SLX 4.28% $4.25 silex systems limited

Ann: Notice of Annual General Meeting/Proxy Form-SLX.AX, page-7

  1. 1,324 Posts.
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    I agree that Paducah is a reasonable chance at this stage of getting up . Announcements from Silex saying an agreement is being finalised are indication of this
    I really don't think a Paducah licence from the NRC has even been formally applied for yet despite indications that it has from that article. I believe that the NRC was given a heads up that an application for Paducah from GLE was coming but hasn't been made yet .

    I'm basing this opinion on the fact that there is lots of public disclosures requirements from the NRC during licencing progression . The application for Wilmington was all over the net . We have seen nothing about Paducah licencing being progressed from the NRC . Little doubt that when it is applied for though it will get up , I believe that the land for it was obtained from some parkland next to the Paducah plant already (sorry too lazy to search back for that article but it was some forest area that was used for hunting or something and they had little opposition in acquiring it)

    Just for fun as a side, is anyone game to guess who the two companies doing due diligence on GLE are and what percentage of GLE Silex will end up with ?
    Based on nothing at all I'd put up TVA and Westinghouse as possibilities with Silex either retaining 27% or something less than 10% with capital for their share coming from on selling the remainder
 
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