ASM 2.42% 84.5¢ australian strategic materials limited

Ann: Dubbo Project Finance Update, page-66

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    A week ago or so I mentioned that the rare earth sector will be subject to mergers and aquisitions in 2022.

    Does not matter how big the suitor is - they still need a resource and they still need a tried and tested flow sheet. Having IP for being a mine to metal producer is just fantasy unless you are ASM.

    Must be getting close for IG to be purchasing a few more to further ccement a blocking stake.
 
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