2D·

Into the nuclear future with RWE?

$RWE (+0,62 %) has now officially confirmed on its own company website that new nuclear projects are being prepared in Germany via RWE Nuclear GmbH.

Key points:

Dismantling of the Biblis and Gundremmingen NPP sites is proceeding according to plan
Two laser fusion research facilities are to be built at the Biblis site after partial dismantling (time horizon from ~2028/2030)
In Gundremmingen, the construction of a magnetic fusion reactor ("Stelaris") is planned for the 2030s, with a second ("Alpha") as an option
Cooperation with Focused Energy and Proxima Fusion, among others
RWE is also examining further nuclear investments abroad

One thing is clear:

RWE's nuclear division is not a political legacy, but a new technological growth opportunity.

The share price is currently at an ATH of €52 per share, with a dividend of 2.5% per year.

The market currently still values RWE as a traditional utility with renewables and gas.

Nuclear technology of the future has not yet been priced into the share price.

Classification based on my professional expertise:

Merger projects are long-term, but RWE is securing its technological positioning early on in a sector that can massively increase the value of the company and the technology if scaled up successfully.

I'm getting in and will run a savings plan alongside my nuclear ETF $NUKL (-1,45 %)

If you have any questions, please feel free to ask.

8 Comentarios

Steppenwolf66@Steppenwolf66

Thanks for the news on RWE, I'm already invested. 👍

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NichtRelevant@NichtRelevant

Unfortunately, the question here is always: How high is the risk of state regulation?
I had RWE and EON as long-term positions in my portfolio a long time ago and was convinced at the time that electricity demand was rising and there was little that could go wrong. I then got a pretty bloody nose because of the energy transition and the constantly changing framework conditions. Since then, I have been cautious with German energy companies. Things went better with $CEZ and $ENEL back then, but I no longer have them either.

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MrMister@MrMister

@NichtRelevant With regard to fusion, this has already been settled with the State Office for the Environment. Of course, it can also be said that we don't want this! But then there have to be good counter-arguments. 1. the dismantling does not have to be completed, thus saving costs. 2. what is there to object to clean energy?

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NichtRelevant@NichtRelevant

@MrMister I'm not an opponent of nuclear power, I never was anyway. I would be delighted if it works out as planned and the investment develops as you envisage.

At the same time, however, I believe that the discussion about everything to do with nuclear power in this country is highly emotional and not always based on facts.

It would be better to have clean, cheap and base-load-capable energy.
I

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MrMister@MrMister

@NichtRelevant I used to be biased when it came to nuclear power and always thought there were yellow barrels everywhere and that everything was highly contaminated! Now that I've been working in nuclear technology for a long time, especially radiation protection in DACH and BeNeLux, I see it from a completely different perspective and have a lot of expertise in the industry. Even if you were an opponent of nuclear power, everything is fine if you argue objectively. I'm not judging anyone who has a different opinion or idea. If we in Germany only relied on wind, solar (embedded in our infrastructure instead of in our natural resources) and nuclear power, we would ultimately have 20-40% less electricity costs.

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NichtRelevant@NichtRelevant

@MrMister That would also be another building block for economic competitiveness. I'm keeping my fingers crossed.

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financial_wizard_gvudv@financial_wizard_gvudv

I got in at €44.29 in November last year because I also see a lot of potential there 👍 May it continue like this 😊

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TD@Routine123

Lot of people got hammered badly with RWE when they had to ditch nuclear and incure decade of costs for shuting plants down. I have savings plan and initial positions of RWE since cca 2 years ago, when share price was less than 28e and before Elliott came into structure, but it is shame to see how they made full cricle and lost almost two decades wondering around.

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