SLX 3.52% $4.94 silex systems limited

yoyo, page-2

  1. 1,348 Posts.
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    No idea about price gyrations, however AGM presentation makes clear that plenty of news flow in cy 2008 ie MG didn't think needed to go to quarterly news flow.

    Main point IMO is that 50m was to "assist" in negotiations with much larger 3rd parties. Still thinking about SPP, but now price below placement don't think it has much priority.

    Definitely solar, optical silicon/photonics and fiberbyte in Q1/H1. Most likely commercial agreement on Fiberbyte soonest. Despite myself I think Fiberbyte will surprise on upside.

    No concerned about Labor, as all U tech now housed in USA, so bird has flown. 12% as opposed to 7% seems close to in the bag. Think test loop then lead cascade is still desired path, but high degree of confidence.

    Time line for 2008 in presentation well worth look.

    K
 
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