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

To: JimisJim who wrote (10418)	4/16/2007 1:27:19 PM
From: tcd	Respond to of 30247

Jimis: I think you're asking the right person EI. Maybe Tommaso or Slow Lane. Seems like a conundrum to me also... td

To: JimisJim who wrote (10418)	4/16/2007 4:33:38 PM
From: energy_investor	Read Replies (2) \| Respond to of 30247

JimisJim, I suspect that EMU was "ahead of the game" vis a vis URZ so URZ simply had some catching up to do. I wouldn't be at all surprised to see EMU start to get back on fire -- remember URRE, which just a few weeks ago looked like a real dog! Like you, I own EMU as well as URZ. I have absolutely no complaints about the returns on either of these stellar stocks :-) Cheers Energy_Investor

To: JimisJim who wrote (10418)	4/17/2007 5:59:46 AM
From: energyplay	Read Replies (3) \| Respond to of 30247

Why is EMU a laggard ? One possible reason - when I went through their list of projects, they well ALL low grade, often bought from some other company which did not develop them, but minee other properties. Is there something wrong with these properties ? Maybe ... Compared with some miners with grades over 2%, it will take long and more money to put EMUs properties into production. Also, the uranium will cost more. I expect many of these properties will need over $75 per pound to have a good return, Longer term, if lots and lots of high grade properties are found by ohters, the Uranium price will come down, squeezing margins. I own EMU as my #4 Uranium miner. I would own producers first. I view it as a "call option" on sky high uranium prices Dennison, URRE, biggest positions URZ EMU medium positions FDC FCO small positions I should probably have a little more diversity.