TheSlowLane

Uranium's Tough Outlook

I was surprised to see no mention of Olympic Dam in your article. Recent developments there have the potential for a significant impact on the uranium market in the near to mid-term:

"As well as affecting BHP's sales, a sustained outage could provide support to global copper and uranium prices, analysts said.

Uranium, which is sold mainly on long-term contracts, would be the most sensitive if BHP or its customers were forced to buy on the sector's small spot market.

In recent years, BHP has been forced to buy uranium on the spot market to make up shortfalls. "

www.theaustralian.news...

Uranium's Tough Outlook

Denison trades on the AMEX as DNN. DMLCF.PK is the old ticker symbol that is now obsolete.

Gold: Who's Left to Buy?

There are still many, many investors that have zero allocation to precious metals...

Pictet Plans Physical Gold Fund in October on Inflation Concern

By Chanyaporn Chanjaroen

Sept. 23 (Bloomberg) -- Pictet & Cie., Switzerland’s biggest closely held private bank, will start a fund backed by physical gold on Oct. 1, expecting demand from investors looking to protect their wealth against inflation.

Gold and Silver About to Hit Resistance

It is a cup and handle, imo, and has broken out this morning but we need to see sustained follow-through to confirm the pattern. Target is $15-$16.

A New Bull Market for Uranium

Gyoza - most transactions are conducted under long-term contracts, not on the spot market. The long-term price bottomed at around $70. Industry executives have been saying that they expect the spread between spot and term to tighten, with spot coming up to where the term price has stabilized.

362525 - SGR may be worth considering for a play on plant construction. It seems to me that your outlook is heavily US-centric and I would suggest that the nuclear/uranium power play is better analyzed in a global context. For example, the Koreans and Japanese have been the ones that have been actively entering joint ventures with uranium exploration and near-term production companies.

Uranium: An Under-the-Radar Bull Market

Cliff - There are only a handful of companies that produce uranium. The only ones that pay a dividend are the largest ones in the sector, the big diversified mining companies like BHP and Rio Tinto. But you are getting a lot of other minerals along with the uranium if you buy one of those.

tsl

Candente: Copper Worth Looking At

Global Copper accepted an offer from Teck Cominco this week that equates to about 0.03/lb, according to my rough calculations. That seems in line with the valuation metrics you have suggested. Nice job on the article, by the way, much appreciated.