Pic: Grant Faint, The Image Bank/ Via Getty Images
High Voltage: Aussie lithium producers are down 10-40% year to date, but revenues have never been higher
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- Aussie-listed lithium pure plays Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE) are down 40% and 10%, respectively, year-to-date
- Both are pulling in record revenues
- Meanwhile, lithium contract prices are still rising
Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, manganese, magnesium, and vanadium.
It’s all in the headline and it is old news, but bears repeating.
Aussie-listed lithium pure plays Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE) are down 40% and 10%, respectively, year-to-date.
PLS was pulling in US$2,650/t for its spodumene in the March quarter – generating operating cashflow of $113.9m — “with battery grade chemical pricing suggesting another significant step-up in the offtake concentrate sales price during the June Quarter”.
The stuff it is selling onto the spot market is attracting record prices over US$5,650/t.
Meanwhile, costs per tonne were sitting around US$350/t (FOB Port Hedland) at the start of the year.
Huge profits.
AKE is currently pulling in $US40,000/t – about 14% above guidance – for lithium carbonate from its ‘Olaroz’ project, and ~US$5,000/t for its Australian spodumene.
It enjoyed an 84% cash margin on spod sales in the March quarter. Imagine that.
Both companies are cashed up; PLS with $284.9m and the end of March, AKE with closer to $US500m.
PLS and AKE share price charts
More good news: lithium contract prices are still rising
While red hot Chinese spot prices get all the headlines, a large portion of the market is under long term fixed price and variable price contracts.
Most of AKE and PLS’ sales are under contract.
These prices have generally lagged spot and are still rising.
Of course, there are plenty of macro unknowns right now – a weak Chinese economy, war, recession fears – which could impact on lithium demand.
For me the biggest near-term threat to #lithium prices is the macro outlook & the end of cheap credit. ~90% of new #cars are bought on finance in the #UK, similar in #US. If the #Fed keeps hiking into a looming #recession we could see a hit to all new car sales, #EV or not.
— Peter Hannah (@PHmetals) June 15, 2022
Even so, lithium prices are unlikely to crash in 2023 and 2024, according to Benchmark’s Lithium Forecast.
“Benchmark’s view is that contract prices are likely to continue to rise as a lagged effect of the major step-change in spot pricing over late 2021 and 2022 while spot prices will fall, with the two prices coming into more of an equilibrium than they are now,” it says.
READ: Goldman Sachs is wrong about oversupply and lithium miners look cheap, experts say
Battery Metals Winners and Losers
Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese, and vanadium is performing>>>
Battery metals stocks missing from our list? Shoot a mail to [email protected]. Be nice, he’s fragile.
| CODE | COMPANY | 1 WEEK RETURN % | 1 MONTH RETURN % | 6 MONTH RETURN % | 1 YEAR RETURN % | PRICES | MARKET CAP |
|---|---|---|---|---|---|---|---|
| GRE | Greentechmetals | 53% | 35% | 0% | 0% | 0.23 | $7,350,799.77 |
| LPM | Lithium Plus | 20% | -37% | 0% | 0% | 0.395 | $16,954,916.00 |
| CMO | Cosmometalslimited | 15% | 11% | 0% | 0% | 0.15 | $3,571,400.00 |
| IPX | Iperionx Limited | 8% | -7% | -4% | -16% | 0.82 | $114,335,120.17 |
| CML | Chase Mining Limited | 7% | 25% | 7% | -12% | 0.015 | $8,426,389.70 |
| GAL | Galileo Mining Ltd | 6% | 32% | 641% | 463% | 1.52 | $275,364,720.40 |
| RBX | Resource B | 4% | -29% | -33% | 297% | 0.135 | $5,901,151.86 |
| NVA | Nova Minerals Ltd | 4% | -9% | -43% | -58% | 0.585 | $102,715,302.45 |
| AR3 | Austrare | 3% | -17% | -55% | 0% | 0.37 | $35,700,582.00 |
| LYC | Lynas Rare Earths | 2% | -10% | -3% | 57% | 8.7 | $7,571,232,938.06 |
| GBR | Greatbould Resources | 1% | -30% | -48% | -19% | 0.07 | $30,446,796.46 |
| PSC | Prospect Res Ltd | 1% | 2% | 36% | 422% | 0.965 | $432,296,591.33 |
| VIA | Viagold Rare Earth | 0% | 0% | 0% | 2339% | 2 | $166,624,808.00 |
| HNR | Hannans Ltd | 0% | -19% | -34% | 183% | 0.021 | $54,731,701.00 |
| MRD | Mount Ridley Mines | 0% | -38% | -33% | -17% | 0.005 | $32,213,656.41 |
| AVZ | AVZ Minerals Ltd | 0% | 0% | 13% | 373% | 0.78 | $2,752,409,203.44 |
| NTU | Northern Min Ltd | 0% | -7% | -22% | 11% | 0.039 | $179,810,983.06 |
| SYA | Sayona Mining Ltd | 0% | -50% | 22% | 116% | 0.14 | $1,071,522,420.28 |
| ATM | Aneka Tambang | 0% | 0% | 15% | 25% | 1.25 | $1,629,561.25 |
| LML | Lincoln Minerals | 0% | 0% | 0% | 0% | 0.008 | $4,599,869.49 |
| WKT | Walkabout Resources | 0% | 0% | 15% | 10% | 0.215 | $97,239,149.08 |
| BOA | Boadicea Resources | 0% | -9% | -20% | -35% | 0.16 | $11,654,984.25 |
| SHH | Shree Minerals Ltd | 0% | -24% | -11% | -36% | 0.008 | $9,777,895.14 |
| KOR | Korab Resources | 0% | -20% | -53% | 85% | 0.024 | $8,809,200.00 |
| AZI | Altamin Limited | 0% | -1% | 48% | 20% | 0.095 | $37,213,091.44 |
| ENV | Enova Mining Limited | 0% | -11% | -27% | -30% | 0.016 | $5,875,440.99 |
| RR1 | Reach Resources Ltd | 0% | -33% | -43% | -50% | 0.004 | $9,550,253.20 |
| AVW | Avira Resources Ltd | 0% | 0% | -20% | -33% | 0.004 | $8,475,160.00 |
| AZI | Altamin Limited | 0% | -1% | 48% | 20% | 0.095 | $37,213,091.44 |
| CLZ | Classic Min Ltd | 0% | 0% | 0% | 0% | 0.001 | $31,024,646.55 |
| OMH | OM Holdings Limited | -1% | -5% | -3% | -7% | 0.81 | $598,284,902.97 |
| RAS | Ragusa Minerals Ltd | -1% | 9% | 18% | 18% | 0.087 | $10,813,309.42 |
| PRL | Province Resources | -2% | -34% | -61% | -58% | 0.057 | $62,000,803.28 |
| BNR | Bulletin Res Ltd | -2% | -32% | 101% | 94% | 0.1325 | $34,810,932.00 |
| GSR | Greenstone Resources | -2% | 11% | 85% | 150% | 0.05 | $51,247,684.45 |
| PAM | Pan Asia Metals | -2% | -6% | 1% | 217% | 0.46 | $33,514,683.02 |
| QEM | QEM Limited | -3% | -1% | 8% | 11% | 0.195 | $23,717,881.59 |
| SRI | Sipa Resources Ltd | -3% | -5% | -10% | -30% | 0.038 | $7,380,892.91 |
| AVL | Aust Vanadium Ltd | -3% | -30% | 21% | 75% | 0.035 | $133,576,041.67 |
| KFM | Kingfisher Mining | -4% | 8% | 59% | 38% | 0.27 | $9,759,825.29 |
| AQD | Ausquest Limited | -4% | 15% | 28% | 5% | 0.023 | $20,628,730.58 |
| AAJ | Aruma Resources Ltd | -4% | -17% | -4% | 3% | 0.067 | $10,516,420.70 |
| IXR | Ionic Rare Earths | -5% | -24% | 0% | 71% | 0.041 | $151,031,591.88 |
| PUR | Pursuit Minerals | -5% | -18% | -36% | -75% | 0.018 | $16,121,086.30 |
| PNT | Panthermetalsltd | -5% | -23% | -5% | 0% | 0.18 | $5,220,000.00 |
| PLL | Piedmont Lithium Inc | -5% | -18% | -5% | -22% | 0.7 | $366,661,706.00 |
| RLC | Reedy Lagoon Corp. | -6% | -37% | -41% | -6% | 0.017 | $9,476,257.50 |
| 1MC | Morella Corporation | -6% | -39% | 70% | -73% | 0.017 | $82,819,423.78 |
| VMC | Venus Metals Cor Ltd | -6% | -9% | -3% | -9% | 0.16 | $24,172,589.28 |
| PLS | Pilbara Min Ltd | -6% | -26% | -24% | 51% | 2.11 | $6,072,770,703.36 |
| AKE | Allkem Limited | -7% | -23% | 10% | 70% | 10.095 | $6,249,049,242.80 |
| GED | Golden Deeps | -7% | -32% | 18% | 0% | 0.013 | $16,173,174.00 |
| CWX | Carawine Resources | -7% | -7% | -26% | -43% | 0.13 | $17,229,293.38 |
| MRR | Minrex Resources Ltd | -8% | -33% | 6% | 85% | 0.037 | $33,287,611.80 |
| MMC | Mitremining | -8% | -17% | -38% | 0% | 0.12 | $3,250,212.00 |
| IGO | IGO Limited | -8% | -10% | -3% | 47% | 10.5 | $7,822,576,508.29 |
| JRL | Jindalee Resources | -8% | -22% | 33% | 6% | 2.8 | $163,530,053.10 |
| VRC | Volt Resources Ltd | -8% | -21% | -39% | -53% | 0.0165 | $51,305,820.43 |
| RMX | Red Mount Min Ltd | -8% | -31% | -39% | -50% | 0.0055 | $8,211,819.29 |
| CNJ | Conico Ltd | -8% | -5% | -21% | 3% | 0.0275 | $39,389,797.35 |
| VML | Vital Metals Limited | -9% | -14% | -14% | -13% | 0.042 | $170,989,806.44 |
| ASN | Anson Resources Ltd | -9% | -9% | 0% | 64% | 0.105 | $102,791,233.50 |
| CNB | Carnaby Resource Ltd | -9% | -31% | 66% | 125% | 0.73 | $104,083,843.68 |
| CAI | Calidus Resources | -9% | -28% | 5% | 33% | 0.625 | $254,030,904.54 |
| SCN | Scorpion Minerals | -9% | -28% | -3% | 20% | 0.072 | $23,891,845.82 |
| STK | Strickland Metals | -9% | -24% | -6% | 39% | 0.061 | $81,991,338.69 |
| FRS | Forrestaniaresources | -9% | -37% | -43% | 0% | 0.145 | $3,652,844.52 |
| LTR | Liontown Resources | -9% | -23% | -35% | 69% | 1.01 | $2,225,108,575.97 |
| GLN | Galan Lithium Ltd | -10% | -25% | -38% | 48% | 1.08 | $325,707,317.34 |
| NIC | Nickel Industries | -10% | -18% | -21% | 3% | 1.0525 | $2,717,617,129.52 |
| IMI | Infinitymining | -10% | -13% | 0% | 0% | 0.14 | $8,050,000.00 |
| HAS | Hastings Tech Met | -10% | -20% | -14% | 38% | 0.2075 | $426,078,504.39 |
| COB | Cobalt Blue Ltd | -10% | -26% | 71% | 103% | 0.64 | $191,110,380.02 |
| TLG | Talga Group Ltd | -10% | -16% | -24% | -22% | 1.14 | $343,096,333.88 |
| SBR | Sabre Resources | -10% | -10% | 0% | -10% | 0.0045 | $13,948,655.04 |
| WML | Woomera Mining Ltd | -10% | -14% | 13% | -9% | 0.018 | $12,362,995.19 |
| KGD | Kula Gold Limited | -10% | -18% | -36% | -34% | 0.027 | $5,379,390.80 |
| RGL | Riversgold | -10% | -38% | 110% | -18% | 0.0305 | $20,422,151.97 |
| LRV | Larvottoresources | -10% | -32% | 54% | 0% | 0.215 | $9,552,475.00 |
| SRZ | Stellar Resources | -11% | -29% | -26% | -32% | 0.017 | $14,268,144.64 |
| TMT | Technology Metals | -11% | -8% | 14% | 3% | 0.335 | $66,094,735.46 |
| INF | Infinity Lithium | -11% | -7% | -22% | 47% | 0.125 | $51,876,633.25 |
| LPD | Lepidico Ltd | -11% | -14% | -31% | 108% | 0.025 | $162,679,288.33 |
| PEK | Peak Rare Earths Ltd | -11% | -18% | -52% | -66% | 0.375 | $80,865,929.43 |
| RFR | Rafaella Resources | -11% | -20% | -49% | -64% | 0.033 | $8,387,726.94 |
| FGR | First Graphene Ltd | -11% | -23% | -44% | -50% | 0.12 | $70,004,222.00 |
| ADV | Ardiden Ltd | -11% | -33% | -27% | 7% | 0.008 | $21,346,682.85 |
| BMM | Balkanminingandmin | -11% | -26% | -43% | 0% | 0.2 | $6,222,500.00 |
| EFE | Eastern Resources | -11% | -38% | -56% | 85% | 0.024 | $22,872,042.51 |
| AS2 | Askarimetalslimited | -11% | -47% | 65% | 0% | 0.28 | $11,022,481.55 |
| WCN | White Cliff Min Ltd | -11% | -24% | -6% | 23% | 0.016 | $10,457,653.79 |
| CTM | Centaurus Metals Ltd | -11% | -18% | -18% | 30% | 0.95 | $399,344,365.26 |
| LRS | Latin Resources Ltd | -11% | -55% | 110% | 29% | 0.063 | $115,803,824.28 |
| LMG | Latrobe Magnesium | -11% | -24% | -36% | 244% | 0.055 | $84,995,652.20 |
| BRB | Breaker Res NL | -11% | -15% | -33% | 18% | 0.195 | $63,538,981.16 |
| JMS | Jupiter Mines. | -11% | -9% | -7% | -35% | 0.195 | $372,208,296.27 |
| PGD | Peregrine Gold | -11% | -20% | -8% | 13% | 0.39 | $14,931,800.91 |
| PGM | Platina Resources | -11% | -16% | -44% | -62% | 0.031 | $13,465,852.60 |
| RNU | Renascor Res Ltd | -11% | -37% | 35% | 107% | 0.155 | $323,135,029.65 |
| OZL | OZ Minerals | -11% | -8% | -22% | -7% | 21 | $6,631,299,222.59 |
| BHP | BHP Group Limited | -12% | -3% | 12% | -1% | 40.85 | $203,809,131,629.40 |
| AZS | Azure Minerals | -12% | -12% | -24% | -4% | 0.255 | $80,791,287.46 |
| REE | Rarex Limited | -12% | -28% | -40% | -26% | 0.058 | $32,074,146.01 |
| SRL | Sunrise | -12% | -19% | 41% | 31% | 2.46 | $220,641,803.55 |
| CAE | Cannindah Resources | -12% | -31% | 3% | 195% | 0.18 | $96,073,573.32 |
| INR | Ioneer Ltd | -13% | -29% | -49% | 18% | 0.385 | $773,780,785.40 |
| TKL | Traka Resources | -13% | -13% | -42% | -56% | 0.007 | $5,510,196.49 |
| IPT | Impact Minerals | -13% | -30% | -44% | -52% | 0.007 | $19,850,964.45 |
| VR8 | Vanadium Resources | -13% | -24% | 19% | 41% | 0.076 | $35,039,915.68 |
| NMT | Neometals Ltd | -13% | -30% | -13% | 87% | 0.925 | $501,764,402.34 |
| MNS | Magnis Energy Tech | -13% | -26% | -33% | 11% | 0.3 | $289,945,598.70 |
| BSX | Blackstone Ltd | -13% | -34% | -64% | -41% | 0.2 | $89,575,037.35 |
| MNS | Magnis Energy Tech | -13% | -26% | -33% | 11% | 0.3 | $289,945,598.70 |
| WIN | Widgienickellimited | -13% | -30% | 29% | 0% | 0.265 | $66,303,000.00 |
| MRC | Mineral Commodities | -13% | -28% | -12% | -57% | 0.086 | $46,009,194.52 |
| BYH | Bryah Resources Ltd | -13% | -27% | -31% | -51% | 0.033 | $7,917,251.13 |
| RAG | Ragnar Metals Ltd | -13% | -9% | 30% | 26% | 0.039 | $15,167,395.56 |
| TEM | Tempest Minerals | -13% | -39% | 70% | 108% | 0.039 | $18,171,582.34 |
| AKN | Auking Mining Ltd | -13% | -29% | -37% | -49% | 0.078 | $7,593,820.00 |
| S32 | South32 Limited | -14% | -12% | 5% | 49% | 4.15 | $18,822,376,925.80 |
| KAI | Kairos Minerals Ltd | -14% | -30% | -27% | -44% | 0.019 | $39,241,869.82 |
| CZL | Cons Zinc Ltd | -14% | -17% | -32% | -49% | 0.019 | $7,267,156.26 |
| LOT | Lotus Resources Ltd | -14% | -20% | -19% | 29% | 0.22 | $205,556,507.31 |
| LPI | Lithium Pwr Int Ltd | -14% | -37% | -5% | 100% | 0.37 | $130,929,318.00 |
| VUL | Vulcan Energy | -14% | -26% | -51% | -32% | 5.52 | $712,199,936.90 |
| CHR | Charger Metals | -14% | -32% | 4% | 0% | 0.39 | $12,706,603.65 |
| NKL | Nickelxltd | -14% | -33% | 9% | -25% | 0.12 | $7,141,500.00 |
| LSR | Lodestar Minerals | -14% | -40% | -29% | -33% | 0.006 | $12,169,061.44 |
| TSC | Twenty Seven Co. Ltd | -14% | -25% | -25% | -25% | 0.003 | $7,982,441.72 |
| AOA | Ausmon Resorces | -14% | -25% | 0% | 0% | 0.006 | $5,143,736.06 |
| ODE | Odessa Minerals Ltd | -14% | -29% | 140% | 200% | 0.012 | $5,908,662.19 |
| MIN | Mineral Resources. | -14% | -19% | -1% | -4% | 48.68 | $9,140,313,208.77 |
| ILU | Iluka Resources | -14% | -14% | -10% | 12% | 8.95 | $3,703,584,182.31 |
| ARR | American Rare Earths | -15% | -33% | 36% | 190% | 0.235 | $91,012,135.28 |
| LIT | Lithium Australia | -15% | -20% | -34% | -37% | 0.069 | $72,478,368.97 |
| AML | Aeon Metals Ltd. | -15% | -36% | -44% | -71% | 0.023 | $20,813,757.78 |
| EMN | Euromanganese | -15% | -28% | -45% | -58% | 0.23 | $58,942,729.51 |
| SYR | Syrah Resources | -15% | -38% | -9% | 17% | 1.155 | $756,470,374.17 |
| MOH | Moho Resources | -15% | -20% | -53% | -59% | 0.028 | $4,310,843.30 |
| AX8 | Accelerate Resources | -15% | -24% | -24% | -24% | 0.028 | $8,167,225.87 |
| GL1 | Globallith | -15% | -32% | 98% | 371% | 1.2 | $188,057,433.36 |
| PNN | Power Minerals Ltd | -15% | -32% | 0% | 47% | 0.39 | $24,601,398.40 |
| AM7 | Arcadia Minerals | -15% | -17% | 0% | 0% | 0.195 | $8,872,599.48 |
| LEG | Legend Mining | -15% | -31% | -9% | -55% | 0.05 | $137,756,786.05 |
| CZN | Corazon Ltd | -15% | -27% | -30% | -34% | 0.022 | $14,037,602.81 |
| ENT | Enterprise Metals | -15% | -27% | -21% | -42% | 0.011 | $7,091,115.41 |
| MAN | Mandrake Res Ltd | -16% | -25% | -12% | -79% | 0.038 | $18,300,991.91 |
| GT1 | Greentechnology | -16% | -17% | 99% | 0% | 0.705 | $109,693,240.00 |
| TNG | TNG Limited | -16% | -22% | -30% | -14% | 0.054 | $81,916,675.10 |
| WC8 | Wildcat Resources | -16% | -21% | -45% | 4% | 0.027 | $19,358,181.81 |
| GW1 | Greenwing Resources | -16% | -35% | -40% | -14% | 0.215 | $28,346,890.27 |
| IG6 | Internationalgraphit | -16% | 0% | 0% | 0% | 0.295 | $24,446,432.40 |
| AUZ | Australian Mines Ltd | -16% | -45% | -63% | -68% | 0.074 | $37,927,592.02 |
| FTL | Firetail Resources | -16% | -11% | 0% | 0% | 0.29 | $16,990,187.50 |
| BKT | Black Rock Mining | -16% | -23% | -30% | 0% | 0.155 | $146,588,346.90 |
| AZL | Arizona Lithium Ltd | -16% | -41% | 8% | 229% | 0.092 | $207,642,886.72 |
| PAN | Panoramic Resources | -17% | -21% | -18% | 47% | 0.2125 | $420,437,370.82 |
| FFX | Firefinch Ltd | -17% | -76% | -67% | -53% | 0.225 | $265,779,724.73 |
| ALY | Alchemy Resource Ltd | -17% | -46% | 36% | 10% | 0.015 | $14,296,110.86 |
| EMS | Eastern Metals | -17% | -42% | -38% | 0% | 0.125 | $4,450,000.00 |
| CRR | Critical Resources | -17% | -47% | 18% | 55% | 0.045 | $66,960,685.76 |
| LNR | Lanthanein Resources | -17% | -46% | -21% | 11% | 0.015 | $13,405,209.12 |
| AGY | Argosy Minerals Ltd | -17% | -21% | 19% | 223% | 0.32 | $427,133,250.81 |
| PVW | PVW Res Ltd | -17% | -32% | -44% | 33% | 0.22 | $21,860,140.63 |
| ARN | Aldoro Resources | -17% | -34% | -62% | -55% | 0.145 | $14,385,970.41 |
| FRB | Firebird Metals | -17% | -16% | -26% | -52% | 0.29 | $15,746,342.40 |
| ARL | Ardea Resources Ltd | -17% | -28% | 78% | 59% | 0.845 | $144,277,106.20 |
| KTA | Krakatoa Resources | -17% | -30% | 18% | 0% | 0.053 | $18,269,625.60 |
| MLX | Metals X Limited | -17% | -28% | -23% | 47% | 0.36 | $340,224,775.13 |
| GSM | Golden State Mining | -17% | -39% | -49% | -72% | 0.043 | $5,180,748.70 |
| ESR | Estrella Res Ltd | -17% | -32% | -5% | -63% | 0.019 | $22,812,949.26 |
| E25 | Element 25 Ltd | -17% | -32% | -62% | -78% | 0.475 | $76,355,184.50 |
| NWC | New World Resources | -18% | -23% | -49% | -61% | 0.033 | $51,100,890.30 |
| GME | GME Resources Ltd | -18% | -14% | 74% | 87% | 0.099 | $58,805,085.44 |
| POS | Poseidon Nick Ltd | -18% | -33% | -53% | -38% | 0.047 | $134,814,219.14 |
| A8G | Australasian Metals | -18% | -42% | -60% | 27% | 0.21 | $8,234,098.80 |
| BEM | Blackearth Minerals | -18% | -33% | -36% | -29% | 0.07 | $18,383,543.10 |
| ARU | Arafura Resource Ltd | -18% | -22% | 67% | 82% | 0.3 | $458,469,037.94 |
| AXE | Archer Materials | -18% | -18% | -45% | -23% | 0.595 | $151,564,996.27 |
| QPM | Queensland Pacific | -18% | -40% | -36% | -34% | 0.1025 | $156,361,313.10 |
| ADD | Adavale Resource Ltd | -18% | -16% | -34% | -68% | 0.027 | $9,647,844.85 |
| CXO | Core Lithium | -18% | -25% | 106% | 324% | 1.0175 | $1,862,279,608.30 |
| HXG | Hexagon Energy | -19% | -24% | -67% | -71% | 0.022 | $11,797,065.72 |
| BUX | Buxton Resources Ltd | -19% | -28% | -16% | -31% | 0.066 | $10,062,207.49 |
| TON | Triton Min Ltd | -19% | -19% | -31% | -35% | 0.022 | $27,693,251.89 |
| ESS | Essential Metals Ltd | -19% | -36% | 106% | 254% | 0.35 | $85,038,161.63 |
| AOU | Auroch Minerals Ltd | -19% | -21% | -39% | -53% | 0.07 | $24,753,270.53 |
| RXL | Rox Resources | -19% | -28% | -31% | -41% | 0.24 | $43,079,941.49 |
| KZR | Kalamazoo Resources | -19% | -35% | -38% | -45% | 0.2275 | $33,394,706.02 |
| FG1 | Flynngold | -19% | -28% | -32% | -30% | 0.105 | $7,687,326.00 |
| MLS | Metals Australia | -19% | -56% | 53% | 15% | 0.046 | $24,289,664.79 |
| EVR | Ev Resources Ltd | -19% | -44% | -51% | 9% | 0.025 | $24,075,585.85 |
| EUR | European Lithium Ltd | -19% | -33% | -49% | -10% | 0.054 | $74,677,336.34 |
| TMB | Tambourahmetals | -19% | -34% | -36% | 0% | 0.145 | $5,766,963.72 |
| KOB | Kobaresourceslimited | -19% | -22% | 0% | 0% | 0.145 | $9,750,000.00 |
| G88 | Golden Mile Res Ltd | -20% | -27% | -22% | -26% | 0.04 | $7,741,839.33 |
| SLZ | Sultan Resources Ltd | -20% | -35% | -41% | -52% | 0.1 | $8,328,438.90 |
| NWM | Norwest Minerals | -20% | -39% | -56% | -66% | 0.028 | $5,237,614.22 |
| G88 | Golden Mile Res Ltd | -20% | -27% | -22% | -26% | 0.04 | $7,741,839.33 |
| DTM | Dart Mining NL | -22% | -30% | -39% | -64% | 0.051 | $7,845,089.28 |
| LEL | Lithenergy | -22% | -43% | 4% | 93% | 0.705 | $32,508,000.00 |
| QXR | Qx Resources Limited | -22% | -48% | 39% | 67% | 0.025 | $20,624,695.70 |
| CHN | Chalice Mining Ltd | -22% | -43% | -54% | -44% | 3.85 | $1,379,155,923.11 |
| ZNC | Zenith Minerals Ltd | -22% | -21% | 33% | 24% | 0.285 | $92,854,121.85 |
| MQR | Marquee Resource Ltd | -22% | -39% | -42% | 14% | 0.064 | $19,340,806.07 |
| EMH | European Metals Hldg | -22% | -34% | -51% | -57% | 0.655 | $93,616,681.73 |
| EMT | Emetals Limited | -23% | -20% | -44% | -55% | 0.01 | $9,350,000.00 |
| SGQ | St George Min Ltd | -23% | -15% | -46% | -58% | 0.033 | $22,973,664.58 |
| JRV | Jervois Global Ltd | -23% | -43% | -7% | 2% | 0.51 | $752,276,725.70 |
| LKE | Lake Resources | -24% | -29% | 22% | 251% | 1.07 | $1,824,460,018.09 |
| CMX | Chemxmaterials | -24% | -36% | 0% | 0% | 0.145 | $7,646,223.92 |
| WMG | Western Mines | -24% | -36% | -13% | 0% | 0.14 | $5,128,550.00 |
| NC1 | Nicoresourceslimited | -25% | -35% | 0% | 0% | 0.755 | $61,511,251.41 |
| S2R | S2 Resources | -25% | -27% | -21% | 0% | 0.135 | $48,110,605.43 |
| THR | Thor Mining PLC | -25% | -31% | -36% | -50% | 0.009 | $10,139,359.24 |
| STM | Sunstone Metals Ltd | -25% | -32% | -57% | 171% | 0.038 | $97,828,963.88 |
| CLA | Celsius Resource Ltd | -26% | -30% | -26% | -56% | 0.014 | $15,879,054.98 |
| MCR | Mincor Resources NL | -27% | -39% | 4% | 54% | 1.535 | $774,987,355.20 |
| DEV | Devex Resources Ltd | -29% | -37% | -52% | -36% | 0.235 | $78,545,992.25 |
| MTM | Mtmongerresources | -30% | -32% | -22% | 0% | 0.105 | $3,807,303.47 |
| EGR | Ecograf Limited | -30% | -33% | -56% | -50% | 0.275 | $123,841,701.23 |
| WR1 | Winsome Resources | -33% | -52% | -22% | 0% | 0.21 | $27,698,368.77 |
| ASO | Aston Minerals Ltd | -38% | -47% | -27% | -50% | 0.077 | $90,848,929.69 |
