industry warns of coming uranium shortfall, page-6

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I am now putting more cash into BMN and ACB as they offer,imho, more upside, but more risk, than EXT _ I continue to hold EXT plus some of their AIM derivatives URU and EML(they are selling at a large discount to their holdings in Kalahari Minerals, KAH (the largest shareholder in EXT)which with a caveat is really EXT under another name and NWT a derivative of URU (even more discount). Polo on AIM appears to me to be no more than a vehicle for dattles and co as a source of funds to play with - it appears to be being used to take advantage of the downturn in the EXT sp. Its EXT holdings accounts for around half its value, no doubt it will exceed that over time. Depending on its discount to its assets I buy and sell it at present on the basis that if I buy and it doesnt turn down I'm happy to hold because of the EXT holding. I also hold WME - I thank all those for their informed and helpful posts, including those who are negative, on BMN