Reflecting on these good points you raised a few days ago Newbie ... One I think which isn't there ,,,is ASM confirming a raw materials supply source for the KMP ( or other Plants , USA and Europe ) , pending the longer term development of Toongi into production , which HAS to be 3 years and more likely 5 years , even scaled down and "defined"to critical rare earth materials if that can be achieved . Whether thats another Australian company /deposit thats producing or close to producing ...or a company like MEI ( Meteoric ) , with its excellent Ionic Clay deposit in Brazil .....or , and enter discussions with the Trump Administration here ...whether MP Materials ( where raw materials are produced in the USA , are sent to China for processing , then are returned to the USA as finished material for magnets ) are "brought" into the equation by Trump , as part of the quid pro quo on steel tariffs . ASM and Exim BANK has some bargaining power here , if our Management and the Albanese Govt are smart enough and strong enough , to draw some threads together . There is no better time than now !
Thoughts to ponder !
ASM Price at posting:
48.0¢ Sentiment: Buy Disclosure: Held
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