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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 382.87-0.8%Nov 13 4:00 PM EST

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To: smh who wrote (23583)10/6/2007 8:18:52 PM
From: TobagoJack  Read Replies (2) of 217752
 
starting monday i will attend a 3-day workshop of power generation ex-client for whom i had helped them to exit/divest from china investments (1999-2002)

they want to and are ready to re-enter china investment

current power plant investments in china generate 20% irr and very astoundingly short payback time for very large tranches of investment

the foremost china power expert will present 60 page power point geewhizbangohwhoawee report - 300 gigawatts is not enough

will know more

in the meantime, china will build hydrogen economy based on 'enough' nuke plants, and is scavenging the world for uranium, from africa to australia to canada to russia

recommendation: buyuranium, build core positions with cameco, sxr uranium one, and energy resources of australia, but buy

chugs, j
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