Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Australian Strategic Materials Ltd ( (AU:ASM) ) has shared an update.
Australian Strategic Materials reported strong operational momentum for the December 2025 quarter, highlighted by a 75% quarter-on-quarter increase in NdFeB alloy deliveries from its Korean Metals Plant to about 24.3 tonnes and ongoing progress on Phase 2 expansion that would lift alloy production capacity to roughly 3,600 tonnes per annum. The company also advanced heavy rare earth capabilities through pilot-scale metallisation furnace testing and progressed a heap leach pre-feasibility study for the Dubbo Project, including an alternative pathway to produce mixed rare earth hydroxide. Post-quarter, ASM received a unanimously recommended acquisition offer from US-based Energy Fuels Inc., described as a transformational deal that could significantly enhance shareholder value and accelerate the creation of a Western “mine to metal & alloy” rare earths champion, while strengthening ASM’s role in a more secure, diversified critical minerals supply chain for customers and government stakeholders in Australia and the United States.
The most recent analyst rating on (AU:ASM) stock is a Hold with a A$2.00 price target. To see the full list of analyst forecasts on Australian Strategic Materials Ltd stock, see the AU:ASM Stock Forecast page.
More about Australian Strategic Materials Ltd
Australian Strategic Materials Ltd is an Australian rare earths and critical minerals company pursuing a mine-to-metals strategy, producing neodymium-iron-boron (NdFeB) alloys and other rare earth metals outside China. Its key assets include the Korean Metals Plant, which manufactures high-purity rare earth alloys, and the long-life Dubbo Project in New South Wales, aimed at supplying a secure, diversified Western supply chain for both light and heavy rare earths.
Average Trading Volume: 2,933,854
Technical Sentiment Signal: Buy
Current Market Cap: A$455.7M
For an in-depth examination of ASM stock, go to TipRanks’ Overview page.