ASM 4.35% 48.0¢ australian strategic materials limited

Ann: Managing Directors AGM Presentation, page-12

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    There's a level of clarity in language that is really encouraging. Vision is not termed with "market opportunities" but very specific actions, to be a significant part, of the supply chain for an inevitable big thing.

    Having that singular focus on, what you will be, is a big help in hiring, type of partnerships, govt relationships etc

    He mentioned a number of times that metal plants will be located close to end users, with ongoing collaboration on product. Could Dubbo "Hub" strategy contemplate things like defense contractor manufacturing, wind turbine manufacturing etc as part of the hub? Where are Euro end users? Again crystal clear view on where you'll be operating, who with and how.

    Great year

    The pentagon forward planning released this week had increased munitions build up in Australia. Be interesting if we can trace that back to onshore manufacture of things like missiles.
 
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