Good charts . Thank you . Enjoy Easter everyone . Lots of think music here , as to whether the uncertainty with Tariffs and the push from the USA to create "independence " in critical minerals supply and production , is making all boats rise relating to rare earth minerals ....and how much of it is ASM news specifically ! Probably both . The fact that ASM has USA/CANADIAN EXIM BANK "support".....and the fact that ASM has a South Korean operating manufacturing Plant ...has to be two driving factors . Question I am asking myself ...do ASM get funding and support to ramp up their KMP Plant to 5200t ( think thats right ?) ....or do they get funding and support to replicate and build a Plant in the USA ??? OR BOTH ? What further probes my thinking , is this US Govt announcement out a day or so ago . Trump plays critical minerals card in tariff trade war - Michael West Review has to be submitted within 180 days ...so you would think a fair bit of action is happening within and around this . The US Dept of Defense just has to shore up its critical minerals ( magnets for one ) supply. Where does ASM sit in all this ..and as regards tariffs , is interesting indeed . An Australian company ..with a 50 year supply of critical minerals on home shores , but three years minimum away from production ...and with an Operating Plant in South Korea , that can supply now ,can be ramped up --or can be replicated ! Intriguing state of play , to say the least .
ASM Price at posting:
77.5¢ Sentiment: Hold Disclosure: Held
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