Great article Kristjan. I am long CCJ . Cameco is in the North American safety zone . Uranium One is not. So it is a logical investment. Why dicker over price? More uranium is necessary . Even the Obama fear followers over nuclear power cannot stop the international demand.I will buy more CCJ. The components of the piping for nuclear power plants could be a buy. But metals are produced everywhere. Maybe BHP and SGR are a buy. Also time to get into BHP and GMO as a back up.
Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays [View article]
Is Cameco still pumping water??? Any news? I am LONG CCJ:Cameco and view mine flooding a part of the business and risk. BUT....now Paladin and Dennison are looking better and for geographic locations.
Shourld Paladin and Dennison be bought as insurance for CCJ????
A New Bull Market for Uranium [View article]
Why dicker over price? More uranium is necessary . Even the Obama fear followers over nuclear power cannot stop the international demand.I will buy more CCJ. The components of the piping for nuclear power plants could be a buy. But metals are produced everywhere. Maybe BHP and SGR are a buy.
Also time to get into BHP and GMO as a back up.
Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays [View article]
Shourld Paladin and Dennison be bought as insurance for CCJ????
Diego