howard may yet sideline the states, page-2

Nightstarker, you are right about what Dines says about the Uranium boom. It is a by product of the Energy crisis which is going to last a long time.
As Dines says, so is the Uranium boom and it will make the internet boom look like nothing.
I wish someone would sit down the bloke from Fat Prophets and explain to him the difference between a producer and an explorer mining company.
Explorer's marketcaps are usually valued by a percentage of the metal in the ground, not what it produces. That goes for Gold, Copper etc, as well as Uranium. Since it takes so long to go from finding the metal to extracting it, you have to value explorers from what they find in the ground.
That is why the Uranium stocks have gone up, and should IMHO continue to, at least the ones with strong mangements that are adding to their resources, and of course, as long as Uranium continues to go up too.