as I’ve postured here previously- my gut tells me we aren’t getting to production! As soon as the resources become reserves and imo reserves become world class asn will receive offers - Whilst I have every faith in Bruce to get it to production and his strategic thinking, I can’t help that our recent mop up and green river acquisition is somewhat to do with hedge strategy
I know everyone will say - “oh yeah every holder thinks their company will get bought out “ but if u actually look into and think with corporate mind - I think most would agree
as you pointed out again today TT - where is it coming from ?
Who has got their project ready for construction- how quickly can it be brought online- is it world class with decades of resources and is it in a safe jurisdiction
You have aptly applied your knowledge with regards to Hard Rock - who’s processing it ? There is not enough processing capacity-ANYWHERE!! , which ONLY LEAVES DLE to fill the gaps- Irrespective of any naysayers “ feelings towards DLE “ , IT IS THE ONLY ANSWER TO THE PROCESSING SHORTAGE , and imo the first 1,2 or 3 companies that get it going at scale will be the behomoths of the industry in years to come-
I hope ASN goes all the way to production, and it goes to $10 plus, but I just can’t see it - there’s too much risk for cashed up hard rockers not to hedge their production- hence imo they will use that cash for DLE production , and Anson would be up there in the top , for consideration imo ( once resources become reserves)
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9.2¢ |
Change
0.003(3.37%) |
Mkt cap ! $120.1M |
Open | High | Low | Value | Volume |
8.7¢ | 9.5¢ | 8.7¢ | $121.0K | 1.318M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 12752 | 9.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.3¢ | 5430 | 1 |
View Market Depth
No. | Vol. | Price($) |
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2 | 30630 | 0.092 |
4 | 112967 | 0.091 |
2 | 78749 | 0.090 |
3 | 85436 | 0.089 |
5 | 335566 | 0.088 |
Price($) | Vol. | No. |
---|---|---|
0.094 | 30109 | 2 |
0.095 | 23126 | 2 |
0.096 | 87766 | 4 |
0.097 | 89032 | 3 |
0.098 | 145000 | 1 |
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