Here is a fundamentals perspective.With all the news re BHP...

Here is a fundamentals perspective.

With all the news re BHP suggesting the boom is over re iron ore, copper, gas etc just maybe uranium will move to the top of the list of the must have commodities.

This baseload power thingy will never be out of favour and the supply/demand is certain to tip in our favour.

So I reckon we should see a few positives on our SP based on stuff like:

A rising spot price.

Four Mile heading towards production.

Consolidation amongst the uranium explorers/miners.

Potential quantitative easing.

Higher levels of interest from big miners in acquiring quality assets.

An easing of the negative uranum sentiment as the focus will surley shift to some other unfortunate natural disaster.