It crossed my mind today that the metalisation process could be...

It crossed my mind today that the metalisation process could be only at the very beginning of a long growth curve. The foreseeable future is participating in the additive manufacturing sector which is growing strongly (titanium) and the commercialization of the Dubbo resources... but, it's possible the technology is disruptive in a wider use case.

Ever since ASM was spun out it has been an entirely different beast and is demonstrating rapid growth... I don't have the right kind of background to try to predict what's ahead but the current trajectory, given the rapidly changing demands we are seeing, is exhilarating. ASM might own something which has the capability to become a platform technology.... the company might keep growing for several years before it starts to plateau.