fillip,
if you want some exposure to gas plays,
have a look at these,,, MAE, STX, RFE, BUL.
And for Uranuium, i'd also say PDN, at current prices is still cheap, and has a ways to go.
But, PDN is shorters favourite, so offers many dips, anything under 1.90 is good buying IMO, 12 month low was 1.63, and has always found immediate support near those levels, so with shorters now part of the par for course, if you left a bid in 1.80s intraday, might fluke it on a bad dow session, then find support to rally back to 2 bucks something.
Hard to say, but at some point, would think, that when the big insto money comes off the sidelines, PDN will get most of the fund choice on the U sector.
Plays like BMN, will get the lovn of the retailers, but the really big dollars, can push PDN back to 4-5 bucks.
DYOR
cheers
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