ASM Chart Thread, page-932

Fair enough, haven't bothered with the titanium aspect, simply note that most of the fabulous expansion projections are predicated on oxides to magnets hence my focus.

So now you are claiming 70% energy efficiency, against what benchmark specifically? Haven't followed it all that closely but the references I've seen have all been quite generic.

As to "final product" are you suggesting ASM has caught up on +30 years of State sponsored & private Japanese & Chinese NdFeB research with US$2M Sth Korean IP? Seriously?

None of that even begins to address the fact 90% of mag metals production costs are the REO inputs and China has cleverly constructed the mkt to retain a 13% domestic advantage, please don't pretend Dubbo is in any position to address that, and even if it were feasible it would be +5yrs off any impact, at best.

Even after a decent correction $630M mkt cap looks hugely excessive here.