Nice work market scan but IMHO this list is to broad. Do you really think throwing the likes of RIO and BHP into a U308 watch list is kind of irrelevant? While they may have uranium I there repertoire it's far from the core business and when trying to see a trend change these companies will only distort the data and you result?
im sure there are many other players also included in the list that I would scratch off.
please understand this is a question more then a statement and I'm very interested to hear why you have such a broad stroke. I'm currently offshore and will be home within the week and will post my watch list and I'm very keen to see where this latest spot price movement effects the share prices of miners. Hopefully some ideas and discussions can be helpful to all.