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HZN·about 1 year agoMaari Life Extension And Mereenie Drilling Will Strengthen Future Production Capacity

What's your figure ($) on the development CAPEX and maybe more generally assumed future CAPEX? Without too much context around the risks, the disocunt rate might be a bit too low.

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ASML·about 1 year agoWhy ASML Dominates the Chip Market

Fair to say that ASML doesn't have a sales problem. The economic moat on their EUV's is so seemingly vast and deep - it doesn't get better.

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