ASM
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1.29% 76.5¢ australian strategic materials limited

Ann: 2022 Annual Report to Shareholders, page-73

  1. fup
    1,105 Posts.
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    25/10/22
    18:24
    Post #: 64390102
    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).


    ASM Price at posting: $2.07 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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