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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: teevee who wrote (148466)	3/29/2011 3:36:06 PM
From: Jacob Snyder	4 Recommendations Respond to of 206089

No, I don't want to own the downstream part of the nuclear sector. Building and operating nuclear power plants, is heavily dependent on government subsidies, and the vagaries of regulation. Therefore, profitability is due to complicated variables which I can't predict and don't understand. The biggest buildout will be in China. China always insists on technology transfer, and then subsidizes local companies to push out the foreigners who they learned from. They have done this in many industries. For the same reason, in solar, I prefer the solar cell manufacturers (especially Chinese), not the builders or operators of solar farms.