Anson Resources / A1 der Lithium & Brom Player 2025 (Seite 382)
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Antwort auf Beitrag Nr.: 67.097.829 von Montekaolino am 19.02.21 09:57:35
Info aus Hotcopper.com
Starting a new thread to compare the two companies to try understand the huge difference in market cap.
Both involved in new DLE lithium tech.
Both have approximately the same shares on issue.
Both have successfully produced lithium sample.
Both have completed pilot testing.
Both currently testing battery grade lithium at Novonix.
ASN:
- Multiple minerals Lithium, Bromine, Ni/Cu/PGE, Vanadium/Uranium, Graphite.
- Multiple projects, Paradox focus.
- DLE tech Southwest Technologies.
- USA & Australia projects.
- PEA completed, PFS in progress.
- Market Cap $80 million
- Paradox mine life EBITDA total US$8,987,000,000
LKE:
- Lithium only
- 5 projects all in Argentina, Kachi focus.
- DLE tech Lilac.
- No PEA, completed PFS, started DFS.
- Market Cap $400 million
- Kachi mine life EBITDA total US$3,890,000,000
Regardless of lithium quantities of both primary projects, ASN has a substantial Bromine resource in addition to lithium which heavily contributes to total financials.
Please include factual information only.
Info aus Hotcopper.com
Starting a new thread to compare the two companies to try understand the huge difference in market cap.
Both involved in new DLE lithium tech.
Both have approximately the same shares on issue.
Both have successfully produced lithium sample.
Both have completed pilot testing.
Both currently testing battery grade lithium at Novonix.
ASN:
- Multiple minerals Lithium, Bromine, Ni/Cu/PGE, Vanadium/Uranium, Graphite.
- Multiple projects, Paradox focus.
- DLE tech Southwest Technologies.
- USA & Australia projects.
- PEA completed, PFS in progress.
- Market Cap $80 million
- Paradox mine life EBITDA total US$8,987,000,000
LKE:
- Lithium only
- 5 projects all in Argentina, Kachi focus.
- DLE tech Lilac.
- No PEA, completed PFS, started DFS.
- Market Cap $400 million
- Kachi mine life EBITDA total US$3,890,000,000
Regardless of lithium quantities of both primary projects, ASN has a substantial Bromine resource in addition to lithium which heavily contributes to total financials.
Please include factual information only.
Antwort auf Beitrag Nr.: 67.097.637 von Montekaolino am 19.02.21 09:53:20
Noch was
As covered about two weeks ago while we were attempting to break the over head resistance that came into play after the large spike to 15 cents, if 10.5 cents could not be breeched in the short term ASN would need to at least find mid to low 8's in order to be primed for another attempt. This has now occurred and buyers can have at least some increased confidence in the trend resuming upwards. Be aware though that clown effects are prominent here with the ASN SP and so buying parcels at a time to manage your average would be a really good idea.
That said ASN has been progressing better than expected, and while they have really fluffed up in the past, I'm hopeful we're leaving that behind now.
I also agree with you Chris2184, that the SP is currently being manipulated which I'd speculate is evidenced by the drying up of most of the volume at these prices. There is now a huge disconnect between FA and TA now, although not as large as it was a few weeks ago before our sharp upswing. However, FA aside, it was always going to come back to the mid 8's at the very least, as you noted the Fib being at 8 cents. TA being self fulfilling prophecy which has so much influence because most believe in it. Us longer termers use this to our long term advantage.
Final thoughts: Apart from any left field bad news causing an idiocy SP event, I don't see this going below 8 into the 7's. Support has been found. An attempt at moving back up towards the 15 cents mark should start pretty soon. Hoping to see this clown effect over sooner rather than later back into the 9's and above. I hope patience in waiting for this current price point has benefited some smarter investors.
All the very best.
TOWB
Noch was
As covered about two weeks ago while we were attempting to break the over head resistance that came into play after the large spike to 15 cents, if 10.5 cents could not be breeched in the short term ASN would need to at least find mid to low 8's in order to be primed for another attempt. This has now occurred and buyers can have at least some increased confidence in the trend resuming upwards. Be aware though that clown effects are prominent here with the ASN SP and so buying parcels at a time to manage your average would be a really good idea.
That said ASN has been progressing better than expected, and while they have really fluffed up in the past, I'm hopeful we're leaving that behind now.
I also agree with you Chris2184, that the SP is currently being manipulated which I'd speculate is evidenced by the drying up of most of the volume at these prices. There is now a huge disconnect between FA and TA now, although not as large as it was a few weeks ago before our sharp upswing. However, FA aside, it was always going to come back to the mid 8's at the very least, as you noted the Fib being at 8 cents. TA being self fulfilling prophecy which has so much influence because most believe in it. Us longer termers use this to our long term advantage.
Final thoughts: Apart from any left field bad news causing an idiocy SP event, I don't see this going below 8 into the 7's. Support has been found. An attempt at moving back up towards the 15 cents mark should start pretty soon. Hoping to see this clown effect over sooner rather than later back into the 9's and above. I hope patience in waiting for this current price point has benefited some smarter investors.
All the very best.
TOWB
Antwort auf Beitrag Nr.: 67.056.168 von Di_2 am 17.02.21 14:17:59
Info aus Hotcopper
Although for LKE, the same narrative applies to ASN. Roth Capital is projecting LKE to have an MC of A$600m.
ASN's comparatively massively undervalued and seemingly under the radar which is great for current shareholders who are still accumulating.
Info aus Hotcopper
Although for LKE, the same narrative applies to ASN. Roth Capital is projecting LKE to have an MC of A$600m.
ASN's comparatively massively undervalued and seemingly under the radar which is great for current shareholders who are still accumulating.
Top ASX Lithium Stocks 02/2021
Antwort auf Beitrag Nr.: 66.908.345 von Di_2 am 09.02.21 16:49:59
aus hotcopper.com
My belief is atm the shareprice of Li stocks has stalled as nobody knows where the Li is coming from next, in 3 years time.
Li chemicals straight from brine or Li carbonate mainly from evaporation ponds, or spondumene from OZ, and in 3 years time Canada, U.S.,Congo.
If Novonix endorse the quality of LiOH and carbonate from Anson or Carbonate from Lake resources DLE process there will be a major rethink, shift in supply chain, money, offtake agreements etc.all around the world in this space.
Anson will be in an exciting position;
being in Nevada, next door to Tesla. Proximity to the Li chemical producer and battery maker is now taken on major importance in Europe and USA. Less sovereign risk and a lower carbon footprint.
Of course the most exciting part is Anson owns the Technology.
Currently 80% or more of LiOH is produced in China from OZ Spod.
Ganfeng will take over from Albemerle as being the worlds largest producer of LiOH this year, from my calculations.
Bruce Richardson having spent most of his career in China, speaking the language, meeting the top people in business and politics is in a perfect position to forge new business or to understand the competition.
If all the results are great or maybe sooner another company may well want a piece of the ASN Brine to LiOH I.P. pie.
aus hotcopper.com
My belief is atm the shareprice of Li stocks has stalled as nobody knows where the Li is coming from next, in 3 years time.
Li chemicals straight from brine or Li carbonate mainly from evaporation ponds, or spondumene from OZ, and in 3 years time Canada, U.S.,Congo.
If Novonix endorse the quality of LiOH and carbonate from Anson or Carbonate from Lake resources DLE process there will be a major rethink, shift in supply chain, money, offtake agreements etc.all around the world in this space.
Anson will be in an exciting position;
being in Nevada, next door to Tesla. Proximity to the Li chemical producer and battery maker is now taken on major importance in Europe and USA. Less sovereign risk and a lower carbon footprint.
Of course the most exciting part is Anson owns the Technology.
Currently 80% or more of LiOH is produced in China from OZ Spod.
Ganfeng will take over from Albemerle as being the worlds largest producer of LiOH this year, from my calculations.
Bruce Richardson having spent most of his career in China, speaking the language, meeting the top people in business and politics is in a perfect position to forge new business or to understand the competition.
If all the results are great or maybe sooner another company may well want a piece of the ASN Brine to LiOH I.P. pie.
Trading Spotlight
passend zu deinem Video habe ich in der PEA nochmal die jüngsten Bohrergebnisse recherchiert (die wie von Bruce im Video erwähnt, mit den folgenden Bohrungen weiter erhöht werden sollen)
Antwort auf Beitrag Nr.: 66.874.364 von Montekaolino am 08.02.21 09:55:53This gives over view what we r going ahead with 3 project with 3 income stream lovit
Antwort auf Beitrag Nr.: 66.764.857 von Montekaolino am 02.02.21 10:15:47
Info
https://twitter.com/perthbrk/status/1358410203666894851?ref_…
https://perthnews.co/perth-business-news/how-joe-biden-will-…
Info
https://twitter.com/perthbrk/status/1358410203666894851?ref_…
https://perthnews.co/perth-business-news/how-joe-biden-will-…
Antwort auf Beitrag Nr.: 66.764.671 von Montekaolino am 02.02.21 10:07:25
aus hotcopper.com
While this is largely a fluffy "nothing new here" ann, it does have a couple if very interesting points.
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.
Now is the time to take your positions, this thing should really start taking off late Q1 through Q2 if the anticipated plan of works pans out as expected.
aus hotcopper.com
While this is largely a fluffy "nothing new here" ann, it does have a couple if very interesting points.
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.
Now is the time to take your positions, this thing should really start taking off late Q1 through Q2 if the anticipated plan of works pans out as expected.
Antwort auf Beitrag Nr.: 66.738.520 von Montekaolino am 01.02.21 09:48:00
Info news
https://stocknessmonster.com/announcements/asn.asx-6A1018460…
Info news
https://stocknessmonster.com/announcements/asn.asx-6A1018460…
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