ASM australian strategic materials limited

Yeah, but BHP has slowed down/ shelved the West Musgrave...

  1. 16,668 Posts.
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    Yeah, but BHP has slowed down/ shelved the West Musgrave project.

    Was in Cassini and commented widely on it over quite a few years before it was sold to OZL. Crispin was a spin-out.
    As far as I'm concerned, it will take years, closer to 10 than five, before ASM will get any REE from Mt Squires. Still, that's about ASM's speed, especially Chalmers's speed. Now I'm a medium to long-term player but that daunts me.

    Caspin's CEO is a decent guy. Quietly spoken and honest (for once). Dr John Hronsky (pronounced ronski) is a legend.

    All IMVHO.
 
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