ASM Zirconium part is 1/3rd of MC.
Metal Business is 1/3rd
RE business is 1/3rd
So while comparing with other RE producers, current MC for RE part only equates to 220m.
Nd & Pr are not in short supply. Dy & Tb are in short supply. Even China foresees great shortfall in Dy & Tb. Hence Dy & Tb prices are increasing.
For ASM , HREE component of Dy & Tb, Ho, Hf, Gd prices are on a tear, while LREE Nd & Pr are not.
HREE component constitutes more than 60% to basket price for ASM.
When Chinese companies seek to acquire stake in overseas RE stocks, they are only looking at Dy & Tb component as they have enough of LREE, but HREE they see shortage even in China in coming years. Will try to look for articles and post.
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Last
64.5¢ |
Change
-0.055(7.86%) |
Mkt cap ! $116.8M |
Open | High | Low | Value | Volume |
69.5¢ | 70.0¢ | 63.0¢ | $166.2K | 256.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 799 | 64.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
69.5¢ | 4500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 799 | 0.645 |
2 | 6071 | 0.640 |
6 | 134730 | 0.630 |
3 | 14184 | 0.625 |
4 | 22438 | 0.620 |
Price($) | Vol. | No. |
---|---|---|
0.695 | 4500 | 1 |
0.700 | 6333 | 2 |
0.705 | 3075 | 1 |
0.715 | 5000 | 1 |
0.720 | 2000 | 1 |
Last trade - 16.10pm 29/07/2024 (20 minute delay) ? |
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ASM (ASX) Chart |