Full Year Accounts, page-2

Full quote. IMHO, not quite as optimistic as partial quote above. Still hold as a net asset play plus option on IQE.

We continue to assess various options to preserve the SILEX technology and value created in GLE in the US over the last decade. However, in view of the depressed state of the nuclear fuel markets, any preservation plan will necessarily involve either a significant reduction in US-based activities, or a cessation of all US-based activities and repatriation of the SILEX technology to Australia. Until the future of the technology in the US is resolved, we anticipate that the SILEX Amended and Restated Technology Commercialisation and License Agreement signed in 2013 between GLE and Silex, and the agreement signed in 2016 between the US Department of Energy and GLE for the Paducah opportunity, will both remain in force.