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

NPV liegt aktuell bei 450mio Die letzten Charts gehen auf das Potenzial bei weiteren Bohrungen ein...wenn die Ergebnisse der zurückliegenden Öl-Bohrungen in die gleiche Richtung gehen wird das Ganze nochmal ordentlich nach oben korrigiert 😎

In Q2 (für mich bedeutet das innerhalb der nächsten 3 Wochen) soll die angepasste PFS sowie die Ergebnisse des Novonix Quali Tests veröffentlicht werden.

Das ist der Link zu Ansons Präsentation beim Benchmark Minerals EV Fest

https://t.co/NuSCESaOJ9?amp=1

ab Minute 03:30 erklärt Bruce die aktuellen und folgenden Schritte

https://youtu.be/JxT1653KhdU

Heute war der komplette australische Markt tiefrot. Bei ASN liegt es wohl am Faktor 'Zeit'. Bis die nächsten News eintreffen wird es noch ein bisschen dauern. Diese Geduld hat nicht jeder.

Warum schmiert die Aktie so ab?

https://www.virtualinvestorconferences.com/events/event-details/metals-mining-virtual-investor-conference

Am Fr präsentiert ASN auf einer virtuellen Investoren Konferenz...Ich stell den Link rein wenn er geteilt wird

Das hab ich bei HC gefunden: ASN has some Interesting takeaways that i have noticed both positive & negatives. 1. They are not overly Diluted so when push comes to shove the SP can rise quicker as to oppose to some companies that have been diluted too much when they were sub 1c. 2. ASN has a 56km patch that borders the south western line of CHN ( good Position) close to Perth .. those who are comparing CHN to ASN needn't bother... ASN purchased 56km2 off scant resources 56km2 , whom i cant find much about as they were only created in 2018. ( anyone know of them ?) , So CHN has 1000's of km2's compared to everyone surrounding the Jumilar area . Maybe ENX is the closest in size, 12 months for a drilling Permit then Heritage permits etc ( due anytime) .. this could take well into June .. Once approved they need a drill rig or two to start the initial drilling then results pending .. this would push well into August. Pending results for another player to be interested in taking over lease and turning the exploration into a mine.. still a plethora of permits needed for that . JV perhaps Novonix results due in June. It has previously stated that the Lithium un officially was 99.9% which ok but anyone who knows these numbers relizes that 99.91% and 99.98% is quite a difference in high end Lithium . To see a substantial rise in SP it would need to be in the higher echelon to help attract investors , So that combined with the PFS if results are in the 99% will definitely give the SP a boost.. Then there is the Plant. I'm not sure regarding what methods they are going to do to extract the Lithium carbonate , RA ( reverse Osmosis ) quickest and most efficient or the old fashion evap ponds ( Taking Months) surely this wouldn't be the case. I need to know more about the mobile plant they intend to build and how long this takes. So all in all you can try and build a time line regarding what is coming through and then predict the SP for the remainder of 2021 and beyond( easier said than done) . Do we get an offtake agreement after lithium samples and PFS come through .. what's the timeline from then through to production . if that happens does the drilling and results in the next few months at Jumilar hold firm the SP. Interesting few months ahead.

Alles in Allem eine unbefriedigende Situation...das Chance/Risiko Verhältnis macht es aber erträglich

Damit sollten dann auch weitere Abnahmeverträge an Land gezogen werden (davor wird aber sicherlich abgewartet was die nächsten Bohrlöcher mit sich bringen)

Im Mai sollten die finalen Ergebnisse vom Novonix Test kommen

Wann gibt es news?