Just thought I would explore the idea of ASM as a global metallisation powerhouse with a portfolio of clients providing feedstock and a tolling fee. First in Australia. Other posters may recall the Australian Critical Minerals Prospectus (download from link below)
New pitch to boost investment in critical minerals projects | Ministers for the Department of Industry, Science, Energy and Resources
This lists all the known (as of 2020) potential miners of critical metals in Australia - its a big document and list!
Just looking at one metal we now know ASM is keen on, namely titanium.
- Plenty of titanium options tagged in red as 'key advanced project' - more details on each in the source document if interested;
Maybe focussing on those not yet operating but close, given those operating have already made their investment in processing? Although maybe not as perhaps many operating are already sending their concentrates away for processing and would like a cheaper, greener option?
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