RE: RE: more PEAnuc energy aint dead, its just suffering public backlash for now
what country has the cash in had to chuck nukes and start over right now? notta one
japan will ahve to do something, but the others are blowing smoke
so while public opinion is against, no one can afford to go green really, unless not using energy is an option
russians are out of recycled Ur tosuply mkt with , so prices will have to rise over time
2011 long term pricing per Cameco is about $70 a lb, a time frame which includes the Tokyo mess
look back to 07 + 08 and you see $85 +
So while id rather the report had used say $70, if these guys who are smarter than your avg armchr uranium spot price guessers (us) think 85 is a possible price based in 2 yrs, i'd buy it. these arent anal-ysts like the morons at brokerages, so i trust thier #'s a tad more
Sc in clay doesnt sound easy to separate but that isnt GEMs problem. If they can separate Sc etc out of the ore via heap leach and ISL one day, that sounds a lot easier to separate and bundle up for end users.
coating Ur rods w Berylium could have prevented the meltdown in japan they think .
who knows what other mineasl will find new uses and bolster the pricing that we think is high today