ASM 4.10% 63.5¢ australian strategic materials limited

Some groundbreaking detective work done here over the weekend....

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    Some groundbreaking detective work done here over the weekend. Well done guys!!.
    Based on the revenue comments, ASM should be valued at around $20 for SK plant alone. Add 3 or 4 more of those and then Dubbo supplying the world and that's how we will get to $100+ per share. Not so crazy now is it? Not to mention the REE price shocks which we will eventually have.
 
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