Worldwide, the nuclear power industry is expanding, and uranium mining business Berkeley Energia is set to benefit from future price rises in the radioactive material. We have tended to avoid the mining sector given the carnage over the past few years. Although it hit a decisive bottom at the beginning of this year, we still want to set  high bar when considering new investments in the industry. Berkeley Energia comfortably passes our key tests. It plans to mine an attractive commodity at very low cost in a good location. It is also well funded, having just completed an important round of financing. Download full article – PDF