High Voltage: Trump a potential speed bump for US adoption, but EV narrative looks inevitable
Mining
Mining
What’s moving, what’s shaking in battery metals this week? Let’s take a look via something of a round-up.
We’ll start where we usually do – with…
• Unfortunately the “spot” LCE price is moving backwards at the time of writing, continuing its most recent droop. As does that of spod.
It looks, however, like it might be a minor blip in a longer bottoming out scenario once zoomed out, but time will tell.
2024-05-29#Lithium Carbonate 99.5% Min China Spot
Price: $14,644.98
1 day: $-13.79 (-0.09%) 📉
YTD: 7.04%#Spodumene Concentrate (6%, CIF China)Price: $1,110.00
1 day: $-2.0 (-0.18%) 📉
YTD: -15.59%Sponsored by @portofino_porhttps://t.co/n5BQpOFsLV
— Lithium Price Bot (@LithiumPriceBot) May 29, 2024
• Moving to the ASX, and despite the flaccid commodity pricing, we’re at least seeing some positive local lithium stories again this week. In the news for the right reasons this week, we have:
Infill soil sampling work has confirmed multiple, large high-priority lithium-caesium-tantalum geochemical anomalies at Lord’s 100%-owned Jingjing lithium project in WA’s Eastern Goldfields.
Jingjing, which was acquired in May 2023, consists of two tenements that sit within the “Goldilocks Zone” for lithium-caesium-tantalum deposits. Jingjing is being explored independently of the company’s Horse Rocks, where exploration is being undertaken under a strategic partnership with Mineral Resources (ASX:MIN).
Read more on this > here.
High grades of lithium brine have been intersected at Pursuit Minerals’ Rio Grande Sur project in Argentina from the very first diamond hole as part of Stage 1 resource expansion, showing up to 620mg/l lithium.
The Rio Grande Sur project is a vast landholding in the Salta province, part of South America’s Lithium Triangle – the world’s largest source of lithium from salt flats.
And it’s in prime real estate next to established operations and developments such as Arcadium Lithium’s (ASX:LTM) El Fenix and Sal de Vida, POSCO’s Sal de Oro and Ganfeng’s Mariana projects, among others.
PUR is targeting a resource upgrade this quarter to build on an inferred resource which currently sits at 251,300t lithium carbonate equivalent (LCE).
Read more > here.
This James Bay-focused (Quebec, Canada) $244m market capper has turned heads this week, announcing a significant increase of the Mineral Resource Estimate (MRE) at its Adina lithium project.
It’s talking a 33% increase to 77.9 million tonnes with a higher-grade lithium content to boot – at 1.15% Li2O.
It’s a big upgrade, with an uptick in lithium carbonate equivalent (LCE) to 2.21Mt Lithium and, says the company, confirms Adina’s positioning as “one of the largest undeveloped lithium deposits in the world”.
The company notes, too, that 61.4Mt at 1.14% Li2O in the higher confidence Indicated category derived from systematic drilling is a strong foundation for long-life project feasibility studies.
Winsome’s MD Chris Evans is upbeat, stating:
“The update to the MRE affirms the significance of our global resource and solidifies our position and strategic location at the heart of the green energy industry and EV supply chain in North America.
“To increase the resource by almost 20Mt while also enhancing our grade and resource category is an exceptional outcome from our latest phase of systematic drilling. In particular the grade which has been defined close to surface in the Main Zone is a key advantage as we progress the Adina Lithium Project.”
CuFe is laying the foundation for drilling at its North Dam lithium project near Coolgardie, WA, with completion of the first heritage survey and approval of additional Programme of Works to extend the program’s scope and coverage.
Further rock chip sampling of potential host pegmatites for anomalous REE and niobium mineralisation is also to be carried out, and is RC drilling expected to start in July.
Read more > here.
The distinct possibility of another Donald Trump presidency presents the markets with all kinds of uncertainty. So, would he be good, or bad for the battery metals sector?
It certainly doesn’t sound overly positive when you read things such as his supposed plan, if elected, to stop all electric car sales in the US and roll back tailpipe emissions targets along with slashing EV tax credits.
Looking forward to five more months of trying to read the US Presidential Politics tea leaves and its potential impact on #Lithium demand…
Donald Trump Vows To Stop All Electric Car Sales, But He Definitely Can't https://t.co/5rFOaAeNsQ via @jalopnik
— Howard Klein (@LithiumIonBull) May 29, 2024
However, as the Jalopnik article above notes, the automotive and EV landscape in the US has evolved since Trump was in the Oval Office and looks very different these days.
Per Bradley Brownell’s piece:
Despite his best efforts, the EV market has grown significantly in the last eight years. Just 159,139 electric vehicles were sold in the U.S. in 2016, and that number is expected to exceed 1.5 million (or 10 percent of U.S. new car sales) in 2024.
Hyundai, for example, is investing $13 billion on electric vehicle production in Georgia, a state Donald Trump narrowly lost by 12,000 votes in 2020. By threatening the livelihoods of blue collar American workers, Trump may be doing more harm than good for his case in these manufacturing-reliant states.
It’s possible a Trump win could be a speedbump in the EV-adoption road in the US, but widespread EV adoption seems inevitable whoever wins the current election race.
Solid-state lithium batteries – are they on their way towards mass production overdrive? According to a Shanghai Metals Market article, the largest solid-state battery project in China, Qingtao Kunshan, is reportedly set to begin production in June.
The project is said to have a total investment of 5 billion yuan, which is about US$690 million.
Solid state lithium batteries are regarded as a way forward in the EV battery space as they offer potential for higher energy density than current lithium-ion batteries.
This could translate to greater range capacity and longer-lasting charging, as well as addressing problematic safety issues of current iterations of lithium-ion energy storage.
Meanwhile, global electric vehicle wars are heating up, and China’s been firing all the shots of late (see X posts below). But in an attempt to ward off the BYD affordable EV assault on global car markets, cheaper electric vehicles are being planned by Volkswagen in Europe as a matter of priority.
The Volkswagen Group said earlier this week that it’s been working on compact electric vehicles that will cost about 20,000 euros for “for some time”.
That’s the equivalent of about $32,600 Aussie dollars, and US$21,700. These new EVs are set to hit roads in 2027.
RIP Tesla. Latest sedan versions of BYD Qin L and Seal 06 models feature ultra-long range PHEV technology (starts at $13,775) and can go >1200 miles nonstop — that’s New York to Miami on a single charge 🔌 + tank of gas ⛽️
A $TSLA would need at least 6 charging stops 😂 https://t.co/FjMbAMl7E0 pic.twitter.com/ELSiwKPxHG
— Facts Chaser 🌎 🤦🏻♂️ (@Factschaser) May 28, 2024
Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 4pm May 29.)
Stocks missing from this list? Email [email protected]
Code | Company | Price | % Week | % Month | % Year | Market Cap |
---|---|---|---|---|---|---|
PVW | PVW Res Ltd | 0.027 | 8% | 17% | -2% | $2,737,929 |
A8G | Australasian Metals | 0.095 | 25% | 48% | -8% | $5,055,688 |
INF | Infinity Lithium | 0.058 | 9% | 16% | -4% | $25,442,565 |
LPI | Lithium Pwr Int Ltd | 0 | -100% | -100% | -55% | $361,898,974 |
PSC | Prospect Res Ltd | 0.2 | 33% | 29% | 11% | $96,691,385 |
PAM | Pan Asia Metals | 0.16 | 0% | 0% | 4% | $26,850,684 |
CXO | Core Lithium | 0.14 | -7% | -3% | -11% | $299,170,976 |
LOT | Lotus Resources Ltd | 0.465 | -4% | 18% | 18% | $824,047,248 |
AGY | Argosy Minerals Ltd | 0.13 | -4% | -4% | -1% | $182,572,975 |
AZS | Azure Minerals | 3.69 | 0% | 9% | -1% | $1,692,527,632 |
NWC | New World Resources | 0.038 | -12% | 3% | 0% | $113,424,602 |
QXR | Qx Resources Limited | 0.012 | 9% | -14% | -1% | $12,210,856 |
GSR | Greenstone Resources | 0.012 | 0% | 33% | 1% | $17,852,345 |
CAE | Cannindah Resources | 0.054 | 4% | 0% | -5% | $31,216,317 |
AZL | Arizona Lithium Ltd | 0.024 | 4% | 9% | -1% | $102,897,734 |
RIL | Redivium Limited | 0.004 | 100% | 0% | 0% | $10,923,419 |
COB | Cobalt Blue Ltd | 0.094 | -1% | -5% | -14% | $38,378,487 |
ESS | Essential Metals Ltd | 0 | -100% | -100% | -33% | $135,278,382 |
LPD | Lepidico Ltd | 0.004 | 0% | 33% | 0% | $25,767,358 |
MRD | Mount Ridley Mines | 0.001 | -50% | -33% | 0% | $7,784,883 |
CZN | Corazon Ltd | 0.009 | 0% | 0% | -1% | $5,540,381 |
LKE | Lake Resources | 0.062 | -6% | 13% | -7% | $102,874,640 |
DEV | Devex Resources Ltd | 0.42 | 9% | 47% | 18% | $187,506,035 |
INR | Ioneer Ltd | 0.22 | -10% | 22% | 7% | $488,379,089 |
AVZ | AVZ Minerals Ltd | 0 | -100% | -100% | -78% | $2,752,409,203 |
MAN | Mandrake Res Ltd | 0.034 | -3% | 10% | -1% | $20,969,837 |
RLC | Reedy Lagoon Corp. | 0.004 | 33% | 0% | 0% | $2,478,163 |
GBR | Greatbould Resources | 0.059 | -5% | -6% | -1% | $36,375,368 |
FRS | Forrestaniaresources | 0.042 | 121% | 147% | 1% | $7,442,144 |
STK | Strickland Metals | 0.105 | 8% | -22% | 1% | $196,870,785 |
MLX | Metals X Limited | 0.485 | 2% | 10% | 20% | $430,452,632 |
CLA | Celsius Resource Ltd | 0.01 | 0% | -9% | 0% | $21,851,215 |
FGR | First Graphene Ltd | 0.057 | 0% | -5% | -1% | $37,577,348 |
HXG | Hexagon Energy | 0.018 | -5% | -10% | 1% | $9,232,486 |
TLG | Talga Group Ltd | 0.69 | -13% | 1% | -10% | $267,726,691 |
MNS | Magnis Energy Tech | 0.042 | 0% | 0% | 0% | $50,378,922 |
PLL | Piedmont Lithium Inc | 0.21 | -11% | 17% | -22% | $91,162,215 |
EUR | European Lithium Ltd | 0.048 | 4% | -11% | -6% | $69,906,132 |
BKT | Black Rock Mining | 0.061 | -6% | -8% | -2% | $77,581,751 |
QEM | QEM Limited | 0.16 | 0% | 7% | -2% | $23,465,715 |
LYC | Lynas Rare Earths | 6.73 | -5% | 9% | -43% | $6,281,306,203 |
ESR | Estrella Res Ltd | 0.0045 | -10% | -10% | 0% | $7,917,173 |
ARL | Ardea Resources Ltd | 0.595 | 1% | -30% | 12% | $121,733,378 |
GLN | Galan Lithium Ltd | 0.235 | -2% | -24% | -46% | $105,911,285 |
JLL | Jindalee Lithium Ltd | 0.555 | -3% | -8% | -49% | $32,664,663 |
VUL | Vulcan Energy | 4.97 | -3% | 55% | 212% | $822,508,978 |
SBR | Sabre Resources | 0.018 | -10% | 6% | -2% | $6,736,715 |
CHN | Chalice Mining Ltd | 1.79 | 7% | 56% | 10% | $698,189,131 |
VRC | Volt Resources Ltd | 0.005 | 0% | 0% | 0% | $20,793,391 |
NMT | Neometals Ltd | 0.115 | -4% | 10% | -10% | $68,509,135 |
AXN | Alliance Nickel Ltd | 0.043 | -9% | 10% | 0% | $34,840,302 |
PNN | Power Minerals Ltd | 0.125 | -11% | 9% | -9% | $12,964,705 |
IGO | IGO Limited | 7.3 | -8% | 3% | -175% | $5,505,337,001 |
GED | Golden Deeps | 0.041 | -9% | 3% | -1% | $4,736,416 |
ADV | Ardiden Ltd | 0.15 | 0% | -6% | -3% | $9,377,626 |
SRI | Sipa Resources Ltd | 0.016 | -6% | 0% | -1% | $3,650,530 |
NTU | Northern Min Ltd | 0.034 | -3% | 6% | 0% | $206,884,273 |
AXE | Archer Materials | 0.42 | 8% | -11% | 4% | $107,035,745 |
PGM | Platina Resources | 0.026 | -7% | 8% | 1% | $17,449,049 |
AAJ | Aruma Resources Ltd | 0.019 | 0% | 19% | -1% | $3,740,939 |
IXR | Ionic Rare Earths | 0.012 | -8% | -20% | -1% | $62,806,914 |
NIC | Nickel Industries | 0.97 | -9% | 11% | 28% | $4,135,806,534 |
EVG | Evion Group NL | 0.024 | 0% | 0% | -1% | $8,303,020 |
CWX | Carawine Resources | 0.1 | 0% | -5% | -1% | $23,612,545 |
PLS | Pilbara Min Ltd | 3.88 | -7% | 2% | -7% | $11,707,814,542 |
HAS | Hastings Tech Met | 0.24 | -11% | -29% | -46% | $43,212,153 |
BUX | Buxton Resources Ltd | 0.1 | 0% | -5% | -7% | $17,460,436 |
ARR | American Rare Earths | 0.265 | -4% | -17% | 10% | $133,224,291 |
SGQ | St George Min Ltd | 0.021 | 17% | 17% | -1% | $19,770,809 |
TKL | Traka Resources | 0.001 | -50% | -50% | 0% | $2,625,988 |
PAN | Panoramic Resources | 0.035 | 0% | 0% | 0% | $103,937,992 |
PRL | Province Resources | 0.041 | 0% | 0% | 0% | $48,441,219 |
IPT | Impact Minerals | 0.019 | -14% | 0% | 1% | $56,107,531 |
LIT | Lithium Australia | 0.026 | -4% | -7% | 0% | $31,779,583 |
AKE | Allkem Limited | 0 | -100% | -100% | -983% | $6,304,350,967 |
ARN | Aldoro Resources | 0.077 | 0% | 13% | -5% | $10,231,404 |
JRV | Jervois Global Ltd | 0.015 | -17% | -32% | -3% | $40,541,457 |
MCR | Mincor Resources NL | 0 | -100% | -100% | -151% | $751,215,521 |
SYR | Syrah Resources | 0.455 | -12% | -8% | -18% | $407,518,818 |
FBM | Future Battery | 0.037 | -12% | -27% | -4% | $25,711,761 |
ADD | Adavale Resource Ltd | 0.005 | -9% | 11% | 0% | $5,129,898 |
LTR | Liontown Resources | 1.355 | -7% | 21% | -30% | $3,321,562,977 |
CTM | Centaurus Metals Ltd | 0.515 | 3% | 29% | -2% | $252,771,642 |
VML | Vital Metals Limited | 0.0035 | 17% | -30% | 0% | $23,580,268 |
BSX | Blackstone Ltd | 0.058 | -3% | -2% | -1% | $30,468,625 |
POS | Poseidon Nick Ltd | 0.007 | 0% | 0% | -1% | $22,281,209 |
CHR | Charger Metals | 0.088 | 24% | 11% | -8% | $7,122,663 |
AVL | Aust Vanadium Ltd | 0.017 | 0% | 6% | 0% | $137,768,050 |
AUZ | Australian Mines Ltd | 0.0095 | 6% | -5% | 0% | $12,586,609 |
TMT | Technology Metals | 0 | -100% | -100% | -24% | $67,134,856 |
RXL | Rox Resources | 0.165 | -6% | -13% | -2% | $62,871,862 |
RNU | Renascor Res Ltd | 0.115 | -4% | 15% | -2% | $279,552,955 |
GL1 | Globallith | 0.365 | -5% | -15% | -84% | $97,599,487 |
BRB | Breaker Res NL | 0 | -100% | -100% | -32% | $158,126,031 |
ASN | Anson Resources Ltd | 0.13 | -4% | 24% | -1% | $167,768,667 |
SYA | Sayona Mining Ltd | 0.043 | 0% | 30% | -3% | $442,611,729 |
FFX | Firefinch Ltd | 0.2 | 0% | 0% | 0% | $236,569,315 |
EGR | Ecograf Limited | 0.145 | 4% | -3% | 1% | $65,834,614 |
ATM | Aneka Tambang | 1.08 | 0% | -2% | -10% | $1,407,941 |
TVN | Tivan Limited | 0.052 | 4% | -5% | -1% | $83,718,401 |
ALY | Alchemy Resource Ltd | 0.007 | 17% | -13% | 0% | $9,424,610 |
GAL | Galileo Mining Ltd | 0.245 | -9% | -16% | -4% | $51,382,481 |
BHP | BHP Group Limited | 45.08 | -2% | 4% | -533% | $228,624,609,230 |
LEL | Lithenergy | 0.405 | -4% | -19% | -17% | $45,360,635 |
MMC | Mitremining | 0.78 | 1% | 56% | 51% | $90,709,580 |
RMX | Red Mount Min Ltd | 0.001 | 0% | 0% | 0% | $3,423,577 |
GW1 | Greenwing Resources | 0.067 | -15% | -12% | -7% | $13,050,107 |
AQD | Ausquest Limited | 0.017 | 6% | 70% | 1% | $13,202,388 |
LML | Lincoln Minerals | 0.008 | 0% | 14% | 0% | $11,928,317 |
1MC | Morella Corporation | 0.0025 | -17% | -17% | 0% | $18,536,398 |
REE | Rarex Limited | 0.02 | 43% | 33% | -1% | $13,874,060 |
MRC | Mineral Commodities | 0.026 | 13% | 8% | -1% | $25,596,288 |
PUR | Pursuit Minerals | 0.005 | 11% | -17% | 0% | $11,775,886 |
QPM | Queensland Pacific | 0.036 | -8% | -29% | -2% | $98,313,089 |
EMH | European Metals Hldg | 0.43 | -2% | 8% | 1% | $80,903,435 |
BMM | Balkanminingandmin | 0.057 | -5% | 4% | -5% | $3,978,269 |
PEK | Peak Rare Earths Ltd | 0.26 | 11% | 11% | -9% | $69,144,858 |
LEG | Legend Mining | 0.014 | -15% | 8% | 0% | $43,619,658 |
MOH | Moho Resources | 0.0045 | -10% | -10% | -1% | $2,695,891 |
AML | Aeon Metals Ltd. | 0.008 | 14% | 33% | 0% | $9,867,606 |
G88 | Golden Mile Res Ltd | 0.012 | -14% | 0% | -1% | $5,345,897 |
WKT | Walkabout Resources | 0.125 | 0% | 14% | -2% | $83,907,681 |
TON | Triton Min Ltd | 0.012 | 0% | -8% | -1% | $21,859,497 |
AR3 | Austrare | 0.11 | 0% | 0% | -4% | $17,931,017 |
ARU | Arafura Rare Earths | 0.19 | 0% | 3% | 3% | $438,957,416 |
MIN | Mineral Resources. | 73.67 | -7% | 5% | 367% | $14,694,189,638 |
VMC | Venus Metals Cor Ltd | 0.09 | 0% | -3% | -1% | $17,455,039 |
S2R | S2 Resources | 0.12 | -8% | 0% | -5% | $56,607,249 |
CNJ | Conico Ltd | 0.0015 | 0% | 50% | 0% | $1,805,095 |
VR8 | Vanadium Resources | 0.064 | 14% | 41% | 1% | $32,497,412 |
PVT | Pivotal Metals Ltd | 0.021 | 5% | 40% | 0% | $15,490,602 |
BOA | Boadicea Resources | 0.023 | 0% | -18% | -1% | $2,837,115 |
IPX | Iperionx Limited | 2.38 | 10% | 11% | 99% | $612,428,819 |
SLZ | Sultan Resources Ltd | 0.011 | 10% | 0% | -1% | $2,173,451 |
NKL | Nickelxltd | 0.025 | -4% | 9% | -1% | $1,844,119 |
NVA | Nova Minerals Ltd | 0.235 | -2% | -20% | -13% | $50,581,218 |
MLS | Metals Australia | 0.022 | 0% | 0% | -2% | $15,562,130 |
MQR | Marquee Resource Ltd | 0.014 | 8% | 0% | -1% | $6,200,766 |
MRR | Minrex Resources Ltd | 0.01 | -9% | -20% | -1% | $11,933,543 |
EVR | Ev Resources Ltd | 0.007 | -22% | -13% | 0% | $10,570,172 |
EFE | Eastern Resources | 0.007 | 0% | 0% | 0% | $8,693,625 |
CNB | Carnaby Resource Ltd | 0.755 | -12% | 22% | -4% | $130,672,307 |
BNR | Bulletin Res Ltd | 0.048 | -2% | 4% | -9% | $14,093,440 |
AX8 | Accelerate Resources | 0.057 | 21% | 19% | 2% | $35,013,097 |
AM7 | Arcadia Minerals | 0.07 | 8% | -4% | 0% | $8,193,507 |
AS2 | Askarimetalslimited | 0.06 | 2% | 25% | -12% | $5,666,072 |
BYH | Bryah Resources Ltd | 0.008 | 0% | 14% | -1% | $3,483,628 |
DTM | Dart Mining NL | 0.026 | -13% | -16% | 1% | $6,460,822 |
EMS | Eastern Metals | 0.032 | -20% | -6% | 0% | $3,656,571 |
FG1 | Flynngold | 0.028 | -18% | -30% | -2% | $7,636,341 |
GSM | Golden State Mining | 0.011 | 0% | 10% | 0% | $3,073,077 |
IMI | Infinitymining | 0.045 | 0% | -36% | -10% | $5,343,903 |
LRV | Larvottoresources | 0.097 | -16% | 33% | 3% | $24,777,553 |
LSR | Lodestar Minerals | 0.0015 | -25% | 0% | 0% | $3,035,096 |
RAG | Ragnar Metals Ltd | 0.017 | -15% | -6% | -1% | $7,583,695 |
CTN | Catalina Resources | 0.003 | -25% | 0% | 0% | $3,715,461 |
TMB | Tambourahmetals | 0.075 | -3% | -10% | -4% | $6,469,348 |
TEM | Tempest Minerals | 0.01 | 11% | 11% | 0% | $4,672,120 |
EMC | Everest Metals Corp | 0.125 | -7% | 25% | 5% | $20,535,389 |
WML | Woomera Mining Ltd | 0.004 | 0% | 0% | -3% | $4,872,556 |
KZR | Kalamazoo Resources | 0.1 | -9% | 8% | -2% | $18,886,017 |
LMG | Latrobe Magnesium | 0.056 | -7% | 12% | -1% | $108,430,973 |
KOR | Korab Resources | 0.006 | 0% | -14% | -1% | $2,202,300 |
CMX | Chemxmaterials | 0.048 | 1% | 0% | -3% | $5,830,471 |
NC1 | Nicoresourceslimited | 0.145 | -15% | -15% | -20% | $16,417,586 |
GRE | Greentechmetals | 0.21 | -5% | 0% | -25% | $18,277,595 |
CMO | Cosmometalslimited | 0.041 | 3% | -9% | -2% | $5,308,567 |
FRB | Firebird Metals | 0.2 | -5% | 21% | 6% | $25,625,052 |
S32 | South32 Limited | 3.95 | 1% | 17% | 62% | $17,709,401,001 |
OMH | OM Holdings Limited | 0.485 | -3% | -2% | 4% | $383,128,401 |
JMS | Jupiter Mines. | 0.335 | 5% | 12% | 17% | $646,801,755 |
E25 | Element 25 Ltd | 0.265 | -2% | 6% | -16% | $57,645,539 |
EMN | Euromanganese | 0.08 | -2% | -11% | -2% | $17,873,171 |
KGD | Kula Gold Limited | 0.01 | 11% | 11% | -1% | $4,864,619 |
LRS | Latin Resources Ltd | 0.25 | -6% | 19% | -4% | $699,854,866 |
CRR | Critical Resources | 0.011 | -15% | -15% | -1% | $19,556,353 |
ENT | Enterprise Metals | 0.005 | 25% | 67% | 0% | $4,423,605 |
SCN | Scorpion Minerals | 0.022 | 5% | 22% | -1% | $8,189,124 |
GCM | Green Critical Min | 0.0035 | 0% | -13% | -1% | $3,409,755 |
ENV | Enova Mining Limited | 0.022 | 16% | 16% | 1% | $21,074,446 |
RBX | Resource B | 0.038 | 27% | 0% | -4% | $3,142,010 |
AKN | Auking Mining Ltd | 0.019 | 0% | -14% | -3% | $5,572,428 |
RR1 | Reach Resources Ltd | 0.015 | 7% | 50% | 0% | $11,367,608 |
EMT | Emetals Limited | 0.005 | -17% | 0% | 0% | $4,250,000 |
PNT | Panthermetalsltd | 0.047 | -6% | 21% | -1% | $5,142,804 |
WIN | Widgienickellimited | 0.036 | -14% | -10% | -5% | $11,489,034 |
WMG | Western Mines | 0.375 | -5% | -9% | 12% | $29,530,091 |
AVW | Avira Resources Ltd | 0.001 | 0% | 0% | 0% | $2,663,790 |
CAI | Calidus Resources | 0.13 | -7% | 0% | -9% | $105,897,102 |
GT1 | Greentechnology | 0.098 | -7% | -15% | -19% | $30,888,201 |
KAI | Kairos Minerals Ltd | 0.012 | 9% | 9% | 0% | $28,830,034 |
MTM | MTM Critical Metals | 0.045 | -13% | -20% | -2% | $12,649,808 |
NWM | Norwest Minerals | 0.036 | -8% | -23% | 1% | $14,360,422 |
PGD | Peregrine Gold | 0.28 | 2% | 24% | 4% | $19,684,742 |
RAS | Ragusa Minerals Ltd | 0.019 | 0% | -14% | -2% | $2,709,377 |
RGL | Riversgold | 0.007 | -13% | 17% | -1% | $9,071,826 |
SRZ | Stellar Resources | 0.021 | 0% | 24% | 1% | $34,174,832 |
STM | Sunstone Metals Ltd | 0.013 | 18% | 0% | 0% | $44,050,000 |
ZNC | Zenith Minerals Ltd | 0.069 | -5% | -27% | -8% | $24,314,281 |
WC8 | Wildcat Resources | 0.475 | -10% | -2% | -22% | $579,150,863 |
ASO | Aston Minerals Ltd | 0.015 | -6% | 25% | -1% | $20,721,028 |
THR | Thor Energy PLC | 0.02 | 25% | 5% | -1% | $3,449,877 |
YAR | Yari Minerals Ltd | 0.004 | 0% | -27% | -1% | $1,929,431 |
IG6 | Internationalgraphit | 0.11 | -8% | -12% | -5% | $22,056,808 |
LPM | Lithium Plus | 0.096 | 1% | -23% | -26% | $13,234,000 |
ODE | Odessa Minerals Ltd | 0.003 | -25% | -40% | -1% | $4,173,130 |
KOB | Kobaresourceslimited | 0.155 | 3% | 60% | 9% | $25,369,858 |
AZI | Altamin Limited | 0.039 | 0% | -3% | -2% | $17,115,112 |
FTL | Firetail Resources | 0.046 | -8% | 39% | -3% | $6,998,561 |
LNR | Lanthanein Resources | 0.005 | 0% | 0% | -1% | $12,218,181 |
CLZ | Classic Min Ltd | 0.005 | -17% | -38% | -5% | $2,042,925 |
NVX | Novonix Limited | 0.72 | -15% | -14% | -2% | $361,821,148 |
OCN | Oceanalithiumlimited | 0.048 | 9% | 12% | -7% | $2,487,519 |
SUM | Summitminerals | 0.205 | 11% | 78% | 11% | $9,531,425 |
DVP | Develop Global Ltd | 2.34 | -4% | 0% | -49% | $570,235,915 |
OD6 | Od6Metalsltd | 0.061 | -8% | -14% | -8% | $5,056,060 |
HRE | Heavy Rare Earths | 0.037 | -3% | 3% | -3% | $2,238,053 |
LIN | Lindian Resources | 0.115 | -12% | -18% | -3% | $138,230,668 |
PEK | Peak Rare Earths Ltd | 0.26 | 11% | 11% | -9% | $69,144,858 |
ILU | Iluka Resources | 7.24 | -8% | -1% | 64% | $3,098,242,377 |
ASM | Ausstratmaterials | 0.995 | -3% | -2% | -28% | $178,824,402 |
ETM | Energy Transition | 0.034 | 6% | -13% | -1% | $46,346,094 |
VMS | Venture Minerals | 0.028 | 27% | 40% | 2% | $61,200,352 |
IDA | Indiana Resources | 0.078 | -5% | -6% | 0% | $48,230,847 |
VTM | Victory Metals Ltd | 0.235 | -13% | 2% | 3% | $23,190,823 |
M2R | Miramar | 0.01 | 0% | 0% | -1% | $2,046,956 |
WCN | White Cliff Min Ltd | 0.018 | 20% | 20% | 1% | $25,990,199 |
TAR | Taruga Minerals | 0.009 | 0% | 13% | 0% | $5,648,214 |
ABX | ABX Group Limited | 0.051 | -7% | -16% | -2% | $12,502,016 |
MEK | Meeka Metals Limited | 0.038 | 3% | 12% | 0% | $44,449,522 |
RR1 | Reach Resources Ltd | 0.015 | 7% | 50% | 0% | $11,367,608 |
DRE | Dreadnought Resources Ltd | 0.016 | -6% | 0% | -1% | $59,722,240 |
KFM | Kingfisher Mining | 0.07 | 4% | -13% | -8% | $3,437,760 |
AOA | Ausmon Resorces | 0.0025 | 0% | 25% | 0% | $2,647,498 |
WC1 | Westcobarmetals | 0.053 | -4% | 33% | -2% | $6,481,918 |
GRL | Godolphin Resources | 0.03 | 7% | 7% | -1% | $5,348,495 |
DM1 | Desert Metals | 0.02 | -5% | -17% | -3% | $5,839,365 |
PTR | Petratherm Ltd | 0.022 | 16% | -12% | -1% | $4,944,525 |
ITM | Itech Minerals Ltd | 0.076 | 0% | 3% | -3% | $9,293,551 |
KTA | Krakatoa Resources | 0.016 | -11% | 60% | -2% | $8,025,823 |
M24 | Mamba Exploration | 0.021 | 0% | 0% | -3% | $3,865,728 |
LNR | Lanthanein Resources | 0.005 | 0% | 0% | -1% | $12,218,181 |
TKM | Trek Metals Ltd | 0.042 | 5% | -2% | 0% | $21,565,860 |
BCA | Black Canyon Limited | 0.12 | 0% | 20% | -2% | $8,416,975 |
CDT | Castle Minerals | 0.006 | 20% | 0% | 0% | $7,346,958 |
DLI | Delta Lithium | 0.295 | -11% | 2% | -18% | $210,455,107 |
A11 | Atlantic Lithium | 0.475 | 16% | 23% | 8% | $292,351,074 |
KNI | Kunikolimited | 0.21 | -5% | -16% | -9% | $19,494,960 |
CY5 | Cygnus Metals Ltd | 0.071 | -13% | -25% | -6% | $22,295,295 |
WR1 | Winsome Resources | 1.245 | -10% | -7% | 20% | $246,112,716 |
LLI | Loyal Lithium Ltd | 0.245 | -2% | -9% | -7% | $21,775,935 |
BC8 | Black Cat Syndicate | 0.365 | 14% | 33% | 12% | $104,908,171 |
BUR | Burleyminerals | 0.13 | -13% | 117% | -4% | $21,051,932 |
PBL | Parabellumresources | 0.043 | 2% | -17% | -3% | $2,678,900 |
L1M | Lightning Minerals | 0.085 | 1% | -15% | -6% | $4,224,897 |
WA1 | Wa1Resourcesltd | 20.19 | -4% | 12% | 779% | $1,227,340,644 |
EV1 | Evolutionenergy | 0.064 | -2% | -14% | -8% | $16,717,897 |
1AE | Auroraenergymetals | 0.09 | 0% | 3% | -3% | $15,757,609 |
RVT | Richmond Vanadium | 0.28 | 4% | 0% | 0% | $23,707,147 |
PMT | Patriotbatterymetals | 0.875 | -12% | 17% | -25% | $527,286,872 |
PAT | Patriot Lithium | 0.08 | -1% | -19% | -10% | $7,420,463 |
BM8 | Battery Age Minerals | 0.15 | 0% | 58% | -4% | $14,883,862 |
OM1 | Omnia Metals Group | 0.078 | 0% | 0% | 0% | $4,550,568 |
VHM | Vhmlimited | 0.48 | -3% | -6% | -23% | $71,703,129 |
LLL | Leolithiumlimited | 0.505 | 0% | 0% | 0% | $498,553,663 |
SRN | Surefire Rescs NL | 0.01 | 0% | 0% | 0% | $18,869,924 |
SRL | Sunrise | 0.505 | -14% | -30% | 5% | $50,076,261 |
SYR | Syrah Resources | 0.455 | -12% | -8% | -18% | $407,518,818 |
EG1 | Evergreenlithium | 0.09 | -6% | -8% | -10% | $5,060,700 |
WSR | Westar Resources | 0.01 | 0% | -9% | -1% | $2,600,642 |
LU7 | Lithium Universe Ltd | 0.018 | 0% | -45% | -2% | $8,614,131 |
MEI | Meteoric Resources | 0.185 | -5% | -18% | -8% | $388,073,370 |
REC | Rechargemetals | 0.039 | 8% | 15% | -6% | $5,447,909 |
SLM | Solismineralsltd | 0.1 | -17% | 0% | -5% | $8,129,809 |
DYM | Dynamicmetalslimited | 0.17 | -8% | -11% | 3% | $6,120,000 |
TOR | Torque Met | 0.2 | -5% | 43% | -2% | $37,561,904 |
ICL | Iceni Gold | 0.071 | -1% | 163% | 2% | $18,002,229 |
TMX | Terrain Minerals | 0.004 | 14% | 0% | 0% | $4,295,012 |
MHC | Manhattan Corp Ltd | 0.002 | -20% | 0% | 0% | $5,873,960 |
MHK | Metalhawk. | 0.06 | 9% | -3% | -8% | $6,040,200 |
ANX | Anax Metals Ltd | 0.042 | -5% | 68% | 1% | $25,426,635 |
FIN | FIN Resources Ltd | 0.013 | 18% | -28% | -1% | $8,440,493 |
LM1 | Leeuwin Metals Ltd | 0.073 | 4% | 12% | -7% | $3,513,875 |
HAW | Hawthorn Resources | 0.068 | -3% | -1% | -3% | $23,451,093 |
LCY | Legacy Iron Ore | 0.015 | -6% | -6% | 0% | $115,703,224 |
RON | Roninresourcesltd | 0.13 | 0% | 13% | -6% | $4,787,251 |
ASR | Asra Minerals Ltd | 0.007 | 40% | 0% | 0% | $11,647,970 |
PFE | Panteraminerals | 0.05 | -4% | 35% | 0% | $13,140,162 |
KM1 | Kalimetalslimited | 0.39 | -4% | -3% | 0% | $30,536,838 |
KNG | Kingsland Minerals | 0.215 | 0% | 0% | -24% | $11,290,000 |
LTM | Arcadium Lithium PLC | 6.72 | -6% | 12% | -449% | $2,693,977,209 |
Forrestania Resources (ASX:FRS) +121% (Okay, this one’s up on an iron ore acquisition, but it’s on the hunt for lithium, nickel and gold, too.)
RareX (ASX:REE) +43%
Prospect Resources (ASX:PSC) +33%
Australasian Metals (ASX:A8G) +25%
Pursuit Minerals (ASX:PUR) +25%
At Stockhead we tell it like it is. While LRD, PUR and CUF are Stockhead advertisers, they did not sponsor this article.