@Jay the macro economic picture makes me think that what GGG have is even more valuable than first thought. When set against rising oil prices and Middle East instability uranium and nuclear seem like a very attractive prospect. Add to that Japan and Germany restarting their reactors and a whole host of other countries building new reactors (50+ in South Korea alone) and you see which way the trend is going.
Yes for sure the global economy is in the tank but at the end of the day humans need to turn lights on, to cook, to work,to live, etc. We have an insatiable appetite for energy and an even bigger one for cheap energy. Add into the mix how environmentalists are slowing coming around to the idea that nuclear is their friend and not their enemy due to it being safe and clean and you soon see why this share could rocket very soon.
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