Indeed! Very positive and encouraging interview. I will also be taking up my entitlement. My notes;
Large commercial samples of NdFeB sent to three new customers in last few weeks – one in Europe and two in Korea – these samples are the final step in the product validation process
Mix of established and emerging magnet producers - the two new prospects in Korea are emerging magnet producers
ASM seeing good movement in the downstream part of the supply chain with KMP but critical to source feedstock – over and above Dubbo
The recent LOI funding commitments from EXIM and EDC for Dubbo have triggered stronger interest from other jurisdictions/engineering companies - on top of the existing and ongoing offtake discussions
Outside Japan/China, Jack states ASM are the only company in this critical metals supply chain game and with the right business model
ASM getting strong interest in replication of the KMP metals plant template in both US and Europe
Rowena indicated the model of initial supply of metals to US/European companies from KMP then transitioning to US/European plants as demand lifted
Plans being made to scale KMP beyond the nameplate 3600 tpa capacity (only at 600 tpa currently)as needed
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(20min delay)