Sandygood point, but remember that the existing power stations...

Sandy
good point, but remember that the existing power stations need on going fuel so there is gauranteed demand in the future--and apparently the deal between Russia and USA to salvage uranium from decommissioned weapons is about to end, so significant quantities of supply will be removed

also every day is a day further away from Fukishima--and nuclear power may again be accepted

I have recently taken a small position in AGS and ERA--both have buckets of cash---so they will survive
Some people believe that prices must rise to ensure supply
PDN received $ 200m advance payment will is significant

I think you are right about small companies trying to cap raise--look at SHE

But gold is the thing at the moment---have a look at MOY