ASM australian strategic materials limited
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Two metals plants and offtakes in 2025, no reason why it...

  1. Newbie123456
    409 Posts.
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    26/11/24
    15:50
    Post #: 76786241

    Two metals plants and offtakes in 2025, no reason why it wouldn't happen. DoD meeting in Jan/Feb from memory.

    Then Dubbo ramping up to start 2028

    Annual Production Rates (Expected)

    • Rare Earth Oxides: 1,506 tpa (including NdPr oxide: 1,342 tpa, Tb oxide: 22 tpa, Dy oxide: 142 tpa).
    • Zirconia: 16,000 tpa.
    • Ferro-niobium: 2,650 tpa.
    • Hafnium Oxide: 30 tpa.


    Add in any increase in demand, or price, from the bottoming we're experiencing currently, and it will be a behemoth.
    ASM Price at posting: 47.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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54.5¢ 		Change
-0.025(4.39%) 		Mkt cap ! $110.2M
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Last trade - 16.10pm 31/07/2025 (20 minute delay) ?
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