What is crystal clear is Lynas, MP Materials in the US and others all only produce Oxides. THAT IS ALL. Much of there market and media don't get it.
Oxides does note = MAGNETS
Oxides need to be converted to Metals. These metals then need to be Blended (eg: NdFeB) to create a product. Metals and Powders makes MAGNETS.
ASM will be the ONLY company in Australia and (outside of China) that make the Metals, Alloys and Powders in a sustainable, environmentally friendly manner using a 1/4 of the energy.
Lynas current market Cap - AUD $5.82 Billion
MP Materials - USD $7.14 Billion
ASM - AUD $625 Million
SO MUCH UPSIDE TO COME.
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