ASM australian strategic materials limited

Ann: Chief Executive Officer's AGM Presentation, page-27

  1. 9,345 Posts.
    lightbulb Created with Sketch. 8004
    https://hotcopper.com.au/data/attachments/5758/5758714-ecbb9b212e2962d521a817ed0953e02e.jpg

    vs Bell Potter presentation at beginning of the year:

    https://hotcopper.com.au/data/attachments/5758/5758735-96493a54fc70296363cff6f2752a4721.jpg


    Disagree with comments above, they have delivered on separate 5 year USA Rare Earths Korean plant offtake, itself a great result and under-valued by mkt IMO, but asides the grant, not quite good enough on Dubbo deliveries Rowena. They've obviously lots of interest and are sending samples and discussing offtake agreements, but I'd like a few runs on the board already along with every other investor.

    Chop, chop Rowena. Less talk, more contracts announced to the market please, small or large.
 
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