Value Microcaps Free-For-All

[micham2012]

re Uranium:

A few days ago a poster on the Uranium exploration board posted this link, which shows the market caps for Canadian uranium companies:

http://www.preciousmetalresources.com/canadian/uranium/marketcaps/

I was surprised to see that, after Cameco (CCJ), there are still 5 companies with a larger market cap than Denison (DEN.TO). The 5 are: AXU.TO, IUC.TO, MGA.V, SXR.TO, and UEX.TO. I had always believed that DEN.TO was #2 in size, and by a meaningful margin. I own DEN.TO and 2 of the 5 that are now larger, and am wondering if it makes sense at this point to allocate funds away from the 2 larger, and towards DEN.TO.

Uranium stocks are off to a good start today, continuing last week's gains reflected in Len's portfolio.

Steve