ASM 0.93% 54.0¢ australian strategic materials limited

I was so happy when that was announced. Ended up going nowhere -...

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    I was so happy when that was announced. Ended up going nowhere - pretty sure Shin-Etsu built plants in China and aligned heavily with them which did not meet the Companies strategy at the time.

    Fast forward 10 years and we have found a strong allied partner in South Korea. Boom.
 
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