As regards ASM's operations at the KMP in South Korea ,and advanced discussions towards replication in the USA and elsewhere ,I saw this news item the other day , regarding proposals by South Korea to Canada ,to accelerate Defence capabilities .
Should it come about , then some of the impact for magnet metals , should surely flow onto ASM and the KMP .....and it would also sharpen the CANADIAN EXIM BANK''S interest in supporting ASM .
I guess the "wider benefit "to me , is the further added competition for allied Govt interests to join forces in these times where the demand for critical minerals and finished products , could not be higher !
Bodes well for a favourable outcome for ASM's discussions with the US DOD , and other jurisdictions where ASM has made inroads .
Interesting few months coming up .
Links to news items attached
.Seoul’s $20 Billion Pitch Could Rewire Canada’s Military—and Its Alliances - InvestorNews
5 things to know about South Korea's military submarine pitch to Canada | CBC News
Ann: Investor Presentation & Webcast Details, page-27
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