Short Term Trading Weekend Lounge: 29 - 31 July, page-252

FMF,

A few previous posts I've made on uranium, for reference, below. Not much has changed, except that i'm probably a little less bullish for 2016 and am leaning more towards H2 2017 before things get interesting. In short, Japanese reactors have been slower to get back online than expected and there's been some decommissionings of old reactors in the US, earlier than expected. The spot market is dead atm, with little interest from energy companies and obviously we've recently seen decade lows for POU. The Chinese, India, Korea story remains the same however.

In terms of stocks, BKY has 4-bagged since i first mentioned it at 20c but they have a truly outstanding project that is economic at current POU. Mentioned BOE was my next favourite and that had a nice 50% move too but sold that, as a CR was clearly coming. One to revisit. AEE was my favoured spec and that's starting to breakout nicely. MEY is interesting with it's potentially disruptive processing tech but super hard to get a meaningful position without pushing the price up considerably. MHC is the only remaining U spec i'm interested in.

Uranium market FA
http://hotcopper.com.au/threads/sho...712938/page-125?post_id=17164457#.V53Tb8ln7qA

What to look for in U stocks, preferred stocks
http://hotcopper.com.au/threads/sho...744369/page-170?post_id=17465823#.V53Sx8ln7qA

Divergence between spot U prices and U stocks
http://hotcopper.com.au/threads/the...72447/page-4693?post_id=17521793#.V53Sfcln7qB