TheSlowLane

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