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为好奇的投资者而做。

首页/LTBR/申报文件变化

LTBR 最新10-Q变化

将 LTBR 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。

对比:10-Q · 2026-11-04 与上一份 10-Q · 2026-08-06

章节结果新增删除微调未变
管理层讨论与分析文字有新增/删除+54−37~1822
市场风险(第3项)无段落级文字变化0001
控制与程序文字有新增/删除00~21
法律诉讼无段落级文字变化0001
风险因素部分风险因素更新+70~10
其他信息文字有新增/删除+4−100

计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。

代表性摘录

每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。

管理层讨论与分析

相对上期新增的文字 · 来源:10-Q · 2026-11-04

  • The long-term milestones marking progress towards development and commercialization of nuclear fuel assemblies include, among other matters:
  • irradiating nuclear material samples and prototype partial-length fuel rods with enriched uranium in test reactors;
  • conducting post-irradiation examination of irradiated material samples and/or prototype partial-length fuel rods;
  • performing advanced computer modeling and simulations to support fuel qualification;
  • entering into one or more lead test rod/assembly agreements with host reactors;

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • The long-term milestones marking progress towards development and commercialization of nuclear fuel assemblies include, among other matters, irradiating nuclear material samples and prototype fuel rods with enriched uranium in test reactors, conducting post-irradiation examination of irradiated mate…
  • Development of a Pilot-Scale Facility and Future Lightbridge Expandable Fuel Facility
  • The Company is evaluating a potential site location and developing a conceptual design for a Lightbridge Expandable Fuel Facility (LEFF) to support the possible future fabrication of Lightbridge Fuel™ for use in commercial reactors. The Company also continually evaluates a variety of strategic oppor…
  • In connection with these efforts, the Company may decide, from time to time, to apply to programs available through various governmental agencies that offer funding, regulatory flexibility, or other support related to the advancement of its nuclear fuel technology. Such programs may require signific…
  • The construction of a pilot-scale facility could commence as early as 2027, subject to various factors, including those described below. This initiative would represent a significant potential expansion of the Company’s operations beyond its current R&D activities. While the scope, timing, and cost …

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-11-04

  • The development and construction of the Pilot Factory will require substantial capital expenditures, and our current estimates of the cost, timing and scope of the project may change materially.
  • In connection with our participation in the U.S. Department of Energy’s (DOE) Nuclear Energy Launch Pad program, we intend to develop and construct our planned Lightbridge Fuel Pilot Factory (Pilot Factory) at Idaho National Laboratory (INL). Based on preliminary estimates, we currently expect the d…
  • The actual cost, timing and scope of the Pilot Factory may differ materially from our current expectations as engineering, design, procurement and construction planning activities progress. Factors that could increase costs or delay completion include changes in project scope or design, increases in…
  • The Pilot Factory requires DOE authorization, INL site access arrangements, safety and environmental approvals, availability of nuclear material/high-assay low-enriched uranium (HALEU), facility design approval, procurement and qualified nuclear personnel. As of September 30, 2026, we had not entere…
  • Although we currently expect to fund anticipated Pilot Factory expenditures from our existing cash and financial resources and, as appropriate, proceeds from equity financings, including our at-the-market offering program, our available resources must also support our other research and development,…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-11-04

  • The adoption or termination of contracts, instructions or written plans for the purchase or sale of our securities by our Section 16 officers and directors for the three months ended September 30, 2026, each of which is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under t…
  • Andrey Mushakov, Executive Vice President & Chief Operating Officer, entered into a Rule 10b5-1 Plan on September 28, 2026. Mr. Mushakov’s plan provides for the sale, subject to certain price limits, of up to 108,626 shares of the Company’s common stock in the aggregate, which includes 58,200 shares…
  • Mark Tobin, Director, entered into a Rule 10b5-1 Plan on September 29, 2026. Mr. Tobin’s plan provides for the sale, either at market price or subject to certain price limits, of up to 20,314 shares of the Company’s common stock in the aggregate, which includes 10,314 shares subject to future vestin…
  • For the three months ended September 30, 2026, no other director or officer of the Company adopted, modified or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • On April 1, 2026, Mark Tobin, Director, terminated a previously existing trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act. The plan, which was adopted on September 30, 2025, provided for the sale at market price of up to 15,000 shares of the C…

如何读 10-Q 的风险因素(第 1A 项)

10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:

  • 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
  • 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
  • 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。

这只是对文件结构的客观描述,不构成对风险高低的判断。

数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议

LTBR 更多分析

LTBR 全览LTBR 量化评级LTBR 公允价值(DCF)LTBR 同业对比LTBR 营收历史LTBR AI 深度研报