The other thing I liked from Rowena yesterday was the expansion of customer conversations across multiple jurisdictions - EU, US, South korea etc. She said they want to build up demand and get the best deal for ASM not just jump on the first one.
She also said they have a good view of the broader incentives and opportunities in the US through Inflation Reduction Act, Dept of defence, Department of energy. All of them have different incentives.
Just remember there is only 165million shares of ASM shares on offer today (thats not alot) so potential EPS when they deliver would be very juicy.
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