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

Im letzten Announcement stand, dass Paradox Basin und Green River Parallel entwickelt werden sollen. Dabei werden sicherlich extrem hohe Kosten für die Produktionsanlage anfallen. Wenn wir in den nächsten Monaten die ersten Offtakes präsentieren können, stehen die Chancen nicht schlecht vom IRA ZU profitieren. Und dann fängt der Spaß für uns an. ASN besitzt das Potenzial einer der größten amerikanischen Lithium, Brom und Uran Anbieter zu werden.

Der Inferred Anteil ist bei ASN im Paradox Basin ziemlich hoch. Das liegt u.a. damit zusammen, dass die mitten im Gebiet eine Fläche zu einer anderen Firma gehört -> Legacy Lithium Wenn wir dieses fehlende Puzzle Stück integrieren können wir unsere Ressource relativ schnell nach oben anpassen. Das hat direkte (positive) Auswirkungen auf alle bisher veröffentlichten Zahlen. Damit verbunden ist die Lebensdauer der Mine, die wiederum für potentielle Abnehmer wichtig ist .Des Weiteren spielt die Ressourcengröße bei der bevotmrstehenden Finanzierung eine große Rolle.

Wenndu eine Ressource erschließt und erste Bohrungen durchgeführt hast wird der Wert in verschiedene Kategorien eingeteilt. 1. Inferred (wenig aussagekräftig) 2. Indicated (gute Aussagekraft) 3.Meassured (perfekt) 'An Indicated Mineral Resource has a higher level of confidence than an Inferred Mineral Resource but has a lower level of confidence than a Measured Mineral Resource' Für Investoren wird es ab "Indicated" interessant. Alles andere ist quasi nicht existent und hat keinen Einfluss auf die Bewertung der Ressource

Um was geht’s denn bei der Abstimmung? Wie wichtig ist die bzw. welche Auswirkungen könnte die auf den Kurs haben?

Finale Abstimmung wurde auf den 28.9 verschoben

Er hebt hervor, dass das Ergebnis unserer Testanlage nicht zu unterschätzen ist. Zitat: Wir produzieren Lithium Carbonat mit der Testanlage...das schafft nicht einmal Vulcan Energy

Bei Hotcopper gab es früher den User Froggy. Er wurde im Forum gesperrt und hat in der HC Lounge seinen eigenen kleinen Bereich aufgemacht.ich finde seine Ansichten sehr spannend Hier ist der Link zum Froggy Channel https://hotcopper.com.au/threads/the-froggy-channel.5037274/page-5039?post_id=69870906

URA ETF hat weiter zugelegt Anteile: 51.405.888 Wert: 4.970.818$ Dabei sind wir beim Yellow Cat noch ziemlich am Anfang. Der Fond zählt zu den größten Anteilseignern. Spannend wird es wenn ASN parallel in den Lithium ETF aufgenommen wird bzw. URA sein Investitionsvolumen deutlich erhöht. Hier kann man die Zussammensetzung des ETF sehen: https://www.globalxetfs.com/funds/ura/#holdings

Um vom IRA zu profitieren muss Anson binding Offtake Agreements vorweisen. Bruce heute: Anson is in ongoing discussions with vehicle manufactures, and is required to provide samples for test work with their CAM providers in a typically three-stage supply qualification process. Anson is committed to meeting these requirements.

Das ist der Link zum Original Announcement. https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYL4gi0zRL%2Fv%2FZq8bFiGug%3D

Anson is now ramping up production at its demonstration plant as a key step in the qualification process with potential offtake partners. Samples produced from the plant will be provided to vehicle manufactures and cathode active material manufacturers (CAMs) as part of the process to secure long term offtake deals. Production is expected to reach 1tpa by the end of this year, enough to meet Stage 1 and 2 supply qualification requirements. “Our qualification process for potential offtake partners is progressing very well,” Anson executive chairman Bruce Richardson said. “The DLE technology Anson has selected for the Paradox lithium project has been proven commercially, and now we are in the process of providing battery-grade lithium carbonate samples to large vehicle manufactures and their CAM’s in the USA as part of a structured supply qualification process in order to qualify as a supplier to these end-users. “We are also using this as an opportunity to assess new technologies as they are developed and processed to improve lithium extraction and processing plant efficiencies as part of a continual improvement agenda at our Lithium Innovation Centre.” Richardson added that it was pleasing to see the fully operational demonstration plant produce samples to support the company’s goal of signing off-take agreements, which in turn are needed for project financing.   What’s next for Anson? Besides the ramp-up of production at the demonstration plant, Anson is closing in on defining a maiden ore reserve – the economically mineable part of a measured and/or indicated mineral resource. Additionally, progress is being made on the approvals process to start production at Paradox with the company nabbing a key air quality approval in early August. Completion of the detailed Front-End Engineering & Design study (FEED) is also expected soon.

Subsequent work carried out since Anson Resources (ASX:ASN) completed due diligence on the project back in October 2016 has led to the definition of an economically attractive DLE project which seeks to meet growing demand for lithium in North America. A Definitive Feasibility Study completed last year outlined the project as a low-cost, long-life project with pre-tax net present value and internal rate of return – both measures of a project’s profitability – estimated at US$1,305 million and 47% respectively. The current resource of 1.04Mt lithium carbonate equivalent and 5.27Mt bromine is more than sufficient to deliver revenues of US$5.08bn over a 23-year mine life. This is due in no small part to the proposed use of Sunresin’s proven DLE technology, which is already used to produce 32,000tpa of lithium carbonate at seven projects. Anson is also eyeing a potential resource upgrade once the acquisition of the Green Energy ground, which will add 8% to the land area covered by the Paradox project, is completed. It could potentially increase the exploration target by 14% to between 310Mt and 350Mt of brine grading 108ppm to 200ppm lithium and 2,000ppm to 3,000ppm bromine

Anson has ramped up lithium carbonate production from its demonstration plant in Florida to meet demand from potential US offtakers, a clear sign of the deep need for new sources of the battery material. This is a significant milestone for the company as it has only just started producing battery-grade lithium carbonate using direct lithium extraction (DLE) technology provided by its partner Sunresin to process brines sourced from the Paradox lithium project in Utah. The region surrounding the project was originally the target of oil drilling in the 1960s, taking place over pressurised brines in a unit of the Pennsylvanian Paradox Formation. While most of these wells were not analysed for lithium, two wells within 1km of the Paradox project claims returned average lithium values of 500 parts per million (ppm) lithium with a top value of 1,700ppm lithium.

Anson is turning up the tap up at its DLE lithium carbonate plant to meet demand from potential US offtakers. - Lithium carbonate production from Anson’s demonstration plant being ramped up to meet demand for samples - Ramp-up is essential to prove the viability of Anson’s DLE flowsheet - Securing offtake deals key to locking in project financing

https://stockhead.com.au/resources/anson-is-turning-up-the-tap-up-at-its-dle-lithium-carbonate-plant-to-meet-demand-from-potential-us-offtakers/

Und weiter geht's 🤓