Uranium....messages contradictoires.

Supply issues have weighed heavily on uranium prices over the last three years, but analysts are signaling a rebound in 2011. London-based research firm CRU told Bloomberg that supplies will exceed demand through 2012.

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Last week we noted some expert forecasts for a continued uranium supply glut that some believe will extend through 2012, but Uranium Energy (UEC ) CEO Amir Adnani believes quite the contrary. In a letter to shareholders, Adnani said, “Throughout the industry, demand far exceeds supply on both a global and local-U.S. basis for now and the foreseeable future.”