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
93.5¢ |
Change
0.065(7.47%) |
Mkt cap ! $167.5M |
Open | High | Low | Value | Volume |
88.0¢ | 94.5¢ | 88.0¢ | $298.6K | 325.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2989 | $1.00 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
88.5¢ | 9 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 10787 | 0.930 |
3 | 66096 | 0.920 |
2 | 5898 | 0.910 |
3 | 8940 | 0.900 |
1 | 3819 | 0.895 |
Price($) | Vol. | No. |
---|---|---|
0.885 | 9 | 2 |
0.890 | 230 | 1 |
0.910 | 611 | 2 |
0.920 | 114 | 1 |
0.940 | 408 | 1 |
Last trade - 15.59pm 04/07/2024 (20 minute delay) ? |
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ASM (ASX) Chart |