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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Tommaso who wrote (165858)5/14/2002 10:04:45 PM
From: Joan Osland Graffius  Read Replies (1) of 436258
 
Tommaso,>>dismantling of many more warheads will give USU a lot more business.

How I see this business is the price of the supply of uranium input material is important for the price of the final product. There are a couple of competitors in Europe and the Asian nuclear power plants subcontract with these companies for fuel. If USU is more cost competitive it will give them more business. It looks to me like the French competitor has higher costs. My view is the French recycle their fuel which drives up their costs, but they seem to be willing to manufacture the fuel and sell it for very little profit. In my opinion USU management has been working to bring down their costs and have to believe the US$ will make a difference when bidding for overseas business.

BWDIK

Joan
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