Sentiment towards uranium has started to improve but the sector continues to split expert opinion on whether the turnaround is a true re-rating or just a reflection of the increasing risk appetite across the broader market.

Uranium stocks are at an inflection point where the only real consensus is that things are unlikely to get much worse for the industry in the wake of the Fukushima nuclear disaster last year, which prompted several western nations to reconsider plans to build more nuclear power plants.