moosey - with due respect, uranium represents 2 - 3% of the costs of a nuclear plant through out is rated lifetime. Just as expensive fuel didn't slowdown nuclear, cheap fuel will not accelerate it - these two drivers a decoupled.
I do however believe in a nuclear renaissance, and the market for LIS to deal with waste, but you have to acknowledge that the write-downs by Cameo suggest a huge breakthrough in commercial terms, is not imminent. It all boils down to Paducah, if yay, all is well, if nay, SLX will be in the wilderness for a long time.
moosey - with due respect, uranium represents 2 - 3% of the...
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