Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium.

 

Fun fact: There have been a dozen +11-bagger ASX battery metal stocks over the past 12 months.

They are:

Vulcan Energy (ASX:VUL) +3540%

Province Resources (ASX:PRL) +3296%

Chalice Mining (ASX:CHN) +3042%

Renascor Resources (ASX:RNU) +2700%

Pursuit Minerals (ASX:PUR) +2619%

Piedmont Lithium (ASX:PLL) +1575%

European Metals (ASX:EMH) +1285%

Vital Metals (ASX:VML) +1133%

Core Lithium (ASX:CXO) +1071%

Ecograf (ASX:EGR) +1067%

Lake Resources (ASX:LKRE) +1021%, and

Mandrake Resources (ASX:MAN) +1015%

A bunch more are knocking on the door as this sweeping battery metals recovery continues apace.

Last week 61 stocks on our list went up, 38 went down, and 20 didn’t move.

Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium are performing>>>

Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop:

CODE COMPANY 1 WEEK RETURN % 1 MONTH RETURN % 6 MONTH RETURN % 1 YEAR RETURN % PRICE MARKET CAP
RNU Renascor Resources 59 259 1067 2700 0.14 $ 208,213,729.25
AVL Aust Vanadium 37 8 63 225 0.026 $ 76,184,129.16
SYA Sayona Mining 32 11 356 486 0.041 $ 151,504,497.96
VRC Volt Resources 27 12 27 217 0.019 $ 45,226,233.92
SBR Sabre Resources 25 -29 -58 400 0.005 $ 8,415,318.25
PUR Pursuit Minerals 25 49 483 2619 0.076 $ 50,019,006.36
LPD Lepidico 23 13 200 291 0.027 $ 134,885,443.97
ASN Anson Resources 21 18 421 450 0.099 $ 84,916,475.99
PRL Province Resources 20 95 506 3296 0.15 $ 125,525,506.03
PAM Pan Asia Metals 18 0 0.165 $ 8,412,737.12
PGM Platina Resources 18 10 -22 342 0.053 $ 20,562,678.16
ALY Alchemy Resource 17 -22 -26 59 0.014 $ 10,083,651.80
IXR Ionic Rare Earths 17 6 489 833 0.056 $ 181,738,772.30
AZS Azure Minerals 16 6 61 446 0.355 $ 112,451,288.17
PLL Piedmont Lithium 14 48 603 1575 1.06 $ 1,516,215,025.26
AVZ AVZ Minerals 14 8 233 347 0.21 $ 621,385,512.63
IPT Impact Minerals 13 13 4 420 0.026 $ 44,522,161.03
AOU Auroch Minerals 13 -12 185 626 0.225 $ 60,577,574.20
JRV Jervois Mining 12 4 55 264 0.51 $ 409,168,425.30
SRI Sipa Resources 11 3 -25 50 0.06 $ 10,491,813.53
RXL Rox Resources 11 14 -33 156 0.041 $ 79,943,310.06
AUZ Australian Mines 11 -9 24 133 0.021 $ 87,151,984.70
CHN Chalice Mining 10 14 178 3042 4.87 $ 1,649,580,952.23
CNJ Conico 10 6 120 560 0.033 $ 29,122,756.67
MOH Moho Resources 10 13 -29 59 0.089 $ 8,966,015.72
VR8 Vanadium Resources 10 -2 61 275 0.045 $ 16,468,207.27
COB Cobalt Blue 8 8 306 370 0.39 $ 99,398,738.80
RLC Reedy Lagoon Corp. 8 -4 100 1200 0.026 $ 12,682,812.17
VUL Vulcan Energy 8 -6 612 3540 6.37 $ 694,219,093.76
SLZ Sultan Resources 8 0 -5 186 0.2 $ 13,559,205.86
ARL Ardea Resources 8 -4 14 173 0.545 $ 67,027,055.55
ARN Aldoro Resources 8 -22 100 159 0.21 $ 14,296,968.63
JRL Jindalee Resources 7 -1 288 418 1.63 $ 76,110,662.88
GLN Galan Lithium 7 17 225 215 0.52 $ 112,915,082.32
TMT Technology Metals 7 10 42 436 0.375 $ 56,115,521.25
QXR Qx Resources Limited 7 -11 7 14 0.016 $ 8,540,197.15
EMH European Metals Hldg 7 31 309 1285 1.8 $ 228,124,098.40
LIT Lithium Australia NL 6 -15 132 245 0.13 $ 116,699,627.33
TNG TNG Limited 6 9 8 118 0.105 $ 131,197,189.20
INF Infinity Lithium 6 -5 100 517 0.18 $ 76,470,098.57
ARR American Rare Earths 5 2 185 782 0.097 $ 33,129,715.95
TLG Talga Group 5 -10 80 567 1.37 $ 430,586,466.52
AQD Ausquest Limited 5 -16 -30 163 0.021 $ 16,573,986.43
NTU Northern Min 5 -14 27 62 0.042 $ 193,653,718.64
RFR Rafaella Resources 5 44 44 92 0.115 $ 14,069,612.81
LEG Legend Mining 4 4 -19 128 0.13 $ 344,391,965.13
REE Rarex Limited 4 13 83 900 0.13 $ 56,373,616.52
WKT Walkabout Resources 3 -9 -33 7 0.15 $ 50,624,378.53
GME GME Resources 3 8 32 25 0.066 $ 36,753,217.38
EUR European Lithium 3 8 17 75 0.07 $ 62,959,087.78
PSC Prospect Res 3 6 -3 94 0.175 $ 58,115,814.93
HWK Hawkstone Mng 3 -3 160 680 0.039 $ 65,377,065.60
ARU Arafura Resource 3 -15 153 277 0.2 $ 228,302,248.79
BSX Blackstone 2 -10 6 469 0.455 $ 153,611,129.30
FFX Firefinch 2 -8 48 330 0.23 $ 175,948,466.63
VML Vital Metals Limited 1 72 236 1133 0.074 $ 200,602,096.65
ORE Orocobre Limited 1 -5 73 136 4.83 $ 1,696,699,294.96
CXO Core Lithium 1 1 456 1071 0.22 $ 270,023,968.42
GXY Galaxy Resources 1 -8 56 209 2.42 $ 1,268,265,058.84
OZL OZ Minerals 1 8 58 267 22.89 $ 7,630,560,615.00
LYC Lynas Rare Earths 1 10 154 468 6.39 $ 5,640,751,904.54
AML Aeon Metals . 0 -5 -31 59 0.1 $ 67,756,972.70
AJM Altura Mining 0 0 0 133 0.07 $ 209,037,029.25
ATM Aneka Tambang 0 0 0 0 1 $ 1,303,649.00
ADV Ardiden 0 6 -37 850 0.019 $ 45,030,680.81
BSM Bass Metals 0 17 133 133 0.007 $ 28,151,730.15
BEM Blackearth Minerals 0 -3 241 509 0.14 $ 24,700,892.54
CZN Corazon 0 -4 10 42 0.055 $ 10,964,923.78
DEV Devex Resources 0 -4 -30 532 0.215 $ 62,183,844.80
ESS Essential Metals 0 -4 19 44 0.115 $ 24,098,076.00
ESR Estrella Res 0 -10 385 800 0.063 $ 59,025,833.17
GED Golden Deeps 0 -17 -41 11 0.01 $ 7,748,514.40
GBR Greatbould Resources 0 -3 -15 55 0.04 $ 9,402,988.52
HNR Hannans 0 7 14 167 0.008 $ 18,879,817.54
HXG Hexagon Energy 0 17 81 218 0.105 $ 30,120,532.70
INR Ioneer 0 -8 300 419 0.42 $ 805,980,702.78
LML Lincoln Minerals 0 0 0 167 0.008 $ 4,599,869.49
LPI Lithium Pwr Int 0 -4 23 80 0.27 $ 82,421,323.33
MAN Mandrake Res 0 77 104 1015 0.145 $ 48,051,376.24
POS Poseidon Nick 0 -15 11 131 0.06 $ 171,374,305.97
S2R S2 Resources 0 -3 -31 89 0.17 $ 51,957,044.54
CTM Centaurus Metals -1 -10 63 778 0.79 $ 260,276,846.77
MCR Mincor Resources NL -1 -3 6 97 0.995 $ 434,021,135.13
PLS Pilbara Min -2 -4 181 565 1.03 $ 3,085,193,848.08
CLQ Clean Teq Hldgs -2 -11 -16 104 0.255 $ 230,344,779.08
BOA Boadicea Resources -2 0 2 34 0.235 $ 14,604,250.31
SGQ St George Min -2 -9 -22 30 0.09 $ 44,815,360.46
IGO IGO Limited -2 -6 38 86 6.26 $ 4,816,223,290.68
CLA Celsius Resource -2 -2 34 617 0.043 $ 39,609,813.65
VMC Venus Metals Cor -3 -12 -26 42 0.185 $ 27,949,556.36
PAN Panoramic Resources -4 -10 30 15 0.13 $ 276,873,390.54
G88 Golden Mile Res -4 14 -28 67 0.05 $ 7,228,953.06
FGR First Graphene -4 -2 92 170 0.24 $ 128,531,919.12
STK Strickland Metals -4 -8 -61 140 0.024 $ 10,107,636.50
MLX Metals X Limited -4 5 185 317 0.225 $ 213,207,525.75
BUX Buxton Resources -4 3 -44 22 0.067 $ 9,115,713.94
BAR Barra Resources -5 -13 -5 110 0.021 $ 14,229,770.12
AGY Argosy Minerals -5 -13 69 233 0.1 $ 125,027,170.40
MNS Magnis Energy Tech -5 3 50 466 0.3 $ 259,877,864.83
MIN Mineral Resources. -5 1 49 191 38.13 $ 7,370,140,097.10
NMT Neometals -5 -4 103 217 0.375 $ 223,594,019.06
SYR Syrah Resources -5 -3 136 647 1.12 $ 577,346,435.04
TKL Traka Resources -6 -19 -19 328 0.017 $ 8,609,906.16
TON Triton Min -6 -9 -9 200 0.048 $ 55,588,935.28
HAS Hastings Tech Met -6 -20 60 244 0.19 $ 294,288,096.38
LTR Liontown Resources -6 13 131 562 0.45 $ 825,442,955.16
QPM Queensland Pacific -6 0 340 633 0.088 $ 87,697,072.05
MRC Mineral Commodities -6 -12 0 95 0.36 $ 182,496,628.40
NIC Nickel Mines Limited -7 2 90 300 1.33 $ 3,495,890,380.89
LKE Lake Resources -7 -8 442 1021 0.325 $ 339,879,687.39
BHP BHP Group Limited -7 -6 18 63 44.45 $ 132,268,727,590.60
GAL Galileo Mining -8 -33 -15 92 0.23 $ 33,628,783.18
AXE Archer Materials -8 22 88 474 0.975 $ 222,547,497.81
PNN PepinNini Minerals -12 -16 136 88 0.335 $ 13,520,301.93
BKT Black Rock Mining -14 -29 136 353 0.125 $ 89,503,285.50
ADD Adavale Resource -14 -31 23 105 0.043 $ 12,848,970.47
EGR Ecograf Limited -18 -6 320 1067 0.63 $ 307,113,834.83
CWX Carawine Resources -20 40 14 93 0.28 $ 30,489,172.56
MLS Metals Australia -33 0 -33 100 0.002 $ 8,381,807.15
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WEEKLY SMALL CAP STANDOUTS

RENASCOR RESOURCES (ASX:RNU) +59%

This long suffering graphite explorer has come good in a big way this year.

Renascor’s ~950% YTD surge was sparked by the promising business case for its vertically integrated Siviour graphite project in South Australia, and improved battery metals sentiment more generally.

The Siviour graphite deposit is the world’s second largest proven reserve (high confidence) and the largest reserve outside of Africa.

Favourable location and geology will allow Renascor to produce graphite concentrate at globally low-cost, the company says.

 

AUSTRALIAN VANADIUM (ASX:AVL) +37%

Is vanadium turning a corner? Prices for the flow battery and steel ingredient have hit +$US8/lb in China and are up 17.8% over the last month in Western Europe:

Meanwhile, the US Department of Energy says that flow batteries are “good for grid storage” as it announced funding to support domestic manufacturing for the energy storage technology.

Flows batteries use a lot of vanadium.

AVL — which has persistently advanced its work programs during the not-so great times — now has one of the world’s most advanced vanadium projects, right here in WA.

 

SAYONA MINING (ASX:SYA) +32%

It’s been strong news flow for busy Canadian lithium play Sayona over the past few weeks.

An updated technical report on its Tansim lithium project in Québec confirms that “the project’s exploration potential remains high and that the potential to increase the size of the currently modelled pegmatites, which remain open laterally and at depth, is also high”.

Project‐wide exploration planned to test for new spodumene pegmatites and to complement resource drilling at the ‘Viau‐Dallaire’ and ‘Viau’ prospects will kick off as part of the 2021 exploration season

Sayona says Tansim is a key growth component for Sayona’s Québec lithium hub development, complementing the flagship Authier project “and offering potential synergies with North American Lithium (NAL)” – which it is currently bidding for.

 

ANSON RESOURCES (ASX:ASN) +21%

This lithium/nickel-copper-PGE explorer has bolted out of the gate in 2021, gaining ~221 per cent year-to-date.

Its main game is the advanced Paradox lithium brine project in the United States, which is ostensibly benefitting from the Biden administration’s strong focus on building a local battery materials supply chain.

Recent testing suggests the quality of Anson’s lithium works better than the “commercially available Tier 1 products currently used in the production of high-performance lithium-ion batteries”, the explorer says.

Due to the success of the initial test work and its findings, Anson is proceeding with a larger bulk sample test work program over the next several months.

The final test report should be provided in Q2 2021, it says.

 

PAN ASIA METALS (ASX:PAM) +18%

This newly listed tungsten and lithium explorer is one of analyst Gavin Wendt’s top 5 picks in ‘Build your own lithium portfolio’.

Lithium is flying. Meanwhile, the price of ferro-tungsten — an alloy of iron (under 30 per cent) and tungsten (over 70 per cent) — just hit one-year highs on tight supply.

Drilling at Pan Asia’s Khao Soon Tungsten Project (KSTP) in Thailand recently returned a large number of intersections at greater than 0.5 per cent WO3, including 7.5m at 1.22 per cent WO3.

These are peer group leading results, managing director Paul Lock said February 24.

“Further to our results it is pleasing to see the general buoyancy in the APT market, which is the reference price for tungsten,” he says.

“Fastmarkets MB recently reported that the APT price was $25,000-25,500 per tonne, the highest level since 2019.

“According to commentators the market is up due to tightness in the scrap and raw materials market and the demand side of the market is faced with the prospect that several large Chinese and Russian mines are reaching the end of their respective lives.

“We believe Khao Soon will be one of the few new tungsten projects with the potential to work in the current price environment.”

>>> Lithium, graphite, cobalt, rare earths, vanadium or nickel stocks missing from our list? Email [email protected]

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