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

Neben Lithium hat das DOE Boron (auf deutsch Bor) auf die Liste förderfähiger kritische Rohstoffe gesetzt.

Ein HC User hat bei ASN erneut das Thema Wasserrechte angesprochen: I have reached out to the company for some clarification regarding the water permits review. The points that I took away are ✅ No impact on the Sample Demonstration Plant as there is a temporary brine extraction permit in place. ✅ This means FEED and other project milestones can be progressed. ✅ Not anticipating this to take as long as we have seen with Paradox - State Engineer will review concerns put forward and make their decision as per their process. I gather that it probably isn't a surprise that people or groups with their own interest put in objections where they can, much like in Aus. The Green Merits will serve us well imo.

Feedback zum Interview (Quelle HC) A couple of takeaways. 1) Bruce primary focus is on the US Lithium- it's always been his babe! 2) Spend on Ajana been really cheap with these extra minerals- ASN just went back and checked out old cores and found good quantities of the critical minerals all throughout the previous drilling results- but wasn't valuable back then so wasn't included. Now, I'm thinking we will be getting an upgraded Jorc with the extra minerals included. Big thing is they are from surface and they are widespread across the whole drill results. So process the Zinc, Silver, etc, but get big credits for the gallium, geranium, barium and Indium. Don't spend much yet big expansion of resource money- yeah, I like it. And boy is Bruce tight with the cash. 3) Small mention of possible funding/help from WA govt- very fleeting comment, so don't hold me to it. With the prices Germaium, Gallium, etc are getting, it will put some eyes on our resource if Co do release and upgraded Jorc. The world is crying out for these minerals- so this could drive itself- govt funding/JV/ sell- it has become pretty valuable. Just the price of silver at present is big $$$$

Interview mit Bruce zum Ajana Project https://youtu.be/HnZYYUl0YEA?si=Sv9Y83lJTssdb4Ro

Den Markt interessiert es aber nicht. Wir benötigen News von GR, PB oder YC

https://www.proactiveinvestors.com.au/companies/news/1049133/anson-resources-reveals-more-high-grade-critical-minerals-at-ajana-1049133.html?viewSource=TwitterAU Ajana zeigt weitere positive Ergebnisse

https://stockhead.com.au/resources/anson-resources-finds-gallium-germanium-treasures-at-ajana/

#Yellowcat !!!

The Biden-Harris Administration is today hosting a White House Summit on Domestic Nuclear Deployment, highlighting the collective progress being made from across the public and private sectors. Under President Biden’s leadership, the Administration has taken a number of actions to strengthen our nation’s energy and economic security by reducing – and putting us on the path to eliminating – our reliance on Russian uranium for civil nuclear power and building a new supply chain for nuclear fuel, including: signing on to last year’s multi-country declaration at COP28 to triple nuclear energy capacity globally by 2050; developing new reactor designs; extending the service lives of existing nuclear reactors; and growing the momentum behind new deployments. Recognizing the importance of both the existing U.S. nuclear fleet and continued build out of large nuclear power plants, the U.S. is also taking steps to mitigate project risks associated with large nuclear builds and position U.S. industry to support an aggressive deployment target.

https://www.whitehouse.gov/briefing-room/statements-releases/2024/05/29/fact-sheet-biden-harris-administration-announces-new-steps-to-bolster-domestic-nuclear-industry-and-advance-americas-clean-energy-future/

Man sollte sich meiner Meinung nach darauf konzentrieren und die anderen Projekte zu Geld machen.

Dafür ist Green River und Paradox zu stark.

Die Werte der seltenen Erden sind teilweise sehr gut. Oftmals herrscht bei diesen Rohstoffen eine hohe Abhängigkeit von China. Es ist davon auszugehen, daß ASN das Projekt min. bis zu den JORC Daten vorantreiben wird um danach zu entscheiden ob man es veräußert, einen Partner dazu holt oder (das bezweifle ich) es selbst aufzieht.

News aus Australien https://www.proactiveinvestors.co.uk/companies/news/1048726/anson-resources-reveals-high-value-critical-minerals-alongside-ajana-s-zinc-lead-and-silver-1048726.html

Mittlerweile sind es über 65mio Anteile

URA ETF kauft weiter fleißig ein und sollte bald die 5% überschreiten 64,759,923 Anteile besitzt er. Mit 5% wir er zum substantial holder. Dafür muss es ein extra Announcement geben