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

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Darüber diskutieren die Nutzer

Die Diskussion zwischen den Nutzern Di__2 und Orbiter1 dreht sich um die Entwicklungen und Herausforderungen bei Unternehmen, die in der Lithiumproduktion tätig sind, insbesondere im Zusammenhang mit Anson Resources und deren Projekt in Green River. Di__2 hebt positive Entwicklungen wie Kursgewinne und potenzielle Subventionen hervor, während Orbiter1 skeptisch bleibt und auf interne Konflikte und deren negative Auswirkungen auf den Aktienkurs hinweist. Beide diskutieren auch über die strategischen Entscheidungen des Managements und die Notwendigkeit besserer Kommunikation mit den Aktionären. Zudem wird auf die geopolitischen Risiken und die Bedeutung von Rohstoffsicherheit eingegangen, wobei Orbiter1 die europäische Politik kritisiert und die USA als positives Beispiel. AI GENERATED Inhalte vollständig von KI erstellt.
Kommentare 3.112
Di__2
Di__2, 18:32 Uhr
0
Am AGM werden zwei neue Direktoren gewählt. Da dürfen wir gespannt sein ob neue Kompetenzen ins Team geholt werden oder Bruce lediglich seine Macht weiter abschirmt
Di__2
Di__2, 18:31 Uhr
0
Der komplette spekulative Markt rauscht gerade ab. Das ist kein ASN Phänomen. Das Risiko musd deutlich reduziert werden. Dann sollte sich die MC anpassen. DFS -> Finanzierung
Orbiter1
Orbiter1, Gestern 9:58 Uhr
0
Die Flut an positiven News in den letzten Monaten hat nichts geholfen. Die Aktie schließt heute bei 0,41 AUD, dem tiefsten Stand seit 5 1/2 Jahren.
Di__2
Di__2, 22. Sep 7:10 Uhr
1
DSF -> EXIM Support -> FID Dann sind wir auf dem richtigen Weg
Orbiter1
Orbiter1, 21. Sep 9:33 Uhr
0

Anson Signs Strategic Lithium Offtake and Financing MoU with Wogen and Xcelsior Announcement Highlights • Anson Resources has entered into a non-binding Memorandum of Understanding with specialist metals and minerals trader Wogen Resources America LLC and critical-minerals financing adviser Xcelsior Capital Advisors Limited. • The parties will evaluate a potential long-term offtake arrangement for approximately 2,000 to 6,000 tonnes per annum of lithium carbonate equivalent from Anson’s Green River Lithium Project in Utah, USA. • The proposed initial offtake term is five years, with the potential for increased volumes and an extension by mutual agreement. • Xcelsior, in partnership with Wogen, may evaluate potential investment or financing support for Green River, including debt, product prepayment, strategic investment or other mutually acceptable structures.

Das wichtigste Wort ist hier zweifellos "non-binding". Erstaunlicherweise ist die Aktie heute trotzdem um 2,3% gestiegen.
Di__2
Di__2, 21. Sep 8:12 Uhr
0
Anson Signs Strategic Lithium Offtake and Financing MoU with Wogen and Xcelsior Announcement Highlights • Anson Resources has entered into a non-binding Memorandum of Understanding with specialist metals and minerals trader Wogen Resources America LLC and critical-minerals financing adviser Xcelsior Capital Advisors Limited. • The parties will evaluate a potential long-term offtake arrangement for approximately 2,000 to 6,000 tonnes per annum of lithium carbonate equivalent from Anson’s Green River Lithium Project in Utah, USA. • The proposed initial offtake term is five years, with the potential for increased volumes and an extension by mutual agreement. • Xcelsior, in partnership with Wogen, may evaluate potential investment or financing support for Green River, including debt, product prepayment, strategic investment or other mutually acceptable structures.
A
Aushilfe, 18. Sep 7:21 Uhr
0
Abschluss der Umweltstudie bei Yellow Cat,
A
Aushilfe, 18. Sep 7:20 Uhr
0
http://em.hotcopper.com.au/ls/click?upn=u001.CXtFomDwdhT1QTIXkb2DpfToSyryc6-2FT9-2FGBbpWgBYX38-2FBSz7dQ-2FpW7O1GPq-2FO-2FsIwNDwGahnq8ux4qP9AOTVuG4e5F83yHnw5FXqWCj-2BiMbNK6gDTOpxM0Nc55cXU7WpD-2FAnzkmVt-2FKku9jeApXqTFOfqhS9bzYFcNAXAuvTA-3Dg_Dr_NVcyFgbo9ZZYCxHxiF7s33Bn6-2FyDWWPyazISXVAYwWiNjmZSb9t8HQXSDaG7gu3mVwjZb-2BEwYtNAxdHPXwg2iBksw0sUwvcuQJrIHaP2YH5gr4JcWMkqgU-2FJDQI7zVbfFOgb3atwjTHhoyaa66hLGbsQ2gkZT3TuIJo6JUcUu569iE9YEiau7fqG2jFx8neE-2F9hJ5t7fYJUczwDAi1Axn-2BSRqltWYZTDiJi-2BNSRIR2yBQd6Ji3nNAMPdqdUlTiHOFdEakpCxo1uIUdDZtprrYqTnWRl5tpBUM1TTxkr7Ym-2BTqbnlE5SnyD2NTzlbUR5rFSQu0nWqSDs4H5m6qT38J2QcQdKvIkNsNMSaU-2BHaS5OkoXQE3gd9wSAYdo-2FFEnEUb4I-2F2W4dMUVGkAJn-2FI2t7d6647p4b62JpZVPQAOfVF4qkicoVIdk0CRtxtycNesT
Orbiter1
Orbiter1, 14. Sep 8:59 Uhr
0

Die nächsten Entscheidungen (DoE) sollten mehr impact haben: DoE grants status In early/mid-2026, Anson’s US subsidiary A1 Lithium submitted three applications seeking a combined ~US$85–142 million (gross; net after cost-share lower) under these programs: • Mines of the Future (applied ~January 2026; ~US$32m sought) • Mines and Metals Capacity Expansion (applied ~January 2026; ~US$10m) • Battery Materials Processing and Battery Manufacturing (applied ~April 2026; ~US$100m) These have strong formal support from Utah congressional representatives (letters requesting “full and fair consideration”). Applications were lodged in January and April 2026. As of the company’s July 2026 update, the DoE had already missed its own internal timelines for decisions, and no selection or award announcement date is known.

Aktuell wirkt sich noch der Impact der enttäuschenden Förderungen aus und die Aktie fällt auf 0,045 AUD. Da lag sie schon im Frühjahr und die meiste Zeit in den letzten 3 Monaten.
Di__2
Di__2, 11. Sep 18:23 Uhr
1
Die nächsten Entscheidungen (DoE) sollten mehr impact haben: DoE grants status In early/mid-2026, Anson’s US subsidiary A1 Lithium submitted three applications seeking a combined ~US$85–142 million (gross; net after cost-share lower) under these programs: • Mines of the Future (applied ~January 2026; ~US$32m sought) • Mines and Metals Capacity Expansion (applied ~January 2026; ~US$10m) • Battery Materials Processing and Battery Manufacturing (applied ~April 2026; ~US$100m) These have strong formal support from Utah congressional representatives (letters requesting “full and fair consideration”). Applications were lodged in January and April 2026. As of the company’s July 2026 update, the DoE had already missed its own internal timelines for decisions, and no selection or award announcement date is known.
Orbiter1
Orbiter1, 11. Sep 8:34 Uhr
0

Anson Receives $212 mill Additional “Tax Credit” from Utah Governor’s Office of Economic for Green River Lithium Project Highlights • Utah Governor’s Office of Economic Development (GOED) has approved a tax credit to Anson of approximately $212 million for the Green River Lithium Project, • Based on projected Utah State tax revenue over 20 years of operation of approximately $425 million, • The tax credit of 50% has been granted to Anson under the Rural Economic Tax Increment Financing (REDTIF) program and is awarded post-performance, • The financial implication of the tax reduction will be accessed in the Green River Definitive Feasibility Study.

Da hatte man wohl etwas mehr erwartet. Die Aktie fällt um 2,1% und die MK wird damit noch mickriger.
Di__2
Di__2, 11. Sep 7:49 Uhr
0
Anson Receives $212 mill Additional “Tax Credit” from Utah Governor’s Office of Economic for Green River Lithium Project Highlights • Utah Governor’s Office of Economic Development (GOED) has approved a tax credit to Anson of approximately $212 million for the Green River Lithium Project, • Based on projected Utah State tax revenue over 20 years of operation of approximately $425 million, • The tax credit of 50% has been granted to Anson under the Rural Economic Tax Increment Financing (REDTIF) program and is awarded post-performance, • The financial implication of the tax reduction will be accessed in the Green River Definitive Feasibility Study.
Di__2
Di__2, 10. Sep 17:15 Uhr
0
Morgen Abend 18uhr startet die live Übertragung vom GOED Die Zusage für eine größere Subvention wird unserer mickrigen MK gut tun Hier findet ihr den Link: https://hotcopper.com.au/threads/ann-asn-receives-193m-incentive-from-utah-inland-port-authority.9323013/page-176?post_id=85273655
Di__2
Di__2, 10. Sep 14:38 Uhr
0
The GOED decision on 10 September is the next domino Anson has separately applied to the Governor’s Office of Economic Development for tax reduction support on the Green River project, and that application is scheduled to be considered at the GOED board meeting on 10 September 2026. Management has been clear that the UIPA approval sits alongside, not in place of, the GOED discussion. If GOED approves a corporate tax reduction on top of today’s property tax rebate, the combined incentive package starts to look like a genuine competitive advantage for the project. Utah is quietly positioning itself as a friendly jurisdiction for critical minerals processing, and Anson is one of the more advanced beneficiaries. We think the market has under-appreciated how much government support is stacking up here https://stocksdownunder.com/anson-resources-asxasn-utah-incentive/
Di__2
Di__2, 5. Sep 15:32 Uhr
2

Eine Subventionszusage über knapp 194 Mio US$ durch die Utah Inland Port Authority (UIPA) lässt den Kurs um 25% steigen, aber dann erinnert sich der Markt wieder an die Aktionäre die das Management zu Fall bringen wollen und von den +25% bleiben bei Handelsschluss noch +4,2% übrig. "A1 Lithium, the U.S. subsidiary of Anson Resources, plans to invest approximately $569 million in a direct lithium extraction facility on 148 acres of private industrial land in Green River. The project is expected to create approximately 511 construction jobs and 138 permanent positions, including 117 jobs in Green River. “This project has the potential to create generational economic opportunity in Green River while strengthening a supply chain that is increasingly important to our national economy and security,” said Ben Hart, UIPA executive director. “It builds on the region’s history, infrastructure and skilled workforce while opening the door to an entirely new industry for eastern Utah.” The Board approved an annual property tax differential rebate equal to 50 percent of the tax differential received by UIPA from the project for up to 25 years, subject to a total cap of $193,995,683. The post-performance incentive will begin only after project completion and will remain available contingent upon continued operation within the Castle Country Project Area." Quelle: https://inlandportauthority.utah.gov/all-news/uipa-approves-incentive-for-a1-lithium-in-castle-country-project-area/

The UIPA rebate is one piece of a larger state-level incentive stack, sitting alongside a pending application to the Governor’s Office of Economic Development (GOED) and a broader package signalled at US$357.7 million. https://discoveryalert.com/news/anson-resources-utah-lithium-rebate-september-2026/?utm_source=perplexity
Di__2
Di__2, 5. Sep 15:27 Uhr
1
Nächste Woche könnte weitere Subventionen zugesagt werden: "Yesterday’s Ann was a cracker moving forward. Importantly it also mentioned that the Co may be in for more cash on September 10th from GOED- Government Office of Economic Development. Now Fid isn’t to early next year, but with potential of these two grants, the figures do look much better!" "Then we have Exim’s $330mil sitting ready if we tick the boxes, things are starting to look rosier- in my opinion. Also consider in the Anns stating a partnership with Posco & LG, there was mentions of possible financial commitments, and the fact that Co is also chasing Federal Money and possible SK Exim money, the $$$$$ picture is becoming much clearer."
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