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

Kommentar zum LL Deal: The agreement is that it must be by 31st, LL stated they expect it on 31st but it could happen sooner. Typically these things close on the final date unless there’s much reason to move it ahead as it’s all sorts of work to actually process. Both companies have to agree to close before 31st, and all conditions have to be met. They include issuing shares (done) and paying some cash for various things (basically the costs of transferring ownership, I think actually it was reimbursing fees paid this year even for the tenements etc). There would be back and forth, various paperwork etc and likely organising dinner at a swanky restaurant to celebrate ;-) It appears some are confused by the “5 days” reference. This actually is when the assets will be handed over, so if the close date is 31st of October then Bruce doesn’t get the keys until 5th of November (a Sunday in fact). So unless they hustle to get things done I wouldn’t expect an announcement until November 6. Who knows, maybe they’re feeling energetic and will move it ahead. It’s all just administrative though, the deal is done and it must be closed there isn’t any backing out.

1)For the Paradox Project ASN I had 50% of permits and will have all other permits before the end of 2023 . 2)Tim Murray was visiting OEM battery component manufacturers in Japan specifically recently (IMHO PANASONIC) 3)FEED document soon(we new this already) but OTAs are now expected with FEED this we didn’t know . 4)ASN expects $1200 USD per Mt in disposal fees will be removed completely from OPEX payments this means the C1 OPEX costs will reduce to $3168 USD PMT which is outstanding and is a 31.7% decrease in OPEX I haven’t done the numbers yet but that improves the the base case NPV and IRR dramatically . 5)ASN has forecasted 2 years payback of debt in the DFS but this change in OPEX would dramatically change this in anticipation of this Tim Murray states that it is management’s intention to add 2 more modules at the Paradox project and expand the base production from 10k MTpa to 30k MTpa that would equate due to a raise in PPM to a realised total of near enough to 40k MTpa 6)Ultimately it is the intention of ASN management to float on the NASDAQ at this point to take advantage of US investors

Sehr informative Projekt-Zusammenfassung von unserem COO https://youtu.be/RRWeBfszxHE?si=RGzhHTgZpwXK_YF1

In the meantime, Anson plans to test three priority targets with a new drilling program at Green River with the aim of establishing a resource. These are in addition to those planned to be defined from the company’s proposed re-entry drilling program at existing oil and gas wells. Additionally, completion of the detailed Front-End Engineering & Design study (FEED) for the Paradox project is also expected soon. As well, Anson is 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.

For Anson Resources (ASX:ASN), Green River is set to play a significant role in its development plans for its lithium assets in the Paradox Basin in Utah, with the confirmation of the processing plant site representing a key milestone in its plans to develop the Project into a significant Direct Lithium Extraction (DLE) lithium producing operation.

https://stockhead.com.au/resources/anson-advances-dual-lithium-development-strategy-selects-green-river-processing-plant-site/

Bei der Finanzierung kommt sicher nochmal ordentlich was on top

15 shared sind ja nur ca. 2 Mio AUD? Also 1% Verwässerung

ASN hat bereits Zugriff auf die historischen Bohrdaten und kann dadurch relativ einfach die Ressource Paradox Basin erweitern.

Heute wurde der Legacy Lithium Deal inoffiziell verkündet. 15mio ASN Aktion wandern zu den LL Shareholdern https://hotcopper.com.au/threads/ann-application-for-quotation-of-securities-asn.7618742/?get_post=true

Ein Tag ohne Anson Announcement ist schon etwas besonderes;)

Da bin ich gerne dabei. Spendiere die zweite Runde :)

Sunresin ist in der Lage die Nebenprodukte zu extrahieren. Für jede weiteren Rohstoff erhöhen sich die Baukosten. Der IRA subventioniert (lediglich)den Abbau von kritischen Rohstoffen. Mit den Lithium Einnahmen werden die Kosten für die Erweiterung zu Phase 2 Brom und weiteren Rohstoffe gedeckt (siehe Jahresbericht) Wenn der Tag kommt und der Markt das Potenzial erkennt, lade ich euch alle auf ein 🍺 ein 😝

Das ASN Portfolio besteht potentiellen aus mehreren Rohstoffen. Der Fokus liegt ganz klar auf Lithium und Brom. Anbei ein HC Post der kurz auf diese Gegebenheit eingeht. Peeps you probably wonder why I and others focus on these other mineral credits and don't look too much at Lithium or Bromine ? Well for me at least there is a reason unlike the Lithium and Bromine markets which volatile and sort of seasonal in nature both Boric Acid , Iodine and in some part Potash are very stable markets and almost give linear growth charts and IMHO are a far better long term investment. I suspect management think the same but unfortunately the products are boring in nature for the market as a whole therefore Lithium and Bromine are chased because they align with the "energy transition" narrative which is fine it makes sense because all the venture capital is in these 2 not the others. But make no mistake I think these others are the real goal and Lithium is merely a means to an end

Ich denke, dass potentielle Abnehmer auf die Ergebnisse der Erweiterung warten und valide Daten einfordern

Im Anschluss daran müssen bindende Abnahmeverträge verkündet werden...sonst hat ASN keine Chance vom IRA zu partizipieren