JDH Commentary Cracks in the Armour (Armor?)

[Bottomfeeder]

Thanks Onlooker. Don't know if I know the most or not, probably just a more active poster and poser on the subject.  My company list is too narrow, as I have SO many Dines picks and am just trying to manage my portfolio while I gain knowledge.  Only so much cash to go around.

This is I think a good way to look at "who" to buy and why.  First look at who the PRIMARY end users are and WHERE the supplies ARE coming from and where they WILL be coming from.  Doing so will direct you to the best suppliers from a geographic perspective.  Viewing it vertically is best in my opinion:

US utilities> from Russia> via Kazakastan beginning 2013.
US utilities> domestic supply> USEC>Wyoming> UUU, URZ (just getting going)
China> Austrailia, Africa (add First Uranium) to previous list
Slovakia>domestic supply>Tournigan Energy
Europe>? Russia (good bet) plus domestic suppliers

Anyway that is kind of how I look at things.  Try to find the best suppliers from the dominant feed locations from and to.  If you look at it this way, you can see why I am sky high on Uranium One.  They have excellent supply soureces on just about every continent with current prices mostly negotiated from SPOT, and are working to bring more under TERM.  They are also expecting to be a larger producer than Cameco by 2013.  That means no legacy contracts which constrict price, and huge upside from a gross production standpoint, geo-politics be damned.

They are my top pick but not yet my largest holding. 

[sunseeker]

Hi Onlooker
Just a few ideas with regard to uranium info:

Set up free account. Free emails.
http://www.resourcestockguide.com/

Free emails
http://www.uranium-stocks.net/

Free emails
http://www.theenergyreport.com/

Mining in general Free emails
http://www.mineweb.com/mineweb/view/mineweb/en/page1
+
http://www.miningmx.com/news/

Canadian stocks
http://latesturanium.com/

Why pay when you can find out so much yourself for free?

I like PNP (as a cost effective junior company base), but I realise that there are people here that have issues with that point of view. I accept that and try to take advantage of the insider knowledge. Fund managers and analysts pass things on when it’s in their best interest. Geologists working for a company may be forbidden to invest themselves but they pass on information to others, and in return they get the nod when another has something of interest. Analysts do the same. Its insider dealing but they would have difficulty proving it. Sheldon Inwentash is no fool. He may have his own interests but PNP is the vehicle for them. He’s not going to let investors down if he can help it. PNP was originally a technology vehicle, then it became a uranium vehicle. It is morphing to some degree into a precious metals vehicle. He’s good at getting on the next trend band wagon when he sees it.
http://www.pinetreecapital.com/

I also like this one for similar reasons:
http://www.ncim.co.uk/GCLhome.shtml

Then you have the ETFS

http://etf.stock-encyclopedia.com/scripts/textsearch.php?text=Nuclear

(the best search engine for anything ETF/ETC).

ATB 

[onlooker]

Bf:

Thanks for unlocking questions relating to the “end users”, the “where are the suppliers” and “who are the suppliers” for me.  I am now able to read all previous postings and understand their importance to uranium. 

SS:

Thanks for providing free educational links.  These links shows that investors do not necessarily have to pay for investment advice.

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Like a wayward student, I now got tons of excellent reading material to catch up on and plough through!