ASM 3.23% 75.0¢ australian strategic materials limited

They are dictating which areas they pick to do business.Rowena...

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    They are dictating which areas they pick to do business.

    Rowena clearly stated at the AGM that they had a lot of interest but would take their time and work out which offtake deal matches with the best Govt. support to pick offtake partners.

    They are also in a strong position being one of the only ones(if not the only one) to be planning to mine themselves and produce all the way to metal.

    We will have to wait and see but the pieces of the business seem to be coming together for the DZP.

    WRT capex and NPV.

    Capex was $1.678 billion aud in the updated scoping study. NPV was 2.361billion aud.

    This was in the recent offer presentation:


    https://hotcopper.com.au/data/attachments/6127/6127775-6e42cb7f5f0fc3cd0a0a3a054fdb1c37.jpg
 
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