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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?


To: koan who wrote (22417)10/6/2006 12:59:24 PM
From: TheSlowLane  Read Replies (2) | Respond to of 78418
 
Koan, Agree with your overall analysis, but your numbers are off a bit:

"Nuclear utilities around the world consumed approximately 173 million pounds of uranium in 2004, while world mine production was only 105 million pounds."

hpur.com

This is one of the reasons why I have been focusing a fair bit on the sector. However, the juniors have been trading along with the PM sector and are non-correlated (heck, maybe even inversely-correlated!) to their respective metal. I expect that will change...at some point! Good stuff...