Either they will get everything working as it should, or ASM have built a large white elephant in South Korea (I’m hoping that isn’t the case). At least Dubbo de-risks things a bit, so ASM aren’t a one trick pony, but what brought me here in the first place is they have locked up the whole value chain, which few people outside have China have managed to do. If the metals plant doesn’t work fully to expectations, then it really changes the situation imho.
ASM Price at posting:
$1.78 Sentiment: Hold Disclosure: Held
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