Q: AtkinsRealis (ATRL) is increasingly focused on serving the nuclear industry. Cameco (CCO) is no longer stritcly a unranium mining company and now seeks to provide the similar services and products as ATRL (think SMRs, for example). Which company do you see as having the better prospects for growth and share price appreciation? Would it be too redundant to buy both?
5i Research Answer:
With yesterday's news, we would side with CCO now, considering $80B in orders may be coming its way now over time.