my views on uraniumI look at it like this , they have long term contracts which make money for them and can weather the storm of 2011 as supply and demand broke in one wave . But now the waves a different kind , the world is now going no carbon emisions and nuculear is the only base load replacement that fits the bill , Natural Gas has it's advantage by being cheap and easy to build small buildings in the right place so the grid doesn't need to be updated in the States but still emits carbon Being the first step of this new world order with the start in augusts reactor in japan, and china's renewed build program never mind russia's aggresive build and supply program along with the newer smaller reactor versions being designed . Supply and demand will change to the upside