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 Realestate.com.au 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..

 

COMMODITY/FOREX/CRYPTO MARKET PRICES

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%)

 

WHAT GOT YOU TALKING

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…

 

FRIDAY’S ASX SMALL CAP LEADERS

Here are the best performing ASX small cap stocks:

Swipe or scroll to reveal full table. Click headings to sort:

Code Company Price % Volume Market Cap
TG1 Techgen Metals Ltd 0.0940 248.15 7,677,884 $2,083,544
NRZR Neurizer Ltd - Rights 10-Nov-23 0.0020 100.00 3,142,166 $127,674
MDIR Middle Island Res - Rights 10-Nov-23 0.0050 66.67 668,028 $210,987
VPR Volt Power Group 0.0015 50.00 70,954 $10,716,208
14D 1414 Degrees Limited 0.0350 40.00 193,022 $5,954,213
TSL Titanium Sands Ltd 0.0110 37.50 1,021,683 $14,174,438
ENT Enterprise Metals 0.0040 33.33 129,250 $2,398,413
AZL Arizona Lithium Ltd 0.0370 32.14 93,005,359 $92,926,009
BTR Brightstar Resources 0.0130 30.00 37,075,041 $19,158,334
IXR Ionic Rare Earths 0.0260 30.00 44,249,226 $79,122,098
SIX Sprintex Ltd 0.0130 30.00 4,734,859 $3,413,565
RB6 Rubixresources 0.1550 29.17 6,483,898 $6,546,000
WML Woomera Mining Ltd 0.0250 25.00 40,622,927 $23,873,891
AUK Aumake Limited 0.0050 25.00 8,929,509 $5,949,038
BYH Bryah Resources Ltd 0.0200 25.00 8,889,707 $5,737,685
CHK Cohiba Min Ltd 0.0025 25.00 816,675 $4,426,488
MSI Multistack Internat. 0.0050 25.00 66 $545,216
RMX Red Mount Min Ltd 0.0050 25.00 12,474,310 $10,694,304
SIT Site Group Int Ltd 0.0025 25.00 3,150,000 $5,204,980
AYA Artryalimited 0.2350 23.68 1,914 $11,977,319
CBH Coolabah Metals Limi 0.0640 23.08 51,023 $3,005,600
BOA Boadicea Resources 0.0480 23.08 3,945,151 $4,800,522
NRX Noronex Limited 0.0110 22.22 526,566 $3,404,716
PNR Pantoro Limited 0.0470 20.51 31,225,330 $202,957,190
GMN Gold Mountain Ltd 0.0060 20.00 4,869,773 $11,345,393
ORG Origin Energy 8.6350 -2.65 50,408,929 $15,280,771,842
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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.

 

FRIDAY’S ASX SMALL CAP LAGGARDS

Swipe or scroll to reveal full table. Click headings to sort:

Code Company Price % Volume Market Cap
MNS Magnis Energy Tech 0.0520 -35.80 36,241,992 $97,159,350
BP8 Bph Global Ltd 0.0010 -33.33 255,628 $2,423,345
AMD Arrow Minerals 0.0015 -25.00 1,085,676 $6,047,530
CCE Carnegie Cln Energy 0.0015 -25.00 1,142,267 $31,285,147
DTC Damstra Holdings 0.1850 -21.28 3,025,703 $60,602,292
KTA Krakatoa Resources 0.0340 -20.93 30,289,262 $18,700,610
NNG Nexion Group 0.0120 -20.00 1,250,000 $3,034,618
WYX Western Yilgarn NL 0.0960 -20.00 85,370 $5,958,900
E33 East 33 Limited. 0.0200 -20.00 282,984 $12,977,217
IEC Intra Energy Corp 0.0040 -20.00 5,075,000 $8,303,908
APM APM Human Services 1.7875 -19.48 8,212,463 $2,036,143,920
DUN Dundasminerals 0.0570 -18.57 498,148 $3,547,500
TTI Traffic Technologies 0.0090 -18.18 226,714 $8,334,372
KZA Kazia Therapeutics 0.0720 -17.24 1,574,952 $20,562,396
NC6 Nanollose Limited 0.0290 -17.14 292,467 $5,211,023
MKL Mighty Kingdom Ltd 0.0150 -16.67 6,765 $7,566,653
LYK Lykosmetalslimited 0.0500 -15.25 46,734 $3,681,600
WZR Wisr Ltd 0.0230 -14.81 918,174 $36,771,968
NXS Next Science Limited 0.2900 -14.71 343,648 $99,176,335
XAM Xanadu Mines Ltd 0.0650 -14.47 4,289,609 $124,474,639
HVY Heavymineralslimited 0.0900 -14.29 295,338 $6,050,474
IBG Ironbark Zinc Ltd 0.0060 -14.29 250,000 $10,267,490
A1G African Gold Ltd. 0.0310 -13.89 973,912 $6,095,204
JGH Jade Gas Holdings 0.0330 -13.16 340,000 $59,919,698
ORG Origin Energy 8.6350 -2.65 50,408,929 $15,280,771,842
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TRADING HALTS

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.

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