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2 Comments

  1. Rod, B&W is about to be spun off from McDermott, I believe by June 30th. That should be a rather pure nuclear play.

  2. Guest,
    B&W will be an electrical generation play but not a pure nuclear play. It is pretty heavy into manufacturing, upkeep and scrubbing of coal fired boilers in addition to its nuclear business.
    USEC is a pretty pure nuclear play. I would suggest doing careful investor diligence before investing so you understand the difficult financial, competitive and technological issues they face before putting any money in it however.
    Bill

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