An Interesting Option in the Uranium Space

A Case Study on the Next Potential Uranium Discovery Story

Last month we wrote a Note on the potential for uranium junior mining companies to outperform the broader markets over the next 12 to 24 months. Our rationale centered on the current low uranium spot price that has caused a scaling back of production/expansion on the part of the major producers (BHP, Cameco, AREVA, etc.). This is compounded by the potential for the Japanese nuclear industry to come back online (slowly), the nuclear build out in China and other countries, and the potential end or change in terms of the Megatons to Megawatts agreement.

Written by Chris Berry, MBA - [ Discovery Investing Web Site ]