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

Das heutige Announcement bezieht sich auf die Eastern Strategie. Hinzu kommen die bevorstehenden Bohrungen bei der Western Strategy. Hier liegt seit über einem Jahr das Ok vom BLM vor. Allerdings gab es Einspruch von einer lokalen Umwelt Org. . Dadurch musste das Verfahren neu aufgerollt werden. Dieser Vorgang dauert bis heute an und soll in Kürze abgeschlossen sein. Letzte Woche hatte ein Anleger Kontakt mit dem Büro. Darin wurde bestätigt, dass man sich am Ende des Assessments befindet.

Further resource expansion potential At the Paradox Lithium Project, future drilling of the ‘Western Strategy’, if successful, would significantly increase the brine tonnages based on the thicknesses of those units, as determined from historical oil exploration drilling in the area. In addition, the Big Flat Unit 2 well, within the acquired Green Energy Project, has a known historical value of 173ppm lithium for the Clastic Zone 31 horizon. The re-entry of this well, if successful, would further increase the brine tonnage based on similar thicknesses which would support either an extension of the life of mine or a possible production increase. An internal review considering these options and whether to continue with further drilling programs in the immediate future to increase the JORC Mineral Resource estimate is currently underway. Furthermore, Anson plans to kick off a JORC mineral resource definition drilling campaign at its Green River Project.

https://www.proactiveinvestors.com.au/companies/news/1029748/anson-resources-delivers-1-5-million-tonnes-lce-in-major-lithium-resource-upgrade-at-paradox-1029748.html

Trotzdem hast du absolut recht. Wenn der Plan aufgeht wird Anson Resources ein Rohstoff Gigant!

Man muss das Announcement etwas relativieren +6% indicated + 117% inferred Investoren interessiert der indicated Wert.

Update zum Paradox Projekt, mit sehr guten Zahlen. Resourcen wurden um 45% hochgestuft! Leider wieder mehr oder weniger verpufft, dabei steckt da so viel Potential drin.

+ 500.000 zum September

Nach einem größeren Abverkauf legt der URA wieder leicht zu Aktuell hält er 51,930,204 Anteile

Evtl. hat ASNs REE Interesse damit zu tun

https://www.mining.com/key-question-which-critical-mineral-will-china-ban-next/

...Anson Resources Ltd (ASX:ASN) has defined two large rare earth element (REE) anomalies with historical radiometric data at the Hooley Well Project in the mid-west region of Western Australia. The anomalies are sizable, with the first measuring about 5 kilometres by 4 kilometres and the second 3.5 kilometres by 1.5 kilometres. ASN says the anomalies exhibit similar radiometric signatures to Krakatoa Resources’ Tower Project – which holds a mineral resource estimate of 101 million tonnes at 840 parts per million (ppm) total rare earth oxides (TREO) – and Desert Metals’ high-grade REE prospects, which are both nearby. Exploration plans in motion Anson intends to begin drilling at Hooley Well this quarter, with drilling to begin as soon as the requisite approvals are in place. The company believes the region is emerging as a potentially important source of clay-hosted REE deposits, where mineralisation appears to strike along the Yilgarn Craton margin...

Beim Hooley Well REE Projekt gab es heute ebenfalls neue News! https://www.proactiveinvestors.com/companies/news/1029320/anson-resources-identifies-two-large-ree-anomalies-at-hooley-well-project-1029320.html

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.