Hopefully we will learn more but it is understandable that KOMIR would only be getting stocks of the oxides for Korean use. Maybe with the mention of U.S. offtake discussions ASM know they will need to source their own stockpiles and hence the raising.
ASM Price at posting:
$1.98 Sentiment: None Disclosure: Held
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.
(20min delay)