ASM 3.64% 85.5¢ australian strategic materials limited

Ann: Trading Halt, page-36

  1. 1,361 Posts.
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    it will be a cascade of announcements as a condition is met next duck in line gets hit etc.

    with KMP revenue hitting before EOFY, production guidance, offtakes new investors/debt providers will join in.

    new plant announcements can’t be far away now they have the template working, that starts the forward revenue growth projections. Wouldn’t surprise me if additional plants attract substantial host govt support/funding. If you can build an operating plant in 12-18 months and they currently have zero other options no govt is going to hesitate on such a relatively small capex chip in.
 
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