KryptonResearch14
Sep 29, 12:16 AM
When it comes to playing the future of nuclear energy, we dug deep and ended up with our second largest portfolio holding.
Reactor developers simply carry too much execution risk for us to underwrite as investments.
On the other hand, uranium stocks like
$CCJ $UEC $LEU $NXE and
$UUUU are at the mercy of commodity cycles and face similar execution risk. (Although could be great investments).
So instead we chose the company whose equipment is mandated in every single nuclear facility in the world, and runs a near monopoly on its products…
All while being relatively unknown.
Full thesis and investment: https://kryptonresearch.substack.com/p/half-life
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