Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-117

First 117 Last

Share
Profile

Follow
JacobW

1,883 Posts.

260

29/04/23

15:09

Post #: 67524397
Share

Originally posted by maplelegion: ↑

The last four Quarterly Reports , and particularly the January and April Qtly's , have emphasised that ASM is increasing;y doing "a lot of talking and negotiating "! Visits to both the KMP and the Dubbo DZP are encouraging ! See Edit below :
Not sure if its been posted here ...but the April Agreement where the Govts of Australia and Germany have agreed to enter into Feasibilty Studies into Critical Metals Chain:
https://www.industry.gov.au/publications/joint-declaration-intent-between-australia-and-germany-critical-minerals-value-chain-feasibility-study

Surely , this is going to accelerate avenues for funding on either the deveopment of the Toongi DZP , and a replication of the KMP in Europe....albiet it will still hinge on the progression of the Engineering Studies with Hyundai Engineering , the performance of the KMP and the securing of raw materials supply to enable the KMP to supply demand !

Edit:
Project offtake and funding
During the Quarter, ASM broadened its potential offtake and strategic partner discussions to include new
parties and jurisdictions. Face-to-face meetings were held with potential offtake customers and equity
partners across the USA, European Union (EU), Japan and Korea.
Government policy pronouncements in the USA, EU and Japan during the Quarter, saw increased awareness
and interest from Tier 1 manufacturers and businesses from across the electric vehicle supply chain in these
jurisdictions.
Discussions covered the complete product suite from oxides to metals and alloys and, in some cases, the
potential for equity investment. Follow-up discussions included a number of site visits to the Dubbo Project
and Korean Metals Plant.
These discussions build on ASM's long presence in Korea, and the MoU signed last Quarter with Japanese
trading house Marubeni Corporation4
. They provide increased opportunities to progress the funding and
development of the Dubbo Project.

Expand

ASM just needs one substantial agreement (offtake, funding, strategic investment in Dubbo) to go back to the previous height, I just feel the time will come soon. DYOR.

ASM Price at posting: $1.06 Sentiment: Buy Disclosure: Held
18 Upvote

0 Great analysis

Reply

Top Stories

TMG

Trigg brings famed Finnish metals refiner – and its tech – onboard to bolster antimony processing

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Iron awe keeps the XJO tracking along

Japan tariff deal inked at 15% – as long as US gets half a trillion of investment

TLX

Telix sinks as US regulator SEC issues subpoena over claims

First 117 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 72.0¢		Change 0.035(5.11%)		Mkt cap ! $130.5M

Open	High	Low	Value	Volume
68.5¢	77.5¢	68.5¢	$844.7K	1.156M

Buyers (Bids)

No.	Vol.	Price($)
2	7565	71.0¢

Sellers (Offers)

Price($)	Vol.	No.
72.0¢	12801	1

View Market Depth

No.	Vol.	Price($)
2	7565	0.710
1	3000	0.705
1	14285	0.700
1	214	0.695
1	35715	0.690

Price($)	Vol.	No.
0.720	12801	1
0.750	6954	1
0.755	5000	1
0.760	25000	2
0.765	32122	3

Last trade - 16.10pm 23/07/2025 (20 minute delay)

ASM (ASX) Chart

Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-117

Trigg brings famed Finnish metals refiner – and its tech – onboard to bolster antimony processing

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Iron awe keeps the XJO tracking along

Japan tariff deal inked at 15% – as long as US gets half a trillion of investment

Telix sinks as US regulator SEC issues subpoena over claims

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-117

Top Stories

Trigg brings famed Finnish metals refiner – and its tech – onboard to bolster antimony processing

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Iron awe keeps the XJO tracking along

Japan tariff deal inked at 15% – as long as US gets half a trillion of investment

Telix sinks as US regulator SEC issues subpoena over claims

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News