Ann: ASM signs agreement for sale of NdFeB alloy, page-21

yes, not big deal but better than nothing. and moving in the right direction. if they get to 600t soon and lock longer term agreements then things will brighten up.

today many retail investors will buy but I doubt instos will be impressed.

there is interesting article in AFR about ASM. The CEO explains why they can't build a plant here. basically the Koreans, the Japanese, the Europeans and the Yanks want us to just provide the dirt and want to keep rest of the processing steps at home. If ASM does not agree to that then Dubbo can't start.

We destroyed our manufacturing over the years and now it's biting us in the rs.