ANSON RESOURCES WKN: A2AC6W ISIN: AU000000ASN8 Kürzel: 9MY Forum: Aktien Thema: Hauptdiskussion

Gab es dafür einen Grund? Oder nur buy the dip in Erwartung der nächsten News?

Ich kann im Moment keine Nachrichten erkennen, die größere Kursbewegungen rechtfertigen würden. Allerdings werden Anson-Aktien in den USA nur dünn gehandelt und die Ausschläge fallen bisweilen überdimensional aus. Ich sehe das trotzdem als ein gutes Omen und bin zuversichtlich, dass sich der Kurs am Montag wieder nach oben bewegt, auch ohne News. Der NASDAQ ist ja insgesamt gewaltig nach oben gegangen. Das ist meist ein gutes Vorzeichen für den australischen Lithiummarkt. Was mir eher Sorgen macht ist die Kooperation mit Sunresin bei der DLE. Das bedeutet strukturelle Abhängigkeit von einem chinesischem Partner. Ich kann mir irgendwie nur schwer vorstellen, dass es dafür staatliche Fördermittel gibt, angesichts der weltpolitischen Lage. Aber darauf hat Di2 ja bereits hingewiesen.

@Mining-Girl Ich glaub der Handel in den USA spielt(aktuell) noch weniger eine Rolle als bei uns. Das durchschnittliche Volumen beträgt derzeit 14mio Stk. und wird zu 98% am ASX umgesetzt. Bei unserem derzeitigen Kurs ist das ganz ordentlich

Das JORC Update, eine mögliche staatliche Finanzierung sowie bindende Offtake Agreements sehe ich in den nächsten Monaten als mögliche Preistreiber.

I raised a couple of questions at the webinar. 1. Sourcing water from the Colorado river. The Colorado River System as a whole is at 34 percent of its peak capacity in 2022, down from 40 percent last year. I gave BBB full marks on his response, he’s confident with Anson’s progress on obtaining water rights, more importantly he had a plan B being desalination of the brine. While I didn’t raise the question on Government Grants, reading between the lines, I suspect Anson has applied for a US Government loan to fund construction under the $US17 billion Advanced Technology Vehicles Manufacturing Loan program which the US government is using to speed up both the production of EVs. With this being the case I don’t believe Anson can apply for further Government Grants. 2. When it comes to mining licences, Regulatory Frameworks and Policy Pertinent to Lithium Extraction. The US has “lengthy, costly, and inefficient permitting process”, BBB failed in his response and mumbled his way through my question on community consultation and engagement. His lack of knowledge and attention to what I see as Anson’s biggest risk “permits” raised cause for concern. BBB answered along the lines of saying the Utah government are good at giving mining permits………… Anson Paradox Basin Brine Project Site includes prime farmland, and lands with Wilderness Characteristics, Scenic Highway and Visual Resource lands and National Park Service lands, Special Recreation Management lands, a State Park, a Conservation Easement, a National Scenic Trail, and lands on the National Register of Historic Places. DLE is a big winner here, it has a smaller environmental impact than either surface mining or evaporative extraction. It results in less land disturbance and less water use with our brine being extracted from deep aquifers that are disconnected from freshwater aquifers, surface waters, and vegetation. A good article worth reading titled “Utah’s unique role in clean energy: Why the state’s access to rare earth minerals matters” provides some insight on Utah Government state of mind on clean energy mines. link below. https://www.deseret.com/utah/2022/2/3/22916104/rare-earth-minerals-utah-legislature-mining-economics-bingham-canyon-rio-tinto-copper-energy With regards to the of some great market announcement for all shareholders to look forward to, if I was BBB I’d release the JORC upgrade to the market on 29th November, BBB knows why…..

Wie schon gesagt, musst nur begründen können. 😉😎 Ich drücke natürlich die Daumen.✊✊

Die Email geht raus wenn es zu spät ist ...daher wird es die Regierung wenig interessieren. Abwarten. Bin mir ziemlich sicher das BurnVoir die richtigen Empfehlungen aussprechen wird damit das Projekt ordentlich finanziert wird

Stimmt, das E-Mail ans Government muß gut begründet sein. Da sollte sich das Management gut vorbereiten und informieren.

Keine großen Neuigkeiten, aber alles im flow. Überraschend ein wenig das mit den Fördergeldern. Aber die werden schon wissen was sie tun. Ich bin weiterhin sehr optimistisch. Gibt's weitere Einschätzungen?

Teil 2 biggest points for me, the engineering layout 3D model for the facility being enormous even at the 10ktpa scale (feel pretty certain thats our year 1 output regardless of CC32-1) the location of the production facility compared to the pads, will be good to re-examine that once the video is out, i think the production facilty was outside the paradox claims with 4km of pipes bringing the brine over and its then re-injected into the ground at the production facility area he mentioned that area we don't hold south of LC2 and said they had been in discussion with the holding company regarding it, said it had been passed around a lot and mostly used for small gains selling the land for a slight profit, said that there was no plan he was aware of to re-enter the wells to determine anything and it was currently held by a Canadian company (that'll be pan American then) said that they were still looking to expand paradox but focusing on the west small production meant they looked to offtake to china, but higher numbers have brought in bigger US based companies who will likely now be the focus when asked about not being able to use the colorado river, his first response was 'we will be able to' so consider that a non issue, only 20% of water used will be freshwater didnt sound that optimistic regarding government grants, if we dont get some of that 4.8bn i'll email and ask in detail why they werent given some, given that its a US based critical mineral mine, you'd think it would be a given

Aus dem Webinar....: A couple of my main take-aways: Use of Colorado River for process water is a non-issue. They have agreements with existing water rights holders, they will not require new water rights. That FUD was put to bed. I'm not expecting an increase in Stage 1 production capacity, only in improved financials from increased JORC from CC32 drilling. Nor am I expecting anything but lithium in Stage 1. I got the impression offtake partners are knocking down the door, however, BBB said that they were holding off on signing with anyone because the more developed the project, the better deal ASN can get

Da geht's nur noch mit der alten Weisheit, "Mußt nur begründe könne"😎

Hab mal überlegt welche Gründe das Webinar noch haben könnte... Angenommen Bruce wüsste, dass aufgrund der Sunresin Beteiligung kein Regierungssupport erfolgt...dann bräuchte er für die Realisierung die Unterstützung von Investoren (Sunresin hat den Sitz in China)

Ich hoff dass es bis Fr weiter fällt