ASM 3.11% 78.0¢ australian strategic materials limited

ASM Chart Thread, page-3142

  1. 660 Posts.
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    They make fair points about some businesses

    However for me...

    This further highlights the quality of ASM team

    They consistently under promise and over deliver

    They developed ASM within ALK which is still a profitable business

    Ziron Tech is proven and pilot plant to continue in commercial capacity

    Gandel and Chalmers had the foresight to work with ANSTO for years to develop the potential of DZP

    Gandel and Chalmers sought out South Korean University to develop Ziron Tech

    ASM now owns 95% of Ziron Tech

    Ziron Tech sets ASM apart with front running market position with significant barriers to replication by competitors, desirability of metallized products, low Capex, low emissions, high energy efficiency, minimal byproduct waste and a supply of raw inputs from DZP

    Add in significant cash backing from SK industry and EFA funding

    Low SOI with tightly held register

    Lots to like and look forward to with ASM

    Shorting of ASM highly likely to be accumulating strategies rather than anyone genuinely believing ASM will fail or is significantly over valued!

    DYOR
 
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