A lot of interesting microcaps are in junior resource development companies.

Importantly, there are also plenty of scams! Beware!!

reuters.com - Australias paladin energy buy canadas fission uranium mln - one that I'd owned for a while was acquired recently. The Athabasca Basin region has some of the highest grade uranium ore bodies. I personally believe that this will be an area of infrastructure investment, and that fuel costs have almost no bearing on overall project considerations or cost of power. I think consolidation is inevitable.

The largest, Cameco, is not a microcap, but independent companies like Nexgen (Yahoo Finance: NexGen Energy Ltd. (NXE) Stock Price, News, Quote & History), Denison (Yahoo Finance: Denison Mines Corp. (DNN) Stock Price, News, Quote & History), or UEC (Yahoo Finance: Uranium Energy Corp. (UEC) Stock Price, News, Quote & History) are under $5B USD.

I'm curious if anyone else has take a look at the sector. I have been up and down with it, and seen optimism come and go, but a $1B acquisition is a notable change.