robdidomenico@yahoo.com if i am not already on the list, although i sent it last week (when you first requested it.)

i always look at U3O8.biz, its a nice chart with good info, i think. go to the uranium stocks tab up top, and choose database. i just don't have the time (or skill for that matter!) to sort them out.

now i have a question, somewhat OT, sorry: i currently have my account at Fidelity which charges an extra $50 for foreign stocks. Can anyone recommend a broker who charges less? I know Etrade is starting to allow direct purchases, but I read that it was a pilot program starting with only 1000 people. I don't want to wait for them to expand it, but I would like to take small positions in a bunch of stocks, so the commissions would really hurt.

Bill, lots of posts today! Hopefully it means you are feeling better!

rob d: I'd expect your best bet would be Interactive Brokers.

rob d,

I suppose KRY being up 35% today is reason enough to make Bill feel better. It works for me!

RBC DS issued a very good 48 page report on uranium last week...unfortunately behind a firewall. This link catches the main gist of the report...http://www.mineweb.com/mineweb/view/mineweb/en/page31?oid=18699&sn=Detail

There are now over 550 self-professed uranium cos. in the world today...up by over 200% from a few years ago. There is a lot of moose pasture for sale right now. The last time there was this much hype in uranium was in the late 1970s. Overnight, the Three Mile Island accident killed the sector for almost 20 years.

IMHO,I think there is more money to be made in the sector as we have just started to see some significant acquisitions being made and some cos. will have success with the drill bit. RBC has CCO/CCJ, a Cara 100 co., as its Top Pick.

I USUALLY TRADE ETF'S ON RELATIVE STREGNTH ON AN INTERMEDIATE TERM BASIS. MY PROBLEM IS WHEN TO GET OUT. I WOULD VALUE ALL OPINIONS. SCIDEN04

For those new to uranium, a new closed-end fund has just been launched and listed in Canada...UF.UN which will have positions in the uranium producers, the near producers and the senior explorers. Worth a look.

Bill, Jake & Jock mentioned Azimut at PDAC.

Azimut and Majescor sign option deal on West Minto uranium property in Quebec

http://tinyurl.com/2rx45u

The Times article is good except for one problem - while it correctly states that demand in the US is liable to be stagnant for some time, it fails to mention where the growth in demand is coming from - China. With definitive plans to build 20 new reactors by 2020 - and perhaps as many as a couple hundred more(!) by 2050, this is where demand will be driven. Also purely for scientific interest look around online for articles on a new design of small, safe reactor a Chinese university has devised that uses specks of fuel encased in graphite balls instead of the traditional fuel rods and flowing coolant 100 megawatt jobs. Pretty fascinating if you're interested in that side of things.

Oops I meant 1000 megawatt jobs. Yeesh you'd think someone who worked in cooling system design for the GE Lungmen Taiwanese reactors in a previous life wouldnt make a typo like that :P

Question: the Uranium boom depends upon price of yellowcake. From earlier posts on this blog, I understand that the Uranium price is established not on a public futures exchange, but largely in private deals negotiated by the same Canadian financial group which owns strategic stakes in many junior uranium miners. Is there any independent check on whether the uranium prices reported are real?

The new reactors are called:

Pebble Bed Modular Reactors

http://en.wikipedia.org/wiki/Pebble_bed_reactor

I never worked for GE...however...
I did sleep in a Holiday Inn last night.

Here is a link to a page that explains how the uranium spot price is calculated:

http://www.uxc.com/uxc_uranium-prices.html