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Strategies & Market Trends : Value Investing
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To: Mark Marcellus who wrote (41783)3/16/2011 9:58:28 AM
From: Spekulatius  Read Replies (1) of 78594
 
re Nuclear energy -first of at, the question for this board is not what is a rational way to pursue (or not) nuclear energy. That decision will be made by voters and politicians in various countries. The relevant question is what is likely going to happen with nuclear energy and how can I profit from it (or at least avoid losses). My thinking is that the buildout of nuclear energy is going to stall in many countries and that this will have a severe effect for the business involved.

The other thing is that operating older plants may be more dangerous than assumed. Those plants that failed in Japanese coincidentally or not were older plants. Now most of the operators like EXC and ETR or others really like to operate those older, cheap and depreciated plants because they are so profitable, but I would expect that this operating model will be severely challenged and these plants will be decommissioned sooner now. So EXC and ETR can say goodby sooner rather than later to these immensely profitable cash cows.

Also, keep note that these nuclear power generation business fall into the unregulated wholesale business, so there is no support from the taxpayer or customer either (as would be the case if the plant is within the regulated business).
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