A definite US flavour becoming apparent! Great to see that the Bechten FEED work might be 80% covered by EXIM but a bit disappointed tbh that they cannot start until Sept 2024 and then 18 months from then!
ASM now need to direct their focus towards the metallisation business, crank up KMP to 3600 t/year and duplicate with a new plant in at least one new jurisdiction (Europe would be a nice diversification move)
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