even for ASM to match Arufura which is 660 million cpa means more than 100% rise in SP. and why wouldnt it. More progressed, larger mine. And the metla plant business and IP. We all waited years for the KMP to get up, its been slower once up to secure offtakes but eCh magnet maker requests very exact specificarions of alloys for asm to make (not just single metals, but combing multiple that meet exact specifications
more offtakes for KMP off takes for dubbo hyundai engineering announcemet in Sept lots to come
ASM Price at posting:
$1.58 Sentiment: Hold Disclosure: Held
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