SLX 4.88% $5.07 silex systems limited

Ann: GLE and Duke Energy sign Letter of Intent, page-29

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    It's interesting that Centrus gets what is essentially a personalised call for proposal on Haleu. They will very likely win it, but its Interesting in that it appears that Centrus doesn't automatically have the right to operate their own American Centrifuge technology given that other American owned companies appear to have the right to bid as an operator.
    So does this mean that the Doe effectivley owns the only cascade that can produce enriched uranium for Us military use and that Centrus cannot set the price for its produce?
    Pretty shrewd from the Doe, helpfull to Centrus, but i don't think this negatively impacts Silex at all. The supply of Haleu to the comercial market is an entirely different kettle of fish.


 
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