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10:11
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Originally posted by Jacko22:
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That's all fair enough, but when ALK owned the DZP, the metallisation process/IP was in its embryonic stage. The real benefit has only just recently been fully understood and valued. Hence the discussion around protecting the IP down the track. Also, the %sell off to a strategic partner is all speculative, but likely, as ASM is unlikely to be in a position short term to fund it internally. Down the track maybe with a number of metallisation plants up and running. And even if its 'only' a 20% partner, I'd still like to see some safeguards around the metallisation business unit.
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The DZP can be a separate business unit within ASM i would think. I don't think there is any way they are going to give 20% of the metal plants away when they don't really need funding for that (unless the offer is too good).
