from operations was in the quarter? I know we'll get it in the Q, but
just so that we could frame a discussion about where that might go.
Question: Marc Bianchi - TD Cowen - Analyst
: Okay. That make sense. Thanks, Ramsey.
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Yeah. HI, guys. Thanks for taking my questions. Just to follow up on RoPower, could you remind us what the next steps are beyond FEED Phase 2
and the potential timing around those next steps?
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AUGUST 08, 2024 / 9:00PM, SMR.N - Q2 2024 Nuscale Power Corp Earnings Call
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Okay. Thanks, John.
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Would you expect revenue to start contributing in 3Q related here?
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Okay. Thanks, Ramsey. And then just one more, I guess. Can you talk about the competitive landscape today, not only on the SMR and nuclear side,
but when you're talking to data center customers and others, are you also competing against other types of technologies?
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Great. Thanks for that color, guys. I'll turn it back.
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