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

Insbesondere der letzte Punkte wäre sehr wichtig für uns -> "DOE loans" = Förderprogramm der US Energiebehörde

Feedback aus der heutigen Investoren Präsentation Just watched Tim Murray present, a very professional and well spoken presentor and definitely very knowledgable in this space. Basic notes; - Sunresin orders take 9 months to deliver, FID later this year and expected delivery potentially mid-late next year. So 2025 production sounds achievable. - Colorado River wate rights cover both Paradox and Green River, my take is that hints to two production plants in future (my opinion). - Funding expected 60% debt and 40% equity. - Sunresin looking after plant operations from start to finished product (including carbonation). - Sunresin very experienced and commercially proven, not only DLE tech but production of resins. - Tim made note of comparison DLE techs being not even comparable to Sunresin in terms of how advanced they are given years of experience. - "Others" still only in R&D and lab scale, ASN and Sunresin approx 4 years ahead of the rest. - DFS financials to improve given power generation, expecting OPEX to be in first quartile (very significant in terms of profit margins in whatever market). - Lithium production first, then Bromine later (but we already knew that). - DOE loans "we'll get that" at 10yr low cost of 4% Could be some points I've missed but that gives you an idea. My overall take was very impressed with Tim as a spokesperson.

Lithium hängt generell fest, nicht nur bei ASN - aber wird schon wieder ☺️

Mit 45mio$ auf dem Konto brauchen wir uns auch keine Sorgen machen wie die ganzen Erweiterungen bezahlt werden

Die Genehmigung für die Western Strategy Ressourcenerweiterung ist da! https://hotcopper.com.au/threads/ann-approvals-received-for-western-strategy-resource-drilling.7294780/?post_id=66892318&embed=1

Dieser Post aus dem HC Forum bringt es nochmal auf den Punkt: "That timeline was set out last Aug-Sept and really was just indicative, I've never looked at as anything more than that. It was omitted from the last presso and BBBs language has downplayed it in his last 3 or 4 interviews. It was a strategic plan, not a project delivery schedule. While it would be fantastic to see offtakes and finance in the next week or so, I am not expecting them, particularly against the current macro backdrop (which was quite different last Aug-Sept) (although I am fingers crossed on offtakes). I also don't see this as a negative given the consistent, ongoing project updates over the past 2 months or so. The project is a GO, which is all that really matters if you are here for the whole cookie tin"

Die Welt spielt gerade verrückt (Krieg, Zinsen, Bankenpleite, etc.) Das müssen wir immer berücksichtigen.

Danke für die beruhigenden Worte 👍 Ich bleibe natürlich weiterhin investiert.😉

Nur weil hier niemand schreibt musst du dir keine Sorgen machen;) Timing für Offtake und Finanzierung ist Q1. Ich bezweifle dass das eintreffen wird. Was aber nicht bedeutet dass der Plan nicht aufgeht. Mache Dinge dauern eben... Morgen präsentiert sich ASN auf einer Investoren Konferenz. Dazu gibt es bestimmt wieder eine Zusammenfassung

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.😉👍