japan to restart 48 nuclear plants, page-12

Hi anthony,

This is a very good website in terms of balanced info on Uranium and nuclear. http://www.world-nuclear.org/info/Facts-and-Figures/World-Nuclear-Power-Reactors-and-Uranium-Requirements/#.UiF74hunqkC. You won't be able to get through enough of it in one day. But if you are serious about investing long term in uranium it is worth having a good read. Just some tips - most of the uranium sold into the market is mined for less than $25/lb. Companies with costs much more than that have only come into existence due to the recent spikes in Ux. So when looking for 'best in class' you are looking for a company that can survive the downs and take the most advantage of the ups - i.e. like most commodity producers they compete on production costs. There are only a few world class deposits like that in Aus and unfortunately you wont get good exposure through the biggest (Olympic Dam) because BHP own it. ERA would be a good bet if they could get into production (they have no debt and very good resource) honestly I don't see them doing well this year but things might look up next year.

If you just want to ride this wave maybe get in on a ETF.

http://nz.finance.yahoo.com/echarts?s=URA#symbol=ura;range=ytd;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

If anyone knows how to directly bet on the spot price please share.