ASM 4.68% 81.5¢ australian strategic materials limited

ASM Chart Thread, page-8941

  1. 4,696 Posts.
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    My question is whether the metallisation technology and our plant actually works.
    And if it works technically, does it work with the mooted economics.
    I have seen nothing to give real comfort about the tech or the plant.
    Pictures of metal are nice but that’s all .
    As an aside, I reckon Hyundai will put their money elsewhere, because the amount of capital need to get Dubbo off the ground is too high for the quantum of rare earth metals it might produce.
    I suspect other deposits are more “capital efficient”.
    Management has not actually delivered a lot in the last year and they certainly get a fail for their investor relations effort.
    A bit of news occasionally would keep punters engaged, confident and positive.
    How low will it go??
    DDD



 
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