The Great Pretender, page-3

I'm curious about how you compare the performance of PEN and DYL over the last year. To me, overlaying their charts and seeing that the charts are almost identical (PEN has actually performed 12% better over the period I have held it but that is either dumb luck and PEN could have underperformed for me had I bought on a different day) Anyway to me 2 companies being correlated like that is reasonably explained by them both being correlated to the price of uranium with the market judging them to be about as leveraged to the commodity as each other. If there where fundamental factors that the market was taking into account I would not expect them to be correlated.

What are your thoughts on the similarity of PEN's fall in price over the last 6 weeks to DYL's fall in price. If it is sign of a fundamental flaw in PEN is it not also a sign of a fundamental flaw in DYL and if it is why would they have such similar fundamental issues beyond sensitivity to the uranium price?