Some Press 3, page-75

Whytee I disagree with your assertion that "the Russian invasion has been central to fortunes of Silex recent fortunes". The invasion has not been central to our fortunes, it has opened peoples eyes to the risks of being totally dependent on Russia, and as a result we have received some extra tail wind as people try to diversify enrichment services, but I would argue that was happening anyway, our course hasn't changed. We are still developing the Silex technology, a superior enrichment service to the current method of enrichment, but the primary path to commercialisation is through the Tails Enrichment and the rest will follow.
The invasion of Ukraine has coincided with pressures that have been building for a long time. Uranium supply has been in deficit for a few years and many predicted an uptick in prices in this current period. NEI have been calling for a guaranteed supply of HALEU to ensure fuel supply for SMRs for many years. The DOE issued the RFI for HALEU in December 2021 to meet this end.
The Ukraine war has shone some light on the sector and Silex has benefited by that this attention, but my point is I think Silex has a high long term value and every year we are ramping up towards that value, but todays market price is barely keeping up with that value, in my opinion.