I think two or three years seems like realistic time frame for ASM to establish itself. Wondering how many CRs will happen in the meanwhile, though. Disappointing that ASM raised capital at $4.80 to build KMP, and then did another CR at $1.73 (IIRC) to buy feedstock. Really expected better from ASM management.
ASM Price at posting:
$1.60 Sentiment: None Disclosure: Held
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