David Segelov

Uranium's Hot, But This One's Not: The Short Case On USEC (USU)

I am really bullish on uranium. The sole US stock USU is not the play b/c of the huge investment they need to make and the competition they face. No doubt their inventory is valuable and getting more valuable but it will all be used to fund the new equipment.

The better pure plays are all in Canada and Australia.

I own alot of them. There are very ew with near term revenue potential and these will likely become very valuable stocks.

I like Paladin(PDN), Giralia (GIR.AX), U308 Corp (UTO.AX), Equniox (EQN.AX) (listed both Australia and Canada), and DYL.AX. Also BHP and RIO have large exposures admist there huge resources holdings.

Equinox is a new favorite of mine - copper mixed with uranium but the economics are appealing.