SLX 3.95% $3.65 silex systems limited

re: if your interested Several points,To UPWEGO:There is no...

  1. 4,941 Posts.
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    re: if your interested Several points,

    To UPWEGO:
    There is no lateral evidence of a takeover in play by stealth. The share volumes since the first DD announcement have totalled the following:
    JUL05 = 2.9M
    AUG05 = 4.3M
    SEP05 = 3M
    OCT05 = 16M
    NOV05 = 7.4M
    DEC05 = 8.4M
    JAN06 = 6M
    FEB06 = 8.9M
    MAR06 = 1.5M to date

    That's 61.4M since JUL05 (in 8+ months), suggesting an annualised rate of 90M (on current average speed), or 110M since the DD announcements (41M pre announcements).

    On this basis, SLX trading in fy06 has been a tail (to date) of 2 halves - pre-DD, and post-DD.

    Post-DD trading volumes have been up by a factor of 200-250% over the pre-DD volumes (rated @100%).

    But even so, this amounts to 2/3-80% of SLX's total issued share base.

    What's occurred to date has been increased excitement brought about by a shortage of stock, proximity to a 'company making' decision being made, and the conjunction of a number of projects. Also- external factors such as:
    1/
    global energy demand running hot;
    2/
    U being talked about as a strong and viable emissions friendly alternative;
    3/
    global U being actively embraced whereas it has been politically mothballed for the last 20-30 years;
    4/
    global telecoms demand running hot;
    5/
    convergence running hot (and heading towards critical certainty);
    6/
    the need for innovative new solutions to counter the finite qualities of Moore's law (of which T is all too aware).

    To DAVID:
    As for SLX's U technology - this is really 3rd generation (there is no such thing as 4th generation) after gaseous diffusion, and centrifuge. But, in any event, the remainder of the article is broadly relevant /valid.
 
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