hey Jogo yeah i agree with ARU and your comparison to HAS and...

hey Jogo yeah i agree with ARU and your comparison to HAS and Lynas although maybe just HAs ans bot Lynas seeing they are way down the traack. ARU are building the mine already. But I feel a comparison to ARU and its market cap just lookijg at the value of assets of ASM, they have had to also focus on the alloy business with the KMP, i feel they are getting that humming now. News on Dubbo will really get this going. I think the news from the accountant last quarter saying the company was at risk of insolvency spooked the mkt. and leaving of senior people. The delay in the KMP and the big change in the korean conglomerate. I feel they might end up backing a japanese or US horse as a partner when it comes to offtakes for Dubbo. Seems the south korean manufacturing has let down ASM big time; but they might come through after the EPC stage one work from Hyundai

i think we will see a sustained share price rise right through Aug and September