What difference does it make with the demerger as far as profit...

What difference does it make with the demerger as far as profit in Alkane or ASM go? Alkane shareholders at the time of the demerger were given the same percentage in ASM as they held in Alkane. A bit more cost but they are both more streamlined businesses in their own niche.

I think @Leapzig was saying to raise at $10 and that could have been a very good move.

Maybe we have been looking at it the wrong way and there is no vagueness with KOMIR and we are all just a bit confused because of the different markets ASM are looking at supplying. It seems reasonable that KOMIR who are a Govt. agency are creating a strategic stockpile of critical minerals for South Korea and not any other market that ASM wants to sell to.


I see Alkane as well managed because they have created shareholder value through exploration, mining and the demerger.

Not too many other companies invested and took profits from small undervalued gold stocks in recent times. Alkane did with GMD and threw this money straight into Boda drilling and Tomingley expansion projects.

ASM is still young and obviously going through teething problems. Hopefully this is the low and their recent decisions put the company on solid ground and we reap the rewards.