As per Daubechies, 600t per year and we break even was also my understanding.
The capacity of the KMP will be driven by the offtakes, not the other way around, but I think that’s what you are saying anyway.
Anyway, as someone else mentioned, I hope the strategy is to under promise and over deliver because we should have sales agreements this side of Christmas to be honest, ASM have had more than enough time to get the deal's done!
They cap raised for feedstock, this must have been on the basis they were very close to sales agreements, no matter what we think of the board, they are not stupid, IG on paper has lost hundreds of millions this year and continues to invest in ASM, follow the money…..
ASM Price at posting:
$1.72 Sentiment: Buy Disclosure: Held
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