Good morning everyone, and welcome to Monday, 13 November.

On Stockhead today…

Experts believe China’s move last month to introduce graphite export permits from December could potentially disrupt supply chains, raise costs, and affect production.
Others believe it presents an opportunity for countries outside of China to diversify their sourcing and reduce dependence on the Middle Kingdom. Countries like Australia, with graphite stocks like these four that Jess Cummins has had a look at.

IF the rental market seemed tight before, then these few tidbits from PropTrack and are going to be hard to swallow.New PropTrack research has found the national rental vacancy rate fell to a new, horrible record low of 1.02% in October, down, down, down 0.06 percentage points (ppt) month-on-month.

But first..



Gold: US$1,938.09 (-1.03%)

Silver: US$22.25 (-1.64%)

Nickel (3mth): US$17,813/t (-0.3%)

Copper (3mth): US$8,147/t (-0.4%)

Oil (WTI): US$77.17 (+1.89%)

Oil (Brent): US$81.63 +2.02%)

Iron 62pc Fe: US$128.07/t (+0.54%)

AUD/USD: 0.6367 (-0.03%)

Bitcoin: US$36,895 (-1.19%)



The Airbnb of the caravan and motorhome sector, Camplify (ASX:CHL) is cruising along in both its home market and in Europe, where it has expanded via acquisition. Tim Boreham explores the one enduring question for the company: whether Camplify is vulnerable to new competition as the peer-to-peer accommodation giants cotton on to the opportunity.

And this…



Here are the best performing ASX small cap stocks:

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Friday’s Small Caps highlights:

Leaping late on Lithium Friday is Paul Lloyd’s Arizona Lithium (ASX:AZL) after reporting that pilot plant operations are underway processing brine and producing lithium concentrate from the Prairie Lithium Project.

Pilot plant testing of Prairie brine material will complete the third and final phase of the evaluation on  very promising third-party supplied DLE technology.

The location of the first commercial facility has been selected, and the ground prepared for the well pad, allowing AZL “to rapidly advance from pilot operations to commercialisation via the drilling of its initial wells H1 2024.”

On Friday morning, Rubix Resources (ASX:RB6) reported a cultural heritage survey will start on November 30 at its Lake Johnston lithium project in WA with a program of works for its maiden drilling program approved.

The lithium junior says it’s also enjoying a bit of ‘pegmatite-poking action’ down in southern WA at Lake Johnston, according to Rob Badman.

Rubix has announced it’s about to begin a Cultural Heritage Survey at the site, in collaboration with the registered Native Title Holders, the Ngadju People.


And Bryah Resources (ASX:BYH) is in on the same deal.

BYH says it’s fast-tracking its lithium exploration at Lake Johnston with CEO Ashley Jones saying TG Metals’ (ASX:TG6)  recent success has put a strong emphasis again on the area.

TechGen Metals (ASX:TG1), which dropped an update on its projects including stage three drilling approved for its John Bull Gold Project and pegmatite mapping to kick off at Ida Valley with historic data identifying lithium and caesiumin soils up to 144.5ppm Li (311ppm Li2O) along the Ida Fault.

Charger Metals (ASX:CHR) reports assay results from soil sampling completed earlier this year have identified several new lithium targets at the Mt Gordon tenement of its Lake Johnston lithium project.

Assay results from soil sampling completed earlier this year have revealed the targets, which are in the Mt Gordon tenement of its Lake Johnston lithium project, with follow-up planning for AC and RC drilling now in the works, along with diamond drilling at the Medcalf spodumene prospect.



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Avenira (ASX:AEV) – Pending an application to court by AEV ‘seeking orders in relation to the company’s inadvertent failure to lodge a cleansing notice under section 708A(5)(e) of the Corporations Act 2001 (Cth) within the prescribed 5-day period’ after the issue of securities on 14 April 2023

Armour Energy (ASX:AJQ) – Pending an announcement in relation to Armour Secured Amortising Notes.

Caprice Resources (ASX:CRS) – Pending an announcement regarding a capital raising.

Buru Energy (ASX:BRU) – Pending the release of an announcement in relation to a capital raising.

Cooper Metals (ASX:CPM) – Pending an announcement regarding material exploration results.

MetalsTech (ASX:MTC) – Pending the release of an announcement by the company in relation to the results of its Scoping Study which highlights the robust economics for a high-tonnage, high-value underground-only gold-silver mining operation at the 100%-owned Sturec gold mine, Slovakia.