I think Vietnam is going to be a great place to invest. A lot of very big companies are already there. Not sure what happened with the recent drama there but Vietnam seems very resource rich, they have hydro power and are very keen for business to build their economy.
I know at one stage Rowena mentioned that their marketing guy was visiting there so I am not giving up on it. The Ambassador mentioning the ASM deal really surprised me in the fact that he even noticed. He must be keeping an eye on ASM for whatever reason.
Not at all sure whatever is happening with the BSX deal and the auctions for the rare earths project but I am still hoping there is a chance ASM will be involved.
More important at the moment is securing oxide supply for KMP but Rowena seemed confident in the interviews that supply is coming on to match the customers demands.
Wait and see.
ASM Price at posting:
$1.44 Sentiment: Hold Disclosure: Held
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