In 2019, there were less than 10 mining and exploration IPOs on the ASX.

In 2020, a strong upward price trend in several commodities led to a flurry of listing explorers, including those with gold, silver, and copper assets. About 24 were added to the bourse by the end of the year.

That trend went parabolic in 2021. Buoyed by continued strength in commodity prices and investor sentiment, 77 resources plays have listed so far in 2021 – a multi-year record — with a bunch more to come before the end of the year.

The best performers have been connected to the burgeoning clean energy thematic. That includes anything battery metals, critical minerals, or uranium.

Overall, 47 stocks have gone up, 28 have gone down, and 2 haven’t moved.

Here’s how Stockhead’s list of 2021 resources IPOs are performing:

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CODE COMPANY % CHANGE LISTING PRICE CURRENT PRICE LOOKING FOR WHERE
KNI Kuniko 843 0.2 1.885 NICKEL, COPPER, LITHIUM, COBALT, PGE NORWAY
92E 92Energy 255 0.2 0.71 URANIUM CANADA
A8G Austalasian Gold 245 0.2 0.69 GOLD, LITHIUM AUSTRALIA
BBM Balkan Mining 230 0.2 0.64 LITHIUM, BORATE SERBIA
AR3 Aust Rare 186 0.3 0.86 RARE EARTHS AUSTRALIA
CNR Cannon Resources 185 0.2 0.57 NICKEL AUSTRALIA
GL1 Global Lithium 143 0.2 0.485 LITHIUM AUSTRALIA
FRB Firebird Metals 140 0.2 0.48 MANGANESE AUSTRALIA
PGD Peregrine Gold 118 0.2 0.435 GOLD, SILVER, IRON ORE AUSTRALIA
CHR Charger Metals 118 0.2 0.435 LITHIUM, NICKEL, COPPER, COBALT, PGE AUSTRALIA
RRR Revolver Resources 110 0.2 0.42 COPPER AUSTRALIA
QML Qmines 90 0.2 0.38 COPPER, GOLD AUSTRALIA
FRS Forrestania Resources 85 0.2 0.37 LITHIUM, GOLD, NICKEL AUSTRALIA
IR1 Iris Metals 80 0.2 0.36 GOLD AUSTRALIA
CUS Copper Search 73 0.2 0.345 COPPER AUSTRALIA
LYK Lykos Minerals 73 0.2 0.345 NICKEL, COPPER, COBALT, RARE EARTHS, LITHIUM, GOLD BOSNIA
IND Industrial Minerals 53 0.2 0.305 SILICA SANDS, CONSTRUCTION MATERIALS AUSTRALIA
ALB Albion Resources 50 0.2 0.3 ZINC, LEAD, NICKEL, COPPER, GOLD AUSTRALIA
LM8 Lunnon Metals 42 0.3 0.425 NICKEL AUSTRALIA
LDR Lode Resources 40 0.2 0.28 GOLD, SILVER, ZINC, LEAD, COPPER AUSTRALIA
PFE Pantera Minerals 40 0.2 0.28 IRON ORE AUSTRALIA
ITM Itech Minerals 40 0.2 0.28 KAOLIN, GRAPHITE, GOLD, COPPER AUSTRALIA
ICL Iceni Gold 38 0.2 0.275 GOLD AUSTRALIA
BCA Black Canyon 33 0.2 0.265 MANGANESE AUSTRALIA
POL Polymetals Resources 33 0.2 0.135 GOLD AFRICA
NXG Nex Gen Energy 33 5.6 7.47 URANIUM CANADA
E79 E79Gold Mines 30 0.2 0.26 GOLD AUSTRALIA
29M 29Metals 29 2 2.57 COPPER AUSTRALIA, CHILE
BMO Baston Minerals 28 0.2 0.255 COPPER, GOLD, SILVER CHILE
MMG Monger Gold 28 0.2 0.255 GOLD AUSTRALIA
PGO Pac Gold 28 0.25 0.32 GOLD AUSTRALIA
BMR Ballymore Resources 25 0.2 0.25 GOLD, COPPER, SILVER, LEAD, ZINC AUSTRALIA
G50 Gold 50 20 0.2 0.24 GOLD, COPPER UNITED STATES
EMS Eastern Metals 18 0.2 0.235 COPPER, ZINC, LEAD, SILVER, GOLD AUSTRALIA
CPO Culpeo Minerals 15 0.2 0.23 COPPER CHILE
HVH Heavy Minerals 15 0.2 0.23 MINERAL SANDS AUSTRALIA, AFRICA
WIN Widgie Nickel 15 0.2 0.23 NICKEL AUSTRALIA
EQN Equinex Resources 13 0.2 0.225 IRON ORE AUSTRALIA
M3M M3 Mining 10 0.2 0.22 COPPER, GOLD AUSTRALIA
TMB Tambourah Metals 10 0.2 0.22 GOLD, NICKEL, COPPER, PGE, LITHIUM, TIN AUSTRALIA
ALV Alvo Minerals 10 0.3 0.33 COPPER, ZINC BRAZIL
MMC Mitre Mining 8 0.2 0.215 GOLD, LITHIUM, RARE EARTHS AUSTRALIA
BUR Burley Minerals 5 0.2 0.21 IRON ORE, NICKEL, COPPER, COBALT, PGE AUSTRALIA
RBX Resource Base 5 0.2 0.21 COPPER, GOLD AUSTRALIA
WMG Western Mines 5 0.2 0.21 GOLD, NICKEL, COPPER, PGE AUSTRALIA
WC1 Westcobarmetals 5 0.2 0.21 COPPER, SILVER, GOLD AUSTRALIA
M24 Mamba Exploration 3 0.2 0.205 GOLD, NICKEL, COPPER AUSTRALIA
MM8 Medallion Metals 0 0.2 0.2 GOLD, COPPER AUSTRALIA
MM1 Midas Minerals 0 0.2 0.2 GOLD, NICKEL, COPPER, PGE AUSTRALIA
SMS Star Minerals -2 0.2 0.195 GOLD, COPPER AUSTRALIA
AM7 Arcadia Minerals -3 0.2 0.195 LITHIUM, TANTALUM, COPPER, GOLD, NICKEL, PGE AFRICA
LKY Locksley Resources -3 0.2 0.195 COPPER AUSTRALIA
M2M Mt Malcolm Mines -3 0.2 0.195 GOLD AUSTRALIA
TG1 TechGen Metals -5 0.2 0.19 COPPER AUSTRALIA
AS2 Askari Metals -5 0.2 0.19 GOLD, COPPER AUSTRALIA
1VG Victory Goldfields -5 0.2 0.19 GOLD, COPPER AUSTRALIA
WGR Western Gold Resources -8 0.2 0.185 GOLD AUSTRALIA
KNB Koonenberry Gold -8 0.2 0.185 GOLD AUSTRALIA
MI6 Minerals260Limited -8 0.5 0.46 GOLD, PGE, NICKEL, COPPER AUSTRALIA
MTM Mt Monger Resources -13 0.2 0.175 GOLD, RARE EARTHS AUSTRALIA
NIS Nickelsearch -15 0.2 0.17 NICKEL AUSTRALIA
TRN Torrens Mining -20 0.2 0.16 COPPER, GOLD AUSTRALIA
OZZ Ozz Resources -20 0.2 0.16 GOLD AUSTRALIA
DAL Dalaroo Metals -20 0.2 0.16 ZINC, LEAD, COPPER AUSTRALIA
REC Rechargemetals -20 0.2 0.16 COPPER, GOLD, NICKEL, COBALT, LEAD, ZINC AUSTRALIA
FG1 Flynn Gold -23 0.2 0.155 GOLD AUSTRALIA
DBO Diabloresources -23 0.2 0.155 GOLD, COPPER UNITED STATES
KCC Kincora Copper -30 0.2 0.14 COPPER, GOLD AUSTRALIA
BEZ Besragoldinc -30 0.2 0.14 GOLD MALAYSIA
BGD Barton Gold -32 0.25 0.17 GOLD AUSTRALIA
CDR Codrus Minerals -33 0.2 0.135 GOLD AUSTRALIA, UNITED STATES
NKL Nickelx -35 0.2 0.13 NICKEL, COPPER AUSTRALIA
OZM OzAurum Resources -40 0.25 0.15 GOLD AUSTRALIA
AGC Australian Gold & Copper -48 0.2 0.105 COPPER, GOLD AUSTRALIA
JNO Juno -48 0.25 0.13 IRON ORE AUSTRALIA
AWJ Auric Mining -50 0.25 0.125 GOLD AUSTRALIA
GEN Genmin -51 0.34 0.165 IRON ORE AFRICA
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2021 TOP 5

KUNIKO (ASX:KNI) +843%

In late August, Norway focused base and battery metals explorer Kuniko (ASX:KNI) stormed onto the ASX boards with a 325% first day gain.

The ‘zero carbon’ Vulcan Energy (ASX:VUL) spin-off then went on to notch up a remarkable 1,260% gain to month’s end, before paring some of those crazy gains.

The stock subsequently addressed its use of a paid investor relations services provider and knowledge of various “meme stock promoters” in response to an ASX query, but punters are still waiting on the ‘dump’ part on this possible pump and dump.

That’s probably because KNI is sitting on some genuinely exciting ground.

Its flagship ‘Skuterud’ cobalt project, for example, includes the historically significant Skuterud mine, thought to represent one of the world’s oldest mined cobalt deposits.

It was successfully mined for cobalt from 1773–1898, and at the time was both the world’s largest cobalt producer and the largest company in Norway, KNI says.

 

92ENERGY (ASX:92E) +255%

Uranium stocks – from near term miner to newly minted explorers – have been standouts in 2021.

With sentiment flying, newly listed 92E chose the perfect time to make a discovery.

On September 20 the company announced that a drill hole hit an “extraordinary” 5.5m of 0.12% U3O8 at the ‘Gemini Mineralised Zone’ (GMZ), part of the Gemini project in the Athabasca Basin, Saskatchewan.

Gemini is 27km away from McArthur River, one of the largest and highest-grade uranium deposits in the world.

“To identify 5.5m of 0.12% U3O8 on the fourth drill hole of our inaugural drilling program is an extraordinary result for 92 Energy,” 92E managing director Siobhan Lancaster says.

“Importantly, the assays from this drill hole display similarities to other early holes at major Athabasca Basin uranium discoveries, in terms of grade, width, alteration types and intensity, and we look forward to the follow up drilling to determine the extent of the mineralisation.”

 

AUSTRALASIAN GOLD (ASX:A8G) +245%

Gold focused A8G barely made a ripple when it listed in May. In August, the stock surged after lodging a tenement application in the Mt Peake lithium pegmatite district in Northern Territory.

The ground, which covers over 640sqkm and shares a boundary with Core Lithium’s (ASX:CXO) ‘Anningie’ lithium project, has evolved into a key focus for the company.

“I have been involved in lithium trading since 2016 and I know this space very well,” Australasian Gold managing director Dr Qingtao Zeng says.

“There is great demand for spodumene concentrate and there are currently limited producers in the pipeline. That is where we see the opportunities.

“In the lithium 1.0 boom, we saw new discoveries like Pilgangoora, Mt Holland and Finniss lithium projects.

“Now we are in the era of Lithium 2.0; it is most likely that more discoveries will be made through exploration works in recognised pegmatite districts.”

BALKAN MINING AND MINERALS (ASX:BMM) +230%

Balkan, recently spun out of Jadar Resources (ASX:JDR), is focused on the ‘Rekovac’ lithium project in the little-known jurisdiction of Serbia.

The project “has similar geological settings” to Rio Tinto’s world-class Jadar discovery, the company says. A drilling program kicked off in October.

 

AUSTRALIAN RARE EARTHS (ASX:AR3) +186%

When AR3 listed in July, its ‘Koppamurra’ project in South Australia and Victoria was Australia’s largest prospective ionic clay hosted rare earth element deposit and one of only two exchange-listed opportunities globally –  the other belonging to Uganda-based Ionic Rare Earths (ASX:IXR).

IAC deposits – like the ones exploited in southern China — are commonly considered to be some of the cheapest and most readily accessible sources of heavy rare earths.

AR3’s early success prompted several explorers to follow suit.

To date, AR3 has drilled less than 2% of Koppamurra, which has resulted in a JORC 2012 Inferred Mineral Resource of 39.9Mt @ 725ppm TREO at the ‘Red Tail’ and ‘Yellow Tail deposits.

AR3 was due to kick off a follow-up 8,000m air-core drill program in early October.

Read MoreBattery MetalsCobaltCobalt StocksLithiumLithium NewsLithium StocksRare EarthsUraniumUranium NewsUranium Stocks

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