ASM
Australian Strategic Materials
Australian Strategic Materials (ASM) is a vertically integrated producer of critical metals, focusing on the extraction, refining, and manufacturing of high-purity metals and alloys. The company supplies directly to global manufacturers in sectors such as clean energy, electric vehicles, and aerospace. ASM's business model is centered around its Dubbo Project in Australia and its metals plant in S...
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Company Overview
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Australian Strategic Materials (ASM) is a vertically integrated producer of critical metals, focusing on the extraction, refining, and manufacturing of high-purity metals and alloys. The company supplies directly to global manufacturers in sectors such as clean energy, electric vehicles, and aerospace. ASM's business model is centered around its Dubbo Project in Australia and its metals plant in South Korea, positioning it as a key player in the supply of critical materials outside China.
Company History
Australian Strategic Materials was established as a standalone entity after demerging from Alkane Resources Ltd in July 2020. The company has since focused on developing its Dubbo Project, which is a significant resource of rare earths and other critical minerals. ASM has also established a metals plant in South Korea, marking a major milestone in its strategy to become a leading supplier of critical metals. The company aims to expand its global footprint by setting up additional metals plants in strategic locations.
Competitive Advantages
ASM's competitive advantages include its vertically integrated business model, which ensures control over the entire supply chain from mining to metal production. The Dubbo Project provides a long-term, sustainable source of critical metals, and the company's strategic location of metals plants in key global markets enhances its ability to supply high-purity metals directly to manufacturers.
Risk Factors
- •Dependence on the successful development and operation of the Dubbo Project
- •Exposure to fluctuations in global commodity prices
- •Geopolitical risks affecting supply chain and market access
Recent Developments
Last 6 months
In the past six months, ASM has focused on advancing its Dubbo Project and expanding its production capabilities at the South Korean metals plant. The company has also been actively engaging with global manufacturers to secure supply agreements for its high-purity metals.
Key People
Leadership team at Australian Strategic Materials
Rowena Smith
CEO
Ms. Smith was appointed Managing Director in March 2023 and has been the CEO since July 2022. She has over 30 years of experience in the mining and minerals processing sector, with previous roles at South32 and Rio Tinto.
Stephen Motteram
CFO
Stephen joined ASM as Chief Financial Officer in January 2024, bringing over 20 years of international experience in finance, including roles at Noble Group and National Australia Bank.
Ms. Rowena Jane Smith B.Com., M.A.I.C.D.
CEO, MD & Director
Mr. Stephen James Motteram BSc (Ag), C.P.A., Grad Dip Econ, M.B.A.
Chief Financial Officer
Ms. Annaliese Eames L.L.B.
Chief Legal & External Affairs Officer and Company Secretary
Mr. Peter Finnimore B.Com., L.L.B.
Vice President of Sales & Marketing