The mystery appears to deepen on who "General Matter Inc"is. I noticed that they were a member of the HALEU consortium (just above GLE) but otherwise not very clear, The above article speculates that they are":
"The fourth company named as an awardee by DOE is General Matter.According to publicly available information, General Matter Inc is a company that was registered in California earlier this year, with Scott Nolan named as its CEO. Nolan, a former SpaceX employee, is a partner at venture capital firm Founders Fund which was co-founded by billionaire investor Peter Thiel.
On 30 September, the Financial Times reported that Founders Fund was backing a nuclear start-up seeking to create a new production method for HEU. Citing "people familiar with the matter", the newspaper said the venture was "at an early stage but is already staffed by nuclear industry veterans and SpaceX engineers":
I can only speculate further in that they are associated with either LIS Technologies and/or ASP Isotopes. LIS Technologies are a member of the DoE HALEU consortium in their own right so I suspect it's ASP Isotopes (and/or their subsidiary "Quantum leap") in disguise but I'm only guessing. If it's either of them then I would venture that they are not realistic as a competitor to the others on the DoE list (Urenco, Orano & Centrus are IMO credible)
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$5.06 Sentiment: Buy Disclosure: Held
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