Author argues Solstice Advanced Materials is an underrated nuclear play due to its uranium hexafluoride monopoly and spinoff dynamics.
SOLS — LONG The author argues Solstice Advanced Materials, a recent Honeywell spinoff, is a criminally underrated nuclear play because it is the sole US supplier of uranium hexafluoride, a key nuclear fuel ingredient, and is expanding production. The author notes spinoffs like GE Vernova have performed well and that SOLS has climbed from $45 to $82, with recent jumps after announcing a dividend. The author is considering going 'all in' for the next couple of years, viewing it as a more stable and less hyped nuclear play.
they are also the sole supplier of uranium hexafluoride in the United States (key ingredient for nuclear fuel) and are expanding production. This makes it a potentially more stable and less hyped nuclear play.