ASM australian strategic materials limited

Ann: Investor Presentation & Webcast Details, page-12

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    And a few thoughts on the American Metals Plant slide;

    • Would seem to be solely NdFeB focused to support American magnet producers - leaving KMP to offer the broader range of critical metals to the rest of the word
    • Begs the question perhaps, in conjunction with Dubbo Phase 1, why not a Dubbo metals plant and keep more value add within Australia?
    • I share other posters comments on why so slow with a 2027 start to construction - pretty sure they can rinse and repeat KMP a lot quicker than that, especially given its single metal focus and sufficient support from the US to expedite??

    https://hotcopper.com.au/data/attachments/6975/6975870-c0db6db6027c454b6ac0a75ce1e59723.jpg
 
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