I have no doubt the US military may well be a buyer down the track, even if indirectly. But in regard to US customers ASM was a bit more specific in the latest quarterly and they seem more conventional at this time. In general I like the more diversified customer base that ASM are pursuing as the original strategy of just relying on Korea did not really play out IMHO
ASM Price at posting:
$2.16 Sentiment: Buy Disclosure: Held
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