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Silex Systems (ASX:SLX), developer of laser uranium enrichment technology, has been volatile on US government funding decisions. In January 2026, Ellerston Capital noted the US Department of Energy awarded US$900 million to Centrus Energy, Orano and General Matter, while separately awarding only US$28 million to Global Laser Enrichment, which is 51% owned by Silex and 49% by Cameco. Perennial reported a 17% fall in November amid a US technology sell-off, while noting continued government funding for nuclear technology, and Yarra observed outperformance on positive laser enrichment developments. Silex Systems operates in the Industrials sector within the Machinery industry, and Thesis Tracker has captured 4 comments from 4 fund managers, including Ellerston, Perennial and Yarra. Founded in 1988 and headquartered in Sydney, Silex develops and commercialises SILEX laser enrichment technology for uranium through Global Laser Enrichment, and Zero-Spin Silicon for quantum computing.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Paradice Investment Management, Perennial Partners, Yarra Capital Management and Ellerston Capital have invested in Silex Systems Ltd (ASX:SLX).
Yarra and Perennial highlight progress in laser enrichment technology and strong US government support for nuclear fuel supply chains.
Ellerston notes Global Laser Enrichment received only a small US Department of Energy award compared with competitors, and Perennial reports share price volatility tied to US technology sell-offs.
Silex Systems Ltd. develops and commercializes laser uranium enrichment technology. Founded in 1988 by Michael P. Goldsworthy and headquartered in Sydney, Australia, the company operates across three primary segments: Silex Systems, Translucent, and Silex USA. Silex Systems focuses on advanced laser-based isotope separation technology, while its subsidiaries explore complementary technical and commercial applications. The company remains dedicated to the progression of its proprietary enrichment processes within the global nuclear fuel supply chain.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.