fwiw...
I will be interested to see where the zirconium fits in to the off-take equation. DW was in Europe (from memory) a few months ago and wasn't it Siemens(?) ALK had an MoU with?
From the SK perspective.... wouldn't they like to build upon their 20% ownership at the project level by capturing the value add of processing the ore to oxides? So they would finance the processing, sell oxides to ASM and ASM captures the margin on the metalisation? Then SK picks up the value add of producing the magnets?
It is a little convoluted but relieves ASM from much of the financing burden.
Just enjoying the speculation... happy to see how ASM solves the problem.
- Forums
- ASX - By Stock
- Ann: Trading Halt
fwiw... I will be interested to see where the zirconium fits in...
-
-
- There are more pages in this discussion • 113 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ASM (ASX) to my watchlist
|
|||||
Last
49.5¢ |
Change
-0.005(1.00%) |
Mkt cap ! $89.72M |
Open | High | Low | Value | Volume |
50.0¢ | 51.0¢ | 49.5¢ | $59.79K | 120.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 76317 | 49.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
50.0¢ | 260 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 76317 | 0.495 |
2 | 33000 | 0.490 |
4 | 7700 | 0.480 |
1 | 2157 | 0.475 |
5 | 36319 | 0.470 |
Price($) | Vol. | No. |
---|---|---|
0.500 | 260 | 1 |
0.520 | 8653 | 2 |
0.525 | 17965 | 1 |
0.530 | 5500 | 1 |
0.545 | 19152 | 1 |
Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
Featured News
ASM (ASX) Chart |
The Watchlist
UNT
UNITH LTD
Idan Schmorak, CEO
Idan Schmorak
CEO
Previous Video
Next Video
SPONSORED BY The Market Online