GREY:URPTF - Post by User
Comment by
shortUSA2on Oct 27, 2007 5:44pm
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Post# 13703453
RE: UPC and Nufcor
RE: UPC and NufcorI have a large position in FSY as they should be producing by the end of next year and should therefore capture the peak in Uranium prices over the next few years. As for other near term producers, I haven't found anything else I really like only because most of them seem to be targeting late 2009 or 2010 and that's if everything goes according to plan. Can anyone provide a list of companies that are likely to be in production by the end of 2009? I really think this where one can make some money as these companies will get full exposure to high uranium prices before new supply begins to moderate the price. Also, the scarcity of new production will make these companies prime targets for takeovers.