uranium at us138 per lb , page-5

"They will be let out of the gate withinh 2 weeks!"

When you say 'they' I assume you mean U stocks in general. If so, why 2 weeks? What is likely to happen to change public pessimism about a U bubble? If I have to paint a scenario it would be this: the U price is going to climb, but the price of U explorers is going to come down, because too many people (including stupid stockbrokers,who should know better) believe it won't last! To make matters worse, the longer the U price rise goes on, the more nervous people are going to get. To see whether I'm right, note the performance of future U IPOs. The OKU one collapsed quite alarmngly, after its initial peak. The TAS one coming up should be interesting to watch. If the negative trend towards explorers continues, it may be necessary to switch to emerging U producers to get any sort of benefit out of the U price rise.