Silex Systems Ltd

CEO von "Silex Systems" Michael Goldsworthy im Interview vom 6. Februar 2023 https://aktien-boersen.blogspot.com/2023/02/ceo-von-silex-systems-michael.html

"Trading halt", big news coming?

Silex hovers on the edge of greatness PUBLISHED: 17 Jul 2012 00:05:24 | UPDATED: 17 Jul 2012 03:58:48 Share Links:email print-font+font Brendon Lau Related Quotes SLX SILEX FPO (SLX) $4.350 $0.29 (7.14%) Volume 1187763 Value 5313907.0 5 Year 1 Day as at 16:11 Australia/Sydney 20 SEP 2012 View Full Quote » Company Profile Research, development and commercialisation of the laser isotope separation technology known as SILEX. http://www.silex.com.au/ Semiconductors & Semiconductor Equipment (453010) ASIC 003372067 ASX Announcements 10:08:28 AM US NRC's Atomic Safety Licensing Board Recommendation 04/09/12 FORM 604 CHANGE OF INTERESTS OF SUB HOLDER 04/09/12 Investor Presentation - September 2012 28/08/12 Global Laser Enrichment - NRC License Update 24/08/12 FY12 Results and Operational Update - Presentation View All Announcements » See Also People Analysis Financials Silex Systems will be ranked among other Australian technology greats such as Cochlear if its uranium-enrichment system is finally commercialised. The company’s ability to change the face of an industry is what sets it apart from other technology stocks in the sector. Investors will know in the next month or two if the United States Nuclear Regulatory Commission will approve the construction of the world’s first commercial facility using its laser technology in Wilmington, North Carolina. The other big question after the commercialisation is whether Silex will remain an independent entity given the tendency for good Australian innovation to be taken out by larger foreign rivals. And it isn’t only the large-scale global application of its technology that will appeal to corporate predators. “They’ve got something unique that I have never ever seen before,” said the investment director of DMP Asset Management, Julian Mitchell. “Effectively their royalty is in perpetuity when everyone else’s stops when their patent wears off.” Silex’s laser is the most efficient way to enrich uranium, which is used to fuel nuclear power plants, and there is nothing else like it in the market. But valuing Silex is not an easy task and has historically been viewed with a fair amount of scepticism given the speculative nature of the investment. The wide-ranging valuation on Silex by brokers isn’t helping confidence either as analysts have to factor in multiple assumptions to get a fair value estimate on the stock. A small change in one assumption, such as the adoption rate, will have a relatively big impact on the net present value of the stock. But current broker price targets are irrelevant. If Silex’s technology reaches the market, the stock will be worth way in excess of analysts’ estimates. This is because target prices are calculated using probabilities, while the outcome for Silex is binomial. Investors are giving Silex the benefit of the doubt for now with the stock surging more than 30 per cent in July to a near 15-month high of $4.35. This makes Silex the best performer in the IT sector for the period and getting the NRC’s blessing is likely put the spotlight back on how much Silex stands to make from its enrichment technology alone. Management said annual royalties from its exclusive world-wide partner, Global Laser Enrichment, would range between 7 per cent and 12 per cent of GLE’s revenue. GLE is a joint venture between nuclear power giants GE, Hitachi and Cameco and the royalty rate is tied to how cheaply the technology can be deployed. The uranium market is estimated to be worth about $US7 billion a year, and some analysts believe it will expand threefold by 2030 and that half of the world’s uranium will be processed using Silex’s technology. No matter how you calculate the numbers, Silex’s yearly royalty stream is well placed exceed the company’s current market capitalisation. But even if the Wilmington plant gets the green light from all stakeholders, there are a few things that could threaten the momentum of the stock – such as construction delays. However, as long as people believe Silex’s laser system will become the industry standard for enriching uranium, corporate appeal is likely to put a floor on its share price.

Die Lizenz zum "Gelddrucken" ist da: U.S. NRC's Atomic Safety Licensing Board Recommends Licensing Global Laser Enrichment Facility Using SILEX Technology 20 th September, 2012 Silex Systems Limited (ASX: SLX) (“Silex”) is pleased to announce the US Nuclear Regulatory Commission’s (“NRC”) Atomic Safety and Licensing Board (“ASLB”) has issued its Initial Decision in regard to Global Laser Enrichment’s (“GLE’s”) application to construct and operate a commercial laser uranium enrichment plant in Wilmington, North Carolina, using SILEX technology. In its Initial Decision, the ASLB recommended the issuance of the license that was requested by GLE. The NRC is due to formally announce the License issuance decision publicly in the next few weeks. Silex CEO Dr Michael Goldsworthy said, “The ASLB's Initial Decision regarding GLE’s licence is an important milestone for the industry. This is a great day for Australian technology, and we are very proud of our achievements.” GLE President and CEO Chris Monetta said, “We are extremely pleased that the Board recommended approval of our application for constructing and operating the GLE laser uranium enrichment plant. It is the result of hard work over many years by the team at GLE and Silex, and represents a significant milestone in the path towards licensing the facility,” said Mr Monetta. The ASLB’s Notice of Initial Decision is attached to this announcement. Further Information Further information on the Company’s activities can be found on the Sil