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Dominion Energy Inc. (D)
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NEMI Northern Energy & Mining Inc. (NNE)
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Vistra Corp. (VST)
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Vertiv Holdings LLC Class A (VRT)
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NuScale Power Corporation Class A (SMR)
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Oklo Inc. Class A (OKLO)
Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT
Many Thanks!
Many Thanks!
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Pacific Gas & Electric Co. (PCG)
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Public Service Enterprise Group Incorporated (PEG)
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Cameco Corporation (CCO)
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NEMI Northern Energy & Mining Inc. (NNE)
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BWX Technologies Inc. (BWXT)
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Constellation Energy Corporation (CEG)
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NuScale Power Corporation Class A (SMR)
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Oklo Inc. Class A (OKLO)
Q: hi all:
looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future
besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years
(in services, i own bwxt)
more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?
......and anything else you care to add on this theme!
thank you
looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future
besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years
(in services, i own bwxt)
more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?
......and anything else you care to add on this theme!
thank you