In short: Still holds (auto-transcript "Mirian/Meridian"). The "800-lb gorilla" near-monopoly in nuclear safety/radiation-detection equipment — installs gear then charges recurring servicing over a plant's ~100-yr life = an inflation-protected century-long cash-flow stream with a strong growth profile.
Mirion makes the radiation-detection and safety equipment used at nuclear plants. He calls it the "800-pound gorilla" — a near-monopoly. (The auto-transcript garbles the name as "Mirian/Meridian.")
Once its gear is installed at a reactor, Mirion charges ongoing fees to service it — and a nuclear plant can run for about 100 years. So each install becomes a century-long, inflation-protected stream of income. As the world builds and restarts more reactors (e.g. the Three Mile Island restart to power Microsoft's data centers), that base keeps growing.
53:43First, maybe describe what it does and then whether you still hold it. So, Meridian provides uh safety equipment effectively for the nuclear industry. So, whenever you uh build a nuclear reactor or extend the life of a nuclear reactor or restart a nuclear reactor like we're doing with Three Mile Island.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.