+ Watch BWC
on My Watchlist
Blue Harbour + new mgmt. team + multiple catalysts
Magic Formula 6/16/2014
Innovator in SMR development. Winner of DoE award for getting their design through the NRC. Partnership with TVA to deploy mPower reactor provides good support.
B&W is actively deploying their core strength to growing and developing markets (solar thermal, nuclear, etc). This will allow them to ride the winning horse as the new energy economy develops over the next 5-10 years.
Good stock. Too high of a PE though. This is a tracker.
Just signed an agreement with TVA, would seem to validate the "mini-Nuke" approach.
Nuclear scare drop and continued growth. This is a win-win
The company's 3rd generation "mPower" Advanced Light Water Reactor (ALWR) will be a key product as countries around the world replace aging nuclear reactors and bring new plants online, particularly in China).
increased construction projects
Fully expect Babcock & Wilcox to outperform the market in the long term.
BWC is positioned to take advantage of the world energy supply demand increase. It has an established reputation in the steam generation electrical energy sector, particularly in Coal, CC HRSG, and Nuclear. The combination of after-market and new system supply demand increases both in the US and abroad, make BWC a great bet for the future
The Babcock & Wilcox Company (B&W) (NYSE:BWC) announced today that its subsidiary, Babcock & Wilcox Nuclear Operations Group, Inc. (B&W NOG) has been awarded a contract totaling approximately $2.0 billion, including options. The base portion of the contract, which totals $807 million, will be funded in January and March and included in backlog at the end of 2010. The options are expected to be funded in Government Fiscal Years 2012 and 2013. The contract is for the manufacture of nuclear components to support U.S. defense programs including the manufacture of naval nuclear power systems for submarines and aircraft carriers. The work will be performed over a 10-year period, beginning in January 2011.
Long range forecasting is a little too iffy for me -- the more distant the forecast, the exponentially more variables.Sum it up -- don't bite off more than you can chew.What are you going to do with this wisdom, Mr M. Fool -- publish it and make me rich?I look forward to your check in the mail.Cordially,Annoying Old Guy in LA.
I've liked and owned MDR for a while. The spinoff should only create new opportunities for both companies. I'll hold my shares, if any sort of sell off develops as a result of the spinoff, I'll buy a few more.
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