Great post. China/India is the story. As long as the US keep their 100 odd plants running and China keeps building them, uranium is going to be in short supply. The rest (Germany, Italy etc) is short term noise. Sentiment could not be worse in the U sector and yet the long term price is hardly changed and the short term price is $15 above its low last year. Tells me its time to back the truck up. Its not easy to do but the fear and panic which is creeping in often marks the lows and huge profits can be made.
Great post. China/India is the story. As long as the US keep...
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