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DT: In a rising uranium price environment, I suggest a few producers: Paladin Energy, Energy Fuels and Uranium Energy.

For Paladin we have a Buy rating, high risk, with a $0.60/share price target. This company is doing many things right. It continues to decrease costs, produce above mine design capacity, and improve its balance sheet, although there are a few risks still. The company recently sold 25% of Langer Heinrich Mine for $190 million ($190M). Most production was sold into contracts, but that portion was sold into the spot market. Kayelekera, which also sold in the spot market, is on the shelf until higher uranium prices return. This company has great leverage to rising uranium prices, and has been a top performing producer for the past three months.