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

Kommentar zu unseren Nebenprodukten: As I've stated many times before , 5 times more Boron than lithium ! Boric acid converter is 5.7 , it said 1million + from known exploration. Let's use 1 million so 5.7 million Mt Boric Acid from Eastern strategy alone OR MORE !! So following the Lithium expansion forecasts BORIC ACID should number around 24million Mt , IMHO it will be nearer to 50 million Mt . It's good to see they're finally acknowledging the value this is a real change in vision Ive stated before there will be more news this month . And yes Presentation is getting better as well as Comms let's see what else is in store for us . In addition : 1) Iodine is mentioned noting its importance. 2) there is no estimate but my calculations have it running at about 10% or so less than lithium 3) this would mean from ES alone around 200k-250k Mt Iodine 4) Iodine market pricing pushing $70k USD pmt now and growing . 5) all 4 mineral suites Lithium(Li2CO3) Boron(H3BO3) Brimine(ZnBr) and Iodine(I2) are all in "SUPPLY DEFICIT" . 6) The insitue value (in ground) projected value is in excess of $400 Billion USD . Happy to run the numbers , I'm being conservative in that figure also so using the metrics available in this presentation. But as you can see this resource basin is significant and $220 million AUD is all it's worth something not right here .

Bei der Finanzierung legt man große Hoffnungen in Joe Bidens Subventionen. Dafür gilt ab sofort "America first". Des Weiteren wurde auch auf Brom, Jod (Iodine) und Bor (Boron) eingegangen (Stage 2) Zusammengefasst schaut es auf dem Papier immer noch zu gut aus. Warum der Kurs steht wo er steht ist für die meisten nicht nachvollziehbar. Diese Woche meinte jemand bei HC, dass es an der SUWA Vereinigung liegen könnte. Das ist eine Art PETA die sich für den Erhalt der Natur einsetzen und alles versuchen Vorhaben wie von ASN geplant zu verhindern.

Der Vollständigkeit halber -> Anson veröffentlicht im Juni eine aktualisierte Investoren Präsentation https://hotcopper.com.au/threads/ann-investor-presentation-june-2023.7410067/?get_post=true

Heute gab es ein Update zum Green River Projekt: dynamic properties of subsurface materials. The resulting report will summarise the analyses, findings and recommendations surveys to determine dynamic properties of subsurface materials. It will also include field logs of soil, rock and groundwater conditions, geotechnical parameters for shallow and deep foundation design, corrosivity evaluation of soils, earth work recommendations, and recommendations for foundation design.

Quelle HC I feel that the Government loans and the Inflation Reduction Act threw a spanner in the works. Their plan to let SunnResin supply modules perhaps went out the window to qualify for Gov funding. When the Inflation reduction act came out, Bruce indicated it was too much trouble. But I think it was made clear to him that it was the way forward, which probably meant scraping work done on the FEED and starting again, modules built in North America to comply with content and perhaps even SunResin's resin being supplied from Anson (Aust) to A1 Lithium (US). Honestly, I think we had to go back to square one. But worth the wait. Ich seh das ähnlich. Die aktuellen Aussagen sind sehr konkret im Vergleich zu vor ein paar Monaten. Damals war alles möglich...Beim Thema IRA war man damals immer verhalten optimistisch. Mit den zukünftigen Ergebnissen und (hoffentlich) einem MOU im Gepäck sollte alles machbar sein. Für uns Anleger ergibt sich hoffentlich eine deutlich attraktivere Finanzierung die das Warten rechtfertigt

Jüngstes Interview mit Bruce https://youtu.be/yJJTR0R6m-E

ASN “intends to fund the development of this project, (Green River Processing Plant), from future cash flow generated by the Paradox Project.”

Anson hat sich neuesLand gesichert, damit das Green River Projekt parallel zum Paradox Basin Projekt entwickelt werden kann. Man plant auf dieser neuen Fläche die Lithium Produktion/- und Weiterverarbeitungsanlage für das Green River Projekt. https://hotcopper.com.au/threads/ann-anson-to-acquire-land-for-green-river-li-processing-plant.7395250/?get_post=true

Hier geht noch viel Zeit ins Land. Beste Gelegenheiten zum Nachkaufen auf längere Sicht.

Für unsere PR wäre Tesla ein Segen

https://www.youtube.com/watch?v=DmnNrrnXrts&t=786s Ab Minute 19:20 für uns besonders interessant.

+13% ...wir haben auch einiges aufzuholen

Schöner Anstieg heute

Das Projekt wird erneut erweitert https://www.proactiveinvestors.com.au/companies/news/1014557/anson-resources-expands-tenure-by-28-at-paradox-lithium-project-in-utah-1014557.html?viewSource=TwitterAU

Hotcopper Gossip "Make of this what you will. I am currently holidaying in Europe. Today I was on a train from London to Bath and got to talking to a random bloke as you do. He went on to say that he works for Volkswagen Head Office. Of course then we got onto the subject of Lithium. I kid you not he then went on to say that he knew Volkswagen were currently late in negotiations with a lithium supplier in UTAH USA. WTF? He didn’t know much more but gave him my email and said he would try and find out some more info. He did say they had already signed with another Lithium Supplier but they need more. Not sure if Volkswagen is someone ASN would be interested in? But hey there money is as good as anyone else’s I guess" Würde das nicht allzu ernst nehmen

https://investingnews.com.au/positive-federal-state-from-site-inspection-of-western-strategy-drill-sites