Strathmore Resources - SMR - A uranium play Message Board

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Gold/Mining/Energy : Strathmore Resources - SMR - A uranium play

SMR 40.83

-9.0%

Nov 3 3:59 PM EST

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To: tango who wrote (111)	11/16/1998 5:12:00 PM
From: Dan P	Read Replies (1) of 162

Tango: Casey likes Cameco (CCO/TORONTO) as a core holding, and also Paladin, an Australian company(PDN Australia). Juniors he likes are International Uranium(IUC/TORONTO) and Strathmore. Of course, Sudhir Khanna has mentioned IUC as well. While the supply demand equation definitely is favorable for Uranium, it is hard to determine when we will see a rise in prices. There are a number of factors influencing the price, and Casey has gone into great detail into this. One of the points that I found interesting was that the Uranium price itself does not have a great impact on the Nuclear plants, because it only contributes a modest percent of their overall costs to generate energy. Sudhir Khanna has an excellent letter on resource stocks, and I certainly respect his opinion. It is reassuring to SMR shareholders like myself to see both Khanna and Casey on the same page as far as Uranium stocks are concerned. Regards Dan

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