After the first page of irritating geopolitical/market...

After the first page of irritating geopolitical/market commentary (we as Rare Earth investors are well aware thank you) I was pleasantly surprised to finally come to some helpful company specific information at last:


And we, at long last, even got specific updates on the Noveon and USA Rare Earths contracts:




Accordingly, offtake receipts slowly creeping up:




Congratulations ASM shareholders, your own analysis of the global RE/CM situation, along with ASM's gracious commentary, finally starting to come good in share price returns....and those might continue if ASM keeps the performance going and actually communicates it well, as it has at last done in this quarterly.