Media, page-61

My opinion is i really like both stocks but i am only an investor and have no qualifications.

They both still have a bit to prove but management seems to be sound in both companies and they are both in the right sector at the right time.

They both started out as mining companies and both now seem to be turning into a combination of industrial and mining companies.

They are both involved with South Korea and the support from there as they push for their own supply chain is really good.

ASM have a more diverse range of products at this stage and have confirmed their metallization process works in South Korea. I think ASM will attempt to have these metallization plants all around the world as they will be built in a repeatable form. The margins should be good but time will tell. Their problem has in the past been finance for their mine processing plant and the severe competition from China. Now their business is looking to be more diverse with the range of products their company will produce and the fact that they can progress the metallization side of the business and will be receiving income from it while attempting to get the mine financed and built. Management own about 30% of the 120 million shares which is good.

BSX have a mining plant built already so if they prove up more sulphides they can more than likely get it operating very quickly and get income coming in. I know they are very positive on the precursor downstream business and they should have news coming out soon on finance and hopefully this will work out so production starts asap. The assistance from South Korea might be important with this as well.

I bought more BSX last week and so i obviously think the price is right and i hope i am correct. I am still in the process of purchasing my quota of BSX after starting at about 17cents.

The valuations of both companies are what they are and i still want more of both companies but that is only my opinion and wish as a private investor. One interesting thing is that both companies are still optimising their businesses and we are waiting for results from both of them on how their businesses are going to work.

The companies are quite similar with ASM slightly more advanced with BSX very aggressively pushing to advance their business as well.