Scaggs - you could well be correct but as you say it's possibly better for us shareholders that this 26% decision is postponed to 2024/5 since itf GLE is to be the subject of US government largess it will be worth more on a DCF basis . Happy to take you on for another beer that that the 26% decision by Cameco will not happen in 2023 - the 2025 AGM could be quite a party. A bit concerned that SLX will have enough cash to last out until 2026 - my DCF (based upon current GLE outgoings as shown in the Cameco A/C) show that SLX will run out of money at the beginning of 2024 but that assumes no DoE support for HALEU - which Cameco (and SLX) claim is likely
Nuclear Power Related Media Thread, page-3056
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