Hey @tambarino, there are a lot sharper people on here than I, so read widely my friend. (Be careful of agendae of anyone on HC obviously).
My thoughts, for what they're worth (funny how people will pay a PENNY for your thoughts then give you their TWO CENTS worth huh? )....
I'm relatively risk adverse, so if your looking for high return specs; my thoughts are no good to ya. I put BKY at good value around 0.70 and got in 0.73 3 weeks ago, planning to reassess it every month or so. My target for Sept 2017 if U308 didn't move much ($41 contracts, closer to production in early '18, was in 0.90 range). It's exceeded that already, so even though I'm generally an investor I sold it out early this week, at risk of missing the U spike, as I believe at that price it's just a U play alone, so I'll come back into it later, maybe at a higher price.
I like PEN and PDN but have concerns about their mining costs so I haven't bought into either until I see updates that show they have lowered their extraction/processing cost targets. Pen's previous O.C's are about in line with their last contract, so they don't need much movement to become attractive to me. There's a few guys posting on PEN thread that are much better analysts than me, but have axes to grind so it's tough to know what's missing from their analyses. Worth a read though. .
BMN and Galaxy (Canada) are potential big winners, but highly speculative, you've got double whammy opportunity/risk with resource size and U price. I'm not in either, they very tempting though, but I'm all specced out on WAF, RBO and CFO so just value investingfor me for the next few months until my portfolio balances out.
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