ASM 6.36% 58.5¢ australian strategic materials limited

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  1. 8,568 Posts.
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    Very smart management. I think it was at Diggers and Dealers last year where one of the CEO's said that Rowena was one of the toughest negotiators he had ever dealt with (at a time when they were both in different companies).

    At the AGM Rowena was saying they were being very careful to align the offtakes with funding so it will be interesting to see what happens in the next 6 months.

    The Sovereign funds comment was out of left field for me but just might indicate how valuable their products are going to be.

    I was happy that in the last 2 videos Rowena seemed to really light up when she was talking about offtake interest.

    Wait and see what happens though.
    Last edited by subi1: 17/05/24
 
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