BooRadley3000
1.3K posts
BooRadley3000
@radley3000
Just a guy who follows the market ✌.
Katılım Eylül 2018
573 Takip Edilen301 Takipçiler
@johny_mcfly No need for Fast 41 being on private land.
Small mining permit left (due next month or so) then fully permitted ✅
🇺🇸 Huge deal being a project in the states and being permitted
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$ASN ll can now with DOD consortium have FAST41 so be ready 😏 The Bureaucracy Risk: The only bottleneck is US administrative red tape, though Fast-41 protocols are speeding up critical mineral approvals.
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$ASN amazing PFS > 1.37B$ évaluation is crazy 🚀👀📈
$ASN REEVALUATION start & CEO was to Washington DC to convert EXIM Bank’s US$330M LOI into a binding debt package, while leveraging its new DIBC (Defense Industrial Base Consortium) status to secure non-dilutive DoD grants.
GIF
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$ALB 3.1 billion South American #DLE expansion makes $ASN #GreenRiver #lithium project look attractive.
@anson_ir proximity to infrastructure, transport etc = savings
Add IRA incentives 🇺🇸
Add brine coming to near surface under its pressure
Will $POSCO make a bid for T/O 🤔
Haplo@HC_Haplo
The Metalnomist - Raw Material, Metal, Alloy, Scrap News: Albemarle DLE Project Targets Higher Lithium Recov... metalnomist.com/2026/05/albema…
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ASX Chart Requests Open
Drop your best ticker below — what’s catching your eye this weekend?
My pick for next week: $TM1 (Terra Metals) Strong momentum at the Dante Project with aggressive drilling, high-grade PGM-Cu-Ni hits, and a big cash position after the recent raise. High-risk, high-reward explorer with serious upside potential.
Drop your top ASX ticker below and let’s discuss! Wishing everyone a great weekend 🙏
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Hi friends, I gave a full-length presentation on #lithium at the Ignite Conference in Singapore last month. #Electric cars, trucks, BESS, mining equipment, ships, eVTOLs, drones, aircraft, etc. Enjoy!
youtu.be/BLpgyuaQwQE?t=1
YouTube
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@johny_mcfly PFS already out - low end of cost curve .
$ASN is now on the DFS
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Going to do another hour of broker data requests, get them in, one per punter ⏰
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@anson_ir Great to see the updates coming through via @RKEquityRocks . Keen to hear about YC newsflow too 😇
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Anson's Executive Chairman and CEO provides a quick update on the deal with POSCO at the end of this podcast youtube.com/watch?v=SjLPFB…
YouTube
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BooRadley3000 retweetledi
$ASN.AX +50% on binding agreement with POSCO
$GT1.AX +13%
#Lithium
x.com/super_cycle/st…
SuperCycle@super_cycle
@Sw197843 Solid list. Majors are safe play. Near-term producers will outperform, indeed. I bet on $ATLX and $LTH.V and already producing but scaling up $SGML $CRE.V is permitted, good risk/reward at current price levels $ASN.AX an interesting US play, LOI from EXIM for capex financing
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@matt_fernley @anson_ir Awesome to see progress on the $ASN and $POSCO relationship.
Looking forward to hearing more news unpacked on @RKEquityRocks in time ✌️
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Great news for @anson_ir as Posco elects to push ahead with a demo plant to assess the Green River project brine
miningweekly.com/article/anson-…
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@WayneHines24470 @SquareMm @anson_ir Seeing a deal with a cash injection would instill alot more confidence in $ASN 's capability to progress towards FiD. Will this JORC be enough for $POSCO?
Continuous Mous to date and the Binding LG offtake hasn't moved the needle the right way.
PFS up next. Aquatech DLE ?
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@radley3000 @SquareMm @anson_ir Needs POSCO deal/investment (or similar to make it move).
Ironically, LCE results from DLE competitors might also benefit whole industry, via 'oh, it does work confidence'.
>99.4% purity would also benefit, as would publishing good results against CN GBT Li brine std.
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@SquareMm @WayneHines24470 Would have thought @anson_ir would have had some media lined up?
We will see
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$ASN #Lithium JORC update for Green River Project Utah #USA
🦅 Additional claims underway = road to 1 mil T resource.
🏗️ Infrastructure proximity= CAPEX advantages
🙌 PFS matter of weeks away, low quartile OPEX headed @anson_ir way
☢️ Assays due
🤝 DoD/ DoE grants possible
Maurice Salvador@SalvadorMaurice
$ASN Anson Upgrades Green River #Lithium Project JORC Mineral Resource Estimate by 650% Green River #Lithium Project JORC Resource estimate increased by 650% Indicated Resource - 183,000 t of #lithium carbonate (863% increase), Inferred Resource 590,000 t of #lithium carbonate (602% increase), Potential to further increase as the Unit has not been completely drilled thorough ..
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Will be interesting to see $ASN vs $SLI Capex & Opex comparison once @anson_ir release their PFS.
Still lots to do at the #GreenRiver #lithium project.
👀Eyes out for
👉 Updated JORC
👉 PFS
👉 Mining permit
👉 Gov grants (DoE or DoW).
✅ Sliding royality with Utah Gov a bonus
Standard Lithium@StandardLithium
Lithium is a national priority. Thanks to the many conversations we've been having in DC, the Smackover region is increasingly recognized as America's most economically viable resource with SLi leading the pack with the only shovel ready project and fully derisked DLE technology.
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