interesting sell off...
From my understanding of the nuclear opportunity.....
phase 1/2/3 starting in 2023 comprises sometime like 50,000 3mc cubed boxes at a cost of around $130,000 each .
anyones guess as to how many they may or for that matter may not get to build and at what margin they would work on.
The opportunity is clearly large, but we will just have to wait and see if they can execute firstly, secondly how many (if any) they get contracted to do and finally what margin they can work on.
I'm happy to hold and revisit at the end of 2023 to see where this deal and others land
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interesting sell off...From my understanding of the nuclear...
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