1 天前
Loose thoughts on CCJ …Been telling buddies that their production issues would inevitably require they pivot the narrative focus from upstream mining to achieve a sweeter E&C type multiple on downstream. Now guys will run unit economics on AP1000 and realize this should be up way more.
All this makes it easier for CCJ to shit the bed on MR production at next week’s 3Q bc they’ll have something good as an offset to talk about (Grant is great at not answering direct questions).
Also very good news for FLR.
After the IPO their WEC stake will be worth more than the rest of it.
And all this with NEI underway in Charleston…
exciting
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