SLX (ASX) Nuclear Power Related Media Thread

Originally posted by moosey: ↑

"Hmmm"
As a result of the Merger, Brookfield will retain a majority 51% interest in Westinghouse, while Cameco will acquire a 49% interest in, and material influence over, Westinghouse within the meaning of Section 26 of the Act.19 Dec 2023

And Cameco is the lead in the GLE setup

https://assets.publishing.service.gov.uk/media/65819a9223b70a000d234c07/A._Full_text_decision_.pdf

The evidence indicates that the remaining
competitors on the market would sufficiently discipline the commercial behaviour of
Cameco post-Merger. In particular, Cameco is likely to face strong constraints from
Orano and ConverDyn, as it does currently, and a moderate constraint from
Rosatom.
9. Cameco is also likely to face an additional (albeit likely weaker) constraint from
suppliers of enrichment services, such as Urenco, which, under certain Page 3 of 35
circumstances, have surplus UF6 for sale (by using less UF6 to produce the same
volume of enriched uranium in a process known as underfeeding)

Cameco submitted that the Transaction represents an opportunity to further
participate in the growing momentum for nuclear energy, and in particular to
generate a stable cash flow to complement Cameco’s existing businesses, create
new revenue opportunities and expand its participation in the nuclear fuel value
chain

I don't think UFR6 will be a problem for Cameco going forward , but I can see a problem for other enrichers in the future?
I can see Cameco being an enricher in it's own right, for the rest of the world (only allies)
The US market is all about supply and demand and always was.

The demand side will grow exponentially but the supply side of mined Uranium will be much smaller if? UNF is used, and that is why the market is reading it all wrong wrt to Uranium and where it will come from? the US will buy some of it's own for security reasons, but not a great deal in the scheme of things and the US has also stipulated the LEU+ bought for stockpile cannot come from UNF to stop them monopolizing the market that is all.

Our technology (Silex) is called disruptive technology for a reason!
it will change the market for Uranium IMHO.

Expand

Hey moosey

I appreciate and always enjoy reading your research

I have been interested in and researching the possibilities for Silex Medical isotope enrichment and in
particular the possible partnerships or joint ventures.

This has led me to an Australian company TLX Telix Pharmaceuticals Limited. Home - Telix Pharmaceuticals

Telix is a commercial-stage biopharmaceutical company focused on the development and commercialisation of therapeutic and diagnostic (‘theranostic’) radiopharmaceuticals.Telix’s extensive pipeline for urologic oncology (prostate and kidney), neuro-oncology (glioma), musculoskeletal oncology (sarcoma) and bone marrow conditioning is underpinned by a strong global supply, manufacturing and distribution network.Telix has received global regulatory approvals from the Australian Therapeutic Goods Administration (TGA), the U.S. Food and Drug Administration (FDA), and Health Canada for its prostate cancer imaging agent and has more than 18 clinical trials underway worldwide.

Telix Announces Completion of A$650 Million Convertible Bonds

In addition, the funding will provide financial flexibility for Telix to explore opportunities and potentially
pursue strategically significant M&A transactions and continued investment in global supply chain
and manufacturing capabilities.

ASX Announcements - Telix Pharmaceuticals

It could be very beneficial for both these companies to work together.

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Nuclear Power Related Media Thread, page-5284

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