Mining Sector Ideas

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Bigworld, >> Energy <<

The Oil + Gas sector is sensitive on the demand side to the economic cycle / recession, and the supply side is full of variables like OPEC policies, quota cheating, supply disruptions, sanctions, wars, and now 'drill baby drill'. The end result is a much more volatile sector than the overall stock market. Nuclear energy has been on a tear for several years, and isn't cheap anymore. The Clean Energy sector is in disarray. Pipelines are one of the more stable areas.

Buffett's pick OXY has so far been a dog. He also has some CVX, which has been zig-zagging sideways for 3 years.

One interesting nuclear related stock is BWXT (below). In addition to their US Navy business, they are expanding into commercial areas, including the SMR / Small Modular Reactors -


>>> BWXT Awarded Historic Manufacturing Contracts to Support Pickering Life Extension and Darlington New Build Projects <<<

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175729406


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>>> BWX Technologies, Inc. (BWXT), together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations.

The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers. This segment also involved in manufacture of close-tolerance and equipment for nuclear applications; down blend government stockpiles of uranium; receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; and supplies research reactor fuel elements for colleges, universities, and national laboratories, as well as components for defense applications.

The Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, and reactor components; and other auxiliary equipment, including containers for the storage of nuclear fuel and other high-level nuclear waste. This segment also offers nuclear fuel, fuel handling systems, tooling delivery systems, nuclear grade materials, and precisely machined components, and related services for CANDU nuclear power plants; provides in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices.

The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.

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https://finance.yahoo.com/quote/BWXT/profile/


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