SLX silex systems limited

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Good points SW but “we hold the cards”, the US desperately need...

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16/06/25

12:14

Post #: 79447235
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Originally posted by seawindpilot: ↑

IF I WAS A SLX DIRECTOR (hold your horses) this is what i would be putting before the board.

As soon as the results of TRL6 are known or so soon thereafter as practical a new USA registered company should be formed and the 25% share of GLE not obligated should be sold into it at at market value based on the future earnings of GLE. ( The laser IP and royalties would still remain with SLX AU). That new company should then be the subject of an IPO in the USA and floated on the NASDAQ, Share holders of SLX registered as at the date of the 2024 AGM and still holding would be issued with bonus shares in the USA company equal to 50% of the USA company capital. The IPO capital raise to US investors would be set at a price to fund the purchase from SLX and any expected capex required to meet its share of PLEF build.

WHY.
There is a negative undercurrent proffered by competitors that GLE is foreign owned. This has the potential to, and certainly will raise the specter on using this against GLE when seeking grants and loan guarantees. A US listed company would largely mitigate this risk.

Trump has indicated that he will impose penalty taxation on profits and dividends paid to foreigners on USA earnings.

Because our only share holding exposure in the US is via ADR and the limited secondary market we do not have the Blue sky potential already seen by others similar to us. Centrus trading at a PE of near 26%. on what???? ASPi trading as if they were already walking on the moon. How bizarre. LSI trying to eat our lunch, pie in the sky stuff but eagerly clambered after.

Advantages.
Overcomes or mitigates all of the above.
Rewards core shareholders and lets them enjoy the benefits of excitement around progress towards commercial reality.
Sets a benchmark in setting fair market valuation for the 26% over which Cameco have a call option. Because SLX will be setting the price of the IPO they are in effect setting the fair value without reference to Cameco.
SLX will then be the independent owner of the technology collecting royalties with out any potential conflict of interest and can concentrate of Silicon and MIST.

I believe that this, while completely speculative on my part is a strategy worth pursuing,

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Good points SW but “we hold the cards”, the US desperately need our technology to reclaim their position as a leader on the world nuclear stage. No one is as far advanced in laser enrichment than us, bring on TRL6 and watch them come knocking on our door.

SLX Price at posting: $3.85 Sentiment: Buy Disclosure: Held
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Last $4.34		Change -0.100(2.25%)		Mkt cap ! $1.033B

Open	High	Low	Value	Volume
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No.	Vol.	Price($)
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Price($)	Vol.	No.
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No.	Vol.	Price($)
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1	338	4.260
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Price($)	Vol.	No.
4.410	28344	1
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4.580	25000	1

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