ASM is going to have problems securing offtakes if they won't disclose prices lol.
Seriously though, it would be understandable if ASM isn't ready to commit to pricing yet if they plan to sign 5-10 year offtakes. Still, it would be nice to know what they're doing at KMP. Are they flailing about trying to fill the remainder of that 10t NdPr order? Or do they have that under control and are simultaneously conducting test runs for the whole suite of REs in order to get an idea of production costs, after which they will disclose long-term prices to the market.
It's really anyone's guess when it comes to ASM.
Relevant Media, page-2081
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60.5¢ |
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Mkt cap ! $109.6M | |||
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