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9.26% 59.0¢ australian strategic materials limited

Ann: Framework Agmt for 20% stake in Dubbo Project and Offtake, page-224

  1. BellGuide3124
    896 Posts.
    lightbulb Created with Sketch. 45
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    26/07/21
    23:03
    Post #: 54791020
    Your argument should be used by ASM to encourage both miners of rare element stock feed and manufacturers to hedge their bets by doing supply deals with ASM. Manufacturers would need certainty of supply even if the price is higher than their current suppliers charge. Reliability should be worth a premium.
    ASM Price at posting: $8.60 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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