Rise and Shine: What you need to know before the ASX opens

On Stockhead today, Guy Le Page runs the ruler over the resources supercycle, Australia’s Energy Minister reckons EVs are weak as piss, and nope, ‘deterioriating’ relations with China won’t affect the iron ore price.

But first… the day ahead.

TRADING HALTS

The following companies are in trading halts and are expected to exit over the next two trading days:

Tuesday:

Holista Colltech (ASX:HCT) – announcement clarification
Helix Resources (ASX:HLX) – capital raising

Wednesday

EML Payments (ASX:EML) – response to Ireland regulations
Tymlez (ASX:TYM) – capital raising
Great Boulder Resources (ASX:GBR) – capital raising
Agrimin (ASX:AMN) – offtake agreement
Boadicea Resources (ASX:BOA) – capital raising
Zeleika Gold (ASX:ZAG) – exploration results
Latitude Consolidated (ASX:LCD) – resource update
BPM Minerals (ASX:BPM) – asset acquisition

MARKETS

Gold: $US1,866.59 ($2,403.23) (+1.32%)

Silver: $US28.15 ($36.24) (+2.69%)

Oil (WTI): $US66.36 (+1.51%)

Oil (Brent): $US69.57 (+1.28%)

Coal: $US94.90 (-2.37%)

Iron 62pc Fe: $US214.99 (+2.34%)

AUD/USD: $US0.7763 (-0.22%)

Bitcoin: $US44,367.67 (-0.09%)

WHAT GOT YOU TALKING YESTERDAY?

Another bad day for Bitcoin. Is Musk Elon holding? Selling? Trolling?

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Also, be sure to check in at 10.20am each day for our daily 10 at 10 column — a live summary of winners & losers at the opening bell.

YESTERDAY’S WINNERS

Scroll or swipe to reveal table. Click headings to sort.

Code	Company	Price	%	Volume
MDX	Mindax Limited	0.086	132	127,341,401
CLZ	Classic Min Ltd	0.002	100	120,060,349
GNM	Great Northern	0.013	63	247,426,296
CAP	Carpentaria Resource	0.16	39	56,680,108
AFW	Applyflow Limited	0.008	33	8,261,708
GES	Genesis Resources	0.012	33	2,238,882
MRR	Minrex Resources Ltd	0.03	30	17,661,547
JNO	Juno	0.22	29	4,656,370
FPL	Fremont Petroleum	0.005	25	5,816,362
QML	Qmines Limited	0.355	22	1,417,980
POD	Podium Minerals	0.67	22	1,473,260
MTH	Mithril Resources	0.017	21	7,058,921
EGL	Environmental Group	0.105	21	1,213,902
ATP	Atlas Pearls Ltd	0.018	20	604,902
ARD	Argent Minerals	0.051	19	14,122,230
EVZ	EVZ Limited	0.16	19	58,437
4DS	4Ds Memory Limited	0.165	18	5,956,695
EM2	Eagle Mountain	1.1	17	548,461
BLY	Boart Longyear	0.455	17	89,559
AMD	Arrow Minerals	0.007	17	25,962,842
AOA	Ausmon Resorces	0.007	17	293,585
AVW	Avira Resources Ltd	0.007	17	100,143

It was a green day for iron ore plays, with Carpentaria Resources (ASX:CAP), Mindax (ASX:MDX) and Juno (ASX:JNO) all making gains.

Among stocks with announcements, Great Northern Minerals (ASX:GNM) surged on strong volume after a big high-grade gold hit at its Camel Creek project in North Queensland.

Argent Minerals (ASX:ARD) also rose strongly after announcing the Strike Drilling reverse circulation drill rig has arrived at its full-owned Pine Ridge gold project.

YESTERDAY’S LOSERS

Scroll or swipe to reveal table. Click headings to sort.

Code	Company	Price	%	Volume
INF	Infinity Lithium	0.066	-65	20,301,573
ANL	Amani Gold Ltd	0.001	-33	91,668,567
T3D	333D Limited	0.002	-33	1,662,189
MMI	Metro Mining Ltd	0.035	-29	35,193,249
PVL	Powerhouse Ven Ltd	0.15	-29	855,807
KEY	KEY Petroleum	0.003	-25	24,000
KNM	Kneomedia Limited	0.006	-25	5,676,523
ARE	Argonaut Resources	0.008	-20	16,037,877
DDD	3D Resources Limited	0.004	-20	10,883,314
TSC	Twenty Seven Co. Ltd	0.004	-20	2,804,000
UUV	UUV Aquabotix Ltd	0.002	-20	8,169,123
AQX	Alice Queen Ltd	0.014	-18	9,253,823
ALT	Analytica Limited	0.0025	-17	3,687,365
SBW	Shekel Brainweigh	0.105	-16	253,287
IKW	Ikwezi Mining Ltd	0.245	-16	5,540
TRY	Troy Resources Ltd	0.055	-15	8,286,070
CPH	Creso Pharma Ltd	0.15	-14	29,378,750
PHL	Propell Holdings Ltd	0.12	-14	670,520
TYX	Tyranna Res Ltd	0.006	-14	329,579
PDZ	Prairie Mining Ltd	0.22	-14	500
NUC	Nuchev Limited	0.45	-13	52,640

Struggling lithium play Infinity (ASX:INF) crashed 60% after being reinstated to quotation for the first time since its San Jose project permit application was cancelled.