Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lowerSharpnose who wrote (10346)	4/13/2007 7:26:17 PM
From: energyplay	Read Replies (1) \| Respond to of 30242

Why no shutdown of a nuke becuase of a fuel shortage yet ? 1) There is a long, multi-year supply chain from yellow cake to enrichment to fuel rods, and there is some inventory in the chain. 2) Utilities can avoid running nuclear plants as hard, and run coal or NG instead. Why run your nuke plants until "empty", when you can get electricty from other sources ? That way, there is some spare capacity for hot summer days, cold winters, and when the coal plants need maintence. Quehubo should be able to provide an even better answer.

To: lowerSharpnose who wrote (10346)	4/15/2007 8:04:45 PM
From: AuBug	Read Replies (3) \| Respond to of 30242

I bow to your brilliance: "ps allegedly not aledgedly - it is picked up by the spell checker." I'm not confused in the slightest and it's arrogant of you to accuse me of being confused. I'm realistic. Nobody knows how much uranium is being held at power plants. Do you? Do the tautsheet hypesters? The supply demand data published by DoE shows it in balance until 2011. Every uranium mine possible will be brought on stream in the next few years. Would the CEO of a utility pay billions to commit to a power plant if they didn't have years worth of fuel lined up? I believe the CEO of Duke said he would not commit to a new nuclear power plant due to lack of clarity in regulatory matters and he did not mention the lack of uranium fuel. At present I own about 30% of the uranium stocks I used to own and am more likely to sell than buy at this time. The market is grossly overvaluing too many uranium E&P stocks and they do not represent good value now. After the serious correction I expect this summer I'll load up again. Long term the price of uranium will stay high and will be very profitable for many companies that find good grades. The vast majority of uranium E&P stocks are just wildcatters or blowhards and they'll be worth less than 10% of their present prices. Separating the wheat from the chaff will separate the men from the boys in the coming months.