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Bobwins

07/18/08 9:13 PM

#9903 RE: cartonet #9902

I am holding stm.v, uf-un.to, brd.v, ban.to and bvt.v.

I like STM because they are holding a lot of lbs in the ground vs the market cap. Proceeding towards licensing several projects but production is not until 2013 at the earliest.

UF-un.to is a trust that owns the bigger U producers.

BRD.v has purchased a formerly operating mine and has started shipping uranium ore from their J-Bird Mine

Ban.to is a large, low grade U project in Namibia.

BVT.v is a prospect stock. Their recent drill results weren't great but they haven't drilled in the best section of their prospect yet. Potentially a very large resource.

Uranium has started to turn up. We'll see if the trend continues but "experts" have been predicting a price recovery this fall.

Bobwins

steelpiston71

07/20/08 9:37 PM

#9905 RE: cartonet #9902

Not Bob, but some U's that should do well if Ux continues to rebound in spot would be UEX, PDN and LAM. These are all either producing or closer to that goal.

XE (Xemplar) is an interesting play, it was up over $8 not to long ago, now under a dollar. Potential huge resource iirc.

I also have been watching specs like ESO, TEL, FDC, GEM, SRI, CVV, BTT, etc.

steelpiston71