wow the market is idiotic, page-22

Africa has severe energy shortages, and massive coal deposits. No-one in there right mind would allow tin-pot dictator countries to crank up nuclear reactors, now would they? Coal is cheap, in abundant supply, and environmentally less restrictive to mine and consume.

And tin - check out the LME tin price amid all this turmoil - stable, if not growing. Disruption from major suppliers Indonesia and Bolivia coupled with good old China demand, as well as a substitute product for lead.

My picks are CDS (coal) and KAS (tin)

Too much politics involved with uranium still - the general population (in Australia anyway) is still anti-U