This is very positive, but Rowena should be there in person!
Maybe, just maybe, we have been looking at this all wrong, maybe getting feedstock to enable metal sales is the problem?
if the above is correct and ASM are only relying on VTRE for feedstock, we need wayyyyyy more than the $59m USD of feedstock they are aiming to supply over the next 5 years……
Maybe ASM have metals sales agreements ready to sign but they cannot source the feedstock?
Makes sense and we may see this stated in the quarterly
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