Thanks for your thoughts Scaggs. Long term the Russian ban is essential, fuel supply lines need to be secured and without Geo-Political influence. The Yanks became dependent on Russia because of the Mega Tonnes to Mega Watts program and then continued on with the arrangement because they were getting a Cheap Fuel supply and removing a dirty process from US shores, less waste to dispose of and less impact on US towns. But now security and independence is a big issue, so how to they replace cheap fuel but with better technology, greater efficiency, lower Capex and lower operating cost? Hence the reason I like the Laser Tech. Until all the ducks are lined up with the alternative enrichment technologies I believe the Ban will have waivers for existing contracts or the application of the ban will be delayed, I maybe wrong, either way it won't hurt us because the future of Nuclear in USA is very clear and that is up and they just approved another $2.7billion to assist.
SLX Price at posting:
$4.59 Sentiment: Buy Disclosure: Held
(20min delay)