ASM 4.27% 61.0¢ australian strategic materials limited

If you're reliant on China for supply, a premature commitment on...

  1. 932 Posts.
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    If you're reliant on China for supply, a premature commitment on sourcing elsewhere, an off-take or Investment in the DZP, could jeopardise existing supply if China retaliates. Commercial in-confidence can be imperative. I suspect the Koreans are still friends.
 
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