ASM australian strategic materials limited

i really hope the next offtake is with a EU counterparty. the...

  1. fup
    1,159 Posts.
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    i really hope the next offtake is with a EU counterparty. the south koreans have proven useless so far, maybe ASM didn't have the right team/networks to sell into the asian markets and i suspect they were forced into setting up the first plant in SK (because the technology was developed there by a korean), but it will end up being a geopolitical competition between western nations to secure critical minerals supply from a limited number of non-chinese suppliers. still a long way to go for this company, but things are looking much better than 6 months ago.
 
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72.0¢
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Mkt cap ! $145.6M
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1 1388 72.0¢
 

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Last trade - 07.35am 25/07/2025 (20 minute delay) ?
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