ASM 13.8% 70.0¢ australian strategic materials limited

ASM Chart Thread, page-63

  1. 614 Posts.
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    DYOR. All IMO.
    Reasons for ASX.ASM pole position in comparison to other ASX listed RE resources could be:

    . Plans to move up the value chain to be a metal producer rather than just a oxide concentrate producer.

    . Major share holders taking active interest. Rather a lead role. ASM management systems and heritage based on succesful prudent ALK management.

    . Access to trained workforce, infrastructure in NSW with proximity to Tier1 jurisdiction Sydney. No percentage cuts been negotiated by governments. Rather Critical Minerals office considering supporting application for EFA finance.

    . Research capabilities backup from ANSTO & KIRAM (Korean Institute of Rare Metals).

    . HREE / LREE / polymetallic resource increases Basket Value.

    . Mineralisation of resource leading to ease of extraction.

    . Korean Component / OEM / Battery manufacturers aiming for control of EV supply chain.

    IMO. I will not be surprised if ASX.ASM acquires some of the other ASX listed RE resources.




 
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