Australian Strategic Materials
Listed on Australian Securities Exchange (ASX)
Australian Strategic Materials (ASM) is focused on producing critical metals for advanced technologies. Its flagship Dubbo Project in New South Wales has a large in-ground resource of zirconium, rare earths (including NdPr), niobium, and hafnium.
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Latest Coverage
May 19, 2026
ASM’s Scheme Deal Makes Energy Fuels the Main Price Driver
Australian Strategic Materials is now framed around scheme-booklet timing and the pending Energy Fuels transaction, making deal certainty the main driver rather than broad rare earth sentiment.
May 12, 2026
ASM’s Earlier Energy Fuels Rally Was the First Deal Reaction
This earlier ASM article is now positioned as the first market reaction to the Energy Fuels acquisition, before scheme milestones and closing risk became the focus.
May 5, 2026
ASM Advances Energy Fuels Acquisition Amid Production Surge
Australian Strategic Materials reports over 70% quarterly increase in NdFeB alloy deliveries, progressing Energy Fuels acquisition towards mid-2026 close, boosting market interest despite recent share price weakness.
Apr 28, 2026
ASM Secures FIRB Approval Amid Energy Fuels Acquisition Push
Australian Strategic Materials (ASX:ASM) shares surged following FIRB approval for its acquisition by Energy Fuels, boosting trading activity and positive market sentiment despite recent volatility. Analyst targets remain optimistic.
Apr 21, 2026
Energy Fuels Acquisition Fuels ASM Share Volatility
Australian Strategic Materials (ASM) faces acquisition by Energy Fuels, driving price swings amid rare earth sector consolidation. Trading activity spikes on deal progress, with positive sentiment tempered by market uncertainties.
Apr 14, 2026
Energy Fuels Acquisition Drives ASM Momentum
Australian Strategic Materials (ASM) sees bullish sentiment from Energy Fuels' US$299M takeover, announced January 2026, boosting rare earth integration. Trading halted for capital raise earlier; analysts see 38% downside to AU$1 target amid deal progress toward mid-2026 close. [1][21]
Apr 7, 2026
Energy Fuels Acquisition Drives ASM Share Volatility
Australian Strategic Materials (ASX:ASM) faces pivotal acquisition by Energy Fuels, boosting trading activity amid pending approvals. Analysts maintain Strong Buy ratings with significant upside potential, though execution risks linger.