ASM 0.93% 54.0¢ australian strategic materials limited

Ann: Investor presentation, page-3

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  1. 5,707 Posts.
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    Yes its a standout Company, has to be one of the best on the ASX.

    The presentation focuses more on what differentiates ASM from other rare earth suppliers i.e fully integrated - products from Dubbo converted to metals with higher realised prices, Dubbo Optimisation on time and budget (the preso confirms the flowsheet will be simplified and optimised), proven commercial metal production for full suite of metals plus titanium, independent supply outside of China targeting production in Korea Q2 2020 (upgrade to 5,200t metal plant), then Australia, Eurpoe, North America and Japan, financing and offtakes in line with Dubbo optimisation - discussions with Korean Government, large Korean EPC / EPCM companies with development and financing of Dubbo plus more going on with Dubbo finance.
 
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54.0¢ 57.0¢ 54.0¢ $86.26K 155.1K

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