game on, page-34

Was a LT holder until Fukushima almost killed me financially.

The U-price was expected to soar in 2013 on supply concerns but that hasn't happened. PDN sold a 25 % stake to the Chinese so they can secure supply at spot prices. That indicates demand but not an expected U-price increase as the Chinese may have forced PDN to accept a fixed price.

If the U-price really goes up then PEN would be there at the right time and the sp would rise accordingly. Many, me included, are now sitting on the fence watching but as some have stated, waiting too long may result in missing the boat.