I explained my sell sentiment elsewhere. I'm happy to change to hold just not buy, haven't jumped ship, love the technology, long history together, just considering my holdings a little closer now I'm joe q public.
IMHO, a little early to call recovery on Japan and the reality is there is close to 10 years fuel waiting in storage holds around the world. Also not sure of link between PRISM and GLE other than more money for the parent to spread around, finally. The sale of a reactor rarely locks the purchaser into a fuel supply contract, only a maintenance contract which where they make their money.
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