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

Anson Resources (ASX:ASN) updates early economic assessment for Paradox Belinda Cameron 3 hours ago  Source: Anson Resources Anson Resources (ASN) updates its preliminary economic assessment for the Paradox Brine Project after another engineering study was conducted ASN says the additional study resulted in improvements in the sodium bromine production process and more accurate capex and opex estimates Specifically, the production cash cost has reduced by 67 per cent and the production of lithium has been reduced by 47 per cent The Utah-based asset’s total capital expenditure increased by 14.7 per cent to US$203 million (A$277.3 million) due to an ESG review Shares in Anson Resources are up 3.19 per cent at 9.7 cents each Anson Resources (ASN) is updating its preliminary economic assessment for the Paradox Brine Project after another engineering study was conducted. The additional study was carried out by a third party as part of a pre-feasibility study for the project in Utah, US. ASN said pleasingly, it resulted in improvements in the sodium bromine production process and more accurate capex and opex estimates. Specifically, the production cash cost has reduced by 67 per cent to US$377 (A$515.4) per net tonne of by-product revenue. While the production of lithium has been reduced by 47 per cent to US$2431 (A$3323.4) per net tonne of by-product revenue. Additionally, the sales price in the preliminary assessment has been increased to US$15,000 (A$20,490) per tonne to reflect the rising demand for lithium carbonate. However, the project’s total capital expenditure increased by 14.7 per cent to US$203 million (A$277.3 million) due to an environmental, social and governance review. Paradox’s net present value post-tax now sits at US$468 million (A$639.4 million) with an internal rate of return of 31 per cent. Anson believes it will take three years of permitting, detailed engineering, and construction prior to the commissioning and phase one operations at Paradox. The company aims to recover valuable chemicals from a unique salt brine resource at the site, as well as targeting the supply of lithium chemicals to the rapidly growing battery market.

ASN erzielt signifikante Einsparungen beim Produktionsprozess

PEA Update wurde heute veröffentlicht

bin jetzt auch mit dabei 🍀

Guten Abend zusammen. 🙋🏼‍♂️Ich geselle mich ab heute zum Kreis der Ansom-Aktionäre. 🙂 Viel Erfolg uns allen! ☀️

Der Kurs bewegt sich diese Woche wieder in die richtige Richtung !!!

Bin jetzt auch dabei - Chance Risiko passt hier 👌🏻

Danke 👍🏻😊

Schau dir den jüngsten Quartalsbericht und die Investoren Präsentation aus Mai an

Lithium, Brom, seltene Erden

https://hotcopper.com.au/asx/asn/announcements/

@Di2 Was macht das Unternehmen, hast du eine kurze Übersicht? Grüße Marie

Yeah, xmas this year kommt the Weihnachtsmann and ASN will lift up to the CS 🌟.

The Tetra MOU is arguably the single biggest strategic achievement from ASN to-date. The blueprint for how the Anson, Tetra and future Li offtake partner(s) JV has already been written and proven in-market by the JV between Tetra, Standard Lithium (STL) and Lanxess in their Arkansas Smackover Formation project. Lanxess is a AUD$9B multinational that owns a long running bromine-from-brine project in the Arkansas Smackover Formation. They have presence in every continent. Tetra is the operations manager of the Lanxess plants in Arkansas, and they are the tenements holder of Lanxess' source brine. STL has more recently begun a JV with Lanxess to take their tail flow brine and reprocess for lithium extraction. This is STLs flagship project. Lanxess focused on the bromine, STL focused on the lithium. It appears that Tetra is positioning itself to create an "Arkansas Smackover clone" with a JV with ASN in the Paradox Basin. In the ASN-Tetra case, both the bromine and lithium revenue streams will be contained within that JV (unlike above where they are separated between Lanxess and STL). I see ASN as a comparable level future player to Standard Lithium. Following the JV with Lanxess, SDL had a market cap of around $150M at a time of low macro sentiment in the lithium space through 2019. From 2Q 2020 to present, SDLs MC has gone from $100M to $1.5B. Once ASN prove up sufficient JORC resource (reentry well permits pending), finalise revised PEA/PFSs, confirm Novonix battery testing and secure project development funding (likely at least partly through Tetra), then I expect they will be on a similar ballpark MC as SDL by 2023 of $1.5B+. If we look at local market peers and compare current developmental stages and near term project deliverables, I expect a MC for ASN in the range of $300-500M by xmas this year.

Selbst mit den konservativen Annahmen wird Anson zu einem Monster! Sobald diese Zahlen validiert und belegt sind werden wir hier in der Gruppe einen schönen Traffic erleben ...dann kommt das eine zum anderen

https://hotcopper.com.au/threads/li2co3-max-potential-value.6195428/page-38?post_id=55251556