ASN 4.76% 10.0¢ anson resources limited

Why ASN? (or why not), page-85

  1. 266 Posts.
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    Hey Champ,

    I thought you watched the last presentation from Anson Resources? Then you should have noticed the slide titled "Paradox Project - Compelling Position amongst DLE Peers" which lists Standard Lithium as a peer among others?!

    Differences between SLI and ASN that could possibly explain why SLI is (still) worth more than ASN:
    - SLI has two financially strong partners on its side, Koch and Lanxess.
    - SLI has secured all necessary permits, while Anson says it is only at 50%.
    - SLI is listed on NASDAQ
    - SLI has been testing its demo production line for over 5 years, while ASN is just setting it up on its plant.

    If Standard Lithium is less derisked than Ansons in your view, then why is their market cap four times as high in your humble opinion? What do you see as the risk factors where Anson has the edge over Standard Lithium?
 
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