SLX 2.18% $4.69 silex systems limited

SLX value on DOE deal, page-4

  1. 1,348 Posts.
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    Easy to double count and kudos to you for picking up error.

    Using your numbers you could also say 300,000 MTU/ 40 years x $20 x 2,204 lbs/MTU x 0.5 enrichment factor x 10% royalty / 0.75 exchange rate / 170,500,000 shares / 20 pe = $2.58

    Less a couple of years to get started. No cost to SLX as royalty.

    Then plus cash then plus IQE....

    I'm just using your methodology ( which I haven't checked) and basic arithmetic. Wouldn't rely on these, but nice to have a discussion on valuation. Seems appropriate as horse is now in front of cart.

    K
 
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