ASM 3.24% $10.50 australian strategic materials limited

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    Just thought it useful to ponder what news is due to drop next. A lot on this slide (latest investor presentation) could drop any day?

    BAU news might include;
    • the FID on the KMP, perhaps also stating start of construction?
    • Maybe some news on the upgraded pilot plant now producing and selling commercial quantities of product (prob titanium)
    Bigger news might include;
    • Completion of Dubbo optimisation work and commencement of FEED study?
    • Binding offtakes for Dubbo (and a funding commitment from the offtaker?)
    • Sale of 20% of Dubbo to a EPC partner?

    https://hotcopper.com.au/data/attachments/3333/3333028-ea8489036b94e7240217c795e8bf1ae6.jpg
 
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