Management is okay. ASM are lucky to have the Ians. @Lee86 we need offtakes for feedstock first. I have written about this in previous posts. My concerns about due diligence around feedstick supply are noted. Also why did we sell back feedstock supply? Surely if there was demand for the metals we would have held on to the feedstock for metal offtake validation with new customers. I also think we took a hit in the selloff. IMO if the Korean Government and ASM have had a falling out... they can stifle due diligence and simply wait until we are forced to sell the business and IP. If we can secure an offtake for feedstock with positive established terms, that we are privy to before the end of the year then that will be a fantastic result. My reasons for concern about our relationship with the Korean Government are also noted.
ASM Price at posting:
$1.65 Sentiment: Buy Disclosure: Held
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