ASM australian strategic materials limited

Yes, so results are due midyear, along with a new feasibility...

  1. 347 Posts.
    lightbulb Created with Sketch. 31
    Yes, so results are due midyear, along with a new feasibility study which should speed up financing and FEED...hopefully.

    Plenty to look forward to in the second half of 25 it seems.

    I'm interested in how long the tailwind from REE export restriction will last.

    Will the media cause to usual whirlwind of panic around these situations, driving prices higher?

    Will OEMs start to pay higher prices to source REOs outside of China?

    Or will Trump and China do a deal causing a massive sell off again?

    We are one of a few sectors benefiting from the trade war, but how long will it last.

    One thing is clear, it's a perfect time to sit in a meeting and purpose ASM as a solution to part of the current problem, couldn't be better when you think about it.

    Surely there's some promising announcements coming our way soon.




 
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