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Not much is going on right now. I haven't been posting because I really don't have much to say. Shengda Tech has been taking off, but it's only a small investment. D'oh! CVU won a significant order valued at $15.9 million. The whole uranium market has been going well. For the Cigar Lake mine, analysts are now saying that even 2011 is unlikely, which is good for Strathmore Minerals and other uranium players. It also looks like the Rabbit Lake flood is going to be worse than I had thought. There's a lot of speculation about where the price of uranium is going. I'm fine with it staying roughly where it is. But a lot of the hedge fund uranium has been loaned out to utilities. CFRI has been going up, but it's still down significantly from where I bought it, so that's not particularly wonderful.

Basically, I'm waiting for these things to play out. I've been busy with other stuff and I'm happy to have these investments stewing for a while. I don't expect to be doing much posting any time soon. Not unless I find something interesting and very cheap.