ASM 1.28% 79.0¢ australian strategic materials limited

Can you share a bit more about your thoughts here? All very...

  1. 913 Posts.
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    Can you share a bit more about your thoughts here? All very cryptic.

    I've had a look over your posts and you have made some interesting comments on the KCF framework agreement/placement in May last year, shorters, Dongkuk, Setopia, stalking horses, which all ties into the 30 June expiry.

    What's the connection with Dongkuck, KCF, Setopia, VTRE? There's someone big behind the scenes trying to muscle in on KSM for control of the rare earths market in Korea?

    If you're still holding how do you see this playing out for ASM/KSM?
 
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