Silex was very specific today highlighting that they had two...

Silex was very specific today highlighting that they had two possible options and adding credence to a positive partnership arrangement. Maybe the announcement was made because other options were eliminated leaving the sole 2 contenders/alternatives. Agree that the partner, be it GE or the like will take up an equity postion in Silex. Goldsworthy has been on record saying that "global players" are invoilved as potential suitors in both their U enrichment technologies and semiconductor technologies. The sp was > $5.50 when both technologies were in their infancy a few years ago, so must assume that we are nowhere near fair value at present knowing that global sharks are circling. The U enrichment is a $5b pa industry with the silicon business at 3billion. Dont think we'll see the sp in the low 3's ever again. Looking for a gap up tomorrow.