The only thing I find strange is that Cameco seemed to have...

The only thing I find strange is that Cameco seemed to have known this for some time and in my opinion is shutting down or at least closing part of some mines and why they also want the extra percentage of GLE, laser is the only viable tech that can do this, Centrifuge can't it doesn'
t target a specific isotope and it may be the reason why another less efficient laser method is getting a gurnsey now. it is less efficient than what we have I believe but maybe still viable for military fuel, I don't think they will be as competitive as GLE but they may be a threat to Centrus and the use to make military fuel still?
The market doesn't seem to appreciate the nexus of where Uranium 235 will come from in the future, I bet Cameco does? they keep looking at spot Uranium but it really won't come from there and Silex should be a beneficiary of this but it isn't yet!