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

Irgendwie ist's hier sehr, sehr ruhig ... Was ist los?

Minute 2:34' , "That will give us quite a big project. One of the largest brine projects in the world..."

Anson Resources Interview https://youtu.be/zaxePZwUadA

Feedback aus dem HC Forum zur Kooperation ASN/Sunresin the US:China worries have been done well hard also , but point to consider on Sunresin : 1) Sunresin already have a technology footprint in the US in established market unlike the fledgling battery supply chain. 2) Sunresin only supplying DLE resins and support for those products, a commercial agreement for supply and and support during: A)inception B)construction C)commissioning and handover D)DLP E) service and maintenance 3)ASNs "wild card" in the deck is that they have a multi mineral suite over multiple projects which all lend themselves well to each of Sunresins unique resins. 4) Sunresins previous contractual arrangements with others and there are many Is conventional project base supply and then service based repeat supply at a cost they don't generally get involved in equity arrangements. 5) as for the US GOV their arm the DOE and their arm the LPO it's clear that they want to incentivise the battery supply chain through fuming for processing arrangements that benefit US raw materials and US companies and their allies on home soil at present Sunresin is not processing anything neither are they engineering por building the plant , they are merely 3rd party consultants soon to be under contract . 6) so taking this into account I believe Sunresins negotiating power is limited and I also believe that as much as ASN want it Sunresin want it more because: 1) outside China they have no working example , having this would move to legitimise Sunresin Globally especially in a market like the US the world would stand up and take notice . 2) Lithium is only the beginning in the US ASNs other UTAH resource element will allow Sunresin to impact many other US material/ls/technologies based markets . 7) the US will turn a blind eye like they have with CATL/Ford because the US need the intellectual property that the Chinese the leaders in the battery supply chain have . 8) one last thing to remember ASN kept the Sunresin relationship unknown for almost 2 years and it actually was Sunresin that untimely broke the silence just prior to the DFS being announced, speaks volumes for me . So in summation "there is a lot to read and listen to" I agree and the "devil is in the detail" where IMHO the intent is layed out in the wording and tone of the wording . Hope this helps

Als nächstes sollten die ersten Offtakes folgen...danach die Finanzierung von Stage1 Mit der Ressourcenerweiterung folgt der Plan für Stage 2 inkl. weiterer Offtakes. Stage2 wird dann sehr wahrscheinlich mehrere Rohstoffarten beinhalten (Brom, Bor, etc) das wird richtig knallen Irgendwo dazwischen wird beim Yellow Cat Projekt die nächste Phase eingeläutet. In den USA gibt es für Uran Projekte spezielle staatliche Fördertöpfe. Sunresin als Partner ist un der Lage alles zu extrahieren. Das ist Fluch und Segen. Fluch ist die chinesische Herkunft. Das ist für mich tatsächlich das größte Risiko bei unserem Projekt. An Ford und CATL konnte man aber sehen wie beides funktionieren kann.

Anson Resources sollte schnellstens den "VW Ready" Status präsentieren. https://www.cnbc.com/2023/03/14/volkswagen-announces-five-year-193-billion-investment-plan-as-electrification-gathers-pace.html?__source=androidappshare

Auch wenn es demnächst ein Lithium Überangebot geben soll, ist Anson Resources heute immernoch "Grün". Management sollte alle Hebel in Bewegung setzen um schnellstens zu produzieren. Wer zuerst kommt mahlt zuerst.😉👍

Das Unternehmen verfügte am 31. Dezember über 45 Millionen Dollar an Barmitteln und geht davon aus, dass es mehr als 700 Millionen Dollar benötigen wird, um Paradox zum Laufen zu bringen. Jetzt fehlen nur noch 655 Millionen Dollar. 🤔

Ganzer Markt fällt - Anson nicht, gutes Zeichen!

https://hotcopper.com.au/threads/asn-general-discussion.6542018/page-8765?direction=previous

Info zum Thema Uran👍 ASN wurde dem Global X Uranium ETF hinzugefügt. https://www.wallstreet-online.de/nachricht/16667424-strahlendes-comeback-uran-bullen-los-kursbewegende-news-wochenende

Stockheadbeitrag zum heutigen Announcement https://stockhead.com.au/resources/maiden-lithium-resource-incoming-anson-eyes-free-flowing-brines-from-green-river-re-entry-program/

Das ist der Link zur jüngsten Anson Resources Investoren Präsentation https://t.co/tuGVLIL3kY

Resource Definition Drilling Program to Commence at Green River Lithium Project Highlights: • A Notice of Intent (NOI) to re-enter wells at the Green River Lithium Project has been submitted to facilitate the commencement of Resource definition drilling at the Project • The Project exhibits a number of positive geological feature and drilling records show that brine flows to surface from porous Mississippian units without pumping in some wells • Brines will be sampled and metallurgically tested using the environmentally friendly Direct Lithium Extraction process • The Resource drilling program at Green River is planned to run in parallel with Resource drilling in the western region of the nearby flagship Paradox Lithium Project • Results from both programs are planned to contribute to an increase to Anson’s global lithium Resource in the Paradox Basin to meet increasing lithium demand

Erstmal gibt's News vom Green River Project

Wird spannend 🤔