ASM 7.86% 64.5¢ australian strategic materials limited

Ann: Framework Agmt for 20% stake in Dubbo Project and Offtake, page-223

  1. 648 Posts.
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    Below is just one of the reasons why I'm invested in ASM.

    That there is the probability for China to introduce an export quota on certain rare earth oxide and metals if push comes to shove with increasing pressure from the USA, leading to a frantic rush for these rare earths and driving prices up.

    ASM is in the box seat as the leading company with the full upstream supply to downstream metals production. In this scenario, what will be ASM's share price?
 
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