SLX is developing a world-first laser enrichment process for separating uranium isotopes for nuclear fuel and also silicon isotopes used in quantum computing, an independent review discussed here delivered positive news in late 2025 more than doubling the company’s share price. This $2bn company remains very speculative, but it’s technology could be a game changer, and Cameco might just take them out!
- We trimmed our position in SLX ~$10.50 in October, a 3% position in our Emerging Companies Portfolio feels right at this stage – Trim Alert Here.
MM remains long and bullish towards SLX
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