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  • Uranium Exposure: With or Without ETFs? [View article]
    NLR is much more directly linked to Nuclear than PKN based on their top-10 holdings.

    Kang, why did you say "Very different performance patterns between the commodity and one of its major producers." Looks like CCJ and U are highly & positively correlated.
    Jul 13 22:26 pm |Rating: 0 0 |Link to Comment
  • Nuclear Power's Second Coming Will Lead to a Uranium Boom [View article]
    What does France do with all its nuclear waste?

    Does anyone have a good read on the amount of Uranium stock piles? Is it even possible to estimate? The author says 10 years to deplete current stock piles but I think that is a baseless guess.

    I'm leaning towards buying "U" on the Toronto exchange rather than gambling on a couple of companies in the Nuclear sector but I'd feel a whole lot more comfortable if the spot price was $40 rather than $60 since it was below $20 for so damn long. I view $20 - $30 as being the down side risk for Uranium's spot price... but that's a baseless number too.
    Jul 09 19:05 pm |Rating: 0 0 |Link to Comment
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