ASM australian strategic materials limited

I will make one more general observation on the Corporate...

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    I will make one more general observation on the Corporate Presentation. What happened to the business model of building multiple metal plants in a number of locations? We had plants destined for Australia, the US, Europe and Japan at one point. But now just KMP?? I understand the current focus is KMP but the strategy is long term and I am worried it now seems a single metal plant strategy! Is this in reaction to Korean concerns over competition?? Or what?
 
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