SLX 6.58% $5.27 silex systems limited

super bullish Grant Isaac (Cameco) presentation at CIBC, page-18

  1. 925 Posts.
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    I thought about diversifying into Kazatomprom, but my UK based share trading accounts wouldn't allow me to actually buy the stock, and I couldn't be arsed enough to find out what the problem was. The valuation on Kazatomprom is much more attractive than Cameco, and they have lower cost operations to boot.

    The problem of with KAP of course is that they may fall foul of the "you're with us or against us" mentality that many people in the West have towards Russia.
 
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