Jun. 28 at 7:24 PM
$ASPI mixed thoughts on that NYT article.
the good: a majority of that article was spent outlining the criticality of independence from China for rare earths, materials, etc.. having
$ASPI in that article and even quotes from Paul Mann connected to that story and the ~18B govt push for western mining is absolutely a positive. most investors and readers are not aware of the urgency of this issue, let alone anything about ASPI, USAR, TMC, CRML, etc...
the not so great: the latter part of the article is centered around Trump x Cantor Fitzgerald corruption, where ASPI and Paul Mann are associated multiple times with Lutnick and Trump brothers in financing deals. Not sure how institutions will take this association.
But i guess for this industry, the name of the game is access to capital.
