Well, I've been in ASM and Alkane before them for say 1.5 decades. I'm happy to see what they can achieve. I have supported the other three as well through ARU, NST and ILU (the latter having a base in mineral sands).
ASM has a lot of catch up to ARU, NST. However, if the Labour govt. manages to use it as a bargaining chip (in lieu of their manifest failures), maybe they can do a little of that. In the end, I was successful in assisting in developing LYC as an investor over that time frame. ASM has been less competent.
I've taken the diversified into REE strategy I have, because I struggled with the soul-destroying nature of the investment in ASM over the period (and am happier for it).
All IMVHO.
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