A commenter on ZeroHedge shared some of his Uranium ideas. Of course, you have to do your DD but the level of detail makes these credible ideas to look into:
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Some of the deep values from this selloff trade on the TSX ( Toronto) or TSX Venture.
Uranium Particiaption Fund ( U on TSX ) has a NAV with $60 spot Uranium of $9.45 and if spot uranium drops to $48 then is NAV is $9.05. Trading at $6.35
LAramide ( LAM on TSX) Has royalties from 3 sources takes its NAV to $.8.50 yet it trading at $1.31
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&m=29316742&l...
Paladin ( PDN on TSX) has mostly long term contracts locked in and none with Japanese. Stock has sold way off . Conference call this morning indicated they will actually benefit from this. Very cheap at $3.25
Hope that helps.
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Regards,
George
