ASM australian strategic materials limited

What do you people make of this? Another SK rare earth company...

  1. 22 Posts.
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    What do you people make of this?

    Another SK rare earth company signed an exclusive oxide supply deal with VTRE.
    Is this a potential cooperative partner or more of a competitor?
    To me it sounds like the latter.

    Very dissappointed...ASM can't even secure the oxide supply. (unless they are doing it jointly with Setopia, but I doubt so)

    also, on the MOD1 approval, they didn't make an annoucement on such a good news? what the hell is going on with this company?! ...

    https://news.mt.co.kr/mtview.php?no=2023030814071835896&type=1

    https://hotcopper.com.au/data/attachments/5111/5111306-3215e92ffe1466b4331807dca252137e.jpg


 
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