ASM 4.35% 55.0¢ australian strategic materials limited

Ann: Chief Executive Officer's AGM Presentation, page-101

  1. 378 Posts.
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    Green energy applications will be boosted in USA and all the western world. how can it be that a company that has everything to succeed in this race has a valuation like a ordinary explorer ?

    did they choose the wrong location for the kmp ? Why is there no discussion about more metal plants.
    maybe zirconium and the rare earths asm has are not so very meaningful ? Maybe they need some more public relations in the industry or better contacts.

    feels like the company is being managed by my mom. What would Nick Earner say ???

    time will tell.

    i will hold and retire or work.
 
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