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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: koan who wrote (28589)12/29/2006 11:31:42 PM
From: TheSlowLane  Read Replies (3) of 78408
 
koan - I agree with Gib's take on this. The fundamentals of the U market seem easier to understand than any of the other metals, imo. You have a long-term supply deficit that has been accomodated by the "swords into plowshares" conversion of weapons-grade material into fuel. Demand is inelastic as there is no fuel-switching options for existing plants.

Picking the winners is another story, but the templates that work for the other metals more or less apply to the U sector as well. Strong management teams with deep industry experience and a track record of exploration success, good property portfolios, cash in the bank, decent share structure. You're a smart guy, you will figure it out if you so desire! Read a couple of the articles listed in the header of the Uranium Stocks board and that will give you a good foundation. The more I studied the situation, the stronger my conviction became. Dines is no dummy and he says it is still very early in the game.

All the best,

tsl
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