good point.for instance, "megatons to megawatts" provides 50% of...

good point.
for instance, "megatons to megawatts" provides 50% of the Uranium for the US. It is based on a treaty from 1993 betwee nthe US and Russia to redce nuclear weapons, wherein Russia agreed to disarm nuclear bombs and deliber the enriced U to the US at prices that are really cheap - that was the only source to hard currencies to Russia at that time.
As the US gets 20% of its energy from nuclear reactors, every 10th US bulb actually runs with electricity from U from ex-soviet nuclear bombs...
2013 that contract ends, ad Rosatom will deliver at market prices, not at prices that were agreed on in 1993.
Should have some impact on the market then, doesn't it?

Then, the REE story is really hyped nowadays, I read something every day (literally) in the paper or even hear it in the news in the radio. So when do you sell? Sell when everybody talks about it...

I have some ARU shares, I hold them now for sentimental reasons. Recently communicated with Alistair (email), he says ARU is cheap compared with LYC; guess that is true, if you believe that they will be able to get things up and running - as LYC (they will, I am sure, not sure at which cost, timeline). My guess is that for the next 12 months, LYC is the better investment.

Sorry for this brain dump style post.
Where is my red line?