If you compare ASM to ARU, who are in s similar position to Dubbo with their Nolans project, but don't have the KMP, which we thought was the holy grail, why have ARU managed to get a MOU with GE Renewable Energy and Hyundai Motor Co, especially with the later being in South Korea, while ASM appear to be going nowhere? I suspect the MOU with the later is very telling, as they I am sure are fully aware of the KMP.
If ASM are so far ahead of the pack in the REE space with their "innovative metalisation tech", why does no one appear to be interested (well, none of the big players)?
This cash raising really sums up the situation.
Ann: Trading Halt, page-108
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