firstwave

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Wed Feb 20th 01:00 AM | Rating: 0 0
Commented on:
Uranium on the Rise

Good post Grumpyone,

What Mr. Coombes does not account for is "peak oil" . Even if you do not believe in Hubberts Peak oil theory. All oil analysts will agree that all the "CHEAP" oil has been pumped. There may still be a lot of oil on the planet but it is VERY expensive to extract.

As we enter the ENERGY- CRISIS era, we will enter the age of switching from burning Fossil fuels to metal fuels. It is inevitable.

Countries and large corporations will start to hoard oil reserves. Nuclear energy is the only answer, solar/ wind will play a growing but minimal role.

The world is searching for alternatives to $100-200 OIL, first bio-fuels/ ethanol (ridiculous , stupid idea) , today they want to burn as much coal as possible. We all know what burning coal does to the environment. Even if you do not believe in global warming, everyone can agree the damage burning dirty coal does to the environment.

The writing is on the wall, Mr Coombes says we are years away from needing more uranium supplies. He is ABSOLUTELY mistaken. There is already a mining supply shortage.

What do you think the BIG OIL/ Utilities CO/ Sovereign Wealth funds will be buying very soon. Correction,... they are already accumulating.

A Uranium buying PANIC is enevitable.

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Fri Feb 15th 11:31 AM | Rating: 0 0
Commented on:
Investing in a Resource-Constrained World (Part II)

Mark,

When is your next article on Uranium?

WHat is your target price on Palladium and PDL?
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Mon Feb 11th 10:30 AM | Rating: 0 0
Commented on:
Investing in a Resource-Constrained World (Part II)

Mark,

Is there a link to your e-mail on your blog? I wanted to your analysis. Just didn't think here is the right place.

Thanks
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Sat Feb 9th 16:33 PM | Rating: 0 0
Commented on:
Investing in a Resource-Constrained World (Part II)

Mark,

You have become one of my favorite Bloggers. Very refreshing to see someone that shares my analysis on Palladium. You made a great call.

I am very interested to see your next article focusing on Uranium.

Keep up the great analysis.

Regards,
FW
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