(not off topic IMO as there's a good similarity in business model here)
ASM are a good comparison, market cap ~AUD600M, piloting a new process for extraction of REE with a view to being carbon neutral, and in collaboration with S.Korean partners. Not sure I like the chairman Ian Gandel that much but he has wealthy contacts.
I'm trying to understand what's different, apart from the focussed metals, the fact that they are a spin-off from Alkane so people will be aware of them. Have they produced a feasibility yet? They seem to be at the same level of advancement. There aren't too many companies to compare QPM to, but this seems to be one. Thanks for the heads up.
QPM, page-103
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