A very popular thread! I did very well out of the uranium sector from 2006 to early/mid-2007 at which time I sold out everything uranium as I suspected the bubble would pop. Serious declines have been had since then.
I am now more selective and exposed to a very much smaller degree (certain iron-ore juniors such as TRH have taken up the slack); yes BMN must be a front-runner, EXT I still have doubts about management quality, shares on issue and EV is far too high already. POL, BLR must be worth a look for US based projects.
As I mentioned before my main plays in this sector are micro-cap juniors BOM and JAK as well as on TSX a range of UUU.TO, CXX.V and CHX.V.
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