What a silly ramp and promotion for other stock with no fundamental substance at all. Why should the focus shift from Namibia to Botswana in 2010??? Do Botswana have more power and water supply??? Is Botswana more politically stable than Namibia??
IMO EXT will do very well in 2010 > especially in Namibia LOL EXT grades and size getting better and better = fundamentally 1 of the best future economically viable and 2nd largest mine in size after BHP OD.
PDN is more than likely TO target for next year IMO (while they are still cheap) and I believe that PDN will rump up their production when time is right = U3O8 price will be higher + AU$ lower = more profitable for them. Why deplete resource for today prices if they satisfy enogh their oftake Long Term contracts IMO.
IPT has many many years of drilling in front of them > prove their project (grades & size which is big unknown atm) Their (must say) huge lease in Botswana is interesting, which can be good?, but LONG LONG way away and for LONG LONG term investment. Hight AU$ is + for them, same as for EXT = AU$ will take them longer way (workforce) in Africa than here in AU. ACB look at their grades > # speaking for them selves - viable??= Huge Q
DYOR
EXT Price at posting:
$8.00 Sentiment: Buy Disclosure: Held
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