re: Uranium>Silver

My opinion and I've spoken with people who know more about the industry than I do is that this bull run will go on for the next 1-2 years. I've heard the 4-5 years, but Uranium companies can't just turn on mines at the flick of a switch. They need contracts right now to fulfill contracts 4-5 years out.

The supply deficit is right here right now. Utilities don't know it yet, but I'm not trimming a thing until we see contracts start flowing. I think this will happen in the next 12 months.

Uranium companies that can go into production during this cycle will probably give you the best returns. Don't count out juniors tho. This industry has had minimal investments over the past 10 years. There's not enough supply to meet demand. Juniors are needed too. Find some good ones to put in your portfolio for the most upside.