ASM 4.59% 57.0¢ australian strategic materials limited

Relevant Media, page-1270

  1. 62 Posts.
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    I don’t agree at all with your statement. He’s the one who has established the whole Korean opportunity. Acquired the metallisation technology and the only clean mine to metal business opportunity. Everyone else in the market can only pump out low value carbonates and oxides when we own pretty much the whole value chain including metal powders, alloys etc where all the margin is. In addition Korea no longer own the metal technology, ASM do.
 
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