Good stuff Zog, if you could attempt to get some clarity from MG...

Good stuff Zog, if you could attempt to get some clarity from MG regarding his comment at the AGM in November that the likely first stage of the PLEF (UF6 tails + 6MSWU LEU enrichment) is the equivalent of 8MSWU enrichment that would be handy. I would assume he might even kick out that same comment again as the 8MSWU number is contained in all the presentations as a representation of the royalty.
Getting underneath why the UF6 tails recovery is "worth" 2MSWU is one that has never quite made sense to me - hopefully he can step out exactly how he arrives at that number.
TRL/6 status obviously the big one, and I am sure he will be cagey but any detail on expected timeline of events and what we as investors can expect to hear as the process unfolds would be a great get (will we be told when the testing starts, finishes, independent engineers commence report etc). Understanding the TS nature of the tech but comms opaqueness seems even higher than required.
Hopefully we can also get some timelines on ZS-Si and Nuclear Medicine projects - watching $ASPI race to already be in Commissioning phase of their plants for the production of 50kg of ZS-Si per annum (more than SLX are aiming for) and Ytterbium-176 on what seems to be minimal CAPEX cost raises the question about where MG believes SLX's competitive advantage will be relative to other technologies (throughout, cost, scalability, stability etc). Right now feels like we are not quite as nimble as the comp - if MG sees that as a feature not a bug, then would be great to hear why.