Progress is slow but REE demand will not disappear & South Korean businesses should remain strong for decades across many sectors that will hopefully rely heavily on KMP output
Patience & a degree of faith in DZP coming together, hopefully before 2025
ASM surely on the cusp of KMP commercial success, offtakes & funding for DZP mining
Purchased more today at $2, sure the price could be headed lower over coming 18 months & who knows what will happen in 2+ years
Happy to hold & accumulate & wait patiently for DZP & KMP profits
Nothing is certain - could ASM close down? Could KMP successfully ramp up production? Can offtakes be secured in South Korea? Is KOMIR still helping ASM? Will DZP be mined & profitable?
Who knows? I am willing to keep investing in ASM & be patient & find out
ASM Price at posting:
$1.97 Sentiment: Buy Disclosure: Held
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