edmond mercier
@emercier
Retired Nuclear Manager with core design, safety analysis, and regulatory experience, BWR and PWR, at both utilities and vendors. Long time Uranium investor.
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I’ve been in $CCJ since 2010. I have an exit plan. But I don’t catch falling knives and I don’t jump off soaring rockets. Spot price going through the roof directly benefits $CCJ earnings today, through provisions in existing contracts and pricing in new contracts. #uranium
We have signed a contract to deliver our advanced TRITON11® nuclear fuel to one of the largest Boiling Water Reactor utilities in the U.S., marking the re-entry of Westinghouse into America’s BWR fuel market for the first time since 2016. Learn more: bit.ly/46B3TkM
.@WECNuclear and @Bechtel have signed a formal agreement to partner on the design and construction of Poland's first #nuclear power plant at Lubiatowo-Kopalino tinyurl.com/ym7m7deu
Cameco just stated roughly $50 escalated floors, $80 escalated ceilings for their uranium pricing in term contracting going forward. $CCJ #uranium
A new era of nuclear energy begins in the U.S. with the start of commercial ops at Plant Vogtle in Georgia! Unit 3 is the first Westinghouse AP1000® reactor operating in the US. Read more: bit.ly/3KhK9d6 @Bechtel Photo Courtesy: @GeorgiaPower @SouthernNuclear @NEI
"So far, not a single molecule of CO2 emissions has been avoided by a new reactor" There’s no such thing as a new nuclear golden age–just old industry hands trying to make a buck fortune.com/2023/07/28/no-… @hellocookie @FortuneMagazine
Not sure why this just came out (looks like old news.) But maybe it has something to do with the sale of 49% of Westinghouse to Cameco. Will Cameco need this? CFIUS Clearance: Brookfield Business Partners L.P. and Westinghouse Electric Company tradepractitioner.com/2023/06/cfius-…
Hearing the Cameco purchase of Westinghouse may get done earlier then expected. Since it was projected to be third quarter 2023, that means next month to me. #WECNuclear #CCJ #uranium $CCJ.
Cameco has almost no volume today, less then 2M shares traded and the day is nearly over. Earnings are less then 2 weeks away. I have to believe the attention will pick up before then.
Westinghouse signs another contract for VVER-440 fuel. $CCJ #Uranium neimagazine.com/news/newswesti…
Maybe when Cameco completes the acquisition of Westinghouse, they can eliminate the embarassment of the discarded Westinghouse Atom Smasher. $CCJ #URANIUM en.wikipedia.org/wiki/Westingho…
marketscreener.com/quote/stock/BR… twitter_action_2022-12-29_user-partage
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