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Strategies & Market Trends : Value Investing
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To: Mr.Gogo who wrote (42863)5/31/2011 9:51:21 AM
From: Spekulatius  Read Replies (1) of 78634
 
re Gogo - I believe that the Electricity consumption in Germany has peaked and will shrink. part of the reason is demographics (population is starting to shrink) and part of it will be energy savings, which for sure will be part of the package.

I also believe that carbon sequestering technology will be developed in Germany (pilot projects have been underway for a few years) , which is important, because Germany uses lot's of coal and lignite for power generation. I regret the decision to shed nuclear I have to accept facts as they are not the way we want it. By the way, France has opposition to nuclear energy too, it's just not as strong as in Germany, at least not yet.

As far as RWE.DE is concerned, they will present their new LT business plan in August 2011. I expect the stock to remain fairly weak until than.
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