SLX 3.52% $4.94 silex systems limited

Good thing for us that GEH builds reactors.These are some of the...

  1. 76 Posts.
    Good thing for us that GEH builds reactors.

    These are some of the biggest players on the nuclear scene internationally. I remember making a prediction a while back that GEH would take a 50% market share in the enrichment business. With the heavy hitters on board, this seems highly likely. For me, it seems like while the current price is loosely based around 3.5-6m swu, we really should be modelling the price based on market share and the world market size. Which is a much tougher ask.
 
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