The updates on KMP and Dubbo are coming, as we are expecting. The Tesla results announced recently bode well with rare earth miners/rare metal producers like ASM. ASM has the resource, most critically the metallisation technology which is a differentiator from the other companies. China is dominating the rare earth production and processing, the western allies need ASM to do well to counter-balance China. IMHO, DYOR
ASM Price at posting:
$2.29 Sentiment: Buy Disclosure: Held
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