Hey boechris
I too have quite a lot of ASM shares, also in the metallurgical business and agree with your analysis
"The main topics are:
x We are late in all promises! - agree
x We only produce (if we produce at all!) at the KMP only half of the tonnage as forecasted last year! -no word on production yet, I've emailed both DW and KMP politely requesting production figures with zero response.
x Normally producing at a decreased productivity, you are not on the optimum consumption path -> production cost are higher? Fixed cost also increase dramatically! - agree
x Half production means: problems are somewhere imminent! Timeline to solve the problems! - full 5200t production now expected end 2023, another timeline blowout, means start up problems
x Is help required to solve the problems? - Yes
x When do we get a first revenue, at which cost of the product? - unknown
x Long term delivery contracts? -unknown
x Is HEC a real partner - typically the mentallity there is: win-win for me - loose-loose for the others! - I'd like to think so but another unknown
x Development of Dubbo is still far away" - the reason why I think it's getting shorted big time
If anyone else would like to chime in with some facts, not pink coloured glasses, that would be great
- Forums
- ASX - By Stock
- ASM Chart Thread
Hey boechrisI too have quite a lot of ASM shares, also in the...
-
- There are more pages in this discussion • 4,833 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ASM (ASX) to my watchlist
(20min delay)
|
|||||
Last
58.5¢ |
Change
0.035(6.36%) |
Mkt cap ! $106.0M |
Open | High | Low | Value | Volume |
56.5¢ | 59.5¢ | 55.5¢ | $169.5K | 294.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 90516 | 55.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
58.5¢ | 8625 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 90516 | 0.555 |
6 | 78737 | 0.550 |
2 | 28131 | 0.540 |
1 | 5000 | 0.535 |
3 | 59080 | 0.530 |
Price($) | Vol. | No. |
---|---|---|
0.585 | 8625 | 1 |
0.590 | 24194 | 2 |
0.600 | 11890 | 1 |
0.610 | 1500 | 1 |
0.620 | 15000 | 1 |
Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
Featured News
ASM (ASX) Chart |