As you say that would be the logical conclusion - problem I see is that it will take around 12 months to get US government approval and probably required amendments to the US/Canada 123 agreement to incorporate some issues in the Australia/US Silex treaty (which will take time). In the meantime Cameco could easily become prime and GLE a sub-contractor. In this context Cameco could claim "experience" right across the spectrum (apart from enrichment which is SLX's area - unfortunately not with commercial attributes - yet)
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SLX
silex systems limited
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4.98%
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$4.58

Ann: HALEU Availability Program Update, page-8
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Last
$4.58 |
Change
-0.240(4.98%) |
Mkt cap ! $1.086B |
Open | High | Low | Value | Volume |
$4.79 | $4.82 | $4.51 | $2.944M | 636.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1500 | $4.57 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.58 | 15055 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1500 | 4.570 |
6 | 6872 | 4.560 |
2 | 3779 | 4.550 |
2 | 3308 | 4.540 |
3 | 2401 | 4.530 |
Price($) | Vol. | No. |
---|---|---|
4.580 | 15055 | 4 |
4.590 | 5760 | 4 |
4.600 | 7929 | 4 |
4.610 | 8124 | 1 |
4.620 | 6666 | 3 |
Last trade - 16.10pm 29/07/2025 (20 minute delay) ? |
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SLX (ASX) Chart |