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Re: Allen_GbmrLong post# 2026

Wednesday, 08/22/2007 7:56:22 AM

Wednesday, August 22, 2007 7:56:22 AM

Post# of 11478
Good question. In their August 16th press release the company is showing a need of 1300 metric tons for Germany or about about 130 metric tons per year for 10 years. I guess the best way to determine global demand is to do a cude method. Determine what % of the nuclear plants German has in the world and then proporation it with 130metric tons. My guess would be Germany probably has around 5-10% of the nuclear capacity. I would guess 10-20 times the 130 metric tons per year for Germany. That would put the demand around 1300 -2600 metric tons per yr. ST in his Sunday update was estimating the price for FEECOM & BIECOM in the range of $24-$33 per kg. I think I have this number and units right. If I have this right it would be in the $30-$85 Million range. this would not include the Nucap product which could be this large. this would not cover the labor which could be doubled or tripled. I am guessing the world market and demand to be 250-500M range per yr for both products and labor. This is just a guess.
Does anyone else have any ideas?