too much cake assesment

One and all,
I have come across a recent report from the analyst firm CLSA which does not paint a very rosy picture for the sector. The report is very detailed covering near all possible angles that could have any bearing on supply and subsequently the Uranium price post Fukishima. I would encourage all to try and source the paper and it would be great if some of the more credible posters like Grant etc could provide their views. The report is titled Australia Uranium Sector Outlook - Far Too Much Cake by Michael Evans.
I have invested in the local Uranium sector in a couple of quality small caps with strong management and well defined strategies and this paper has made me thankful that I took the time to understand which companies were not just dependant on Uranium price appreciation. It may not be happening for quite some time.
GLTA - PH.