"As always, thanks for a great service. I have been a subscriber for a few years and thoroughly enjoying it.

"Some recent headlines caught my eye: BHP is shelving its giant Olympic Dam project and the Indian government plans to make foreign acquisitions, in an effort to secure uranium supply for its growing nuclear power sector.

"In light of these developments, and as a holder of some uranium mining equities, I was curious if You still are of the "sell into the next decent rally" -view? Your opinion would be greatly appreciated.

"As an aside, Bloomberg seems to supply a gold in euros chart (ticker XAUEUR). Could You please add it to the Chart Library, that would allow candle charting, moving averages, etc. To me the chart looks quite promising, it certainly has been a much smoother ride for EUR based investors like myself.

"Many thanks in advance!"

David Fuller's view Thanks for the feedback on the service and for pointing out XAUEUR. So far, so good.

I think BHP is wise to shelve its Olympic Dam project. Uranium in the ground should certainly be worth more in a few years' time than today's drifting price, although it has done well to stay above the 2009-2010 lows near $40.

There will be another mining boom. I think it will be led by precious metals but industrial metals are probably bottoming out as you can see from these charts of copper and tin.

Viable uranium shares, led by Cameco, show signs of base building. If the next decent rally occurs sooner rather than later (we would be fortunate) I would sell into strength. We could benefit from takeovers but there is also a risk of secondary offerings to raise cash.