As far as I can see no mention of GLE is either conference or Q&A.
The MD&A in written form (see Cameco web site - you have to leave your personal details) says:
"We also had research and development expenditures in the second quarter of $5 million, an increase of $2 million from thesecond quarter of 2022. Research and development expenses for the first six months of the year increased by $3 millioncompared to 2022, to $9 million. The expenses were mainly related to our investment in Global Laser Enrichment".
I can now update my DCF model for the C$9m spent separately by both Cameco and SLX for the half year to 30th June on GLE - as it says quite a large increase which is to be expected with all the latest recruitment and also no doubt materials for the 2nd laser and now upgrades to the separator.
SLX Price at posting:
$3.46 Sentiment: Buy Disclosure: Held
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