Yellow Cat drilling done on the uranium vanadium side. Free option on the assays.
@mp_07 · · 0 replies
Investor discussion of Anson Resources Limited (ASX:ASN): reactions to drill results, financings and press releases, sentiment and price targets from the OreStocks mining-stock community.
@mp_07 · · 0 replies
@whitewall · · 1 replies
Honest scorecard: the asset keeps advancing, state incentives, a binding DLE partner, mineral rights won at auction. The equity keeps going sideways because the register is tired and the lithium tape is dead. Bottom fishing or value trap, genuinely undecided.
@sparkplug · · 0 replies
@whitewall · · 1 replies
Utah lining up a potential 357.7 million dollars of incentives behind Green River answers the question that hangs over every US lithium project, does anyone actually want it built. State money talks differently to MOU paper.
@mp_07 · · 0 replies
POSCO went from MOU to binding on the DLE demo plant. Partners that progress beat partners that decorate slide decks.
@sparkplug · · 0 replies
Green river permitting is boring but its the gate. UIC granted, APD in, thats the actual timeline mover not the daily tape.
@mp_07 · · 0 replies
Sunresin is the second DLE partner now after posco — thats the validation pattern you want before anyone underwrites commercial flow. green river permitting is the boring part but its the actual gate, UIC granted and the disposal well APD is in. the bromine credit is still the…
@whitewall · · 1 replies
The bromine credit on $ASN.AX is the part nobody is pricing yet, and posco putting their name on the DLE demo plant is the validation the paradox story needed before anyone underwrites the lithium side properly.