RE: UUU/UEX/PDNIMO MRG_WPG....if you're bullish on the long term nuclear/uranium story...as i certainly am...and a value investor looking for beaten up plays/sectors...there are some really good bargains in the uranium sector.
IMO all 3 of the stocks you mentioned have excellent leverage to uranium prices and outstanding
long term growth potential! Most of the uranium plays...including those you mentioned...have recently started to run for sev reasons...including rumors china plans to start stock piling uranium for its ambious nuclear build program....and as the big money hedge fund boys once again seem to be taking an interest in the secctor, etc. Despite the recent run...i strongly believe we are only just getting started ....and the real gains are yet to come :)
I've recently traded a couple of the smaller uranium plays for nice gains....but my longer term 'Top Pick' holds in the uranium space are PDN, UUU and URE. I'm up substantially on UUU and URE and nicely on PDN....and have no intention of selling any in the near future...as i'm looking for much larger long term gains on all 3!!!
PDN has been a bit of a laggard during this recent run-up...due to some earlier questions/probs w/ it SA holdings and production.....but mkt seems to have recently gotten over these issues and she looks to be playing a bit of catch up now ....and i'm extremely confidant that she's a great long term hold!!!
UUU...as another mentioned ....has agreed to sell a 51% controlling interest in company to ARMZ...the giant russian nuclear boys...which on closing will pay a specail dividend of $1.06 USD per share to all shareholders. Looks like only thing currently holding up this deal is some of the more conseravtive US senators have been balking about selling UUU'S US uranium assets (which comparatively speaking are rather small) to the 'Russians'....as they seem to think the Cold War is still on....and no one has informed them that the "Russians" don't want US uranium...but are rather net exporters of uranium...and want to sell the stuff to the Americans. Consensus appears to be that US will agree to deal....however....there is always the possibilty that it might not happen...and yes UUU insiders have been selling recently...which makes one wonder. Regardles however ...deal/with $1.06 dividend or no deal/no dividend....in my estimation the UUU risk reward profile...especillay for longer term investor ....is also excellent!!!
URE. This is a Canadiain uranium junior in with substantial uranium land holdings in mining friendly Wyoming ....that is expected to receive permitiing very shortly for its Wyoming mine...perhaps w/in wks or a few months. Stocks had a very nice run recently ...but would expect another big pop on positive permitting news...and once again....is yet another great long term uranium play with excellent to phenominal growth and SP potentail!!
Depending on the amount you want to invest/your time frame/and your risk profile, suggest as opposed to betting the farm on any one uranium play...you might think about diversifying your uranium plays among a few of those you like best. Also suggest you look to buy on any weakness/dips in your favorite uranium plays or mkt!
Happy trading and good luck!