just thought i d share this,..watchin bnn market call,Horvat said he thinks the japan situation has killed any rally for uranium stocks for this period,and maybe FOR THE NEXT 15 YEARS !..Wow..you can catch the interview on BNNs website.Sorry about no link,im not a smart computer guy.

Right here, near the start:

http://watch.bnn.ca/market-call/august-2010/market-call-august-16-2010/#clip446340

Guy kinda looks like Dilbert, doncha think? Sorry if that's been done before - I don't watch TV so this guy is new to me. If I ever meet him though I'll ask him what he thinks he'll be doing in 15 years.

He does have it partly right - financing will be tight in the short to mid term and some of the juniors will dry up and blow away, but then ask yourself, what does that do to supply down the road? I didn't hear him mention Megatons to Megawatts which ends in 2013. That's 45% percent of US supply right there.

But forget the US. This is mainly about China, but you can throw India, Russia and Brazil in there too. What are they going to do 15 years from now? Burn candles? That's the problem with all these quarter to quarter Dilberts: They never see the big picture.

I'm sorry - this is classic "blood in the streets" right here. I already stepped up and bought Hathor and I'm looking at some others - Paladin, Cameco, Dennison - anything not located in the USA that has production and the cash to ride it out.

This also puts a flame under thorium, although that's a ways down the road. Nonetheless, these thorium reactors look very promising, now that I've had a chance to look at them in detail. Somewhere to put your uranium profits a few years from now as one phases out and the other kicks in.

ebear