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

To: energy_investor who wrote (10376)	4/15/2007 8:28:29 PM
From: fmikehugo	Read Replies (1) \| Respond to of 30237

PWE = Penn West?

To: energy_investor who wrote (10376)	4/16/2007 1:17:04 PM
From: JimisJim	Read Replies (3) \| Respond to of 30237

Why is EMU such a laggard compared to URZ? Both US exchange listed... EMU shows a lot of pounds in the ground... In fact, EMU seems to have more pounds in the ground than 90% of the near producers or current producers... I suppose that has already been priced in? No geopolitical problems that I see... what am I missing? FWIW, already own equal positions in both URZ and EMU... just wondering why URZ has been running circles around EMU... Any thoughts, info on this? Anyone? Thanks, Jim

To: energy_investor who wrote (10376)	4/23/2007 2:38:59 PM
From: AuBug	Read Replies (3) \| Respond to of 30237

It seems to me this NPV approach assumes that one can snap their fingers and all the metals buried in the earth pop to the surface refined and ready to sell. I don't think so. Mr Market says URZ is worth $275 million today, not the NPV value of $1.2 billion. I think that Mr Market is being overly generous. If we take your 16 million lbs-U and divide it into the mkt cap it says Mr Market is paying $17/PITG. That's double a reasonable valuation. When this market starts correcting it's going to be fast and furious.