My 5c worth - Another way of viewing the estimated share price is as follows (in AUD):
Value of 25% CCJ option in GLE = $0.35B AUD = ~ $2 per share (see ref below of GLE valuation by RDC = 1.3B CAD)
Royalty income stream from Paducah = $0.25B AUD = ~ $1.5 per share (5M lbs * 50 USD/lb * 7% * 10 PE)
The remaining 26% of GLE that SLX holds = ~$2 per share (as above)
TOTAL = $5.50 AUD per share
This share price value DOES NOT include
Royalty income from HALEU = who knows - potentially very large - see Segra ref below
Royalty income from LEU (above and beyond the 5m lbs p.a. from the DOE) = who knows - potentially very large DOE have a lot of waste UF6
ZSS income = who knows
Tax / Govt Incentives = Not sure
References:Segra's estimates https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/
- Segra HALEU estimates:
https://twitter.com/uraniumequities/status/1554091652091985920?s=12&t=ztwprbWLNuHvFDrM1BBiNA
- GLE Valuation of 1.3B is here
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SLX
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$4.36

Todays fair value for SLX, page-8
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Last
$4.36 |
Change
0.090(2.11%) |
Mkt cap ! $1.038B |
Open | High | Low | Value | Volume |
$4.29 | $4.47 | $4.27 | $5.192M | 1.193M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 9302 | $4.30 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.38 | 520 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 9302 | 4.300 |
1 | 1200 | 4.290 |
1 | 1060 | 4.150 |
1 | 500 | 4.140 |
1 | 493 | 4.050 |
Price($) | Vol. | No. |
---|---|---|
4.380 | 520 | 1 |
4.440 | 988 | 1 |
4.460 | 1689 | 2 |
4.470 | 4898 | 3 |
4.480 | 1190 | 1 |
Last trade - 16.10pm 18/07/2025 (20 minute delay) ? |
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SLX (ASX) Chart |