ASM 0.00% $1.00 australian strategic materials limited

Asm have enough feedstock supply for at least 12 more months we...

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    Asm have enough feedstock supply for at least 12 more months we are led to believe. Because they don't have enough customers. No customers= no supply problem. No rush securing more feedstock if all you have to do is store it for over a year.
    So you might ask yourself: is the RE demand overstated? Or is there something about ASM that's causing buyers to source elsewhere?
 
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