Silex Systems Limited · ASX:SLX
Silex Systems — World Nuclear Fuel Market (WNFM) 48th Annual Meeting and International Conference 2022
12 slides from Silex Systems's conference presentation, Jun 8, 2022
Slide 1: GLE Presentation to WNFM 48th Annual Meeting and International Conference
For personal use only GLE Presentation to WNFM 48th Annual Meeting and International Conference 8 June 2022 Silex Systems Limited (Silex) (ASX: SLX) (OTCQX: SILXY) is pleased to provide the attached presentation that will be delivered by James Dobchuk, Global Laser Enrichment’s (GLE) Chief Commercia
Slide 2: Forward Looking Statements and Risk Factors
Forward Looking Statements and Risk Factors: About Silex Systems Limited (ASX: SLX) (OTCQX: SILXY) Silex Systems Limited ABN 69 003 372 067 (Silex) is a research and development company whose primary asset is the For personal use only SILEX laser enrichment technology, originally developed at the Co
Slide 3: WNFM 48th Annual Meeting and International Conference
For personal use only WNFM 48th Annual Meeting and International Conference June 7, 2022 Montreal, Quebec
Slide 4: Overview
Overview For personal use only Company Background GLE’s Laser Technology Advantages Commercialization Pathways and Timelines Essentials for Acceleration 2 GLE WNFM – June 7, 2022 2
Slide 5: GLE History & Key Milestones
GLE History & Key Milestones For personal use only 2007 GE and GE-Hitachi Nuclear Energy (GEH) form subsidiary GLE (exclusive licensee of SILEX technology) to develop uranium enrichment services capability; Cameco acquires 24% equity interest in GLE (2008) 2012 GLE receives first and only US NRC
Slide 6: About the Owners
About the Owners For personal use only Silex Systems Limited is an Australian technology company whose primary asset is the SILEX laser enrichment technology, invented and originally developed at the Company’s technology facility in Sydney, Australia. The SILEX technology has been under development
Slide 7: GLE's Laser Technology Advantages
GLE’s Laser Technology Advantages For personal use only Highly selective and efficient – ability to fine-tune the process to excite and separate 235UF6 with higher efficiency and throughput compared to centrifuge technology Modularity/flexibility – market compatibility with greater flexibility t
Slide 8: Guiding Principles
Guiding Principles For personal use only Expanding primary areas of focus to address market demands Enriching DOE tails to produce uranium (DUF6 NUF6) and capturing the contained conversion value + Supplying higher enrichment requirements (HALEU) + Providing commercial EUP (LEU/LEU+) Core Co
Slide 9: Commercialization Pathways
Commercialization Pathways For personal use only Considering an accelerated deployment schedule and pivoting to a multi-product approach • Address post-Rosatom supply pivot of US utilities, USG and SMR/AR vendors Potential to leverage existing agreement with DOE for tails enrichment • Unlock the
Slide 10: Commercialization Timelines
Commercialization Timelines For personal use only Baseline – market-driven pace, minimized risk Today ~ 2025 ~ 2030 NUF6 Technology scale-up Feasibility and licensing Commercial deployment Potential acceleration - aggressive plan underpinned by key market drivers Today ~ 2027 NUF6 2-3 Years LEU/LE
Slide 11: Essentials for Acceleration
Essentials for Acceleration For personal use only The following factors will drive potential acceleration of GLE’s commercialization: Long-term clarity regarding the restriction of Russian nuclear fuel supply Government programs and policies that encourage investment in the nuclear fuel cycle
Slide 12: Thank you!
For personal use only Thank you! James Dobchuk President and Chief Commercial Officer 10