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

...was hier alles zensiert wird 🙄

https://youtu.be/itiSkryvcrQ

https://stockhead.com.au/news/januarys-top-50-stocks-asx-lithium-players-strike-the-right-note-with-investors/

Das hab ich eben bei H O T C O P P E R gefunden They are bringing forward the Lithium PRODUCTION plant to Stage 1. Until now I was unclear on this point, I though they just meant they were bringing forward the Stage 2 pilot plant (24t/annum). Today's ann is clear that they intend to include a Lithium PRODUCTION plant based on the existing process flowsheet with feed from the 15,000t/annum NaBr plant. The ann from 20 May 20 included a Stage 3 15,000t/annum Li plant when the NaBr plant had been scaled to 60,000t/annum. So it is reasonable to assume, following the revision of the PEA, we will see a Stage 1 Li plant producing ~3,500t/ann. Using the same numbers from the PEA, that bumps the Stage 1 pre-tax NPV from US$575M to ~US$1Billion. AND THAT IS ONLY STAGE 1. We know the NaBr plant is modular in design and can be easily scaled to 30k, 45k, 60k t/annum. This will happen once the indicated resource can be increased following additional reentry wells (approvals pending). With each additional module, the pre-tax NPV increases by roughly US$1Billion. They are well funded to get the revised Stage 1 PEA, the Stage 1 PFS and the reentry wells completed by mid 2021 (so no CRs near-term). By that stage I'd expect the MC, based on current peer valuations, to be circa $300-400M. As additional plant modules come into the calcs, I expect a MC pushing $1Billion once they have a Stage 2/3 PFS with 60k t NaBr / 15k t Li2CO3.

Anson Responds to US Government Pledge of Support for EVs Key points: • Quick response to changing market paradigm for EVs and lithium-ion batteries in the USA by accelerating Paradox project development • Initial testing of Anson’s lithium carbonate samples by Novonix indicates matching with commercial reference lithium carbonate used in EVs • Millcreek Mining Group appointed to conduct a revised Preliminary Economic Assessment (PEA) of the Paradox Brine Project • Biden Administration’s recent landmark push to replace the U.S. Federal Government’s fleet of 645,000 cars and trucks with EVs & install 500,000 EV charging stations • Anson is strategically positioned to benefit from a shift by US Government toward EVs: o Paradox Brine Project is located in strategic proximity to Tesla’s Gigafactory facilities in both Nevada (680 miles) and Texas (1000 miles) provides a geographical advantage to meet growing US demand for battery-grade lithium • Strategic review of Anson’s entire battery metals portfolio to review and maximise commercial opportunities currently underway o Portfolio also includes exposure to graphite, vanadium, nickel, cobalt • Anson remains well-funded to complete current work programs at both Paradox Brine Project in Nevada and The Bull Project in Western Australia

Gestern gab es ein neues Announcement!

Jetzt werden aber erstmal potentielle Stellen für Bohrungen im Bull Projekt identifiziert.

Ich finde es gut das Stage2 mit Stage1 kombiniert werden soll. Wenn ASN dafür eine Finanzierung findet wird es für uns richtig spannend.

Beeindruckende Kurve😅

US65339F1012

Wer was zuverlässiges will. Vorhin drauf gestoßen ..

Hmm, überlege stark einzusteigen

Davon bin ich auch überzeugt.

Sind jetzt bei 0,072 € - ich habe irgendwie das Gefühl, Anson wird eine große Sache 2021 😎

Dieses Gamestop Drama hat den Kurs am Freitag am Ende mit runter gezogen...hoffentlich fallen wir am Montag nicht zu tief

Oder auch 1 Dollar 😏