ASM 2.65% 55.0¢ australian strategic materials limited

Relevant Media, page-1278

  1. 7,568 Posts.
    lightbulb Created with Sketch. 2082
    My time frame for Dubbo is about 2 years and that is what DW is basically saying in the video. In the meantime the metals plant will be providing a revenue stream. Looks good to me.

    On the topic whether the SK's are behind the aggressive shorting.... maybe .... who knows? If so more fool those who sell to them... imo. However, the idea the drop in the SP will influence how much they pay for the 20% interest in the dubbo deposit is nonsense. If they can find an alternative deposit to buy then good luck to them... the SP of the company and the intrinsic value of the asset are 2 different things.

    The interviewer commented that DW's presentation "got a lot of attention afterwards".... nuf said.

    At this current price I am changing my sentiment from hold (HODL) to buy.
 
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