Subject: Re: A Rare Buffett Blunder That (Maybe) Wasn't
First of all, admittedly I have not researched the company beyond reading the SeekingAlpha link. That means I'm not familiar with their geographic marketing reach nor their competitors. That said, while the date of a long-term ceasefire in Ukraine is apparently not the "within 24 hours" projected by US leadership, hopefully it will happen at some time within the next few years. At that point there will be a requirement, regardless of the ffinal treaty, to rebuild its electrical infrastructure. In parallel the US administration's significant boosting of cryptocurrency, in paralel with growing use of EV's, will creat an evironment requiring significant reenforcement of the US electrical infrastructure. Especially if PCC has some sort of decent moat, tghese all bode well for the company in the projectable speculative future.

Jeff