i think the price of U is not helping pen atm, with all the hype...

i think the price of U is not helping pen atm, with all the hype of all the reactors being built , and a short fall in fuel for reactors coming online ,the U price keeps sliping around the mid $40's , currently there an over supply of U , with france guranteeing India supply for the next 20yrs.

any thoughts as to when we may see a spike in U price , surely if the so called demand is there , it has to drive the price up ! what sort of stock piles are countries like france and russia sitting on ?
lets hope pen dont go looking for customers with U at $45/p
will kill the bottom line
i have taken a decent position in pen on the recent pull back .GL