Q: On January 21st you replied to a question by Graeme "electrification" plays and one of companies in his list was GEV which had split from GE in April of last year. At that time I was looking at it and the stock was priced at about $137/share and today (early Friday), it sits at $437 and unfortunately I never pulled the trigger.
In your reply to Graeme, you noted that GEV had the highest valuation currently.
I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.
Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.
I would very much appreciate your thoughts.
BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.
In your reply to Graeme, you noted that GEV had the highest valuation currently.
I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.
Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.
I would very much appreciate your thoughts.
BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.
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Quanta Services Inc. (PWR)
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Capital Power Corporation (CPX)
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Talen Energy Corp (TLNW)
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Vistra Corp. (VST)
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GE Vernova Inc. (GEV)
Q: Of these 'electrification' plays which are your favourites and why for a long term hold?
Q: Hello. What did you think of Vernova's quarterly report this morning?