ASM 0.96% $1.03 australian strategic materials limited

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    lightbulb Created with Sketch. 885
    I think the Covid delays and supply problems would have been putting a lot of pressure on as they weren't able to keep up with their plans.

    I think the management they have now is really solid and hopefully they get some results on Dubbo offtakes soon.

    It would be interesting to know what is going on with the Vietnam supply situation as well.
 
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