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Non-Tech : United States Enrichment Corporation (USU) -- Ignore unavailable to you. Want to Upgrade?


To: RODNEY W. CURVIN who wrote (41)12/13/1998 11:37:00 PM
From: James Clarke  Read Replies (1) | Respond to of 81
 
Small mention of USEC in Barrons in an article on the year's IPOs. Gernerally positive. I am hoping to see somebody in the Barrons Roundtable talk this one up in January. I suspect some smart value investors - the kind of guys who do the roundtable - are in this stock, and it is a neat story to be the first one to tell in print.

BTW, Morgan Stanley's analyst is going the extra mile on this one. They were the lead underwriter, so you would expect the analyst to back the stock, but he's doing more than that. He visited with management last week and published another lengthy piece saying that the story is very much intact and he's not backing off an inch. I'm not either. This is a $20-30 stock a year or so from now when the story begins to come into focus. The management will be on the road visiting with insitutional investors in January. They've got quite a story to tell, as we all know.

JJC