It's always been this way & agreed a blessing & a curse at times
Tricky navigating & negotiating with SK or any other entities with existing supply of REE - many interests up & down the chains to be considered & compensated
SK entities are probably bitter ASM & ALK snapped up ZironTech
Gandel is happy to onboard outsiders into DZP mining & finance but much more protective of KMP & ZironTech
At some point by 2030 I think the negotiations with foreign entities will see DZP fully funded & ZironTech spun out into seperate entity - not sure how exactly this plays out but for now Gandel will hold out on further encroachment on ZironTech KMP ownership unless it includes significant & binding offtakes or guaranteed funding of DZP which sees mining commence
The SK & KCF groups have likely already calculated & come to terms with this & so the chess manoeuvring & poker playing negotiations continue, pockets of support with strings attached at every turn as all parties can see the massive demand, advantages but also costs & risks of developing DZP & then expanding ZironTech globally
Yes progress has been interrupted & SP ran prematurely but there's still a strong case for DZP & KMP to succeed & be critical to each other in the next few years as ASM secure offtakes, DZP funding & genuine long term investors focused on seeing multiple metallization plants operating profitably
Undervalued to upside potential?
Overvalued to downside risks?
Wait & see?
Frustrating for many patient long term holders, however surely ASM is on the cusp of binding offtakes & DZP funding which will lead to profits & expansion
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47.0¢ |
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Mkt cap ! $85.19M |
Open | High | Low | Value | Volume |
48.0¢ | 48.0¢ | 46.5¢ | $65.47K | 138.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 10522 | 46.5¢ |
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Price($) | Vol. | No. |
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47.0¢ | 2166 | 3 |
View Market Depth
No. | Vol. | Price($) |
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6 | 10522 | 0.465 |
6 | 39131 | 0.460 |
6 | 16865 | 0.455 |
11 | 94299 | 0.450 |
1 | 4800 | 0.445 |
Price($) | Vol. | No. |
---|---|---|
0.470 | 2150 | 2 |
0.475 | 10014 | 5 |
0.480 | 1649 | 2 |
0.485 | 10643 | 3 |
0.490 | 4907 | 1 |
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