ASM australian strategic materials limited

Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-42

  1. 462 Posts.
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    Random thought:

    With prices of these commodities going up as they are, (and no signed up customers/contracts), could they be playing some 4D chess and holding onto their finished product whilst prices go up? They have cash in the bank so why offload it if they don't need the cash yet?

    On the subject of delays, look at the world over the last 2 years people, it's to be expected...

    Fundamentals of this company hasn't changed. I have been buying on the way down over the last 4 months and will continue to accumulate.
 
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