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@Stocktective BWX Tech is unfortunately too niche! Naval is very controversial in the long term! And it's enough for me if the stock is 10% in the Vaneck Nuklear Etf!
If you like nuclear, there are enough companies that profit from the growth of nuclear power plants: Cameco, Rolls Royce, Mitsubishi Heavy, Siemens Energy, Kazatomprom, RWE (indirectly through participation in the Netherlands and Urenco), Yellowcake (trading only). Or just on the Vaneck Nuclear ETF.
As I work in the industry, I know my way around very well. With the new acquisitions at Cameco, there will definitely be more to come!
If you like nuclear, there are enough companies that profit from the growth of nuclear power plants: Cameco, Rolls Royce, Mitsubishi Heavy, Siemens Energy, Kazatomprom, RWE (indirectly through participation in the Netherlands and Urenco), Yellowcake (trading only). Or just on the Vaneck Nuclear ETF.
As I work in the industry, I know my way around very well. With the new acquisitions at Cameco, there will definitely be more to come!
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•@MrMister I feel the same way, I've also been in the industry for a few years.
I haven't had a deeper look at BWXT in terms of figures, but they are also a supplier of turbines, etc. New construction/revision, also have contracts with $RR and Bruce Power. At that time I just missed the entry because I had only just started investing.
I'm mainly in $CCO as I see B&H potential here and some 100% thanks to the nuclear push. I also find Mitsubishi interesting yes, as well as Marubeni to diversify a bit globally.
I also recently got into $NXE and would like to expand a bit here.
I haven't had a deeper look at BWXT in terms of figures, but they are also a supplier of turbines, etc. New construction/revision, also have contracts with $RR and Bruce Power. At that time I just missed the entry because I had only just started investing.
I'm mainly in $CCO as I see B&H potential here and some 100% thanks to the nuclear push. I also find Mitsubishi interesting yes, as well as Marubeni to diversify a bit globally.
I also recently got into $NXE and would like to expand a bit here.
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•@Stocktective What exactly do you do in nuclear technology, if you don't mind me asking? About me: I work in radiation protection for nuclear facilities in Europe, mainly Benelux and DACH. I always find it good to get new feedback and information!
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•@MrMister Interesting, I was only recently in Doel :) I work as a service technician & HW planner in the field of electrical engineering, and often travel to various core plants.
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•@Stocktective I'll be back in Doel next year as an SB. A long inspection is planned for Doel 4! Otherwise I'm most often in Koblenz!
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•@MrMister Ah in Mühlheim, I'll probably never get lost there 😂 Jop then only block 4 will be running in the near future, I'll definitely spend a week or two at KCD next year but block 1/2.
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@Stocktective 1+2 got an extension! Yes, very good. Feel free to write to me via Getquin! When you're in Doel again!
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