I think your diary is spot on.  I guess we're not the only ones that think that, as the price of uranium has soared.  That's not really a big deal though, as I imagine you know, because the cost of the uranium itself is a very small part of the cost of producing power with uranium.  Actually the surprising thing really is that there has been minimal press regarding this explosion in the price, and in the uranium mining stocks.  It sometimes seems it's almost a secret.