ASN 1.61% 15.8¢ anson resources limited

Ann: MOU with DLE Leader Sunresin to Develop Commercial Li Plant, page-144

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    Fact is AGY are 2ktpa, and they have a smaller jorc, with arguably much less upside than ASN. Anyway, its a stupid comparison, as it needs to be done on DCF, which requires a DFS. Mkt is forward looking, and clearly most punters expect ASN to deliver on a solid NPV.
 
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