I posted a video the other day of a lecture given in the US a...

First 52 Last

Share
Profile

Follow
Dazedandconfused

7,647 Posts.

2115

03/11/22

13:42

Post #: 64569406
Share

Originally posted by Slicer75 ↑

The metals tech is a game changer, if they can get it to work. Producing the metal alloys for magnets is not an easy thing to do, so not to be taken lightly. The fact they have the whole supply chain sewn up is a game changer, and huge advantage, if they can get it to work economically. Some of the testing of the metals and alloys seemed to suggest the process producers a product with supperior properties to that of the kroll process. Dubbo on its own I think would still be just sitting there waiting to go, probably until oxide prices go up a lot more, but oxides and carbonates are not where the value is captured, it’s further up the chain.
The big question is having built the KMP, why are Customers not rushing to sign up? I still get the feeling a lot more is going on behind the scenes. I know they obviously can’t disclose everything, but just frustrating with lack of progress, and feels like there is some issue behind the scenes. Let’s face it, a lot has happened, the MD departed suddenly, etc

Expand

I posted a video the other day of a lecture given in the US a couple of weeks ago which offers a lot of background material to the world of REE's (if you haven't seen it already)... ASM is right at the cutting edge of some very edgy politics.

https://hotcopper.com.au/posts/64525828/single

ASM Price at posting: $1.80 Sentiment: Hold Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

First 52 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 52.0¢		Change 0.000(0.00%)		Mkt cap ! $94.29M

Open	High	Low	Value	Volume
52.0¢	54.5¢	52.0¢	$67.63K	128.1K

Buyers (Bids)

No.	Vol.	Price($)
4	62493	52.0¢

Sellers (Offers)

Price($)	Vol.	No.
53.0¢	5741	4

View Market Depth

No.	Vol.	Price($)
4	62493	0.520
2	15000	0.515
1	200	0.510
5	38898	0.505
14	148860	0.500

Price($)	Vol.	No.
0.530	5741	4
0.535	12217	3
0.540	22854	2
0.545	2756	2
0.550	11700	2

Last trade - 16.10pm 26/06/2025 (20 minute delay)

ASM (ASX) Chart

I posted a video the other day of a lecture given in the US a...

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I posted a video the other day of a lecture given in the US a...

Top Stories

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News