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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (4474)	7/24/1998 12:15:00 AM
From: Shane M	Read Replies (1) \| Respond to of 78705

Jim, I can't speak for others on the thread, but I appreciate the comments on USU. I don't have a prospectus, but am sufficiently interested to look into this. IMO, talk all you want about this company on the thread. By the way, I just saw this on Excite News for the company. Industry protest of transfer of Uranium to USU quicken.excite.com Shane

To: James Clarke who wrote (4474)	7/24/1998 7:46:00 AM
From: valueminded	Respond to of 78705

Jim Part of your evaluation depends on the value of the inventories. What do you make of the lawsuit (announced yesterday) by the other Uranium suppliers to limit the government from augmenting the Uranium inventories of USU ? Seems like a big unknown in your valuation equation. Also, what is source of the $17-$18 buyout number? Finally, it is very common for spinoffs and IPO's not to price the options right away. They are often priced within 3mo to 12 mo afterward. Look at ICBC, OTL for example. BTW I appreciate your commentary on value and the discussion on USU. I am now investigating and will report if I have anything new to add. Last question (different topic) but still in the realm of value investing. Seems as if NH is really taking it on the chin as of late. What are your thoughts ? I figured I had achieved a good entry at 18.5 but it appears to have significant downside potential from that point.

To: James Clarke who wrote (4474)	7/24/1998 12:34:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 78705

This lengthy USEC discussion is SI at its best. Please don't censor yourself. Tom

To: James Clarke who wrote (4474)	12/23/1998 9:37:00 PM
From: Madharry	Read Replies (2) \| Respond to of 78705

On USU I am starting to research the company in the hope that I will have funds to invest in it in the next 30 days . I am very concerned about the situation in Russia and i would like to know what impact a serious crisis would have on the operations of the company and its performance. Is the company dependent upon Russia to furnish it with raw materials? If Russia were unable to produce/and export uranioum what would be the impact? can you elaborate on that please.