Levis Kochin
Long/short equity

Silex And Terrestrial Energy: 2 Nuclear Innovators


I am an investor in Silex, Terrestrial Energy, Cameco, GE, and Royal Dutch Shell.

I have no intention of trading these investments in the next month.

Public Companies Discussed:

Silex (OTCQX:SILXY), GE, Hitachi (HIT), Cameco (NYSE:CCJ), E.ON SE (OTCQX:EONGY), RWE AG (OTCPK:RWEOY), Areva (OTCPK:ARVCF), Suncor Energy (NYSE:SU), Imperial Oil (NYSEMKT:IMO), Exxon (NYSE:XOM), and Royal Dutch Shell (RDSA, RDSB)

by Levis Kochin April 8, 2014


Silex - a public company - is an attractive investment opportunity. Its technology for laser enrichment of uranium is markedly lower cost than the centrifuge enrichment technology of its competitors. Its licensee...

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