SLX 1.68% $4.67 silex systems limited

Some people here may be alarmed by seeing my last post? Don't...

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    Some people here may be alarmed by seeing my last post?
    Don't be.

    I read somewhere where Centrus will get all the Military enrichment and around 24% of the domestic US enrichment, that is for HALEU I believe?
    Centrus are closer to production I believe because of the needs of the military and GEH and Terra power want to be able to test their SMR's with HALEU then they will need a supply to start with, but if recycling of UNF takes place, then GLE should get the lions share of that I believe.

    That still leaves a lot for GLE to enrich, I believe our enrichment will be a far cheaper method also for HALEU, so we could get most of the remaining 76% of the HALEU market in the US and then the majority of the rest of the world stuff sold by GEH and Terapower, which could be HALEU or recycled UNF.

    But the US keep saying that all enrichment done in the US will be US owned? so the only answer there is IMHO is that once GLE have built their enrichment plant/s in the US the those plants may be bought out by a US owned company? but I suspect that we may still get royalties, just the same.
    Perhaps GLE could build enrichment plants in other locations perhaps, or maybe they get bought out completely by a US domiciled company?
    Last edited by moosey: 17/09/20
 
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