On Stockhead today, we hone in on the changing landscape for ASX-listed uranium players thanks to geopolitical factors (aka Trump), the NSX is going after fintechs, and the Secret Broker tells a tale of a questionable rights issue by a company named ShareRoot.

But first:

The day ahead

The only data in Australia is construction industry PMIs from the Ai Group, which have been stuck in contraction for the last nine months as the residential building boom comes to an end.

Looking abroad, all-important US jobs data is due out, with the median forecast for the US economy to have added 158,000 jobs in June.

Company news

The following companies are scheduled to come out of a trading halt or voluntary suspension over the next 48 hours:

Friday:

Pushpay Holdings (ASX:PPH) – bookbuild
Nuheara (ASX:NUH) – capital raising
Silver Mines (ASX:SVL) – capital raising.

Monday:

Star Combo Pharma (ASX:S66) – capital raising & acquisition
Carnarvon Petroleum (ASX:CVN) – well results
Centaurus Metals (ASX:CTM) – pre-feasibility study results
NTM Gold (ASX:NTM) – capital raising
Lindian Resources (ASX:LIN) – project update

Markets

Gold: $US1406.63 ($2,014.03) -0.95%

Silver: $US15.25 -0.55%

Oil (Brent): $US66.37 +1.88%

Oil (WTI): $US59.27 +2.44%

Coal: $US69.50 -0.57%

Iron ore 62pc fe: $US107.93 -0.97%

AUD/USD: $US0.6984 +0.33%

What got you talking yesterday

There was the usual diverse range of coverage on Stockhead’s Facebook group chat, ranging from Morgans’ best small-cap mining picks to a useful summary of ASX companies based in the US (it was July 4th after all).

These were the five most-discussed stocks on trading gossip forum HotCopper at close on Thursday, July 4:

Yesterday’s winners

Greenpower Energy (ASX:GPP) held its gains to close 100 per cent higher at 0.2c, after drilling results confirmed “shallow high-grade gold mineralisation” at its Golden Ant project.

Elsewhere, Pura Vida Energy (ASX:PVD) closed nearly 50 per cent higher after securing a strategic partnership and a capital raising for its Polish oil and gas project.

And Marenica Energy (ASX:MEY) rose strongly after announcing the purchase of uranium assets in WA and the Northern Territory. Just last week, Hylea Metals (ASX:HCO) roared ahead for the same reason, following the acquisition of a uranium project in Africa.

Here are the best performing ASX small cap stocks for Thursday, July 4:

Ticker Name Price % Chg Volume Market Cap
GPP Greenpower Energy Ltd 0.002 +100.00% 2.1M $3.9M
NXE New Energy Minerals Ltd 0.03 +52.94% 926.6k $3.9M
CLZ Classic Minerals Ltd 0.0015 +50.00% 1.7M $4.5M
RAG Ragnar Metals Ltd 0.01 +50.00% 381.7k $1.9M
UTR Ultracharge Ltd 0.003 +50.00% 7.2M $3.2M
PVD Pura Vida Energy NL 0.03 +47.06% 36.4M $6.3M
ADX ADX Energy Ltd 0.008 +33.33% 12.8M $9.7M
SMI Santana Minerals Ltd 0.004 +33.33% 4.1M $2.7M
SOP Synertec Corp Ltd 0.04 +33.33% 67.0k $8.8M
TAS Tasman Resources Ltd 0.06 +30.23% 9.7M $30.1M
CZL Consolidated Zinc Ltd 0.013 +30.00% 10.9M $15.3M
KYK Kyckr Ltd 0.06 +30.00% 1.6M $9.8M
CY5 Cygnus Gold Ltd 0.04 +29.03% 6.2k $2.6M
RMI Resource Mining Corp Ltd 0.009 +28.57% 1.3M $2.7M
MEY Marenica Energy Ltd 0.12 +27.78% 313.0k $8.4M
ODM Odin Metals Ltd 0.15 +25.00% 378.4k $23.1M
ANL Amani Gold Ltd 0.0025 +25.00% 45.9M $13.0M
MCE Matrix Composites & Engineerining 0.4 +23.44% 266.1k $40.9M
CFE Cape Lambert Resources Ltd 0.011 +22.22% 2.6M $11.2M
BAS Bass Oil Ltd 0.003 +20.00% 1.0M $7.8M
SER Strategic Energy Resources Ltd 0.006 +20.00% 782.0k $5.4M

Yesterday’s losers

A number of penny stocks across resources and energy ticked lower, while Challenger Exploration (ASX:CEL) rejoined the boards now that it has re-complied with Chapters 1 & 2 of the ASX listing rules.

The company announced that it had successfully raised $5m at 3c per share “as part of re-compliance process”. The money will be used help progress the company’s gold projects in Argentina and Ecuador.

Here are the worst performing ASX small cap stocks for Thursday, July 4:

Ticker Company Price ($) % Chg Volume Market Cap
PCL Pancontinental Oil & Gas NL 0.001 -50.00% 164.3k $5.4M
CEL Challenger Exploration Ltd 0.03 -41.82% 20.9M $14.9M
TRL Tanga Resources Ltd 0.001 -33.33% 900.0k $2.5M
SUR Sun Resources NL 0.002 -33.33% 12.0k $881K
QGL Quantum Graphite Ltd 0.002 -33.33% 5.3M $15.3M
PSM Peninsula Mines Ltd 0.001 -33.33% 12.5k $2.0M
LRS Latin Resources Ltd 0.001 -33.33% 16.0M $3.9M
FAM Family Insights Group Ltd 0.001 -33.33% 159.5k $2.5M
CYQ Cycliq Group Ltd 0.001 -33.33% 8.3M $972K
VAR Variscan Mines Ltd 0.0015 -25.00% 550.0k $1.9M
RIM Rimfire Pacific Mining NL 0.003 -25.00% 71.7k $3.2M
OLV Otherlevels Holdings Ltd 0.011 -22.22% 1.3k $2.3M
SIH Sihayo Gold Ltd 0.004 -21.43% 311.0k $25.5M
WCN White Cliff Minerals Ltd 0.004 -20.00% 7.5k $1.9M
SI6 Six Sigma Metals Ltd 0.004 -20.00% 14.7k $2.2M
MGT Magnetite Mines Ltd 0.004 -20.00% 2.1k $3.2M
GBZ GBM Resources Ltd 0.004 -20.00% 848.9k $4.4M
REV Real Estate Investar Group Ltd 0.009 -18.18% 998.4k $2.1M
JHL Jayex Healthcare Ltd 0.04 -18.00% 19.9k $7.1M
RNX Renegade Exploration Ltd 0.0025 -16.67% 1.0M $1.8M
AEV Avenira Ltd 0.005 -16.67% 1.5M $5.3M