You’re right—the world and markets have certainly shifted since ASM was at $7.80, but that’s precisely why the $7.80 mark is more relevant than ever. Here’s whyue Diligence Was Done at a High Level: When the Koreans bought in at $7.80, they weren’t just looking at short-term market fluctuations—they saw the long-term strategic value in ASM’s assets. Critical minerals, particularly rare earths, are only increasing in global importance, and countries are scrambling to secure non-Chinese sources. That foundation hasn’t changed—it’s become even more essential.Supply Chain Disruptions Boost ASM’s Value: Geopolitical tensions, trade restrictions, and the ongoing shifts in global supply chains have only heightened the need for reliable critical mineral sources.
ASM, with its operations outside of China, is more valuable than ever as a key player in these critical supply chains.Recent Company Performance: Don’t forget, Rowena’s recent issuance of performance rights signals that ASM is hitting its internal targets. When a CEO is granted performance rights, it’s a strong indicator that the company is delivering on its strategic objectives. This reflects a healthy outlook for the stock.
The Market Has Cyclical Nature: While prices and market conditions fluctuate in the short term, the long-term fundamentals of ASM remain intact. As the demand for rare earths and critical minerals continues to rise, it’s only a matter of time before the market catches up to ASM’s true value.
In fact, many long-term investors bought in the $7-$14 range, and that’s not by coincidence—they see where this is heading.So while I understand your caution, the bigger picture shows that $7.80 isn’t just a historical number—it’s the floor of ASM’s long-term potential.
And with targets like $14 and $20 within reach as we move forward, it’s exciting to think where this company could go.
Always do your own research, of course. But there’s a lot to look forward to here.
ASM Price at posting:
63.5¢ Sentiment: Buy Disclosure: Held
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ue Diligence Was Done at a High Level: When the Koreans bought in at $7.80, they weren’t just looking at short-term market fluctuations—they saw the long-term strategic value in ASM’s assets.
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