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

Utah Incentives Increase Green River Post-Tax NPV8 to ~US$1.05 Billion ASN Announcement Highlights • Utah State incentives increase the Green River Lithium Project’s base-case pre-tax NPV8 from US$1.373 billion to US$1.523 billion. • Base-case post-tax NPV8 increases from US$896 million to US$1.046 billion. • The incentives increase pre-tax NPV8 by approximately US$150 million, or 10.9%, and post-tax NPV8 by approximately US$150 million, or 16.7% • The incentive-adjusted results retain the lithium-price, production, operating-cost and other material assumptions used in the Green River Scoping Study.

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.

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.

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.