the story just gets bigger for gle/silex.They will be the biggest producer of uranium,turn their own uranium into gas,enrich their own gas,build their own nuclear power stations for other companies.What a package. In the enrichment space there is going to be a big shakeout beyond 2012 with USEC WITH 4MSWU coming online in 2012.URENCO with 3mswu coming online in 2012.AREVA with 3mswu coming online in 2014 and GLE/SILEX coming online in 2012 with 4mswu/6mswu by 2015.this is in USA only and the total used is only 12mswu. Only someone who can offer a whole package and be very efficient in enrichment will survive Iwonder who that is.Mcain wants anther 100 reactors.By then after 2020 GLE/SILEX CAN DOUBLE their capacity in 1/2 the time as anybody else. what a head start.
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