ASM 4.39% 54.5¢ australian strategic materials limited

Just getting to read the quarterly now, along with everybody's...

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    Just getting to read the quarterly now, along with everybody's opinions.

    Seems that nearly everybody has a positive view of the quarterly, however, I am surprised nobody has made reference to the statement within the report that states the timeline for ramping up of the KMP is being reviewed. No mention of when it will be brought up to full capacity now (whereas before there were specific timeframes).

    This is concerning to me, they are either unable to secure offtakes or not confident in scalability.

    I would have thought this statement would have been identified by somebody else here (instead of the usual positive-bias).....
    https://hotcopper.com.au/data/attachments/4550/4550722-af2a2295880bb1a46736862f2c937522.jpg
 
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