russia funding hungry's nuclear growth, page-5

PDN can prob buy spot cheaper than its own production now. I have always mused that with current L/T contracts set at abt 60 with Areva holding security over its assets, PDN's risk of dying increases with increase in POU. Dangerous L/T play for mine.

This Russian - Hungarian news shld soon do wonders for WHE in the thick of things with U-inventory in Hungary.

Trying to pick the eyes out of the the U-sector which IMO will be THE sector to play and independent of general stock market direction, my wolf-pack consists of :

USA : BLR and PhosEnergy(recent U from phosphate demerged techno part ex UEQ, unlisted and in JV with Cameco)

Europe : WHE and EMX

Oz : UEQ, EMX, SPX(U-spec sleeper with great address)

Afroland : Cam Bow (unlisted)

Of these, BLR, WHE and EMX already have serious U-inventory

Its coming boys, and it will with a vengeance surprise the infidel non-believers haha.