Rowena Smith presentation, page-32

fwiw...

I think the presentation was professional and to the point. The first thing which stood out to me was each slide was uncluttered and contained only a single talking point. Most other powerpoint presentations are usually overloaded with graphs, statistics and multiple bullet point paragraphs... which means the viewer doesn't remember a single thing. This presentation didn't make this common mistake.

The ESG thing is more important than you think. For example, in the EU companies will suffer multiple penalties if their offering has a large carbon footprint or involves environmental damage. A company which can prove its ESG credentials will get preferential treatment in the EU and that will be the case eventually in all developed country markets.

I am not sure what the problem is that some people are assuming RS is a temporary appointment. Her prior role was the chief operations officer which means we can thank her for the overseeing of the SK metallisation plant coming into production in under a year.

If a person in the audience did not previously know about ASM that presentation was a good introduction. They were informed Dubbo is a massive deposit with multiple possible revenue streams, the project has attracted Hyundai to participate, the metallisation plant has begun to produce income, there are plans to replicate that plant around the World and the company has good ESG credentials... all things a prospective investor needs to know before they start doing their own DD.