ASM is/will be the last company I invest in where one of the primary marketing pushes is ESG/carbon zero crap. I am of the firm belief they aren't generating sales because the price of their products are simply too high so they aren't generating sales. Customers will continue to buy the dirty cheap stuff out of China in the interim.
The only thing that can save ASM is a hot war involving China... or massive tariffs, (eg. Trump vs China).
ASM is/will be the last company I invest in where one of the...
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