It got me interested in Silex. I usually listen to the podcast each week on YouTube. The Christmas specials on the nuclear power industry and how to invest can be found here:
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear - YouTube
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear - YouTube
They are each about two hours long, but some interesting information. The impression I got was that Silex, along with partner Cameco, are proving up a process that can deliver a huge improvement in nuclear fuel processing. There were no other competitors mentioned, it is being recognised by New York hedge fund managers, and I think the only reason it isn't bigger news is that people have not yet realised/accepted the limitations of intermittent wind and solar and started looking at nuclear more seriously.
I also think the Energy Return On Energy Invested (EROI) perspective, mentioned in the second podcast, is being mentioned more frequently. Leigh Goehring and Adm Rozencwajg, two other US-based hedge fund managers, also push EROI in the following video:
G&R History of Energy - YouTube
The introduction drags on for about 10 minutes, but then they get into the detail. Both have also appeared as guests on MacroVoices.
good mention of SLX on MacroVoices podcast by two separate industry experts, page-2
Add SLX (ASX) to my watchlist
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Last
$6.19 |
Change
-0.220(3.43%) |
Mkt cap ! $1.466B | |||
| Open | High | Low | Value | Volume |
| $6.32 | $6.32 | $6.12 | $3.406M | 548.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 162 | $6.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.22 | 3620 | 4 |
View Market Depth
| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
$6.17 |
Change
-0.220 ( 3.45 %) |
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| Open | High | Low | Volume | ||
| $6.26 | $6.31 | $6.12 | 122330 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
| SLX (ASX) Chart |