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发帖数: 2605 | 1 Cost of Avoiding Nuclear - example VIFL 14-Mar-12 12:29 pm
Once China completes their transition to nuclear, which will reduce their
energy costs relative to the US, if we avoid nuclear we will be at a greater
cost disadvantage.
The remainder of our manufacturing base could be at risk.
Yes natural gas is cheap today. This will change as demand increases.
If we wait while China secures the world's uranium, we may be locking
ourselves into an inferior position.
Reality is moving back towards nuclear, until the anti-nuc crowd get more
vocal .
Anti-nuc operatives have successfully mislead the public about irradiation
for decades. A small cap stock VIFL which does about 98% of US food
irradiation, including for NASA has been impeded. The FSMA changes this.
Despite the loss of 5,000 lives a year and increasing anti-biotic resistance
, food irradiation was delayed. It will finally be mandatory for high risk
foods, as a result of the Food Safety Management Act signed in Jan. 2011. It
goes into effect July 2012, and will include mandatory irradiation of high
risk foods such as oysters, tomatoes, based on risk profile.
10 years ago a tentative permanent rule allowed the word irradiation to be
replaced with pasteurization. Public disinformation by activists, made
companies afraid to be the first to irradiate. Because of the risk of
bioterrorism, the plan is to phase in mandatory irradiation based on risk.
The hope of effecting this change by changing the labeling requirements
alone was insufficient.
For another stock undervalued nuclear stock, VIFL, has doubled AAPL's
performance the last 2 years: 145% vs 280%. |
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