I didn't see you there Scaggs

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BoroBoyinoz

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13/10/23

15:19

Post #: 70331858
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Originally posted by scaggs ↑

I was very heartened at MG's comments and body language around technology risk. I got the impression that a lot of testing on the laser and bcm seems to have already occurred succesfully, with early testing on separators looking encouraging.
He didn't look to me like a guy who was having or expecting much trouble with the kit they've built.
A new Gle hire who will base in Washington should be named soon it seems.
Also those revenue estimates from the plef tails and leu sections ( i didn't take notes but was it upward of $700 mill pa i think) seem to imply a very healthy potential return on capital for Gle.
Similarly the payback of a couple of years on a silicon plant and the potential size of that plant impressed me , as I didn't previously see the silicon thing as a potential major contributor to Silex revenue. I've changed my view.
All in it was a presentation that increased my confidence in what the next six months might bring.

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I didn't see you there Scaggs

SLX Price at posting: $3.26 Sentiment: Buy Disclosure: Held
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