I believe this Zero Spin Silicon has the propensity to be even a bigger money spinner than the enrichment stuff, but put them together and add in royalties from IQE then the mind just boggles, it's a few years off yet, but I do see another big jump when Trump signs off, and maybe another when they start building an enrichment plant or maybe two? I reckon the Yanks are going to buy the GLE thing, they keep talking as if they already have the answers to beating the Russians and the Chinese, but don't be surprised if they make a takeover offer one day for the whole company of SLX.
It would have to be a very good offer though to get my interest, I wonder what the largest holders think?
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