i will stick to cco and disregard ALA stooges... will follow that suggestion and not make this board stupid which is their intent...
i still believe in trading runs and no sustained move up until 2013... the HEU is only 15% of global supply so their should be a small bump... i do not subscribe to the theory that U prices have to skyrocket, as new plants won't come on stream for a long time and if there is no supply they just get delayed... the fear of 150 oil has subsided... its not efficiency as much as space and pollution on the demand for nuclear, especially in China... the catalyst for U prices will be the feasibility of new mine construction and production.... on a demand supply basis there is ample supply of oil at wti 80, it stays at 100 because there is a level which new sources won't get developed... there are a lot of new U sites in development now that will come on stream within 5 years... BUT... i have read 70+ for U spot price is needed going forward... and that catalyst won't be realized until 2013 or 2014... in my opinion....