Real Holdings Nuclear Energy Doc

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Real Holdings Nuclear Energy PortfolioIntroductionReal holdings is a private equity fund that’s raising debt & equity capital to invest indevelopment critical capital projects like Energy, Water, Telecommunications,Transportation & Healthcare. The fund’s regional focus is Africa, followed by otherdeveloping countries, non-OECD countries, and emerging economies. We’d like to crossleverage each sector’s synergies to build and operate a broader portfolio that’ll add value tothe Regions we do business in, our Investors, and Public Partners.Gen 4 Nuclear Reactor Technology & Levelized Cost Of ElectricityWe’re investing in Gen 4 nuclear technology that’ll offer the most cost-competitivealternatives to coal, natural gas, and existing nuclear plants. Gen 4 Nuclear technology couldlower the LCOE (Levelized Cost of Electricity) to 34$/MWh. Which is the lowest LCEO whencompared to any other source of electricity. Lower construction costs significantly lowercapital expenditure. Gen 4 reactors come with Enhanced Passive or Walk Away Safety,release Minimal Waste, and have additional applications such as Industrial Heat, EnergyStorage, and Desalination. Energy demand from emerging markets and Non-OECDcompanies will help the sector increase revenues while the low LCOE will result in lowerCapex, shorter break-even timeframe, and margin improvements2
Geographical FocusOur target companies’ regional focus involves Africa, other Non-OECD Countries, emergingeconomies, and developing countries. Non- OECD countries are looking for cost-competitivealternatives to coal and natural gas. They’re also prime candidates for Gen4 Nuclear EnergyAdoption since their GDP growth rate is also higher than OECD countries. There’s a conversecorrelation between GDP Growth and Energy Demand Growth. Socio-political acceptance ofnuclear energy is also higher in these regions.Sector Investment StrategyUtility Companies or Nuclear Electricity companies in general, offer predictable, long-termrevenues & cash flows thanks to utility contracts with public partners, which predeterminethe purchase price, duration, and quantum of energy. Regular Nuclear Power Plants candeliver predictable, steady cash flows over 15 – 30 years while Nuclear Plants with LTO orLong Term Operations can deliver predictable cash flows over 31– 40 yearsOur sector investment strategy involves enabling our target/portfolio nuclear electricitycompanies to pivot to multi-utility companies by expanding their offering into new marketsand segments like Energy Storage, Desalination, Energy Export & Technology ExportMarkets. Real Holdings will help with revenue and geographical expansion by enablingvarious permutations and combinations of public-private partnerships We’re investing inthe most promising Gen 4 Nuclear Companies and helping them transition from Prototype3
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