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Strategies & Market Trends : Value Investing

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To: Reginald Middleton who wrote (4486)	7/24/1998 10:57:00 AM
From: James Clarke	Read Replies (2) of 78670

Lots of questions - I'll make this brief. The threat from uranium suppliers to block the transfer of assets is a very important issue, but I have to think they're too late. The assets have been transferred. Their beef is with the government, not USEC. And yes, if I were a uranium supplier, I would be mighty concerned about USEC dumping 8,000 tons a year onto the market. And as for labor, sure the unions are an issue. My $25-30 valuation does not include the benefits of any cost cutting - those are just bonus points. But would a strike hurt? Of course. And the other question was a source for the Lockheed story. It was public information about 10 days ago when Lockheed reiterated its bid. It may be listed under Lockheed's ticker. But its not just a Wall Street rumor - it was a formal announcement from the bidding consortium. OK, I'm done.

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