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Gold/Mining/Energy : GLAMIS GOLD - GLG -- Ignore unavailable to you. Want to Upgrade?

To: Peter Dierks who wrote (429)	1/26/2005 10:53:19 AM
From: Cage Rattler	Read Replies (1) \| Respond to of 459

I am considering Cameco Corp (CCJ); it seems to be a leading source of elemental Uranium. Other related areas of related interest include power-plant refurbishing, new plant construction, reactor technologies, and waste disposal. Consider France for example; they have implemented nuclear power successfully -- then think of their ever increasing specialized maintenance costs. Most folks recognize that fossil fuels are no longer rational sources for power -- cost, environment pressures, and a finite supply largely controlled by nuts are all influencing factors. Regrettably, my DD has not harvested any specific, convincing leads in these peripheral but related sectors. Any thoughts you might have would be appreciated. I will look into FDG. I do have some reservations concerning investment in China. I do not believe that the PRC can be trusted to protect foreign investment interests -- particularly if China’s profit interests conflict with those of investors. They will simply tell you to “stuff it.” A friend of mine, who was Chinese, set up a business there about 10-years ago; he got screwed big time. There were after-the-fact state imposed regulations and tariffs imposed after his business was up running and profitable. I understand that FDG is probably a pay-as-you go commodity and seem protected for that reason. I wonder if the coal is simply for power or is it of the type used in iron to alloy-steel production? P.S. Just looked at the FDG chart -- why didn't you tell me back in 2003? That is impressive -- good work. :^)