DYOR. IMO. Hf & Tb are almost $1000 per kg or $1m / tonne.
Initial thoughs. Would be better if all go through attached link, update for which should be released in coming weeks .
In 2 to 3 years, I see ASM at MC of $5b at least.
Every year.
So 60m just for Hf & Tb.
Further $30m to $50m for Dy.
ZrO2 almost $10,000 per tonne and increasing. So another $100m.
Yttria $5000 to $7000 per tonne. So another $5 to $7m
Nb205 $30,000 per tonne. Another $40m to $50m
Nd & Pr almost $50,000 per tonne. So another $50m at least.
But then ASM has plans to produce Titanium , NdFeB, DyNdFeB and other alloys that sell at far higher price.
https://asm-au.com/wp-content/uploads/2020/02/DUBBOPROJECTENGINEERINGFINANCIALSUPDATE.pdf
ASM Chart Thread, page-125
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Last
$1.02 |
Change
-0.015(1.46%) |
Mkt cap ! $182.4M | |||
| Open | High | Low | Value | Volume |
| $1.02 | $1.02 | $1.01 | $87.36K | 85.87K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 13 | 50089 | $1.01 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $1.02 | 8812 | 16 |
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| Last trade - 15.07pm 02/05/2024 (20 minute delay) ? |
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Last
$1.02 |
Change
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| Open | High | Low | Volume | ||
| $1.02 | $1.03 | $1.01 | 14692 | ||
| Last updated 15.31pm 02/05/2024 ? | |||||
| ASM (ASX) Chart |