ASM 3.11% 78.0¢ australian strategic materials limited

ASM Chart Thread, page-10577

  1. 1,089 Posts.
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    Fingers crossed!

    With two months to go until the end of the year, it will be very interesting to see what update they will give on Dubbo financing and off takes.

    Are we going to get ‘ Dubbo is on track to get offtakes before the end of the year ‘ or ‘Dubbo offttakes discussions will now likely push into 2024 ‘!
    This will have a material impact on the SP, along with the fact we do not have a secure and reliable feedstock supply for the KMP and only have enough feedstock until mid next year.

    If we need to go to the market to get a new feedstock supplier we will be under pressure and likely end up paying a premium.




 
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