Bluesamurai, ASM has a market cap of about $250 million,...

Bluesamurai, ASM has a market cap of about $250 million, compared to ARR's market cap of about $10 million. My understanding is that ASM was recently floated/split off by Alkane so that it could develop the rare earth deposit at Dubbo. Alkane previously developed a partnership with Korean Scientists to develop intellectual property for extracting rare earths. A brief look at Alkane's and ASM's reports on the R&D, suggests that they have made break-throughs on reducing energy and reducing costs. That is about the limit of my understanding of ASM. So, can you add some details please. Also what are the opportunites for ASM and how do you think ARR may benefit? Thanks in advance, amigo.