RE:WorryThe weak spot price, I'd agree, is depressing the sector and spilling over onto FCU. What's unclear is whether Japanese utilities have held their uranium inventories since the tsunami or whether they disposed them into the spot market. Their stockpiles will likely affect the timing of a price recovery but there have been conflicting reports on the subject. My suspicion is that the Japanese utilities would have held the strategic portion of their reserves and liquidated the remainer into the sport market for cash flow purposes. - just a guess -