This sounds like URRE. But he is talking about a govt backed loan to keep the only American co supplying uranium. We currently import some 92% of the enriched uranium necessary to run our domestic nuclear plants.
It's a current danger that we can ill-afford... and Washington knows it!
What's more... The situation will get worse once a 20-year program with Russia called Megatons to Megawatts runs its course in 2013.
After that, all bets are off. We could be completely on our own, unable to meet our own needs.
That's where our "government-aided nuclear monopoly" enters the picture... and why its share price is set for an extraordinary run-up.
Because just like Freddie and Fannie, this is one monopoly that's too important to our security to fail.
Nuclear will be the THING eventually but just not now. To many other Market events and problems currently. Some of the smaller suppliers will have to shut down for awhile before any pricing is resolved it's just going to have to be that way.