ASM australian strategic materials limited

Ann: ASM receives US$600M ($A923M) Letter of Interest from USEXIM, page-97

  1. 184 Posts.
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    It is true what you say Ranganuts. This loan does provide some certainty.
    The potential has always been there but I am not sure we will ever see the $14/share high we reached in November of 2021. The macro conditions just don't seem to be there. That over-exuberance does seem to be there.
    Then there is the fact that ASM is still missing over $1B to get Dubbo producing. Other than that, it is a great strategy with mine-to-metal covered.
    I have all my fingers crossed.
    Patience is a virtue.
 
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1 1388 72.0¢
 

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