ASM australian strategic materials limited

still rolling out dubbo numbers from 2021...i guess they won't...

  1. fup
    1,159 Posts.
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    still rolling out dubbo numbers from 2021...i guess they won't have new numbers until the EPCD is done next year but given how inflation is these numbers are really undercooked.

    2027 production but everything needs to go perfectly. personally i can't see this in production until 2029 given KMP yet to break even or achieve its full potential at 3,200tpa. the timeline really shows how little was achieved in 2022 when the share price fell off a cliff - so many broken promises.
 
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