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Gold/Mining/Energy : Uranium Stocks -- Ignore unavailable to you. Want to Upgrade?


To: dmick who wrote (3561)10/28/2006 4:37:48 PM
From: kurtwalter2  Read Replies (2) | Respond to of 30215
 
Sprott Asset Management has always touted its interest in junior uranium companies - the Sprott Canadian Equity Fund has around 7.2% in uranium (as of June 30). J-F Tardif very recently mentioned ERA (on the ASX) as their favourite uranium play - but I don't know how to buy it in Canada.

The top holdings include

Top 25 Holdings
Name of Security Percentage of Total Net Assets (%)
Gold Bullion 14.48
Silver Certificates 8.73
Canada Treasury Bills, July 27, 2006 5.48
Delta Petroleum Corporation 4.35
Cash 3.66
Arch Coal Inc. 3.16
Quadra Mining Ltd. 3.12
High River Gold Mines Ltd. 2.81
Canada Treasury Bills, July 7, 2006 2.67
NovaGold Resources Inc. 2.55
Corridor Resources Inc. 2.18
Energy Resources of Australia Ltd. 1.80
Macarthur Coal Limited 1.60
Pine Tree Capital Ltd. 1.36
Alamos Gold Inc. 1.31
Golden Star Resources Ltd. 1.19
Etruscan Enterprises Ltd. 1.14
Kinross Gold Corporation 1.12
SXR Uranium One Inc. 1.10
Queenstake Resources Ltd. 1.01
Sterling Resources Ltd. 0.94
Energy Metals Corporation 0.94
Silvercorp Metals Inc. 0.94
Kirkland Lake Gold Inc. 0.88
Strathmore Minerals Corp. 0.82

sprott.com

Go to
sprott.com

for the Energy Fund holdings, where uranium comprises around 11%. These percentages may well have been increased since June.



To: dmick who wrote (3561)10/29/2006 3:35:40 AM
From: dalroi  Read Replies (1) | Respond to of 30215
 
you could also look at pinetree which has a lot of junor stuff in U308 and sit at most PP

its also a dines stock so lots of support