ASM 0.82% 61.5¢ australian strategic materials limited

FUTURE IS SO BRIGHT !!!, page-133

  1. 1,666 Posts.
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    Yes, the metal business will be huge for ASM IMO but don't discount the rare earth segment. It would take a couple, of years to have rare earth supply up and running at full steam, but after that it will be a money printing machine especially if REE prices keep on rising.

    I would love to see the latest share holdings. From the last presentation, institutions hold 6% of the registry (2.5% domestic and 3.5% foreign). If I had to guess, the foreign institutions holdings have gone up while the domestic ones stayed the same. Once we get in the ASX300 then the domestic institutions will have no choice but to buy.
 
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