I have been invested in Australian Strategic Materials (ASM) for longer than I care to remember.

It is very much a speculative play imo.

However, this morning the company announced they have received a Letter of Interest of US$600M from the US Export Import bank EXIM to help them construct their Dubbo Critical Minerals Project. This may be the best news the company has ever released and, in my view, will be the catalyst for more good news (offtakes and funding) in the near term.

Am I over egging the pudding here??