ASM 3.11% 78.0¢ australian strategic materials limited

The language in the Investor Presentation announcement cuts both...

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    The language in the Investor Presentation announcement cuts both ways for me, possibly indicating teething problems and delays while solid progress is occurring.
    The other plants "under consideration" (ie "thinking about" rather than 2023, 2024, 2025 time frame) gets my attention though (as does "stabilise and improve" on page 7) -- I'm hoping this will be clarified in the next update; and the title "Investor Presentation" -- could be intended to attract Super / ESG funds etc and / or laying groundwork for a Placement and Rights Issue (it happened last year) -- either way, I think that will improve ASM going forward.

    Mostly, I am hoping the decline since early Apr is mainly due to the market / sector trends and not info leaking. Since I have been buying, as much as I can afford (and refrained from taking profits above $10), it would be nice to see ASM's SP steadily heading north before Jun-Sep (and not a brief pseudo bull #rap like early Apr).
 
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78.0¢
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-0.025(3.11%)
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