I feel sure you are right , Subi ...Kroll directed at Ti ...
https://www.sciencedirect.com/topics/engineering/kroll-process
But my point ( badly made ) , was that the Plant was being built based on the Pilot Plant ....so unlikely you "structurally and materially "change the Plant design , and not use the "clean green technology" it was designed to use , without reporting it !
Sure ...you can modify the processing of materials ( when you have them !! ..one of DW's failures ) and some Plant design tweaking ....and therin might lay some of the problem ???
The Ansto PROCESS was largely designed processing ToonGi ( DZP ) material as best I know ...and Rare Earth raw materials aren't all the same . Hence , the revisiting of ANSTO discussions raised in the last Quarterly , MAY be in part as regards "tweaking "the KMP material , to configure it to "other rare earth raw material " metallurgy ??
Purely guess work ....but thats part of the problem ??!! And why the Shorts played the fiddle with this , until recently !!
Thankfully ...the fact that the Shorts have largely now cut and run , says to me that some/all of the KMP process is well on the way to being resolved !
That said ...clear statements from the Management and at the Board's direction , of precisely what were the problems ( other than Covid delays , which is largely a motherhood staement ) , what was necessary to resolve them and where ASM is now up to ( 2 months after the last Quarterly ) , might have seen ASM "bleed out"a bit more quickly ...but see the haemouragging tourniqued much earlier .
Makes me think that Bell Potter and the capital raise Institutional investors , might have questioned and been given a more "fleshed out "picture than the broader investor base !
JMHO
- Forums
- ASX - By Stock
- Ann: Chief Executive Officer's AGM Presentation
ASM
australian strategic materials limited
Add to My Watchlist
3.39%
!
57.0¢

I feel sure you are right , Subi ...Kroll directed at Ti...
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
57.0¢ |
Change
-0.020(3.39%) |
Mkt cap ! $115.3M |
Open | High | Low | Value | Volume |
59.0¢ | 59.0¢ | 57.0¢ | $382.3K | 660.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 54800 | 57.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
57.5¢ | 32829 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 54800 | 0.570 |
3 | 16001 | 0.565 |
10 | 69615 | 0.560 |
7 | 31542 | 0.555 |
14 | 155250 | 0.550 |
Price($) | Vol. | No. |
---|---|---|
0.575 | 32829 | 3 |
0.580 | 74927 | 2 |
0.585 | 25000 | 1 |
0.590 | 58527 | 4 |
0.595 | 25000 | 1 |
Last trade - 16.10pm 30/07/2025 (20 minute delay) ? |
Featured News
ASM (ASX) Chart |