ASM australian strategic materials limited
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  1. subi1
    9,045 Posts.
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    31/03/23
    09:44
    Post #: 67060031
    Feedstock was always a risk.

    The Koreans were meant to be buying feedstock through KOMIR but not sure how this is going:
    Cooperation-on-Critical-Metals-between-ASM-and-KOMIR.pdf (irmau.com)

    Hyundai also did the offtake deal with ARU so I was assuming ASM would be treating that but of course that may be drawing a long bow.

    Arafura Resources (ASX:ARU) signs MoU with Hyundai | The Market Herald
    Last edited by subi1: 31/03/23
    ASM Price at posting: $1.25 Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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