Oct. 27 at 3:41 PM
$FLR is one of the most underrated infrastructure names out there. The companyâs 40% ownership of
$SMR gives it a front-row seat to the U.S. small-modular-reactor boom while benefiting from domestic infrastructure, LNG export terminals, and lithium refining projects. Activist investor Starboard Value just took a 5% stake, calling for value unlocks tied to Fluorâs
$3 B+ NuScale position. With cash > 2Ă long-term debt,
$FLR is positioned as a clean-balance-sheet nuclear and industrial engineering hybrid. đ§âď¸ #Infrastructure #NuclearEnergy #ValueInvesting
https://seekingalpha.com/article/4833607-fluor-strategic-alignment-with-nuscale-and-the-energy-to-infrastructure-cycle#scroll_comments