SLX 0.39% $5.15 silex systems limited

There has been a lot of discussion about SLX on share sc*...

  1. 1,154 Posts.
    There has been a lot of discussion about SLX on share sc* ne.

    Something not mentioned on HC is that management have 1.6m options expiring at $4.02 on 19th April.

    Given that the current sp is getting close (between $3.60 - $3.70 at the moment), there is a strong financial incentive for the deal to done before the April deadline.

    As to SLX products

    Positives
    We will know soon about the U deal
    Translucent appears positive, but will take time - now 2nd half 2006 - and it was going to be 2005. SLX deadlines are very "flexible".


    The negatives are
    The Si isotope work - no one wants to pay a premium for enrichment and Si28 wafers.
    Oxygen and Carbon markets are less than $100m worldwide.
    Fiberbyte seems good, but may take awhile to catch on


    G
 
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