Despite a somewhat gloomy economic outlook linked to rising interest rates, supply chain disruptions, war in Ukraine & flow on from trade wars with Russia & China against everyone else there will no doubt be opportunities for me to add more ASM shares at a discount to what I consider to be intrinsic value
Unless KMP experiences complete failure at commercial scale operation or DZP can not secure funding by end of 2023 then I will be buying all dips under $12
Recently sold down DEG to buy more ASM & may do the same with BGL over the coming weeks
ASM Price at posting:
$8.97 Sentiment: Buy Disclosure: Held
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