ASM 7.38% 56.5¢ australian strategic materials limited

Talk about anything, ASM or otherwise., page-358

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    I didn't mean that I wouldn't have taken what would have been a very large profit at that time if I had known how much the company would be shorted or, how much it would pull back. It's all easy in hindsight and I wanted more stock. Other than a few delays, ASM is in a much better position now than when it hit the peak. I liked it then and I like it more now at these prices. The SP is not the company and doesn't reflect the opportunity. Therefore, it is still a buy for me.

    PS that profit now would be much larger. I don't know how many shares you have but I think I have a large position given the risk and the potential. I will be a seller somewhere north of $22 depending on what happens in the next few years.
 
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