thank - you for the responses above - I guess my next steps is to try and value (DCF) the nuclear technology and see whether it comes close to the present market cap. i.e what do its revenue streams look like (milestone payments, etc ?
If the market cap can be justified on the basis of nuclear - then solar becomes a free option, and the company may be investment grade. If it doesn't then it is an extremely risky investment given the lack of underlying earnings and the relatively high market cap.
i, and others I know, have a great deal of experience in assessing solar thin film vs silicon etc, installation of the alternative power technology, thermal efficiency etc and it is a very difficult gig, with some very substantial competitors (see First Solar for example) - it is not immediately apparent what competitive advantage Silex will have by manufacturing in Australia. 25% efficiency sounds almost nirvana like ...
thanks again, SITM
ps this is not investment advice and do not follow or rely on anything I have written
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