Hi fup
Thanks for posting this... plenty of knowledge with these guys.
When it comes to their brief discussion of ASM.... not so much.... just very generalized opinions with obviously little in-depth research done. @TwinTurboCelica is more interested in the smaller caps and so shies away from ASM due to the capex requirements and @setfire2thehive has a preference for ionic clay deposits.
I would be influenced by their views if they had demonstrated some knowledge of the corporate and high level government relationships ASM has developed or if they understood that ASM is capable of processing the oxides into finished metals to end user specifications.
Relevant Media, page-1707
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