ARC and PRISM, page-2

I have followed this stock for many years, remembering the massive jump when GLE licenced the technology and vowing to come back to it at some point.

It was always on my watch list but when they diworsified into solar and other unrelated areas, I have to say I took it off and became disinterested.

Now its back on the watchlist due to the price fall .... however my same (and some more) reservations still apply -

- the incredibly sensitive classified nature of what the technology does or could be used for.
- the ability of the major funder GLE calling all the shots and having different incentives, strategies to SLX
- the incredibly long time-frame until commercial success - reality is it will take another 5 years at least until potential commercialisation (and thats with no delays or changes to recovery-type business which now seems the way forward)
- the downright abandonment of nuclear technologies due to Fukushima and the fact that eventhough electiricity is important, there remains a vocal and belligerent majority determined to stop any further nuclear development.

Anyway cutting long story short - Its on the watchlist again, but considering I was patient enough to wait over 5 years without losing money, I think I will continue to do so. Besides I think you could still be very successful owning SLX when you START to actually see commercialisation taking place. Yes, you might miss the early move in the stock... but at least you will be assured that the promise is really finally being fulfilled. i,e if they get 1-5% of GE's enrichment or recovery market, they are likely to get much more over time...

thoughts?