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Gold/Mining/Energy : Uranium Stocks
URNM 56.51+1.6%Dec 23 4:00 PM EST
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To: TheSlowLane who wrote (6371)1/7/2007 4:36:45 AM
From: xyz1  Read Replies (1) of 30235
 
He goes on to say:
Though the price formation of uranium remains driven by supply constraints, I expect utilities to attempt to build inventory levels more aggressively as they belately realise their positions should be dictated by not only cash management but also risk management, and as new reactors, coming on at a pace of ten a year starting in 2010 create mini bulges of demand.
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