Summary of why this technology has good (or bad) prospects, page-3

OK Shumsta,

I will give it a quick go.

1. Reasons for buying - see thread 'nextbigfuture'; see IQE comments re Translucent and cREO in their 2015 annual report.

2. Reasons for selling - other than a margin call or similar, or a preference for dividend paying stocks or time costs, I see no other reason.

3. Article on 'nextbigfuture' will give you insight into the potential for SILEX laser.

4. Withdrawal of GEH means GLE needs to seek external funding from DOE and / or Handsome Stranger.  Some here are not convinced that GEH truly want out.  I want GEH to sh%t or get off the can.

5. Assuming technology can be commercialised (and I am pretty certain that MG knew I could be 10 years ago) the primary delay is low Uranium prices, part of which is a result of Fukushima. (Fukushima was the so called "nuclear disaster"  in March 2011 which killed 0 people, caused 0 miscarriages, stillbirths, deformities and to date not one confirmed case of cancer and yet it set the nuclear power industry back 20 years). Low oil prices haven't helped the Nuclear cause either nor has Solar Power.

6.  The secrecy is great for maintaining the IP.  Not so good for forcing GEH to pull their finger out.  Some have said that this is also the reason that the royalty runs on indefinitely, unlike the time-frames applicable to patented technology, but I have never looked into this personally.

7. Other questions - can you wait 10 or more years? My opinion is that SILEX uranium enrichment will happen. But it could take another 10 years or more to do so.

Finally - there are some here who know how good the technology is yet will sit and wait until the go forward with a plant is announced.  This strategy is not without risks though.  Just look back to how fast the share price moved with a wacky Intelligent Investor "Spec Buy" Rating.  If word starts to spread that DOE is planning to fund a plant in Puducah - the share price could be up $1 before an official company statement is released.  But thus far - those who sat on the sidelines are the winners.

I trust this helps.

SirKnight.