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

Diesen Sommer folgt das Feedback von Tetra...dann wissen wir wohin die Reise geht

The United States and global markets are experiencing a substantial increase in demand for zinc-bromine batteries, to support electricity networks and renewable energy storage, and other bromine derivative products. This includes calcium-bromide (CaBr) and sodium-bromide (NaBr), which are used in multiple industrial applications. 4 Anson has extended its Memorandum of Understanding with New York Stock Exchange-listed TETRA Technologies Inc (Tetra, NYSE: TTI), a leader in the production of zinc bromide and other bromine derivative products (refer ASX announcement 6 April 2022).

Das ASN Brom Vorkommen ist gigantisch und muss noch hinzugefügt werden.

Beim Lithium haben vergleichbare Firmen eine MK von ca 650mio$ (z.B. AGY)

Anson also advises that Bromine production capacity at the Paradox Lithium Project is to be progressively added, and will be aligned with market / customer requirements.

Jetzt wird es ko konkreter. Im heutigen Announcement wurden erste (konservative Annahmen getroffen) Paradox Lithium Project Strategic Expansion: DFS targeting production capacity of 10,000tpa of Battery-Grade Lithium Carbonate Highlights: • Anson confirms plans for a major increase in planned production capacity of its core asset, the Paradox Lithium Project in Utah, USA. • Project’s Detailed Feasibility Study (“DFS”) to target Stage 1 production capacity of 10,000 tonnes per annum of battery grade lithium carbonate. o This represents a 275% increase in production capacity from the 2,674tpa published in the Project’s Updated Preliminary Economic Assessment (1 September 2021). • Anson’s decision to increase lithium production capacity is driven by; o Anticipated significant JORC resource increase at the Project; o Growing lithium demand and higher lithium prices; and o Enhanced lithium recoveries and superior performance of Anson’s 99.95% purity lithium carbonate. • Bromine production capacity at the Paradox Project is to be added progressively, to align with forecast substantial demand growth for zinc￾bromine batteries (for renewable energy storage) and other bromine derivative products. • Development of the Paradox Project is progressing rapidly, with the DFS being undertaken by leading engineering company Worley well advanced, and a major Resource expansion program ongoing. • Battery Grade Lithium Carbonate is currently selling for around US$79,550/t1 .

Die beiden Posts zeigen nochmal welches Potential in der aktuellen Ressourcen Erweiterung steckt. Neben der Rohstoffmenge hat sich auch der Preis von Li und Brom vs. der ursprünglichen Annahmen ordentlich erhöht

https://hotcopper.com.au/threads/twitter-asn.3937901/page-3128?post_id=61824391

https://hotcopper.com.au/threads/twitter-asn.3937901/page-3127?post_id=61822472

Zusammenfassung eines AUS vom heutigen Webinar Very good presentation by Bruce, a few points of interest in addition to what we already know; - DFS anticipated for July will incorporate LC2 and Cane Creek 32-1 with drillers moving to Cane Creek in early June expecting straigh forward process. - ASN only need LC2 & CC32-1 to proceed to DFS to fullfill anticipated production output. - Lithium plant anticipated for production in 2025. - DFS will incorporate new lithium carbonate pricing in the range of US$15,000 - US$79,500, currently determining an average 20yr price. - Ongoing discussions with TETRA for seperate Bromine plant, possibilities of offtakes, JV & funding. - Bull project in negotiations for private land access & agreements, with 18 hole drilling campaign to start once access complete. - Drilling targets at Yellow Cat anticipated later this year for Uranium & Vanadium. These are the points I noted of interest to me anyway, summarised in my own words and not to be taken as investement advise.

Das dauert ein paar Wochen...tippe auf Ende Juli ...hab es selbst noch nicht ganz verstanden...es werden mehrere Proben entnommen und ins Labor geschickt...ob es dann zu einem Zwischen- oder (lediglich) finalen Ergebnis kommt hab ich noch nicht 100% ausfindig machen können

Wann ist mit den Ergebnissen zu rechnen?

Wenn jetzt noch die Li und Br Werte passen 💥

Die Testbohrungen im Mississippian Delta weisen einen ordentlich Druck vor. Das bedeutet, dass das Brine beim Extrahieren förmlich entgegen schießt. Dadurch spart ASN einiges an Energie und ingenieurs Kosten.

Anson Achieves First Mississippian Mineral-Rich Brine Flow Highlights: • Brine has been collected for sampling from the Mississippian units at the Paradox Lithium Project Long Canyon #2 Well • Samples were taken from the supersaturated brine for testing for lithium and other minerals from the top of the Mississippian units at a depth of 2345 meters (7691 feet) • Drilling is continuing into the up to 120 meter (400 feet) thick Mississippian units with additional samples to be taken for analysis