Ann: ASM refinances Korean corporate debt facilities, page-29

Claus if I remember correctly you are based in Germany. I have been with asm since the start and i got out a few months back for a break even trade. Luckily I sold a few at $4 early on otherwise would have been a loss. To answer your question where is this gone all I can say is that times have changed and things have moved on geopolitically. The supply shock of covid has waned, the EV story is cooling, people are concerned about other things and companies will get supply where it is cheapest. The biggest thing is that China has muscle and it will use it to destroy competitors and they look at 50 year time-scales. All this is just what can happen in business and IMO I can't see asm really thriving ever again. Our politicians tie us up in knots and we are worrying about pink lizards and the others are certainly not. It's a big bad world my friend but this is not the end of things. I have taken this as a big lesson and moved on and using this to do much better in this stock game we play. I hope you can rise above this and look up to other areas. The opportunities never end and there are many of them out there. I hope asm goes to the moon for you and others I truly do. GLTAH