IMO, and regardless of ASM's previous (and persistent) claims to the contrary, there won't be any other metal plants for the foreseeable future, if ever. I've sold my position down but still hope the KMP is a success. The goalposts (i.e targets) have been shifted pretty radically, though, and AFAICT management are still a long way off signing binding contracts for the 600 tpa of offtakes required to for the plant to break even.
ASM Price at posting:
$1.59 Sentiment: Sell Disclosure: Held
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