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Nuscale Power vs Shandong Zhongji Electrical Equipment: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Nuscale Power Corp (SMR)

Q3 2026
▼3▲1

NuScale's Promise Grows but Cash Burn and Delays Dominate

  • Potential TVA Deal and Policy Tailwinds A possible 6 GW power purchase agreement with TVA by end-2026, plus Trump's executive order targeting 400 GW of U.S. nuclear by 2050 and House passage of the Ratepayer Protection Act, could boost future demand.

    These are new positive catalysts that could drive future orders and investor optimism.

  • Massive Cash Burn and Dilution NuScale burned $750 million last year and raised another $750 million by selling shares, diluting existing holders. Q2 revenue fell 99% to just $75,000, with no commercial sales expected before 2030.

    This highlights the severe financial strain and shareholder dilution that weigh on the stock.

  • Legal Probe and Analyst Downgrade A legal probe into ENTRA1 disclosures and UBS downgrading the stock to Sell with a $6 target add uncertainty. Heavy short interest (18% of shares loaned) shows many investors bet on further declines.

    These new negative events increase risk perception and selling pressure.

  • Deployment Delays and Stronger Competitors Reactors won't be deployable until the early 2030s, with rising costs and no binding customer funding. Competitors like GE Vernova are already building, putting NuScale at a disadvantage.

    This underscores the long timeline and competitive threats that keep the stock speculative.

September 2026
▲2▼2

NuScale's TVA Deal Hopes Clash With UBS Downgrade and Cost Fears

  • TVA 6GW Deal Could Be Largest U.S. Nuclear Contract NuScale is in talks with the Tennessee Valley Authority for a 6-gigawatt project — potentially the biggest SMR deployment ever. A signed power purchase agreement would lock in a customer and let construction start, lifting the uncertainty that has kept the stock cheap. Talks continue toward a year-end deal.

    This is the single biggest potential catalyst for SMR's future revenue and the main reason the stock can move higher.

  • UBS Downgrades to Sell, Cuts Price Target to $6 UBS downgraded NuScale to Sell and slashed its price target to $6 from $10, saying firm customer orders are hard to win while rivals are already building. It expects only 2-4 advanced reactor designs to scale, and sees NuScale burning about $700 million through 2028 with losses until 2030. Shares fell 13%.

    A major analyst turning negative on orders and cash burn directly pressures the stock and frames the bear case.

  • Rising Costs and No Binding Customer Funding Yet A study suggests NuScale's operating costs could exceed earlier projections and even current electricity prices, raising doubts about project profitability. The company still has no binding financial commitment from its main customer before construction. Investors are watching whether a firm deal is signed before the end of 2026.

    Cost overruns and missing customer money are the core risks that could delay or kill projects and hurt the stock.

  • Technical Milestones and House Bill Lift Nuclear Names NuScale fabricated boron-oxide pellets for its emergency cooling system, moving a key component toward mass production. Separately, the House passed the Ratepayer Protection Act, which would make data centers pay for the power upgrades they cause; nuclear developers like NuScale jumped 10% on the news, though the bill still needs Senate approval.

    These are fresh, concrete signs of technical progress and supportive regulation that can improve sentiment and demand for SMR.

Latest
▲2▼2

NuScale's TVA Deal Hopes Clash With UBS Downgrade and Cost Fears

  • TVA 6GW Deal Could Be Largest U.S. Nuclear Contract NuScale is in talks with the Tennessee Valley Authority for a 6-gigawatt project — potentially the biggest SMR deployment ever. A signed power purchase agreement would lock in a customer and let construction start, lifting the uncertainty that has kept the stock cheap. Talks continue toward a year-end deal.

    This is the single biggest potential catalyst for SMR's future revenue and the main reason the stock can move higher.

  • UBS Downgrades to Sell, Cuts Price Target to $6 UBS downgraded NuScale to Sell and slashed its price target to $6 from $10, saying firm customer orders are hard to win while rivals are already building. It expects only 2-4 advanced reactor designs to scale, and sees NuScale burning about $700 million through 2028 with losses until 2030. Shares fell 13%.

    A major analyst turning negative on orders and cash burn directly pressures the stock and frames the bear case.

  • Rising Costs and No Binding Customer Funding Yet A study suggests NuScale's operating costs could exceed earlier projections and even current electricity prices, raising doubts about project profitability. The company still has no binding financial commitment from its main customer before construction. Investors are watching whether a firm deal is signed before the end of 2026.

    Cost overruns and missing customer money are the core risks that could delay or kill projects and hurt the stock.

  • Technical Milestones and House Bill Lift Nuclear Names NuScale fabricated boron-oxide pellets for its emergency cooling system, moving a key component toward mass production. Separately, the House passed the Ratepayer Protection Act, which would make data centers pay for the power upgrades they cause; nuclear developers like NuScale jumped 10% on the news, though the bill still needs Senate approval.

    These are fresh, concrete signs of technical progress and supportive regulation that can improve sentiment and demand for SMR.

August 2026
▼4

NuScale's Cash Burn, Delayed Reactors, and New Share Sale Weigh on Stock

  • Q2 revenue collapses and $750M share sale dilutes holders NuScale reported Q2 revenue of just $75,000, down 99% from a year ago, and filed to sell another $750 million in shares. That means more stock will be created, shrinking each existing share's slice of the company, and the lack of sales shows it is still far from making money.

    This is the most direct new negative for the stock, showing both dilution and no revenue.

  • Reactors won't be ready until early 2030s, missing near-term AI demand A new report says NuScale's reactors won't be deployable until the early 2030s, so they can't power AI data centers that need electricity now. That pushes revenue far into the future and makes the stock a long-term bet, not a near-term solution.

    This explains why the AI-driven demand story isn't translating into near-term sales for NuScale.

  • Competitors with real revenue and projects pull ahead GE Vernova is building an SMR in Ontario and has $11 billion in quarterly revenue, while only Cameco and Centrus actually sell nuclear fuel today. NuScale has just $10.7 million in trailing sales, so investors may favor rivals that already have cash and projects.

    Shows NuScale is losing the race to better-funded competitors, a key risk to its future orders.

  • Short sellers profit as SMR stocks slide, with 18% of NuScale shares loaned out Short sellers have made over $2 billion betting against NuScale and peers, and 18% of NuScale shares are still on loan. That heavy short interest can add selling pressure and signals many investors expect the stock to keep falling.

    This highlights persistent negative sentiment and a technical overhang on the stock.

▼4

NuScale's Cash Burn, Delayed Reactors, and New Share Sale Weigh on Stock

  • Q2 revenue collapses and $750M share sale dilutes holders NuScale reported Q2 revenue of just $75,000, down 99% from a year ago, and filed to sell another $750 million in shares. That means more stock will be created, shrinking each existing share's slice of the company, and the lack of sales shows it is still far from making money.

    This is the most direct new negative for the stock, showing both dilution and no revenue.

  • Reactors won't be ready until early 2030s, missing near-term AI demand A new report says NuScale's reactors won't be deployable until the early 2030s, so they can't power AI data centers that need electricity now. That pushes revenue far into the future and makes the stock a long-term bet, not a near-term solution.

    This explains why the AI-driven demand story isn't translating into near-term sales for NuScale.

  • Competitors with real revenue and projects pull ahead GE Vernova is building an SMR in Ontario and has $11 billion in quarterly revenue, while only Cameco and Centrus actually sell nuclear fuel today. NuScale has just $10.7 million in trailing sales, so investors may favor rivals that already have cash and projects.

    Shows NuScale is losing the race to better-funded competitors, a key risk to its future orders.

  • Short sellers profit as SMR stocks slide, with 18% of NuScale shares loaned out Short sellers have made over $2 billion betting against NuScale and peers, and 18% of NuScale shares are still on loan. That heavy short interest can add selling pressure and signals many investors expect the stock to keep falling.

    This highlights persistent negative sentiment and a technical overhang on the stock.

July 2026
▲2▼2

NuScale's Promise Grows but Cash Burn and Legal Probe Loom

  • TVA Deal and AI Nuclear Demand NuScale expects a TVA power purchase agreement by end-2026 that could unlock a 6 GW project and positive cash flow. AI-driven nuclear demand, including Nvidia's CEO endorsement, supports future orders.

    This is a new positive catalyst that could materially improve NuScale's outlook.

  • Trump Executive Order on Nuclear A Trump executive order targets 400 GW of U.S. nuclear capacity by 2050, providing a favorable policy backdrop for small modular reactors like NuScale's.

    This is a new regulatory and political tailwind that could boost demand for NuScale's technology.

  • No Sales, Cash Burn, Dilution Risk NuScale has no commercial sales, with revenue unlikely before 2030, and burned $750 million last year. This risks further dilution and pressures the stock.

    This is a new negative financial detail that highlights the company's cash challenges.

  • Legal Probe into ENTRA1 Disclosures A legal probe into whether officers misled investors about partner ENTRA1 adds reputational and management risk, weighing on sentiment.

    This is a new legal risk that could harm investor confidence and the stock price.

▲3▼1

NuScale's path hinges on TVA deal as AI nuclear demand grows

  • TVA power purchase agreement expected by end of 2026 NuScale expects to finalize a long-term power purchase agreement with the Tennessee Valley Authority by the end of 2026. This deal would unlock construction of a 6 GW reactor system and could make the company cash flow positive, a major step toward real revenue.

    This is the most concrete near-term catalyst that could resolve funding uncertainty and validate the business.

  • Nvidia CEO endorses nuclear for AI, boosting SMR sentiment Nvidia CEO Jensen Huang said many small nuclear reactors will be built in the next six to seven years to power AI. NuScale shares jumped 15.5% on the news, highlighting how AI's massive electricity needs could drive demand for its reactors.

    A high-profile endorsement directly ties AI power demand to NuScale's technology, lifting investor interest.

  • Trump executive order aims to quadruple US nuclear capacity A Trump executive order targets expanding U.S. nuclear capacity from 100 to 400 gigawatts by 2050, with faster regulatory and financing support for small modular reactors. This policy tailwind benefits NuScale, which already has the only NRC-approved SMR design.

    Government support can accelerate licensing and funding, improving NuScale's commercialization odds.

  • Heavy cash burn and no revenue until 2030 raise sustainability concerns NuScale burned $750 million in the last year with negligible revenue, and its projects won't generate sales until 2030 at the earliest. This long wait and ongoing cash needs could force more stock sales, pressuring the share price.

    It is the main counterweight: without near-term revenue, the company depends on external funding and execution.

▼2▲1

NuScale Faces Legal Probe and Slow Sales, but Design Wins Continue

  • Legal investigation into ENTRA1 partner claims Kuehn Law is investigating whether NuScale officers misled investors about ENTRA1, its commercialization partner, which allegedly had never built or financed a major project. This raises legal and reputational risk, and could distract management, weighing on the stock.

    New legal risk directly threatens investor confidence and adds uncertainty to the commercialization story.

  • No commercial sales yet; projects stuck in pre-development NuScale still has not sold a commercial reactor, and its Romania and TVA projects remain in pre-development with concrete results unlikely until the 2030s. This long wait for revenue makes the stock a high-risk bet, especially as AI power demand shifts to nearer-term solutions like fuel cells.

    This is the core reason the stock has fallen 75% and remains under pressure, directly answering why it is moving.

  • Paragon contract advances reactor protection system NuScale awarded Paragon an engineering contract to design the protection system for its certified SMR modules. This shows ongoing technical progress and supply-chain buildout, supporting the case that NuScale is moving toward commercialization even without sales yet.

    New contract demonstrates tangible progress and is a positive counterweight to the negative news.

  • Analyst sees huge long-term upside, but execution risks remain A Motley Fool analysis says NuScale could surge from $9 to over $100 by 2030 if it executes on its pipeline amid a nuclear renaissance. However, the company still has no major revenue and keeps raising cash, so the upside depends on flawless execution over many years.

    Highlights the big-picture bull case and its caveats, helping investors weigh the long-term potential against current risks.

Q2 2026
▲2▼2

NuScale Advances Design but Delays and Insider Selling Weigh

  • Design Progress NuScale awarded a contract to complete final design of key safety systems for its reactor. This moves the technology closer to being ready for construction, a positive step for future revenue.

    Shows concrete technical progress that supports the long-term investment case.

  • AI Data Center Demand SpaceX's IPO prospectus and analyst reports highlight a massive need for power from AI data centers, with small modular reactors like NuScale's seen as a solution. This could bring future orders.

    Identifies a major new source of potential demand that could drive future revenue.

  • Deployment Delays NuScale's first reactors are now not expected until the early 2030s, with repeated delays and cost increases. This pushes revenue further out and raises risk, hurting the stock.

    Directly explains why the stock has fallen and why investors are cautious.

  • Insider Selling and Valuation Insiders sold 460 times more shares than they bought, and former owner Fluor sold its entire stake. The stock trades at 63 times this year's sales, making it expensive and vulnerable to further declines.

    Signals lack of confidence and high valuation, which can pressure the stock price.

June 2026
▲2▼2

NuScale Advances Design but Delays and Insider Selling Weigh

  • Design Progress NuScale awarded a contract to complete final design of key safety systems for its reactor. This moves the technology closer to being ready for construction, a positive step for future revenue.

    Shows concrete technical progress that supports the long-term investment case.

  • AI Data Center Demand SpaceX's IPO prospectus and analyst reports highlight a massive need for power from AI data centers, with small modular reactors like NuScale's seen as a solution. This could bring future orders.

    Identifies a major new source of potential demand that could drive future revenue.

  • Deployment Delays NuScale's first reactors are now not expected until the early 2030s, with repeated delays and cost increases. This pushes revenue further out and raises risk, hurting the stock.

    Directly explains why the stock has fallen and why investors are cautious.

  • Insider Selling and Valuation Insiders sold 460 times more shares than they bought, and former owner Fluor sold its entire stake. The stock trades at 63 times this year's sales, making it expensive and vulnerable to further declines.

    Signals lack of confidence and high valuation, which can pressure the stock price.

▲2▼2

NuScale Advances Design but Delays and Insider Selling Weigh

  • Design Progress NuScale awarded a contract to complete final design of key safety systems for its reactor. This moves the technology closer to being ready for construction, a positive step for future revenue.

    Shows concrete technical progress that supports the long-term investment case.

  • AI Data Center Demand SpaceX's IPO prospectus and analyst reports highlight a massive need for power from AI data centers, with small modular reactors like NuScale's seen as a solution. This could bring future orders.

    Identifies a major new source of potential demand that could drive future revenue.

  • Deployment Delays NuScale's first reactors are now not expected until the early 2030s, with repeated delays and cost increases. This pushes revenue further out and raises risk, hurting the stock.

    Directly explains why the stock has fallen and why investors are cautious.

  • Insider Selling and Valuation Insiders sold 460 times more shares than they bought, and former owner Fluor sold its entire stake. The stock trades at 63 times this year's sales, making it expensive and vulnerable to further declines.

    Signals lack of confidence and high valuation, which can pressure the stock price.

Shandong Zhongji Electrical Equipment Co Ltd (300308.CS)

Q3 2026
▲2▼1

AI demand, Hong Kong listing, buyback drive Zhongji; US trade risks weigh

  • AI-driven demand and record financials Zhongji Innolight's H1 revenue jumped 182% and net profit 242%, fueled by AI demand for optical transceivers. Orders extend into 2027, and Goldman Sachs raised its target to 2,581 yuan, signaling strong growth expectations.

    This point explains the core positive force behind the stock's rally during the period.

  • Hong Kong listing and record buyback The company raised at least $8bn in a Hong Kong listing and announced a record 4–8bn yuan buyback. These moves boosted capital and signaled confidence, supporting the stock price.

    This point highlights major capital actions that directly influenced investor sentiment and price.

  • US trade risks and blacklist The US drafted rules to ban Chinese optical transceiver imports, covering 62% of Zhongji's revenue, and added the company to a Defense Department blacklist. Its Hong Kong debut fell over 8% as a result.

    This point captures the main negative force that pressured the stock during the period.

  • Macro slowdown and easing policy fears China's Q2 GDP slowdown pressured tech stocks, but sentiment later improved as FCC rules excluded the company, easing policy fears. Macro and trade tensions remain key counterweights.

    This point shows the mixed impact of macroeconomic and regulatory factors on the stock.

September 2026
▲3

Zhongji Innolight's AI-driven profit surge and record buyback lift shares

  • Orders extend into 2027, signaling durable demand Zhongji Innolight said many customers have placed orders extending into 2027, far beyond the usual three-month order window. This gives investors confidence that the AI-driven demand boom is not a short-term spike, supporting the stock's high valuation.

    This new detail on order visibility directly addresses whether the AI demand cycle is sustainable, a key driver of the stock.

  • Record 8 billion yuan share buyback plan Zhongji Innolight announced a buyback of 4-8 billion yuan, one of the largest in the A-share market, to fund employee incentives. This signals management's confidence and can support the share price by reducing supply and boosting per-share value.

    The buyback is a major new capital action that directly affects share supply and investor sentiment.

  • US FCC rules exclude Zhongji Innolight, easing policy risk The US FCC finalized rules on September 11 that did not include Zhongji Innolight, easing fears of overseas restrictions. This removes a potential overhang on the stock and supports its outlook for international business.

    This new regulatory development directly reduces a key geopolitical risk for the company.

Latest
▲3

Zhongji Innolight's AI-driven profit surge and record buyback lift shares

  • Orders extend into 2027, signaling durable demand Zhongji Innolight said many customers have placed orders extending into 2027, far beyond the usual three-month order window. This gives investors confidence that the AI-driven demand boom is not a short-term spike, supporting the stock's high valuation.

    This new detail on order visibility directly addresses whether the AI demand cycle is sustainable, a key driver of the stock.

  • Record 8 billion yuan share buyback plan Zhongji Innolight announced a buyback of 4-8 billion yuan, one of the largest in the A-share market, to fund employee incentives. This signals management's confidence and can support the share price by reducing supply and boosting per-share value.

    The buyback is a major new capital action that directly affects share supply and investor sentiment.

  • US FCC rules exclude Zhongji Innolight, easing policy risk The US FCC finalized rules on September 11 that did not include Zhongji Innolight, easing fears of overseas restrictions. This removes a potential overhang on the stock and supports its outlook for international business.

    This new regulatory development directly reduces a key geopolitical risk for the company.

August 2026
▲2▼2

Zhongji Innolight: AI-driven earnings surge offset by US import ban threat

  • First-half earnings surge on AI demand Revenue jumped 182% to 41.78 billion yuan and net profit rose 242% to 13.65 billion yuan, driven by strong demand for high-speed optical modules used in AI data centers. This confirms the company's growth story and supports the stock.

    This is a major new financial result that directly shows the company's strong performance.

  • Buyback and strategic investment The chairman proposed a 4–8 billion yuan buyback, signaling confidence and supporting the share price. A 1.747 billion yuan stake in Jones Tech secures thermal-management technology, lifting Jones Tech shares 20%.

    These are new capital actions that affect investor sentiment and the company's technology position.

  • US import ban threat The Trump administration is drafting rules to ban imports of new Chinese optical transceiver models, threatening a market that provides 62% of revenue. Shares fell sharply on the news.

    This is a new regulatory risk that directly threatens a large portion of the company's sales.

  • Hong Kong IPO debut drops on blacklist The Hong Kong IPO debut fell over 8% after the US Department of Defense added the company to a blacklist over alleged military ties, which the company denies. This weighed on investor sentiment.

    This is a new event that negatively impacted the stock during the period.

▲3

Zhongji Innolight's profit surges and supply-chain investment lift shares

  • First-half profit jumps 242% on AI demand Zhongji Innolight reported first-half revenue of 41.78 billion yuan (up 182%) and net profit of 13.65 billion yuan (up 242%), with a dividend of 12 yuan per 10 shares. This confirms the AI-driven boom is delivering huge profits, which supports a higher share price.

    The blowout earnings are the main new fundamental driver of the stock.

  • Buys 10.47% stake in Jones Tech for thermal management Zhongji Innolight will pay 1.747 billion yuan for a 10.47% stake in Jones Tech, a maker of heat-dissipation and shielding materials. As 800G and 1.6T optical modules run hotter, this secures key cooling technology and could lower costs, supporting future profits and the stock.

    This strategic investment is a new move that strengthens the supply chain and growth outlook.

  • Jones Tech shares hit 20% limit on deal news Jones Tech stock jumped 20% after the stake purchase was announced, showing investors see the deal as valuable. The positive reaction validates Zhongji Innolight's strategy and can boost confidence in its own shares.

    The market's enthusiastic response to the deal reinforces the positive read-through for Zhongji Innolight.

▲2▼2

US ban threat hits Zhongji Innolight as buyback and AI demand support

  • US considers ban on Chinese data center components The Trump administration is drafting rules to ban imports of new Chinese optical transceiver models, directly threatening Zhongji Innolight's core product. With 62% of revenue from the US, this could cut off a major market and has already pushed shares down sharply.

    This is the biggest new risk and the main reason the stock fell this period.

  • Chairman proposes 4-8 billion yuan share buyback The chairman proposed repurchasing 4 to 8 billion yuan of shares for equity incentives. This signals management's confidence and can support the stock price by reducing shares outstanding and showing they believe the company is undervalued.

    A major new capital action that directly supports the share price.

  • AI demand remains strong, 1.6T modules see robust orders Zhongji Innolight said its 1.6T optical modules have high selling prices, no vicious competition, and tight delivery. Cloud providers are still spending heavily on AI, supporting long-term demand for the company's products.

    Confirms the underlying demand story that drives revenue and earnings.

  • Hong Kong IPO debut falls over 8% on US blacklist Zhongji Innolight's Hong Kong shares fell more than 8% on their first trading day after the company was added to a US Department of Defense blacklist over alleged military ties, which the company denies. This adds regulatory overhang and weighs on sentiment.

    A new event that directly hurt the stock and highlights US regulatory risks.

July 2026
▲3

Zhongji Innolight's Hong Kong listing and AI demand drive gains, but macro fears weigh

  • Hong Kong listing to raise at least $8 billion Zhongji Innolight is launching a Hong Kong share sale to raise at least $8 billion, the city's largest in nearly seven years. This gives the company fresh capital to expand production and confirms strong investor appetite for AI-related stocks, supporting the share price.

    This is a major new capital event that directly affects the company's funding and market perception.

  • Company denies rumors, confirms strong order backlog Management said market rumors are false and that orders cover all of 2026 and into 2027. Demand for 800G optical modules is rising, and price-cut fears are exaggerated. This reassures investors about future sales and earnings, pushing the stock up.

    It directly addresses negative rumors and provides concrete demand outlook, a key driver for the stock.

  • Goldman Sachs sharply raises target price Goldman Sachs lifted its 12-month target price for Zhongji Innolight from 1,187 yuan to 2,581 yuan, maintaining a buy rating. Such a big upgrade from a top bank boosts investor confidence and can attract more buyers, lifting the stock.

    Analyst upgrades often move prices, and this is a significant new rating change.

  • AI infrastructure demand strong, but macro slowdown pressures tech Zhongji Innolight is a global leader in high-speed optical transceivers, benefiting from AI-driven demand. However, China's GDP grew only 4.3% in Q2, raising economic concerns and causing tech stocks, including Zhongji Innolight, to fall 6.66% on July 22. The long-term demand story remains intact, but short-term macro worries create volatility.

    It captures both the positive long-term demand and the negative macro impact that caused a recent price drop.

▲3

Zhongji Innolight's Hong Kong listing and AI demand drive gains, but macro fears weigh

  • Hong Kong listing to raise at least $8 billion Zhongji Innolight is launching a Hong Kong share sale to raise at least $8 billion, the city's largest in nearly seven years. This gives the company fresh capital to expand production and confirms strong investor appetite for AI-related stocks, supporting the share price.

    This is a major new capital event that directly affects the company's funding and market perception.

  • Company denies rumors, confirms strong order backlog Management said market rumors are false and that orders cover all of 2026 and into 2027. Demand for 800G optical modules is rising, and price-cut fears are exaggerated. This reassures investors about future sales and earnings, pushing the stock up.

    It directly addresses negative rumors and provides concrete demand outlook, a key driver for the stock.

  • Goldman Sachs sharply raises target price Goldman Sachs lifted its 12-month target price for Zhongji Innolight from 1,187 yuan to 2,581 yuan, maintaining a buy rating. Such a big upgrade from a top bank boosts investor confidence and can attract more buyers, lifting the stock.

    Analyst upgrades often move prices, and this is a significant new rating change.

  • AI infrastructure demand strong, but macro slowdown pressures tech Zhongji Innolight is a global leader in high-speed optical transceivers, benefiting from AI-driven demand. However, China's GDP grew only 4.3% in Q2, raising economic concerns and causing tech stocks, including Zhongji Innolight, to fall 6.66% on July 22. The long-term demand story remains intact, but short-term macro worries create volatility.

    It captures both the positive long-term demand and the negative macro impact that caused a recent price drop.

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