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Gold/Mining/Energy : Strathmore Resources - SMR - A uranium play -- Ignore unavailable to you. Want to Upgrade?

To: tango who wrote (111)	11/16/1998 10:05:00 AM
From: Sudhir Khanna	Read Replies (1) \| Respond to of 162

Tango, Take a look at International Uranium (IUC.t). It is controlled by the Lundin family and should show a profit of $0.06 per share for the current fiscal year. I own some stock and have recommended it in the newsletter. E-Mail me at mailto:khannas@interlog.com?subject=IUC if you would like a free one month trial and some recent write-ups. SMR is also a good buy with experienced management. I believe the price of Uranium will remain week into the second half of 1999. IUC is protected against this. Sincerely, Sudhir Khanna, P.Eng. Editor, The RESOURCE INDICATOR goldsheet.simplenet.com

To: tango who wrote (111)	11/16/1998 5:12:00 PM
From: Dan P	Read Replies (1) \| Respond to of 162

Tango: Casey likes Cameco (CCO/TORONTO) as a core holding, and also Paladin, an Australian company(PDN Australia). Juniors he likes are International Uranium(IUC/TORONTO) and Strathmore. Of course, Sudhir Khanna has mentioned IUC as well. While the supply demand equation definitely is favorable for Uranium, it is hard to determine when we will see a rise in prices. There are a number of factors influencing the price, and Casey has gone into great detail into this. One of the points that I found interesting was that the Uranium price itself does not have a great impact on the Nuclear plants, because it only contributes a modest percent of their overall costs to generate energy. Sudhir Khanna has an excellent letter on resource stocks, and I certainly respect his opinion. It is reassuring to SMR shareholders like myself to see both Khanna and Casey on the same page as far as Uranium stocks are concerned. Regards Dan