I have just been looking around the web a bit on this. And fundamentaly is china not going to spur huge demand in the coming years? it looks like they are putting reactors up at record pace. these are some articles i found new and old, hope they are worth while.

http://www.purchasing.com/article/232343-Uranium_supply_shortage_could_be_looming.php

http://www.forbes.com/feeds/afx/2007/05/17/afx3730966.html