Looking through the annual report (will quote references later) it looks very much like all that SLX have done currently is to produce "gram quantities" of ZS Si (now called Q Si) from the "prototype" system currently at Lucas heights. It would appear that they now need ~A$16m ($5.1m grant - A$11.9m to find) and will take 3.5 years to construct a "commercial production" plant (TRL/6) to produce between 5kg to 10kg of Q Si (or ZS Si) per year. As i see it this means that that revenue stream now goes out to early 2028 (to date I have assumed that this revenue stream start now). It also appear that MIST is only a lab prototype which (hopefully) will be at the same stage of development at the end of CY/23 - so I assume that commercial quantities of Yb176 will also take 3.5 years to hit the bottom line (and also presumably ~$16m capex).
A bit disappointing! - will have to change my spreadsheet.
Also appear that the default license payments for cREO will run out in 2024 - still to be seen if IQE ever exploit is and we get royalty revenue.
- Forums
- ASX - By Stock
- Ann: Operational Update - 23 August 2023
Looking through the annual report (will quote references later)...
Featured News
Add SLX (ASX) to my watchlist
|
|||||
Last
$3.86 |
Change
-0.030(0.77%) |
Mkt cap ! $914.3M |
Open | High | Low | Value | Volume |
$3.91 | $3.96 | $3.84 | $1.705M | 439.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2500 | $3.85 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.86 | 5844 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 2500 | 3.850 |
2 | 52650 | 3.840 |
2 | 2640 | 3.830 |
4 | 6557 | 3.820 |
4 | 3269 | 3.810 |
Price($) | Vol. | No. |
---|---|---|
3.860 | 5844 | 1 |
3.890 | 316 | 1 |
3.900 | 316 | 1 |
3.910 | 2641 | 2 |
3.920 | 2641 | 2 |
Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
Featured News
SLX (ASX) Chart |