ASN General Discussion, page-13253

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)