I do not mind being wrong on this but I don't think I am on most and I know I am not on some but I do know we are not going to get answers from the Company. The optics are good for a Class action, but then do I really want to commit myself as the plaintiff, maybe worth a shot if there are enough group members. Other than that wait for a whistle blower or call the South Korean Government.
Or do we wait for those US offtakes at advanced level. So we have a supply chain that excludes China, then who will be our 3rd party oxide suppliers. Increased sales and new contracts - don't you get the sense that 10T and MOUs with strike dates out to 2027 are taking the piss when there are so many open ended announcements that would indicate business should be booming.
ASM Price at posting:
$1.78 Sentiment: Buy Disclosure: Held
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