SLX 1.27% $3.50 silex systems limited

Can someone pls explain, page-32

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    My thinking hasn't changed that much SK, I am not saying that there isn't another US technology out there that works or that GLE aren't looking at it? what I am saying is that Silex are in the box seat and for GLE to change now could cost them dearly perhaps, they either use it or lose it and it is a proven technology going by what the US Government said.
 
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