don’t agree. Rowena presented well. Reframed strategy clearly and mine to metal strategy has not changed. No.1 takeout was recent big interest from US and Japan. Titanium also a big focus for KSM due to clean and energy efficient production process which is a Big competitive advantage in market, compared to current Kroll process. Realistic timelines is also a positive. Follow Alkane playbook - under promise and over deliver
ASM Price at posting:
$1.72 Sentiment: Hold Disclosure: Held
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