ASM 3.23% 90.0¢ australian strategic materials limited

Ann: Bell Potter Unearthed Presentation, page-2

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    It was an interesting presentation.

    They are focusing on KMP and also offtake and finance for Dubbo.

    The benefits of LK process were spelt out which is great. A lot less emissions and a lot less power so therefore more economic according to the talk.

    Also a lot of talk about them being able to co locate the metal plants close to customers.

    Ongoing discussions in Japan, U.S. and Europe as well as Korea I would think.
 
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