the technician
Emerged
Media Is not even talking IF but WHEN ………
it’s not going to hang around 5c for long
Regards TT
it’s not going to hang around 5c for long
Regards TT
ASN CHART THREAD
- Thread starter BEISHA
- Start date
the technician
Emerged
Has anyone noticed that ASN are still continuing to display the GRP in 2 halves the northern half and the southern half todays announcement showing expanding Northern Claim areas shows the northern claims perfectly but it’s not the only one .
7/7/2025
13/06/2025
15/05/2025
23/09/2024
30/01/2023
And yet here above the original map when they acquired the claims shows all the southern claims and they are segregated into
1) Green River Project
2) Green River 2
3) TM
4) Paradox Brine Project
Is anyone able to shed light on what seems like 3 separate project areas ?
This could some what make sense at we have :
A) KTS
B) POSCO
C) ????? I once theorised that SLB maybe the 3rd qt GR
D) LGES
So anyone have any thoughts ?
Warmed Regards TT
7/7/2025
13/06/2025
15/05/2025
23/09/2024
30/01/2023
And yet here above the original map when they acquired the claims shows all the southern claims and they are segregated into
1) Green River Project
2) Green River 2
3) TM
4) Paradox Brine Project
Is anyone able to shed light on what seems like 3 separate project areas ?
This could some what make sense at we have :
A) KTS
B) POSCO
C) ????? I once theorised that SLB maybe the 3rd qt GR
D) LGES
So anyone have any thoughts ?
Warmed Regards TT
Attachments
AGY is a train wreck, pissant piece of nothing, so no TT, i didnt catch them at all, not even on my watch list.Anyone catch AGY this week ? What a fucken shit show
Welcome Parspar, i know you from way back when i was at HC, good to have another smart cookie to correspond to.
I know POSCO is doing its DD and will make a decision EOY, but that statement sounds like a WHEN, not a IF.Media Is not even talking IF but WHEN ………
it’s not going to hang around 5c for long
Regards TT View attachment 88146 View attachment 88147
POSCO has a huge presence in the US and no doubt ole Donny will treat them well regards to tariffs if the lithium processing plat proceeds and succeeds.
FluffyQuack
Emerged
Ah, the nice fresh cool air of TSE... Smells quite a bit more palatable than the festering manure-show of HC.
From the way the land is divided up, i speculate that they could be looking for multiple plants, and with possibly multiple partners.
If POSCO can get up and running, what's to say Koch won't finally get their arse into gear and set up shop on one of the other plots of land...?
Whichever way it goes, now that POSCO is onboard, it feels like the 'domino' has been knocked down, and more eyes are seriously starting to look in Anson's direction.
Welcome back Fluffy, welcome to freedom of thoughts without any consequences.
Looking forward to how the POSCO mou develops in the ensuing months ahead
the technician
Emerged
Yeah I agree IMO there’s only one outcome now for ASNs brine efforts in UTAH that is a MEGAPLANT maybe 2 or 3 .
ASN going to make VUL look like child’s play .
Regards TT
the technician
Emerged
I think it’s likely mate , it’s more than possible IMO KTSs efforts EMP have resulted in being rejected their efforts with SLI are bogged down with all the stakeholder pigs jostling for position at the trough ASN ie their ticket and I believe they tried to play hardball being risk off but the emergence of POSCO means you either fold or raise your hand their running out of options so I think they will raise .
PS: there’s still ACM south of ASN GRP but they need ASN also for access to infrastructure so it all makes for an awesome opportunity here 4 separate land options for it out including PBP 3 players known 1 player I believe is hidden and possibly 2 more lurking I still believe PLS will show their hand here they have a founding relationship with POSCO and Dale what’s PLS to sink its teeth into brine as stated last year in interviews .
Warmest Regards TT
cosors
👀
Where maybe nobody asks at HC about VUL is an issue that I have painfully experienced from TLG over the years and that is objections.
Locally, there are a lot of opponents, including directly from local politics. The usual antis - environmentalists, organisations like BUND or NABU.
VUL won't be going anywhere any time soon, I reckon.
So I agree with you.
ASN produces when VUL will still be dealing with appeals, methinks.
___
I'm from Germany.
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the technician
Emerged
GM all seems I got LCE spot forecast sort of right and ASNs current move up is purely due to this IMO so all the news had had ZERO affect ? What does this mean for LTHs ? Well it just means the spring gets coiled even tighter the resultant explosion will be epic IMO 
Just remember other than announcements that and comms that aren’t on LTHs timelines there’s not much wrong here even the next lot of funding will be resolved satisfactorily moving forward , so what do we really have moving forward we have multiple projects that are developing exponentially gaining more and more capitalised keystakeholders and yet the market is disinterested
Well HODL is the game here market retards like SB1 will pile in soon enough .
Enjoy your
Just remember other than announcements that and comms that aren’t on LTHs timelines there’s not much wrong here even the next lot of funding will be resolved satisfactorily moving forward , so what do we really have moving forward we have multiple projects that are developing exponentially gaining more and more capitalised keystakeholders and yet the market is disinterested
Well HODL is the game here market retards like SB1 will pile in soon enough .
Enjoy your
Really getting a tickle up up now, the whole lithium space turning bullish. Let the good old days return.. Pumkins to everyone.GM all seems I got LCE spot forecast sort of right and ASNs current move up is purely due to this IMO so all the news had had ZERO affect ? What does this mean for LTHs ? Well it just means the spring gets coiled even tighter the resultant explosion will be epic IMO
Just remember other than announcements that and comms that aren’t on LTHs timelines there’s not much wrong here even the next lot of funding will be resolved satisfactorily moving forward , so what do we really have moving forward we have multiple projects that are developing exponentially gaining more and more capitalised keystakeholders and yet the market is disinterested
Well HODL is the game here market retards like SB1 will pile in soon enough .
Enjoy your View attachment 88323
the technician
Emerged
He’s on Discord also and elsewhere BTW
6c start today all those HC flogs have been very very quiet .
Cheers TT
FluffyQuack
Emerged
Looks like the sector is finally turning around, and that the penny has started to drop for some regarding ASN.He’s on Discord also and elsewhere BTW
6c start today all those HC flogs have been very very quiet .
Cheers TT
As for the 'HC flogs', their silence is all the confirmation I need...
the technician
Emerged
This what I see about VUL and others on discord :
- $400 million spend so far and raising again .
- the SOI slowly being eaten away .
- current quarterly OPEX is absolutely disgusting when compared to the hate delivered .
- no where near production of LCE
- revenue from energy credits or LCE is currently a mirage with timelines moving out substantially again .
- market commentary is tame because of how that short report was dealt with years ago .
- in comparison ASN does twice as much with exponentially less
- and ASN is vilified constantly regardless of positive progression.
The comparison is stark but ultimately the market is asleep on ASN and late to the party on VUL also .
AIMHO GLTAH EYWE TT
the technician
Emerged
the technician
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