ASM australian strategic materials limited
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News: ASM UPDATE 2-Vietnam rare earths arrests include key figure in bid to build industry, page-7

  1. Lee86
    1,089 Posts.
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    20/10/23
    19:45
    Post #: 70457113
    I just cannot see how the SP is not going to collapse!

    We could be in big trouble here short term as this effectively puts a stop on any more offtakes being signed up from the KMP for now.

    Dubbo is our only Saviour now, but where do we find an alternative feedstock from for the next 3 - 5 years until Dubbo is meant to be up and running?





    ASM Price at posting: $1.40 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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