Hi Dazed, I don't think we have a choice tbe to align the OEM ramp up timelines - afterall thwy are the ones buying the metals.
That said, I don't think that does not mean offtakes are not near term - it may just not be as big as was originally planned.
I think we will see that as OEMs ramp up, so will the metals order and associated expansion of KMP.
It is disappointing that ASM got the original timelines so wrong, but I feel the timelines outlined now are more credible. We just have to wait it out.
ASM Price at posting:
$1.72 Sentiment: Buy Disclosure: Held
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