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

https://www.linkedin.com/posts/flemming-bjoernslev-271aa710_i-am-happy-to-have-attended-benchmark-week-activity-7131041036667158528-SQ7k?utm_source=share&utm_medium=member_android

Hier ein Kommentar zu Sunresin und das damit verbundenen China Risiko The question about Sunresin and any potential issues with them being Chinese came up at the recent AGM. Bruce advised that in funding discussions it has not been raised as an issue and confirmed over 90% of the project will be sourced in the USA with the resin being the main component coming from Sunresin, as well as installation and technical support which would include some sort of license/support fee I assume. Resin lasts 10 years based on 13k Li pa and I would guess they'll have it in stock once in operation. Sunresin has a $6.5Billion MC and already does a huge amount of business with the US, I really don't think there will be any issues with resin supply for the project and in the unlikely event that China and US stop trading with each other I think we'll have much more important things to worry about than our ASN investment So in my opinion it's a very low risk compared to all the other hurdles we still need to jump to get into production

Leider doch wieder ein Rücksetzer Egal, weiter geduldig bleiben

22c werden angesteuert https://twitter.com/Ruycorto/status/1724227186968965392?t=Qs0w7ehiwSiNQNMuif1BOA&s=19

Dann haben wir aktuell die 'Hui-Woche' ;)

Schlecht für die armen Teufel in Marokko

Gut für Australien etc

https://www.tagesschau.de/investigativ/ndr-wdr/umweltstandards-bmw-zulieferer-kobalt-marokko-100.html

URA steigt auf > 55mio

Eine Woche Hui und eine Woche Pfui.

Ein HC User war bei der HV und hatte eine Zusammenfassung veröffentlicht. Darin klang Bruce, auf den IRA angesprochen, gar nicht so euphorisch....'dauert lang'....'Banken sind auch eine Alternative'...

ASN Management hat wahrscheinlich die Befürchtung dass Trump nach seiner möglichen Wiederwahl den IRA komplett eindampft. Deshalb gilt es jetzt alle Hebel in Bewegung zu setzen damit das Maximale herausgeholt wird ;) https://www.taxnotes.com/featured-news/ill-scrap-ira-tax-credits-day-1-trump-says/2023/09/28/7hdjq

https://lykshares.com/post/exploration-breakthrough-anson-resources-uncovers/8ec8d504-59bd-411f-86bb-54347072980c/

Die einzig operierende US Uran Mine hat ihre Zahlen veröffentlicht (die liegt direkt neben unserer Yellow Cat Liegenschaft): Energy Fuels quarterly …… nice operation here key highlights for me : A) mill is not continuously running because the don’t have enough ore to mill ! B) they have 4 local mines but still not enough ore to mill ! C) realised uranium price $59 per pound D) all there uranium is going to local US contracts not to the spot market . https://www.energyfuels.com/2023-11-03-Energy-Fuels-Announces-Q3-2023-Results,-Including-Net-Income,-Continued-Significant-Increase-in-Working-Capital,-Profitable-Uranium-Sales,-and-Continued-Progress-on-Development-of-Uranium-Mines-and-Rare-Earth-Separation-Capabilities

Das Lithium Nachbarprojekt von Compass Minerals wurde erstmal eingestellt https://hotcopper.com.au/threads/asn-general-discussion.6542018/page-15900?post_id=70730848

https://www.proactiveinvestors.com.au/companies/news/1032003/mining-101-alluvial-mining-exploring-its-nuances-1032003.html?viewSource=TwitterAU