tag:blogger.com,1999:blog-3219155801994242688.post8765130251064722989..comments2008-04-14T00:31:42.417-07:00kevinhttp://www.blogger.com/profile/05331047626419936198noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-3219155801994242688.post-59133922221784193502008-04-14T00:31:00.000-07:002008-04-14T00:31:00.000-07:00My $0.02 worth is that I think that valuations based on the spot price of Uranium are dangerous. As far as I can ascertain, there are many long-term contracts at about $30 (eg ERA). Many new mines are coming onstream in the near future, and I think there is the possibility of a medium-term over-supply.brianohhttp://www.blogger.com/profile/03640145906273193247noreply@blogger.com