im heavily invested in nexgen, so i do watch the price, and i agree with LC when he says the section 232 issue, which is aimed at the kazaks will most probably see ausssie and canadian uranium as "not the enemy"
i also agree with his thoughts that post section 232 the market will sort out a price and all contracts are on hold until the section 232 issue is resolved..
maybe post section 232 decision the $8 bounce may happen, could be a perfect catalyst
i just dont agree with first half price target, but agree with all the others.. poor analysis
UBS Commodity Forecasts, page-5
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