Agree regarding Uranium plays, there have been a couple of companies in this sector almost running under the radar with good SP increases. A couple on my radar of "soon to be in production" co's from a few weeks back have done really well. And with recent announcements from China expressing their intention to utilise more nuclear power, it can only get better for the sector, as China has a lot to gain in credibility by a reduced reluctance on Coal Fired Power stations. There is another co with huge Uranium reserves at Rossing in Namibia, right next to RIO or BHP's mine there, which has been undervalued imo, which is worth a longer term look.. I need to look up the name in my diary notes.. will get back on that one
Here is a chart for UNX as an example- low vol share but steadily increasing.