ASPI's recent HALEU deal with Bill Gates' Terrapower I think is worth several billion - 150 metric tons.
Sounds as though SLX has also been successful getting some traction with a DOE contract etc.. I can see US3.4b contract to be split amongst six awardees. Plus that 200,000 tons of depleted feedstock if that's separate
Anyway only new to this a guy on X @AccNo994 had some interesting things to say when comparing Silex and ASPI back last year 30 May 2024. Take with a grain of salt as I'm new to this stuff.
Anyway the customers will go with the product, price and tech etc.. that meets their needs.
SLX Price at posting:
$3.56 Sentiment: None Disclosure: Not Held
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