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clock Created with Sketch. 23/04/25
13:43
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Originally posted by croser:
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The problem with stocks like SLX Because they are dealing in highly secretive and controlled environments you do not know the full details of the enrichment process. You don't know the cost of production or the retail price for their LEU. I tried to get an idea of the price for LEU the only company I could find with any details is CENTRUS They use centrifugal enriching. And I believe they had to bailed of chapter 11 many years ago.
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Here's a story abbout General Matter Inc. effort to get into the enrichment game.https://www.firstpost.com/world/the-new-manhattan-project-will-tech-titans-reignite-americas-nuclear-industry-13881619.html It sounds like they aren't even at the starting blocks yet.
(20min delay)