SLX silex systems limited

Advances in laser enrichment?, page-6

  1. 2,041 Posts.
    GEH want to control the value chain, cradle to the grave. They have the skills, experience, incumbency and technology to enable them to achieve this.

    If this indeed was to be the case, you would think now would be a great time fro GEH to offer MG $200m to buy out the Silex technology and be released from the obligation of having to update SLX. I wonder whether under the bilateral agreement between Aus/US, this option was excluded.

    Who knows? Much of the major SLX work was funded by the US anyway (USEC days) ...

    With current situation of disclosure (information asymmetry), it is hard to know the real story. Fortunately, even a small role for SILEX technology, will pay big dividends in the future - whenever that may be!

    Too many unknowns to confidently invest into SLX, but it is shaping up as a fairly strong risk-reward play. I reckon buying in around 50c in the next week or two (if possible) and holding on say for 2 years, is almost certain to delivery a 3 - 400% return.

    During the last 10yr+, I've traded SLX over these 1 - 3 year cycles and have done very well. One trade involved buying hundreds of thousands of shares at around the current price and selling the majority for just above $3, with a few much higher.

    You've just got to be able to take out some of the noise and take a longer term strategic view hoping the prospects (not the profits!) for the technology will be better in a year than today. Thats all.
 
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$3.86
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