InvestingSuccess

(originally written on this website Dec 31, 2025)

Russia continues to lay waste to Ukraine. Yet the west will not take aggressive action against Mr. Putin to remove him from the equation. Why?

The answer rests with nuclear fuel rods. You see, Russia makes a reported 44% of the fuel rods the world needs to run the various nuclear reactors around the planet. Take our Mr. Putin in an un-ceremonious manner and the supply of fuel rods could be jeopardized.

What is little talked about in the mainstream media is how a small Australian company is working hard (in partnership with uranium giant Cameco (TSX:CCO) to perfect a new and more efficient way of enriching uranium to make not only fuel rods for existing reactors, but also the HALEU (high assay low enriched uranium) rods for small modular reactors (SMRs).

A pilot facility in Wilmington, N. Carolina has now thoroughly demonstrated that this laser-based process works. Next, the plan is for Cameco to establish a facility in Paducah, Kentucky to use the laser process to enrich and clean up some 200,000 tonnes of nuclear waste that is stored at a Dept of Energy site.

The day is fast approaching when the west will be able to say to Russia – thanks but we no longer need your uranium fuel rods. When that day arrives (re3portedly Dec 31, 2027) some more direct action against Mr. Putin will shift the course of events in Russia and will alter its foreign policy activities.

The Australian company I speak of is called Silex (ASX: SLX). The stock is underpinned by cycles (225 day and 88 day). The trend right now is bearish. A move above $A 9.00 will shift the trend to bullish. Late January will see the end of an 88 day cycle. Watch for a price reaction at that point.

What Actually Happened

SLX responded at the end of the 88-day cycle in January by rising to $7.95 intra-day. Not enough to turn the trend bullish. Since then the share price has drifted lower with periodic price rallies at planetary intervals. For example, in October 2025 share price peaked at just over $10. Heliocentric Mars at that time was at 248 degrees. Taking an 8th harmonic of this degree (31 degrees) and plotting these degree advances on the price chart shows a good alignment to Mars as an analytical tool. The other analtyical tool one should use is the 88-day cycle and its midpoints. Look at the following chart and you will see that price has pivot/swing points at cycle midpoints and endpoints.

The next Mars increment will be Nov 10, 2026. The current 88-day cycle will end around Oct 20, 2026.