ASM australian strategic materials limited

2.68%

57.5¢

Dude send this email to the company. What are they going to do?...

First 3683 Last

Share
Profile

Follow
Dariiush

643 Posts.

46

27/02/25

13:27

Post #: 78055489
Share

Originally posted by bedger: ↑

Thanks for the post.

Why do I feel like we as shareholders are veiwed as seals that clap as they are fed the same old regurgitated fish? Same old vertical integration story; a 1st year economics undergraduate light bulb moment. Find me a friendly interviewer that won't only ask me hard questions, but let me crow about the same old crap everyone has heard so many times before.

Only one other company globally outside of China mining rare earths and processing (in Korea apparently - Seonglim Advanced Industrial maybe?)? But really is ASM actually doing either commercially? I must have missed that. "We are actually doing it". Nope, not at anything resembling commercial volumes. Rather the point. They should be by now. Its a sellers market. Utter embelishment, still just knocking out samples at KMP.

A massive dearth in volumes globally indeed, but plenty starting to build to do it and ASM is still not, and lost much of its advantage therein. It has had ambitions and this lame duck has been too slow in exploiting previous clear advantages ASM had, that should have indeed seen ASM first to market already. outside of China.

MP Materials US had backing to construct the first fully integrated rare earth magnet manufacturing facility in the US., Iluka developing vertical refining (and actually mining at volumes for decades) at Enaebba. Pretty sure Energy Fuels is a major US producer and processor of Vanadium and at smaller scales other rare earths. And sorry, is Lynas not an ASX listed company that mines rare earths at Mt Weld and indedd refines and processes in its Malaysia plant (and no I do not own Lynas)? I am clearly am confused and obviously incorrect....as unlike Rowena, I am not a well informed and heavily paid RE mining expert and executive.

Seriously, nothing insightful ultimately, investors do not already know and a little bit of a Pinocchio-nose going on regards other emerging competitors in the arena.

"Momentum build 2nd half of this year". Similar rhetoric 1H 2023 and 1H 2024. Jeez BoD, crack the whip will you, this is Woodall all over again for poor long-term ASM investors?

Expand

Dude send this email to the company. What are they going to do? ignore the emial!
But the more of these emails are sent the more they will feel the pressure is builiding up.

ASM Price at posting: 40.8¢ Sentiment: Hold Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

AL3

AML3D opens new facility in Ohio as US Defence strategy bears fruit

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

NVO

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

PV1

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

PIQ

Proteomics notches up as company launches PromarkerD into the US

First 3683 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 57.5¢		Change 0.015(2.68%)		Mkt cap ! $104.2M

Open	High	Low	Value	Volume
56.0¢	59.5¢	55.5¢	$122.7K	211.2K

Buyers (Bids)

No.	Vol.	Price($)
3	25000	56.5¢

Sellers (Offers)

Price($)	Vol.	No.
58.5¢	125000	1

View Market Depth

No.	Vol.	Price($)
1	20000	0.565
2	10320	0.560
1	18018	0.555
4	11900	0.550
2	9000	0.540

Price($)	Vol.	No.
0.585	125000	1
0.590	12000	1
0.600	140500	5
0.620	32343	5
0.630	4006	1

Last trade - 16.10pm 20/06/2025 (20 minute delay)

ASM (ASX) Chart

Dude send this email to the company. What are they going to do?...

AML3D opens new facility in Ohio as US Defence strategy bears fruit

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

Proteomics notches up as company launches PromarkerD into the US

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Dude send this email to the company. What are they going to do?...

Top Stories

AML3D opens new facility in Ohio as US Defence strategy bears fruit

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

Proteomics notches up as company launches PromarkerD into the US

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News