ASN

4.11%

7.0¢ anson resources limited

Ann: Anson Resources Investor Webinar Presentation, page-16

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31/05/22

11:58

Post #: 61724663
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Originally posted by strazza: ↑

It was more a general overview for people newer to ASN than you or I. My main takeaways:

He is keeping the DLE provider under wraps for fear of them being poached by others, "as happened with the first DLE provider". He was the first to use Lilac before they got into bed with LKE, doesn't want to repeat that.

Paradox is absolutely the focus. Was very low key on Bull, sounds like they are struggling to gain land owner approval for drilling access. I don't feel there will be any push until Paradox is off to the races (suits me fine).

Not expecting any meaningful movement with Tetra until after the Li DFS is completed. Makes sense, ASN will be in a much better bargaining position then.

DFS won't be released until data from LC2 AND Cane Creek are available. Same rig will move direct to CC once LC2 is finished but they are running tight on time for a July DFS (IMO). He did say they expect CC to be less technical, more straightforward (and therefore faster) drill than LC2.

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The land owners can be compelled to provide access if push comes to shove, but it’s obviously much better for everyone to come to a mutually satisfactory agreement.
I wouldn’t worry about it too much, it’ll come good in time, everyone has a price and ASN has time on their hands with other projects and CHN exploring all about helps also as it provides regional data.

ASN Price at posting: 14.5¢ Sentiment: Buy Disclosure: Held
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Ann: Anson Resources Investor Webinar Presentation, page-16

What each US election outcome would mean for Australian companies & investors

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

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Ann: Anson Resources Investor Webinar Presentation, page-16

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