@zog throw a dart at the valuation of GLE - and let's keep in mind that it will be "independently valued". once SLX have cleared the next few hurdles Re commercialization tests (which granted still holds some risk but after the last two decades of focussed and refined testing has to be derisked to some extent), GLE's value alone has to be >$5bn (conservatively) based on 5m SWU for 30 years at $25lb cost base as per Cannacord report.
And once derisked LOI's from key utilities can turn to contracts, and then credit becomes available. and why would SLX want to sell a percentage of an asset that is going to print cash. I agree it's timing related. but to me, the fulcrum is all about the commercialization study. if that hits (and I would add that the DOE aren't about to give a contract to GLE unless they feel fairly comfortable that the thing can prove out..) then cash flow isn't an issue. Dividend payment decisions are the issue... and that's a good issue to have. Open to challenge.
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