I called in to Cameco's conference call this morning, but all the time was taken up by people from big banks, so they never got to me. I emailed for an update about GLE, and they said this:
"As one of the world’s largest uranium producers with investments across the fuel cycle, we realize no benefit from non-material R&D progress updates in our fuel cycle segments. On the calls, we certainly answer related questions, but we’ll only add to the discussion and disclosure when there are material developments.
The focus of GLE’s plan and budget for 2024 – and the focus of the ownership group and management at GLE – is on the successful completion of TRL 6 testing and confirmation, which is on track. However, the only established timeline at the moment the is that we expect it to be completed in 2024."
(emphasis mine)
Between this and what we've been hearing from Silex, I'm setting my expectations for Dec. 31st, and anything before that will be a bonus.
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(20min delay)