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Message: Trade of the Decade ...

The part that mystifies me is that uranium is so incredibly cyclical ---all you had to do was hold onto your stocks if they were large caps, and they would recover their 2007 prices because the supply/demand equation is only getting better.

As an aside, AREVA just announced the record largest single sale of uranium ever to a consortium of Chinese companies today. And Areva are right here in Saskatchewan. Things are going to get very hot very soon.

I moved into uranium a little more the last few days. I like Denison, even though they are already up 63% since April for me. I think they still have incredible upside potential. And in a normal market, I would consider 63% damn good.

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