ASM 3.77% 82.5¢ australian strategic materials limited

Ann: Managing Directors AGM Presentation, page-23

  1. 661 Posts.
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    It took me a while to return to the importance of DZP alongside KMP and future AMP

    I agree Ziron Tech is the key to ASM

    It all comes down to $250m USD from South Korea to progress DZP & how the mix of remaining funds are acquired

    I think progressing DZP makes sense now as it will setup feedstock for KMP & further strengthen ASM, Aus & SK working relationships. Plus fits with expansion plans at KMP & provides feedstock for AMP

    Future metallisation plants can use DZP feedstock or be part of JV projects with other resources or miners
 
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