Very impressive deal with Neo, and as you've said it will likely continue to grow. Big player outside of China, a step up from the usual "start up" magnet producers with promises of ramp ups, well done to management for getting in there.
Not sure bout these timelines and projections, maybe best to over estimate and come in sooner rather than later. Either way seems excessive considering how much of the process is already in place. Demand is the secret sauce, it will speed it up as you mentioned.
Wondering if the investor presentation is linked to another raise that might be announced on Tuesday morning. We could be saying goodbye to recent gains in the short term, unless they have something substantial to announce alongside.
ASM Price at posting:
67.5¢ Sentiment: Buy Disclosure: Held
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