Anson Resources / A1 der Lithium & Brom Player 2025 (Seite 382)

[Montekaolino]

Antwort auf Beitrag Nr.: 67.194.600 von Montekaolino am 25.02.21 11:04:49

Info.


https://www.echemi.com/productsInformation/pid_Rock20656-bro…

[Montekaolino]

Antwort auf Beitrag Nr.: 67.184.841 von Di_2 am 24.02.21 20:12:26

aus Hotcopper

Great work.

You mention no lithium project in the PEA, one of ASN’s latest announcements states they're bringing forward the lithium plant to Stage 1.
Also, I’d be more inclined to using the original Stage 3 figures for comparing LKE and ASN, if not it’s like comparing LKE’s full production stage to ASN’s Stage 1 of 3.
IMO the re-entries are purely a formality, it will just add total resource/mine life which will firm up Stage 3 figures.

In saying that because lithium production is brought forward to Stage 1 now, maybe there’s only 2 stages to full production.

Also, ASN has announced battery grade quality long ago so it’s not
TBA

Lithium is not the main play. it is a beneficial by-product let's say of the Bromine project.
Put both together and Paradox is f'ing huge.
I think that could be part of the problem, because bromine is not a traded commodity it's overlooked. The company needs to lock in supply agreements. Anywho....Paradox + Bulls = big upside.
Add some patience to that equation will inevitably see $.
just my opinion. TOWB nailed the call back to low 8's and has called the idiocy levels for as long as I've been a holder. I stand in his cnr for the LT
cheers

[Di_2]

Cool bleiben ASN ist in der perfekt Position um durchzustarten.

Im Moment ist es vielleicht etwas ruhiger...jedoch ist die mittelfristige Pipeline mit kurstreibenden News prall gefüllt!

[Montekaolino]

Antwort auf Beitrag Nr.: 67.157.754 von Montekaolino am 23.02.21 14:13:15

aus hotcopper.com

I was critical of this stock few months back, rightly so as they made a mess of the CR when we had upward trend, but we have understand that these kind of company needs money, they will have to go for capital raise to progress, we are having similar upward trend now, If you corelate chart of 2018 and todays chart, it exactly fits into next leg up, and in 2018 we saw it reach 0.30 after a small hiatus and fell massively due to not meeting the over expectation of the market, now we do not have that burden of PPM, that's all done and dusted, its a different beast now, but challenges are different as well.

PEA 1st iteration is complete - 2nd iteration in progress ( need to hear from BBB soon)

PFS - This will take some time, if we go by what LKE have, we will be in a very good position

DFS - This will need money, there will be CR, unless Chia steps up and spares few coin

The great plant it self - I guess by then we will be big pockets radar, easy investment (if we can prove above), I am pretty sure BBB might have few names in mind and also he might have approached few already

Offtakes - Need to get interest out in market, we should reinvigorate previous offtakes, at least speak with them and send news to market that they are still interested or signed re agreement with them, this will put this share on rocket to moon (rather to Mars), while talking about Mars, go after Tesla, and don't leave them until they says yes ….

Novonix - We will know soon with LKE , this will start the rocket …. I am confident we are covered in this space, no issues there as its already proven

Bull will be a big ice on cake, if we get a hint that we have at least 10 to 20 percent of what CHN has, we will reach 0.5 before all of the above

noch was

I have pulled together as best I can the comparisons between both projects. However, we know ASN has other projects so a like for like comparison is not all that easy. Anyway, the potential for greater SP appreciation is clearly Anson. As I have stated a number of times, there is no lithium project in their PEA. What we need is the results from the re-entry, we need a resource upgrade (as well as what i suspect will be a li concentrate upgrade from 123 to hopefully over 200) and a revised PEA, we need an announcement for an offtake arrangement for bromine. We also need the battery results. Once we start ticking these boxes, the MC could quite easily double and then double again. I wouldnt mind knowing what the plan is for LS and their unused finance of ~$14.7m. Something could be brewing here...maybe.

In January, nearly all small cap lithium, cobalt, nickel, graphite etc etc companies had announcements indicating some kind of acceleration on exploration. Many of them raised capital. Share prices jumped across the board. These companies now need to execute these drilling and exploration programs. I am hopeful ASN is busy doing just that. At the moment we are just seeing the SP float, and during these holding patterns, excitment wanes, pple chasing easy money bail and the SP in some cases drifts south. Many of those companies who raised equity will come out with a flurry of info in the 2nd qtr. Those who dont have announcements will likely see their SP drift lower and may be a sign of poor drilling results or difficulty in executing their programs. For now, its just a waiting game. My bet is that we will see ASN on the front foot.

[Montekaolino]

Antwort auf Beitrag Nr.: 67.151.037 von Montekaolino am 23.02.21 10:05:41

Info.


https://oilprice.com/Energy/Energy-General/Lithium-Prices-So…

[Montekaolino]

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.

[Montekaolino]

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

[Montekaolino]

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.

[Di_2]

Top ASX Lithium Stocks 02/2021

[Montekaolino]

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.