PDN is still in the red, despite it all. The uranium story is...

PDN is still in the red, despite it all. The uranium story is future, more than present. Im in BMN, but it is quite a job being logical when the facts affecting these stocks are at least in part unknowable. Just work on educated guesses. Its a wild ride. Well suited to the daily screen watchers. The really big demand will build up in the next decade 2010 -2020 and onwards, with tsunamis of nuclear power stations being built and commissioned. Presuming the world as we know it is still here. Watch Iran. The Straits of Hormuz. If they are closed, there goes what, 30 or 40% of the worlds oil supply? If the Russians get peculiar, what happens to Europe's gas supply? No wonder they want to build up nuclear power stations ASAP, its a no brainer. Once built, they are hugely, staggeringly, profitable on a cash flow basis. But remember, apart from the French, their no1 preferred suppliers are Canada and Australia. Guess why? Just now Namibia isnt a bad second or third best, but it can change. Demand may rise early. If you have a huge investment in a N power plant you dont want to risk running low on fuel like the Indian N power suppliers just did. Had to shut down for a while. What clots.
Its a wild guess but the energy situation might well push BMN and co up quite a way further. But coal is king, and will be for a long time.