Apart from ASM’s shit show of communication, this is a great company with huge upside in the SP.
Wonder who will be the next customer for metal sales? I hope its someone in the same business park as the KMP, I’ll take Samsung, LG or Hyundai, or even Joe bloggs as long they’ve got mountains of cash!
Oxides from Vietnam to South Korea and processed by one of only a few metal plants in the world owned by an Australian company, how did we manage that
Makes more sense why KCF bought 30% of the KMP, this was a sweetener when they realised Dubbo was not going ahead in the time frame as planned and Vietnam was the priority for feedstock for the KMP, we sold them that stake for peanuts!
Dubbo still has value though, for someone who wants a secure, stable supply of rare earth metals, from mine to metal, Japan? Europe?US?
ASM Price at posting:
$1.52 Sentiment: Buy Disclosure: Held
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