Rachel: In addition to the nuclear generating utilities, it might also be worthwhile to do some research on companies that will be building the new nuclear power plants. Some companies whose prospects look good in this area are Shaw Group, Toshiba, Bechtel, Curtis Wright (nuclear grade valves) and McDermott (whose Babcock & Wilcox subsidiary has a strong position in nuclear plant component manufacturing).
It is a fascinating opportunity, but one that must be approached with a thirst for details.
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Rachel: In addition to the nuclear generating utilities, it might also be worthwhile to do some research on companies that will be building the new nuclear power plants. Some companies whose prospects look good in this area are Shaw Group, Toshiba, Bechtel, Curtis Wright (nuclear grade valves) and McDermott (whose Babcock & Wilcox subsidiary has a strong position in nuclear plant component manufacturing).
Jan 11 07:07 am
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All Comments by Rod Adams »Nuclear Firms Power Up - Barron's [View article]
It is a fascinating opportunity, but one that must be approached with a thirst for details.
Rod Adams
Publisher, Atomic Insights