I know this is simplistic but here is my situation. I have around 25k worth of both PDN and BHP... I was lucky enough to get on SMM at a very cheap price so im way ahead on PDN. Considering that BHP has the biggest uranium resource in the world im wondering why i shouldnt sell all my PDN (forget about CGT) and buy up big on BHP.. im bullish on uranium and i realise that it is only a small part of BHPs operation but it seems a safe bet to me at this point. Any comments welcome.