When it comes to the DLE game, I'm really leaning towards ASN. Despite a smaller market cap, they've got impressive resources and a top-notch end product. Their DFS is already in place, which puts them ahead of peers like AGY and LKE. Plus, their CAPEX is a smart 750 million AUD, way less than VUL and LKE. And let's not forget, ASN has a strong global position with its US base and Chinese partnerships. All things considered, I think ASN could be the best bet in the DLE industry right now.
Ann: Anson Commences Geotechnical Study at Green River, page-115
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