ASM 3.11% 78.0¢ australian strategic materials limited

Ann: 2022 Annual Report to Shareholders, page-73

  1. fup
    1,105 Posts.
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    i refer you back to the article in this post, https://hotcopper.com.au/posts/64276826

    pretty sure there is chinese re in the feedstock. what %, who knows.

    very good mental gymnastics to say asm can be decoupled from china, notwithstanding its feedstock comes from china via a third party (KOMIR).


 
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