Excellent video - min 35 to 55 for the Silex specific stuff. He is super bullish on GLE/SILEX - going be a juggernaut I think he said!
Re HALEU contract - shared around but definitely GLE plus Urenco plus Centrus (he is quite negative on them)
Interesting comment re HALEU pricing - if I understand it correctly - in that the price is set by the highest cost producer - so if GLE are producing at 50% of the cost of say Urenco with centrifuges, then that 50% difference is pure extra margin! Did I get that right?
SLX Price at posting:
$5.71 Sentiment: Buy Disclosure: Held
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(20min delay)