ASM 0.00% 99.5¢ australian strategic materials limited

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  1. fup
    1,090 Posts.
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    they have 3 customers but only 2 offtakes. i don't think NS World contract counts as an offtake. dont even know if the full 10t has been sold yet. anyway the koreans are unreliable, i think they still just want the cheaper chinese stuff as long as it meets quality standards. not sure how onboard they are with all this "diversification" away from china driven by western nations given their geographical proximity. ASM better off targeting the europoors and americans with all the ESG / ethical / IRA considerations.
 
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