When your military and high tech economy is in the hands of your competitor - Yes.
Although in the case of ASM I am most interested in their ability to deliver metals and alloys to spec. Over time I think that will be worth more per share than Dubbo.
Next cab leaves for USA and I'm guessing somewhere near Texas or Oklahoma where USA Rare Earth and Noveon Magnetics have facilities / mines.
ASM Price at posting:
70.0¢ Sentiment: Buy Disclosure: Held
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