ASM 1.96% 75.0¢ australian strategic materials limited

Ann: ASM signs three-way MOU with VTRE and Blackstone, page-12

  1. 7,508 Posts.
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    Funny how little chat on this there is. Clearly the market is taking this, combined with the language of the Appendix 4C (as I did highlight - 'when' not 'if' negotiations are concluded) as a signal that more offtake agreements coming. $1.18 to $1.60 in days since. Clearly this was a significant price catalyst.

    I suspect we might even see $3 by year end on a couple of larger offtake agreements with significant companies.

    The silliness of late 2021 does not make that an entirely unlikely prospect.

    GLTAH, its been horrible for many 2022 buyers.
 
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