...taking a step back the thing I still cant understand is -
Why cant we get commercial size offtakes for KMP or Dubbo when the whole "fundamentals story" is about lack of REE in the western world, and very little decent REE projects on the horizon to help with this. Our fully permitted DFS ready Dubbo with a working KMP, is one of the best advanced REE projects on the globe, shouldn't that mean we are in the box seat. Maybe 18mths ago timelines under DW were overly optimistic, but now 18 months later we have only managed a few small deals.
I'm not sure if its my lack of understanding the intricacies of this industry, but I don't understand why if we have a massively in demand product (oxides to metals to alloys) why we aren't making some money from KMP and securing some bankable offtakes for Dubbo. Is it the refinement certification for KMP? Is it government involvement for Dubbo? I just don't get it, what am I missing?
Perhaps the answer is just more patience, but Id love to put some confidence with the patience.
- Forums
- ASX - By Stock
- Relevant Media
...taking a step back the thing I still cant understand is - Why...
-
- There are more pages in this discussion • 93 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ASM (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.01 |
Change
0.000(0.00%) |
Mkt cap ! $181.5M |
Open | High | Low | Value | Volume |
$1.05 | $1.05 | $1.01 | $354.9K | 348.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3998 | $1.01 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.03 | 2016 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 3998 | 1.010 |
2 | 18042 | 1.005 |
13 | 96143 | 1.000 |
3 | 14446 | 0.995 |
6 | 13541 | 0.990 |
Price($) | Vol. | No. |
---|---|---|
1.025 | 2016 | 2 |
1.030 | 54 | 1 |
1.035 | 2637 | 3 |
1.040 | 386 | 1 |
1.045 | 3000 | 1 |
Last trade - 16.10pm 06/05/2024 (20 minute delay) ? |
|
|||||
Last
$1.01 |
  |
Change
0.000 ( 0.08 %) |
|||
Open | High | Low | Volume | ||
$1.02 | $1.03 | $1.01 | 43715 | ||
Last updated 15.52pm 06/05/2024 ? |
Featured News
ASM (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
Previous Video
Next Video
SPONSORED BY The Market Online