"I expect the release of the Enrichment RFP to boost the shares of Centrus, Silex and Cameco, immediately. But, the real fireworks will be when the DoE announces the contract winners. The time in between should be short because the participants already know what's in it. That was the purpose of the HALEU Consortium, created last year, to keep all prospective bidders in the loop."
Well worth remembering that GLE only recently posted new advertised positions for security posted today by Toby and they were for Wilmington, also worth remembering that Silex spoke about Nuclear medicines being on the horizon, I am thinking their new source for material is from UNF and the original Uranium 235 is still at around 95% of LEU and there is also REE in the UNF as well, so plenty of LEU for Centrus or of HALEUI , especially when adde to what Paducah can fulfill as well?
SLX Price at posting:
$4.02 Sentiment: Buy Disclosure: Held
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