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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (76404)10/22/2024 1:35:59 PM
From: E_K_S  Read Replies (1) of 78714
 
investor & speculator paying a huge price for these SMR's OKLO & SMR that continue to burn cash, have no foreseeable product in 5 years and is the solution for these data center electricity solutions.

At least these pipelines have a predictable cash flow, see a modest 6% growth in volume and one can make a value argument (based on earnings) for these companies. They are still at all time highs.

They are not cheap compared to history but at least to me have a better value proposition than OKLO.

I am not buying at these levels but rather peeling off shares every 3%-5% higher.
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