hey yak,
What's exciting is the the long term "sustainable" uptrend. Just follow the U spot price. With the supply shortage, it's heading north in a big way for at least a few more YEARS. $27+ by EOY??? This qualifies as super-cycle stuff.
Also, all the big names in the energy game are interested in australian uranium real estate! RIO, BHP, Areva (France), Cameco (Canada) just to name a few.
That's good enuf for me! When in doubt follow the big boys! Looks like the Howard govt is.
A.
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