uranium

Anybody follow stocks that are purely uranium dependent or very sensitive to the uranium price. I would be interested to you which ones.

I had a very interesting conversation on the plane home about a pending shortage looming. China are also planning to build a few nuclear power plants which will amplify the shortage could really push the price up. The view from some of the articles I have found on the net is uranium could become the most expensive commodity in the world over the next 3 to 5 years.