A strong believer in uranium. His two favourites are International Uranium (IUC-T) and Western Prospector (WNP-X). International has some US assets which gives it a higher valuation.
A well-run company with good assets and some good potential. Wouldn't be his favourite name, but nothing wrong with it. It's 2/3 times more expensive than some of the other juniors.
Made a production decision, so will be revalued from an asset collector to a producer. A little more favourably disposed to it right now but doesn't own.
They are producing uranium and are going to ramp up different projects. Will produce roughly 4-5 million pounds in 2010. Because uranium is going up, the stock should do well.