Appears competitor companies have already signed agreements to secure supply to produce rare earth materials. This looks like a binding agreement with Setopia and a company in Vietnam. ASM only has some sort of non binding agreement

https://news.mt.co.kr/mtview.php?no=2023030814071835896&type=1 (put in google translate)

With ASM share price at 52 week lows and performance rights cancelled from not meeting milestones, I wonder if the CEO/MD will do an on-market buy.