Ann: REE export controls underscore need for alternative supply, page-15

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subi1

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20/04/25

10:18

Post #: 78746652
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Originally posted by EBBandFLOW: ↑

Lynas should be in a good position though like MP materials they still rely on processing & supply chains linked to China

Lynas is making progress towards being free of reliance on China however the Texas facility is still a way off being operational

Both Lynas & MP have US govt / DoD backing

All REE mines, processing & supply chains outside of China are still years away from having scale significant enough to be completely independent of China processing & supply

ASM still have an opportunity to play a significant part in mining & metallisation

However it arguably requires a bold move to simply start mining Dubbo or a JV with an existing operational mine

ASM have been trying to secure feedstock for some time & it's a real catch 22 at the moment with binding supply contracts & binding feedstock input contracts

Vietnam looked promising but is it really all that surprising that fraud & corruption & Chinese meddling popped up to bite ASM?!?

It's understandable ASM are reluctant or struggling to find supply contracts & financing for Dubbo

It's disappointing that ASM has become wedged & a bit stuck trying to work it's way into supplying critical minerals - seems like supply chains are being manipulated & gate kept & once again part of trade & diplomatic stoushes

I still own Lynas & ASM however as time ticks on it seems like ASM should be focusing on JV opportunities to at least run KMP at capacity & start generating income that can see Dubbo mined

Not confident ASM can setup & negotiate profitable deals with anyone without a JV partner or two

Expand

A JV could be the key to getting Dubbo up to full steam quickly.

Govt. funding would be very handy though, especially grants and low interest loans.

I guess we will find out if it is going to happen soonish.

ASM Price at posting: 77.5¢ Sentiment: Hold Disclosure: Held
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