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Last edited 3 years ago
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#Bull Case
stale
Added 3 years ago

Attached clipping from smallcapsasx.com.au article today. 
 

To support my valuation. 

I'll add to my valuation the following value ad options that ASM Currently offer. 

  • 70 yr mine life in Fully owned Dubbo project (all regulatories boxes ticked - just needed funding to kick it off - this is now appearing to be complete, a few hurdles to complete the Korean investment - unlikely to fail)
  • IP on metalisation process to produce with net-zero carbon footprint.
  • Ability to place a plant anywhere in the world (de-risk shipping constraints, de-risk currency and politely etc) and produce metals using on-shore sourced materials - hence a big part of the net-zero carbon claim.
  • investment from Australian Goverment Strategic Metals fund (name of fund might need to be corrected..) ASM where one if the first to get the funding