ASM australian strategic materials limited

A good listen but very long. Not sure what it all means for ASM....

  1. 7,030 Posts.
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    A good listen but very long. Not sure what it all means for ASM. ASM was mentioned towards the end - seems to have funding from Korea and some from NSWand Australian government as a big advantage and having CSIRO assisting them is a good move ((rated as the people to deal with). ASM seem to tick a lot of other boxes as well eg met results, FS etc. Seems ASM is not really rare earths miner.

    What were your insights re ASM - a good investment?

    The one major insight was becoming a rare earths producer is very very difficult.
 
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55.8¢
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Last trade - 11.12am 31/07/2025 (20 minute delay) ?
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