Happy new year Zog. I think you are right, Cameco may probably exercise their right to that 26% of Gle as soon as this year.
my logic is that a lot of the Doe assistance that will be offered around this year may be 20-80% cost share type of deals or the benifiting company may need to prove sufficient means to fufill obligations.
if Silex has the proceeds of the gle sale and has only 25% of the development costs obligations of Gle they are financially in a much better position to push the go button on Paducah.
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