Here is a great site for Uraniuim info: http://u308.biz/

IMO, u308 will have a hard time in the foreseable future. If there is a reasonable recovery, big if, Denison (DML) and Pinetree (PNP) are good bets.

IMO from my reseach in Japanese Energy Policy, it has taken Japan over a decade to get over the last nuclear distaster. Public opinion towards nuclear energy will be very hard to turn positive again in the near term. I think that Nat Gas will be a better play in the long term but the inventory issue in North America is still way to heavy on the industry as is the fighting over the Sakhalin deposits north of Japan.

Interesting times in the energy industry.

P.S. - George, great HUB idea.