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

To: Tommaso who wrote (6393)	1/7/2007 7:55:36 PM
From: russet	Read Replies (6) \| Respond to of 30232

If you look at the monthly trends in car buying you will see you are not alone,...car purchases relative to truck purchases has been increasing. The average buyer is already opting for increased energy efficiency. Also as you noted, the trends in energy efficiency have not just started,...they have been ongoing for some years as utilities promote energy conservation after the blackouts and brownouts of some years ago. I repeat that many municipalities have been boosting requirements in their building codes for insulation and energy efficiencies in new home and renovation construction. Lots of people are opting for on demand water heaters which save at least half the fuel costs of hot water heating (Home Depot is promoting them). Given the U.S. consumes 25% of world goods and services, one must think about what will happen,...more to the point what is happening right now as cheap credit dries up and the consequences of excess borrowing come to haunt the economy. It is doubtful these trends will not affect China and India and the rest of the world. There have been some interesting clips on the tube lately about overbuilding in China,...huge malls with few tenants, huge factories with large overcapacities, large and growing stockpiles of raw materials and finished goods, restrictions on lending practices. For many the question is,...how soon could it occur and how large would a restructuring pullback be? Copper is showing signs of fatigue. Most metals look to be topping or in pullbacks. Inventories of oil and gas are high throughout the developed world and most oil and gas stocks have corrected significantly from those optimistic highs of a year ago when everyone said oil production had peaked and oil was going to $100 a barrel. And what of Uranium? What price of Uranium is discounted in the uranium participation units market cap presently? If U.t starts to correct back towards its NAV, will the funds start selling the U stocks as well? Will the current selling on the commodity heavy TSE set the trend for the next few months? What will happen to the Uranium market when the first drop in negotiated prices occurs and is published? Am I really talking about the distant future, and not the here and now?