I like uranium too, but there are many questions. I doubt Cameco would be allowed to be taken over by a company from a strange country, but Denison and Hat, why not; but then again I don't think they have proven future production of high enough capacity.

For more than a year I have been think about buying uranium stocks, but so far none. Cameco is a sure 'bet', but then again Cigar Lake could flood again.

Why is nuclear power so expensive in the West, mainly because of capital costs of the plant; the fuel(UO2) is cheap, relatively. I suspect a nuclear power plant in China costs maybe a fraction of what it will cost in the west; so yes most likely they will build a few plant over the next 5 to 10 years; increasing the demand of uranium. This should increase the price of the uranium, and in fact the price of uranium has very small impact of the cost of electricity produced by these power plant.