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

Bin echt gespannt was die Wochen noch so alles passiert... Hast wiedermal einen guten reicher gehabt...

+27.7% 14c$

There has been some discussion lately here about ponds and our process etc  Some investors here obviously were not here in 2017 and may not have read through all asx announcements which for me is mandatory  I thought it useful to post the April 2017 announcement which is below Again this is from over 15 months ago This for me was one of the big de risking events and it is 15 months old! So as we know then the company had outotec work on some synthetic brine at 500ppm and 1700ppm This announcement relates to 1700ppm Guess what? The mg was successfully removed to battery grade levels when the lithium was at 1700ppm We know our samples according to the latest announcement were at 900ppm , well I am confident that soon the concentration will be at 1700ppm which we factually know without doubt can then be fed through the process and result in bglce.  I suggest everyone read or re read this announcement and all announcements as I think it shows where the company is heading  Many companies who use ponds concentrate their lithium in ponds for 12-18 months to get it to about 6000ppm and then it is processed through traditional and very well proven methods and it’s tough.  I hypothesise that we may use some ponds to get our brine to 1700ppm (so much less than 6000ppm ) and then it is fed through the sx process of outotec Huge time saving given the ponds would only be needed for 3-6 months not 12-18 months before the outotec process can through the sx system produce bglce  Someone might ask about winter we’ll listen to joe Lowry’s podcast about winter and also know we can stockpile the summer autum and spring brine from short term ponds for processing. Weather wise it’s perfect and as we all know ponds are a part of life around Moab thanks to potash.  Finally the other announcement said it could also be done from 500ppm but the action is telling me the company is aiming for 1700ppm concentration as we know beyond doubt the system can produce that into bglce worth up to 20,000 dollars a tonne (I work off 16,000) (remember that is US dollars folks not aud so you need to convert my estimates in my other posts from usd to aud.....eg 2billion usd is 2.7 billion ......and 16,000 usd is about 22,0o0 aud) Accordingly for me this is a real project of significant multi billion dollar value. Should we hit brine with higher Li ppm from lca1 then that only makes it more viable and would reduce any pond time that our magnificent brine would need.  Disclaimer I may be wrong about all of this but I am not wrong about the amount of brine nor the outotec process nor the asx releases 

Now that the Li question is behind us  i went through some previous announcements to check if I have missed anything on non-Li minerals.  On the 16th May Anson Upgrades Brine Exploration Target, this is what it said about the other minerals: "Of particular interest is the bromine, iodine and magnesium results which may provide a significant financial contribution to the Paradox Lithium Project. Both bromine and iodine are expected to be easily extracted in the proposed processing plant selected for the production of lithium. Magnesium is precipitated at the start of the extraction process as shown in the metallurgical test work completed by Outotec, see announcement 12 April, 2017. They all have commercial value and could be recovered and sold to an existing market." In other words we are in a much better position than when we were trading at 31c. If you think I'm exaggerating then let's see what else has changed since then: 1) Anson's stakes have increased by over 450 claims , total now is 983 claims 2)  Increased exploration target volume. "The exploration programs at Gold Bar and Cane Creek have identified a greater thickness of brine bearing Clastic Zone 31. These two factors have increased the exploration target volume by 10 to 20 fold and improved the economics of the project " 16th May Announcement. Rj's and Anthony's calculation puts our resource at around $20billion!!!!!!!!! These are not the only advantages of Anson, we have many many more , but these are two main changes since the highs of 31c or post-GB2 , lets call it ASN1.0. ofcourse not to mention the NOW proven Li that was speculative at 31c.  It has to be said though that the Li sector as a whole has been oversold or maybe overbought late last year and early this year( depending on how  you see it) Our other advantages/strengths are so many so far: 1)free flow to surface 2) High temperature of brines 3) excellent weather conditions in Utah 4) location, location ,location . close to Tesla, 20min drive to town,  5)area historically in mining so abundance of skilled personnel readily available 6) majority of the land has accessible road infrastructure   7) gas well for energy use 8) 1st world country I'm sure there's more but i think I'll stop here. DYOR

Die 20c$ dürften wir bald wieder sehen. Dann liegt die MC bei ~100Mio$...was immer noch vergleichsweise günstig ist.

Erneut +15% am ASX 40mio gehandelt Stück. Instos kaufen massiv über 10c$

+66% am ASX

Der Kurs war bei 27c$ Und ist dann aufgrund von vermeintlich schlechten Ergebnissen auf 3.5c$ gefallen. Bei einer MC von aktuell 25mio$ ist das Ganze Projekt deutlich zu niedrig bewertet. Zum Vergleich Argosy Minerals mit deutlich schlechteren Werten und einer MC von >200mio$

Di2 der chat gehört dir hier ganz alleine... Freue mich für dich... Mir war der Spread einfach zu hoch in DE... GLÜCKWUNSCH an dich hast du dir verdient und hoffentlich hast ordentlich eingekauft zu Beginn

900ppm ist ne Ansage! Der aktuelle Kurs ist meiner Meinung nach immer noch viel zu niedrig.

Es geht weiter!!! Highlights:  Lithium concentration increases to 900ppm  Boron concentration increases to 12,250ppm

Whats in it? I believe the grade is higher than 143ppm though but working with that for now.  However. Let’s just talk about lithium for a moment and your 9 billion litres of brine ....... containing lithium at 143ppm is .000143*9billion = 1.287 million tonnes of li. Then times by 5.3 to lce and that is 6.821 million tonnes. At say $14,000 per tonne that is a resource of $ 95 billion dollars.  That is based on what I understood was the agreed approach on the estimated 100m litres of brine at 143ppm = 14,300 tonnes of Li which is 76,000 tonnes of Lce That’s the calculation based on 9 billion litres of brine ...........I hope you are right, but as you say is the flow sustainable .....but we would have maybe half a dozen production wells to draw from and ffs if there is that much brine put a hard hat and a yellow vest on me and give me a pump and I’ll be the man sitting there tipping in diesel to keep that pump running ! Whilst these numbers send me dizzy it is possible there is so much brine there, but I am probably more conservative about it 

Die Marktkapitalisierung ist immer noch ultra niedrig 100mio sollte auf jeden Fall kurzfristig machbar sein .....dann wären wir bei ca. 20c$

Am ASX hatten wir heute +56,8% !

Die "Nebenprodukte" zeigen ebenfalls Werte die über den Werten von aktuellen Produktionen in den USA liegen ( Bsp Magnesium)

+ 250% mehr Lithium gefunden