SILEX SYSTEMS LIMITED (SLX)
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SLX - SILEX SYSTEMS LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Semiconductors & Semiconductor Equipment
Debt/EBITDA: -0.14
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.94

22 Jul
2024

0.020

OPEN

$4.90

0.41%

HIGH

$4.97

382,456

LOW

$4.87

TARGET
$7.60 53.8% upside
OTHER COMPANIES IN THE SAME SECTOR
1AE . AGE . BKY . BMN . BOE . DYL . EL8 . ERA . LOT . NXG . PDN . PEN .
FNARENA'S MARKET CONSENSUS FORECASTS
SLX: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx - 8.1 - 1.3 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx-8.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx6.8 M
Book Value Per Share xxxxxxxxxxxxxxx63.2
Net Operating Cash Flow xxxxxxxxxxxxxxx-2.3 M
Net Profit Margin xxxxxxxxxxxxxxx-253.86 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx-17.43 %
Return on Invested Capital xxxxxxxxxxxxxxx-17.31 %
Return on Assets xxxxxxxxxxxxxxx-16.83 %
Return on Equity xxxxxxxxxxxxxxx-17.43 %
Return on Total Capital xxxxxxxxxxxxxxx-5.88 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-2.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx1 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx141 M
Price To Book Value xxxxxxxxxxxxxxx6.24

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx0.1 M
Capex % of Sales xxxxxxxxxxxxxxx1.38 %
Cost of Goods Sold xxxxxxxxxxxxxxx9 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx4 M
Research & Development xxxxxxxxxxxxxxx3 M
Investments - Total xxxxxxxxxxxxxxx4 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

21/02/2024

1

Buy

$7.60

53.85%

Shaw and Partners retains a Buy rating and $7.60 price target for Silex Systems, as the company announced the Global Laser Enrichment (GLE) JV operating plan and budget for 2024 have been approved.

The broker explains the 2024 budget will allow for site acquisition at Paducah, KY and completion of the Test Loop pilot facility in Wilmington, NC.

Silex and JV partner Cameco are aiming to move to full commercial operations at the Paducah Laser Enrichment Facility (PLEF) in 2028 which is around 3 years earlier than originally planned.

FORECAST
Shaw and Partners forecasts a full year FY24 dividend of 0.00 cents and EPS of minus -1.30 cents.
Shaw and Partners forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -1.40 cents.
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

09/04/2024

1

Speculative Buy

$6.21

25.71%

The uranium market will remain in a structural deficit through 2027, forecasts Canaccord Genuity. A return to a balanced market will be highly reliant on the advancement of greenfield projects, which the broker points out remain beset with risks.

The broker upgrades its demand forecasts for uranium to incorporate new reactor builds (in China/India), extensions of existing operating lives, and restarts of idled reactors.

The analysts also highlight recent announcements by major companies like Google and Microsoft which are looking at deployment of small modular reactors (SMRs) as a way to power their AI ambitions.

Canaccord Genuity forecasts an average price of US$105/lb over FY24, a 15% increase on the prior estimate, while the long-term price assumption rises to US$90/lb from US$75-$80/lb.

The Speculative Buy rating is maintained for Silex Systems and the target rises to $6.21 from $5.42.

At Wilmington (in the US), Silex is advancing construction and testing of a pilot-scale separator and gas handling systems. Management expects results in the September quarter and aims to provide full economic and engineering validation of the technology.

This validation is required to support the construction/operation of the first commercial production module.
Access Stockbroker Research History >

SLX STOCK CHART

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