DYOR. IMO. Hf & Tb are almost $1000 per kg or $1m / tonne.
Initial thoughs. Would be better if all go through attached link, update for which should be released in coming weeks .
In 2 to 3 years, I see ASM at MC of $5b at least.
Every year.
So 60m just for Hf & Tb.
Further $30m to $50m for Dy.
ZrO2 almost $10,000 per tonne and increasing. So another $100m.
Yttria $5000 to $7000 per tonne. So another $5 to $7m
Nb205 $30,000 per tonne. Another $40m to $50m
Nd & Pr almost $50,000 per tonne. So another $50m at least.
But then ASM has plans to produce Titanium , NdFeB, DyNdFeB and other alloys that sell at far higher price.
https://asm-au.com/wp-content/uploads/2020/02/DUBBOPROJECTENGINEERINGFINANCIALSUPDATE.pdf
ASM Chart Thread, page-125
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Mkt cap ! $144.0M | |||
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