Sunday, February 25, 2007

Uranium stock ranking

Consider reserves, rewards, risks and financial strength, I like following companies to own to play the great uranium bull markets:
  1. EMU. Market cap 940M. I think it has the best potential with over 260m lb of reserves, pure uranium play. High risk and reward.
  2. URZ. Market cap 178M. About 13 to 26 m lb of reserves. Pure uranium play. Very speculative play, high risk and reward.
  3. FRG. Market cap 774M.. About 90 m lbs of reserves, which it owns 47%. Also a gold discovery company. Speculative play. High risk and reward.
  4. CCJ. Market cap of 14B. Largest pure uranium company. Low risk and reward.
  5. RTP. Market cap of 75B. Mainly a steel and iron company. Low correlation to uranium.
  6. BHP. Market cap of 137B. Mainly a copper, silver, zinc company. It does have one the largest uranium reserves in the world. Again low correlation to uranium, very low risks.

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