High Voltage: Battery producers eye larger cell tech to cut down on raw material needs
Mining
Mining
Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium.
Some of the world’s leading battery cell producers are targeting mass production of larger cells to increase energy density and cut down on raw material needs.
This week, the world’s biggest EV battery maker, CATL, released a new electric car battery with a range of more than 1,000km on a single charge that’s 13% more powerful than one planned by Tesla.
CATL said it plans to begin manufacturing the Qilin battery next year.
Earlier this month, Tesla received the first 4680 format cell samples from Panasonic and is expecting to integrate them into its Model Y production lines in Austin, Texas, by 2023.
The carmaker says the cells could deliver six times the power and five times the energy density while reducing the cost of raw materials, including cobalt, lithium, nickel and manganese, in the overall battery pack.
In the UK last week, gigafactory Britishvolt said it plans to develop 4690 cells that are 46mm in diameter and 90mm in height – compared to the usual, smaller 2170 format.
“This improves efficiency, reduces waste, lowers costs and makes us leaner and more agile. We can also tailor the length of the cell to suit specific applications,” founder and chief executive Orral Nadjari said.
The larger size of the cells helps with power density and is expected to be used in vehicles that need longer distances between charges and higher power output.
And South Korea’s Samsung SDI is also testing 4680 battery cell technology, which it may offer to customers such as Stellantis, BMW and Volvo.
Original equipment manufacturers (OEMs) and end-users are increasingly moving upstream in the supply chain to secure critical battery minerals like lithium, cobalt, nickel, and graphite.
A smart move when you see lithium demand numbers floating around the 2.75m tonnes mark by 2030.
#Lithium demand seen at 2.75 mln tonnes by 2030, says @Fastmarkets’ Will Adams, with at least 1-2 decades of strong growth ahead. Matching supply to demand will remain a challenge #FastmarkersLBRM
— Andrea Hotter (@AndreaHotter) June 27, 2022
In April, we saw Elon Musk post to Twitter that Tesla “might have to get into lithium mining and refining” because of sky high prices and a long lead time to production – he then struck a deal with Brazilian mining giant, Vale, to purchase nickel not long after.
And German auto maker Volkswagen recently said it needs to be “actively involved in the raw material business” and move further down the supply chain when sourcing batteries.
Last week carmaker Stellantis added five years on to 2035 a lithium hydroxide offtake agreement with Vulcan Energy Resources (ASX:VUL) for supply from its Zero Carbon Lithium project in Germany, as well as making a $76mn equity investment in the firm to become its second-largest shareholder.
In an interview with Stockhead, Vulcan managing director Francis Wedin says that while the move marks the first time an automaker has invested upstream in a listed lithium company, there will be many more to come in the industry.
Stellantis has 16 brands — including Fiat, Peugeot, Citroen, Jeep and Chrysler — has one of the largest electric vehicle (EV) and decarbonisation plans of any automaker, aiming for 100pc EV sales in Europe by 2030.
Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese, and vanadium is performing>>>
Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop:
Code | Company | Price | % Year | % Six Month | % Month | % Week | Market Cap |
---|---|---|---|---|---|---|---|
TEM | Tempest Minerals | 0.0875 | 450% | 298% | 79% | 143% | $46,943,254.37 |
TMT | Technology Metals | 0.455 | 42% | 49% | 20% | 44% | $86,028,068.37 |
GRE | Greentechmetals | 0.325 | 0% | 0% | 86% | 38% | $10,322,399.67 |
MTM | Mtmongerresources | 0.135 | 0% | 0% | -21% | 29% | $4,895,104.46 |
CNB | Carnaby Resource Ltd | 0.92 | 156% | 25% | -4% | 28% | $139,501,262.71 |
ODE | Odessa Minerals Ltd | 0.014 | 250% | 180% | -18% | 27% | $6,445,813.30 |
QXR | Qx Resources Limited | 0.03 | 88% | 43% | -46% | 25% | $23,202,782.67 |
SYA | Sayona Mining Ltd | 0.16 | 147% | 28% | -24% | 23% | $1,153,947,221.84 |
WIN | Widgienickellimited | 0.325 | 0% | 48% | -12% | 23% | $92,574,000.00 |
AX8 | Accelerate Resources | 0.034 | 3% | -8% | -13% | 21% | $7,903,766.97 |
CMO | Cosmometalslimited | 0.17 | 0% | 0% | 21% | 21% | $4,081,600.00 |
A8G | Australasian Metals | 0.24 | 78% | -50% | -38% | 20% | $6,998,983.98 |
ARR | American Rare Earths | 0.275 | 253% | 67% | -19% | 20% | $91,012,135.28 |
NC1 | Nicoresourceslimited | 0.83 | 0% | 0% | -41% | 18% | $69,800,001.60 |
QPM | Queensland Pacific | 0.1175 | -19% | -31% | -33% | 18% | $195,451,641.38 |
NKL | Nickelxltd | 0.135 | -10% | 17% | -27% | 17% | $8,073,000.00 |
PLS | Pilbara Min Ltd | 2.385 | 61% | -19% | -18% | 17% | $6,906,288,250.88 |
SYR | Syrah Resources | 1.31 | 29% | -18% | -27% | 16% | $856,886,795.52 |
AVW | Avira Resources Ltd | 0.004 | -20% | -27% | -11% | 14% | $8,475,160.00 |
INR | Ioneer Ltd | 0.4225 | 19% | -43% | -21% | 14% | $867,889,259.30 |
LMG | Latrobe Magnesium | 0.06 | 253% | -35% | -20% | 13% | $93,014,109.96 |
STM | Sunstone Metals Ltd | 0.043 | 187% | -53% | -20% | 13% | $115,850,088.81 |
ESS | Essential Metals Ltd | 0.39 | 319% | 117% | -31% | 13% | $98,594,970.00 |
LRV | Larvottoresources | 0.26 | 0% | 117% | -21% | 13% | $11,629,100.00 |
PNN | Power Minerals Ltd | 0.45 | 73% | 13% | -9% | 13% | $27,374,960.43 |
1MC | Morella Corporation | 0.018 | -72% | 64% | -36% | 13% | $103,524,279.72 |
NVA | Nova Minerals Ltd | 0.64 | -51% | -44% | 2% | 12% | $103,616,313.88 |
VR8 | Vanadium Resources | 0.083 | 20% | 28% | -25% | 12% | $38,828,014.67 |
LOT | Lotus Resources Ltd | 0.235 | 34% | -23% | -10% | 12% | $225,133,317.53 |
LYC | Lynas Rare Earths | 9.33 | 67% | -4% | -1% | 11% | $8,311,210,412.34 |
CAE | Cannindah Resources | 0.2 | 233% | 18% | -18% | 11% | $120,091,966.65 |
EUR | European Lithium Ltd | 0.06 | 7% | -48% | -17% | 11% | $84,357,731.80 |
JRV | Jervois Global Ltd | 0.55 | 6% | -4% | -32% | 11% | $813,066,764.14 |
RGL | Riversgold | 0.03 | -15% | 95% | -27% | 11% | $24,204,031.97 |
MLS | Metals Australia | 0.051 | 70% | 28% | -40% | 11% | $30,105,918.12 |
LPI | Lithium Pwr Int Ltd | 0.415 | 124% | 0% | -27% | 11% | $143,149,387.68 |
PVW | PVW Res Ltd | 0.26 | 79% | -30% | -13% | 11% | $25,115,906.25 |
AKE | Allkem Limited | 10.75 | 70% | 9% | -23% | 10% | $6,893,083,909.66 |
ILU | Iluka Resources | 9.54 | 16% | -2% | -12% | 9% | $3,924,187,134.75 |
LPM | Lithium Plus | 0.415 | 0% | 0% | -23% | 9% | $18,070,371.00 |
MRR | Minrex Resources Ltd | 0.036 | 80% | 0% | -35% | 9% | $40,285,584.52 |
MCR | Mincor Resources NL | 1.7375 | 59% | 3% | -28% | 9% | $808,893,051.99 |
VUL | Vulcan Energy | 5.87 | -26% | -43% | -22% | 9% | $826,731,165.20 |
NTU | Northern Min Ltd | 0.04 | 21% | -23% | -7% | 8% | $189,532,835.66 |
GL1 | Globallith | 1.28 | 433% | 60% | -22% | 8% | $200,753,293.84 |
LPD | Lepidico Ltd | 0.027 | 125% | -25% | -7% | 8% | $175,693,631.39 |
NIC | Nickel Industries | 1.0675 | 7% | -26% | -13% | 7% | $2,826,868,069.40 |
BUX | Buxton Resources Ltd | 0.074 | -8% | -6% | -19% | 7% | $10,499,694.77 |
ADV | Ardiden Ltd | 0.0075 | -17% | -32% | -32% | 7% | $18,678,347.49 |
BKT | Black Rock Mining | 0.16 | 10% | -27% | -20% | 7% | $151,474,625.13 |
LRS | Latin Resources Ltd | 0.064 | 28% | 129% | -44% | 7% | $131,244,334.18 |
IG6 | Internationalgraphit | 0.32 | 0% | 0% | 12% | 7% | $25,261,313.48 |
COB | Cobalt Blue Ltd | 0.6325 | 130% | 52% | -23% | 6% | $211,987,984.56 |
VRC | Volt Resources Ltd | 0.017 | -51% | -35% | -11% | 6% | $54,512,434.21 |
GLN | Galan Lithium Ltd | 1.135 | 38% | -41% | -20% | 6% | $362,235,240.78 |
BHP | BHP Group Limited | 42.69 | 0% | 16% | -2% | 6% | $208,567,715,428.00 |
PRL | Province Resources | 0.056 | -57% | -63% | -38% | 6% | $64,340,456.24 |
AR3 | Austrare | 0.395 | 0% | -55% | -14% | 5% | $36,652,597.52 |
EMH | European Metals Hldg | 0.7 | -54% | -48% | -26% | 5% | $99,951,645.15 |
AKN | Auking Mining Ltd | 0.081 | -42% | -37% | -17% | 5% | $8,173,318.10 |
MNS | Magnis Energy Tech | 0.315 | 21% | -31% | -23% | 5% | $309,275,305.28 |
MNS | Magnis Energy Tech | 0.315 | 21% | -31% | -23% | 5% | $309,275,305.28 |
CZL | Cons Zinc Ltd | 0.021 | -45% | -30% | -13% | 5% | $5,813,725.01 |
MQR | Marquee Resource Ltd | 0.064 | 25% | -42% | -39% | 5% | $20,276,651.53 |
AGY | Argosy Minerals Ltd | 0.33 | 244% | 20% | -27% | 5% | $467,837,590.52 |
AML | Aeon Metals Ltd. | 0.022 | -71% | -42% | -39% | 5% | $20,813,757.78 |
RAS | Ragusa Minerals Ltd | 0.09 | 34% | 27% | -53% | 5% | $11,567,726.35 |
POS | Poseidon Nick Ltd | 0.046 | -41% | -54% | -33% | 5% | $140,942,138.20 |
EMN | Euromanganese | 0.24 | -53% | -45% | -21% | 4% | $60,224,093.20 |
CHN | Chalice Mining Ltd | 3.86 | -45% | -56% | -38% | 4% | $1,457,221,352.72 |
EMS | Eastern Metals | 0.13 | 0% | -30% | -32% | 4% | $4,628,000.00 |
LTR | Liontown Resources | 1.055 | 46% | -31% | -20% | 4% | $2,378,564,339.83 |
FRS | Forrestaniaresources | 0.135 | 0% | -53% | -36% | 4% | $4,100,082.56 |
EVR | Ev Resources Ltd | 0.027 | 29% | -48% | -31% | 4% | $24,075,585.85 |
EVR | Ev Resources Ltd | 0.027 | 29% | -48% | -31% | 4% | $24,075,585.85 |
S2R | S2 Resources | 0.14 | 17% | -24% | -20% | 4% | $51,674,353.98 |
S32 | South32 Limited | 4.21 | 44% | 5% | -11% | 4% | $18,729,655,857.20 |
GED | Golden Deeps | 0.0145 | 12% | 21% | -28% | 4% | $16,173,174.00 |
RBX | Resource B | 0.15 | 341% | -19% | -9% | 3% | $4,883,711.88 |
RBX | Resource B | 0.15 | 341% | -19% | -9% | 3% | $4,883,711.88 |
RNU | Renascor Res Ltd | 0.155 | 125% | 29% | -31% | 3% | $344,677,364.96 |
PAM | Pan Asia Metals | 0.47 | 236% | -1% | -1% | 3% | $37,197,615.22 |
MIN | Mineral Resources. | 49.88 | -2% | -9% | -19% | 3% | $9,215,993,715.57 |
CTM | Centaurus Metals Ltd | 0.965 | 32% | -16% | -18% | 3% | $397,208,833.89 |
BEM | Blackearth Minerals | 0.07 | -30% | -39% | -30% | 3% | $19,194,581.76 |
BSX | Blackstone Ltd | 0.195 | -43% | -65% | -34% | 3% | $94,289,513.00 |
QEM | QEM Limited | 0.2 | 25% | 8% | -15% | 3% | $24,326,032.40 |
PAN | Panoramic Resources | 0.21 | 50% | -21% | -24% | 2% | $420,437,370.82 |
VML | Vital Metals Limited | 0.042 | -9% | -14% | -21% | 2% | $179,330,772.61 |
WR1 | Winsome Resources | 0.21 | 0% | -38% | -50% | 2% | $29,725,078.68 |
CRR | Critical Resources | 0.046 | 64% | 28% | -42% | 2% | $71,424,731.47 |
LEL | Lithenergy | 0.735 | 93% | -16% | -41% | 2% | $34,314,000.00 |
RXL | Rox Resources | 0.26 | -44% | -25% | -22% | 2% | $43,924,646.22 |
REE | Rarex Limited | 0.058 | -24% | -42% | -28% | 2% | $33,762,258.96 |
ARU | Arafura Resource Ltd | 0.3 | 114% | 50% | -21% | 2% | $474,010,361.26 |
MLX | Metals X Limited | 0.38 | 62% | -17% | -24% | 1% | $344,761,105.46 |
IXR | Ionic Rare Earths | 0.0395 | 65% | -8% | -21% | 1% | $151,031,591.88 |
NMT | Neometals Ltd | 0.925 | 103% | -16% | -29% | 1% | $531,925,104.12 |
JRL | Jindalee Resources | 2.88 | 20% | 41% | -10% | 1% | $166,399,001.40 |
AZI | Altamin Limited | 0.096 | 39% | 47% | -1% | 1% | $37,604,808.19 |
AZI | Altamin Limited | 0.096 | 39% | 47% | -1% | 1% | $37,604,808.19 |
IGO | IGO Limited | 10.425 | 38% | -8% | -14% | 1% | $7,837,721,864.55 |
VIA | Viagold Rare Earth | 2 | 2339% | 0% | 0% | 0% | $166,624,808.00 |
PSC | Prospect Res Ltd | 0.97 | 397% | 28% | 1% | 0% | $435,590,475.45 |
HNR | Hannans Ltd | 0.021 | 204% | -34% | -9% | 0% | $54,731,701.00 |
MRD | Mount Ridley Mines | 0.005 | 67% | -38% | -33% | 0% | $29,285,142.20 |
AVZ | AVZ Minerals Ltd | 0.78 | 373% | 11% | 0% | 0% | $2,752,409,203.44 |
RLC | Reedy Lagoon Corp. | 0.017 | 6% | -45% | -35% | 0% | $9,476,257.50 |
EGR | Ecograf Limited | 0.275 | -52% | -59% | -35% | 0% | $121,590,033.93 |
MMC | Mitremining | 0.12 | 0% | -37% | -17% | 0% | $3,250,212.00 |
RMX | Red Mount Min Ltd | 0.005 | -50% | -44% | -38% | 0% | $9,854,183.15 |
LML | Lincoln Minerals | 0.008 | 0% | 0% | 0% | 0% | $4,599,869.49 |
WKT | Walkabout Resources | 0.215 | 0% | 5% | 0% | 0% | $97,239,149.08 |
VMC | Venus Metals Cor Ltd | 0.16 | -14% | -6% | -16% | 0% | $27,194,162.94 |
EFE | Eastern Resources | 0.023 | 64% | -57% | -34% | 0% | $23,866,479.14 |
BNR | Bulletin Res Ltd | 0.12 | 88% | 74% | -29% | 0% | $35,110,932.00 |
AS2 | Askarimetalslimited | 0.265 | 0% | 36% | -45% | 0% | $11,022,481.55 |
IMI | Infinitymining | 0.14 | 0% | -15% | -7% | 0% | $8,337,500.00 |
RAG | Ragnar Metals Ltd | 0.04 | -47% | 38% | -18% | 0% | $14,788,210.67 |
TMB | Tambourahmetals | 0.14 | 0% | -39% | -35% | 0% | $5,766,963.72 |
JMS | Jupiter Mines. | 0.19 | -36% | -16% | -10% | 0% | $372,208,296.27 |
E25 | Element 25 Ltd | 0.5 | -78% | -60% | -21% | 0% | $76,355,184.50 |
ENV | Enova Mining Limited | 0.016 | -24% | -33% | -11% | 0% | $5,875,440.99 |
RR1 | Reach Resources Ltd | 0.004 | -50% | -50% | -27% | 0% | $7,640,202.56 |
ZNC | Zenith Minerals Ltd | 0.27 | 2% | 20% | -29% | 0% | $99,981,060.91 |
THR | Thor Mining PLC | 0.009 | -44% | -25% | -36% | 0% | $10,673,009.73 |
CLZ | Classic Min Ltd | 0.001 | 0% | 0% | 0% | 0% | $31,024,646.55 |
ATM | Aneka Tambang | 1.245 | 25% | 14% | 0% | 0% | $1,623,043.01 |
TLG | Talga Group Ltd | 1.115 | -22% | -28% | -19% | -1% | $359,869,932.42 |
MRC | Mineral Commodities | 0.085 | -58% | -14% | -23% | -1% | $45,474,203.89 |
DTM | Dart Mining NL | 0.057 | -61% | -29% | -17% | -2% | $7,709,829.12 |
FTL | Firetail Resources | 0.27 | 0% | 0% | -18% | -2% | $16,681,275.00 |
ASN | Anson Resources Ltd | 0.098 | 56% | -11% | -25% | -2% | $99,707,496.50 |
LEG | Legend Mining | 0.049 | -53% | -16% | -32% | -2% | $132,246,514.61 |
GW1 | Greenwing Resources | 0.225 | -10% | -44% | -26% | -2% | $26,498,180.04 |
CHR | Charger Metals | 0.38 | 0% | 0% | -31% | -3% | $12,706,603.65 |
AM7 | Arcadia Minerals | 0.185 | -8% | -12% | -16% | -3% | $8,639,110.02 |
SRI | Sipa Resources Ltd | 0.035 | -35% | -19% | -10% | -3% | $6,765,818.50 |
SCN | Scorpion Minerals | 0.07 | 15% | -9% | -28% | -3% | $24,555,508.21 |
PNT | Panthermetalsltd | 0.175 | 0% | -3% | -20% | -3% | $4,785,000.00 |
HASDA | Hastings Tech Met | 4.08 | 20% | -15% | -15% | -3% | $404,774,579.37 |
LNR | Lanthanein Resources | 0.0165 | 22% | -25% | -31% | -3% | $13,405,209.12 |
SGQ | St George Min Ltd | 0.032 | -56% | -48% | -18% | -3% | $20,300,516.43 |
IPX | Iperionx Limited | 0.79 | -10% | -13% | 1% | -3% | $123,453,872.08 |
AXE | Archer Materials | 0.59 | -30% | -48% | -18% | -3% | $154,049,668.34 |
NWM | Norwest Minerals | 0.028 | -66% | -57% | -35% | -3% | $5,057,006.84 |
ASO | Aston Minerals Ltd | 0.08 | -53% | -18% | -41% | -4% | $94,650,129.39 |
CAI | Calidus Resources | 0.605 | 30% | 1% | -32% | -4% | $262,095,377.70 |
SLZ | Sultan Resources Ltd | 0.096 | -52% | -42% | -38% | -4% | $7,912,016.96 |
GME | GME Resources Ltd | 0.095 | 94% | 36% | -24% | -4% | $56,429,122.39 |
CXO | Core Lithium | 1.03 | 338% | 91% | -21% | -4% | $1,775,927,008.90 |
AZL | Arizona Lithium Ltd | 0.089 | 287% | -1% | -41% | -4% | $200,944,729.08 |
AZL | Arizona Lithium Ltd | 0.089 | 287% | -1% | -41% | -4% | $200,944,729.08 |
BRB | Breaker Res NL | 0.185 | 12% | -36% | -23% | -5% | $61,909,776.51 |
ESR | Estrella Res Ltd | 0.018 | -64% | -18% | -33% | -5% | $21,612,267.72 |
BMM | Balkanminingandmin | 0.18 | 0% | -50% | -33% | -5% | $6,058,750.00 |
WML | Woomera Mining Ltd | 0.018 | -4% | 6% | -25% | -5% | $12,362,995.19 |
BYH | Bryah Resources Ltd | 0.033 | -48% | -31% | -30% | -6% | $7,464,836.78 |
AVL | Aust Vanadium Ltd | 0.032 | 68% | 14% | -27% | -6% | $130,048,245.76 |
SRZ | Stellar Resources | 0.016 | -33% | -27% | -30% | -6% | $14,268,144.64 |
SRL | Sunrise | 2.3 | 19% | 28% | -23% | -6% | $207,133,121.70 |
OMH | OM Holdings Limited | 0.76 | -22% | -10% | -12% | -6% | $565,046,852.81 |
NWC | New World Resources | 0.03 | -61% | -55% | -23% | -6% | $46,310,181.84 |
STK | Strickland Metals | 0.06 | 28% | -13% | -23% | -6% | $79,429,109.35 |
PGM | Platina Resources | 0.029 | -63% | -54% | -29% | -6% | $13,031,470.26 |
ARL | Ardea Resources Ltd | 0.795 | 62% | 62% | -31% | -6% | $135,790,217.60 |
OZL | OZ Minerals | 18.5 | -19% | -34% | -20% | -7% | $6,179,393,419.94 |
KOB | Kobaresourceslimited | 0.14 | 0% | 0% | -26% | -7% | $9,100,000.00 |
GBR | Greatbould Resources | 0.067 | -20% | -50% | -30% | -7% | $29,389,616.02 |
WC8 | Wildcat Resources | 0.026 | 0% | -51% | -21% | -7% | $16,777,090.90 |
CLA | Celsius Resource Ltd | 0.012 | -63% | -37% | -40% | -8% | $14,657,589.22 |
GT1 | Greentechnology | 0.64 | 0% | 45% | -31% | -8% | $113,373,000.09 |
INF | Infinity Lithium | 0.115 | 40% | -30% | -15% | -8% | $47,726,502.59 |
DEV | Devex Resources Ltd | 0.23 | -39% | -52% | -39% | -8% | $70,691,393.03 |
FGR | First Graphene Ltd | 0.115 | -52% | -44% | -15% | -8% | $64,403,884.24 |
KGD | Kula Gold Limited | 0.023 | -39% | -44% | -28% | -8% | $4,949,039.54 |
MAN | Mandrake Res Ltd | 0.034 | -77% | -31% | -31% | -8% | $17,311,749.11 |
PGD | Peregrine Gold | 0.355 | -1% | -19% | -32% | -9% | $13,783,200.84 |
EMT | Emetals Limited | 0.01 | -52% | -44% | -23% | -9% | $8,500,000.00 |
KAI | Kairos Minerals Ltd | 0.018 | -44% | -31% | -31% | -10% | $31,393,495.86 |
GSM | Golden State Mining | 0.04 | -74% | -51% | -38% | -10% | $4,773,274.08 |
ARN | Aldoro Resources | 0.13 | -57% | -65% | -41% | -10% | $13,393,834.52 |
PLL | Piedmont Lithium Inc | 0.6225 | -34% | -16% | -28% | -10% | $324,456,042.00 |
WMG | Western Mines | 0.125 | 0% | -22% | -29% | -11% | $4,945,387.50 |
FFX | Firefinch Ltd | 0.2 | -56% | -73% | -81% | -11% | $236,248,644.20 |
RFR | Rafaella Resources | 0.032 | -65% | -51% | -20% | -11% | $7,513,213.63 |
KTA | Krakatoa Resources | 0.047 | -4% | 0% | -37% | -11% | $15,856,656.18 |
AQD | Ausquest Limited | 0.023 | 15% | 35% | 15% | -12% | $18,978,432.13 |
FRB | Firebird Metals | 0.265 | -54% | -32% | -20% | -12% | $14,959,025.28 |
KFM | Kingfisher Mining | 0.25 | 28% | 32% | -7% | -12% | $8,561,250.25 |
IPT | Impact Minerals | 0.007 | -44% | -48% | -36% | -13% | $17,369,593.89 |
SHH | Shree Minerals Ltd | 0.007 | -42% | -22% | -22% | -13% | $8,669,408.24 |
HXG | Hexagon Energy | 0.02 | -73% | -73% | -26% | -13% | $10,514,775.97 |
ALY | Alchemy Resource Ltd | 0.013 | -5% | 18% | -52% | -13% | $13,343,036.80 |
GAL | Galileo Mining Ltd | 1.32 | 380% | 529% | -22% | -14% | $226,192,448.90 |
MOH | Moho Resources | 0.024 | -66% | -63% | -37% | -14% | $3,831,860.71 |
LSR | Lodestar Minerals | 0.006 | -40% | -33% | -33% | -14% | $10,430,624.09 |
AAJ | Aruma Resources Ltd | 0.059 | -6% | -14% | -12% | -14% | $9,574,651.68 |
CMX | Chemxmaterials | 0.14 | 0% | 0% | -38% | -15% | $6,951,112.65 |
TNG | TNG Limited | 0.05 | -22% | -36% | -30% | -15% | $70,809,329.32 |
AOU | Auroch Minerals Ltd | 0.056 | -66% | -51% | -39% | -16% | $22,536,559.74 |
FG1 | Flynngold | 0.1 | -38% | -38% | -29% | -17% | $6,406,105.00 |
TSC | Twenty Seven Co. Ltd | 0.0025 | -38% | -38% | -17% | -17% | $6,652,034.76 |
KOR | Korab Resources | 0.02 | 43% | -58% | -29% | -17% | $7,341,000.00 |
AOA | Ausmon Resorces | 0.005 | 0% | -17% | -38% | -17% | $4,715,091.39 |
CZN | Corazon Ltd | 0.019 | -40% | -45% | -27% | -17% | $11,291,115.30 |
PEK | Peak Rare Earths Ltd | 0.32 | -70% | -60% | -34% | -18% | $68,425,017.21 |
GSR | Greenstone Resources | 0.041 | 128% | 46% | -16% | -18% | $44,073,008.63 |
TON | Triton Min Ltd | 0.018 | -50% | -47% | -33% | -18% | $21,399,331.01 |
ADD | Adavale Resource Ltd | 0.022 | -77% | -48% | -27% | -19% | $8,218,534.50 |
WCN | White Cliff Min Ltd | 0.013 | 0% | -19% | -41% | -19% | $8,496,843.71 |
SBR | Sabre Resources | 0.004 | 0% | -20% | 0% | -20% | $12,553,789.54 |
BOA | Boadicea Resources | 0.12 | -44% | -43% | -33% | -20% | $10,100,986.35 |
PUR | Pursuit Minerals | 0.0135 | -80% | -48% | -39% | -21% | $13,276,188.72 |
AUZ | Australian Mines Ltd | 0.065 | -70% | -64% | -43% | -21% | $32,809,968.87 |
LIT | Lithium Australia | 0.055 | -45% | -52% | -38% | -21% | $59,018,100.45 |
AZS | Azure Minerals | 0.2 | -20% | -43% | -23% | -23% | $60,593,465.60 |
G88 | Golden Mile Res Ltd | 0.029 | -48% | -41% | -41% | -24% | $6,111,978.42 |
G88 | Golden Mile Res Ltd | 0.029 | -48% | -41% | -41% | -24% | $6,111,978.42 |
KZR | Kalamazoo Resources | 0.175 | -53% | -52% | -49% | -24% | $26,134,987.32 |
TKL | Traka Resources | 0.006 | -65% | -54% | -29% | -25% | $3,443,872.81 |
ENT | Enterprise Metals | 0.008 | -46% | -46% | -47% | -27% | $5,801,821.70 |
CNJ | Conico Ltd | 0.021 | -15% | -39% | -40% | -28% | $29,881,915.23 |
CML | Chase Mining Limited | 0.013 | -24% | -10% | -7% | -28% | $6,085,725.89 |
CWX | Carawine Resources | 0.085 | -62% | -51% | -41% | -32% | $11,578,085.15 |
LKE | Lake Resources | 0.835 | 142% | -12% | -41% | -38% | $1,202,084,363.69 |
GMC | Gulf Manganese Corp | 0 | -100% | -100% | -100% | -100% | $27,017,241.66 |
GXY | Galaxy Resources | 0 | -100% | -100% | -100% | -100% | $2,715,139,305.12 |
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(Up on no news)
In May the company flagged multiple geochemical anomalies including trace elements consistent with rocks known to host lithium pegmatites at its Rocky Hill project in WA.
But notably, in March TEM spiked hard on a potentially very large copper discovery.
The first 709m-long hole of a two-hole diamond drilling program at ‘Orion’, part of the flagship ‘Meleya’ project in WA, pulled up three mineralised copper sections.
The second, 1,021m-long hole hit more of the same, and assays are pending.
Meleya is part of TEM’s 900sqkm ‘Yalgoo’ tenements, where the company has + 50km strike length of a previously unexplored segment of a mineral-rich greenstone belt.
The belt hosts several world class mines, including one of Australia’s most successful high-grade copper-zinc and precious metal operations, ‘Golden Grove’.
The $22m market cap stock has softened over the past few months but remains +145% year-to-date.
It had $8.1m in the bank following a recent raise.
TECHNOLOGY METALS AUSTRALIA (ASX:TMT)
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The company’s primary exploration focus has been on the Murchison Technology Metals Project, around 40km southeast of Meekatharra in WA’s mid-west region with the aim to potentially supply high-quality V2O5 flake product to both the steel market and the emerging VRFB market.
A key differentiation between Gabanintha and a number of other vanadium deposits is the consistent presence of the high-grade massive vanadium – titanium – magnetite basal unit, which results in an overall higher grade for the Gabanintha Vanadium Project.
However, during the March quarter, TMT advanced work on the Integration Study designed to combine the Yarrabubba Project (Yarrabubba) with the Gabanintha Project, which will be named the Murchison Technology Metals Project (MTMP).
TMT said Yarrabubba’s higher vanadium grades in concentrate (than Gabanintha), combined with the ability to produce a highly sought-after ilmenite by-product from Yarrabubba, indicate the potential to enhance the economic metrics in the early years of the project, lowering the risk of the full MTMP development.
The company also extended and expanded the scope of the MoU with leading Japanese VRFB development company, LE System, for the development of a fully integrated downstream vanadium electrolyte industry in Australia.
(Up on no news)
GRE is basking in the glow of a bunch of new drilling results – including a highlight 32m @ 2.43% copper — which could substantially increase the size of the ‘Whundo’ copper-zinc project in the Pilbara region of WA.
The results announced last week confirm that the high-grade copper and zinc at Whundo persists at depth and beyond the current resource envelope, GRE says.
Then there’s the bonus gold grades of up to 3.34g/t, which accompany the higher-grade copper zones and “further enhances the potential economics of the project”.
Whundo is at the core of a much broader copper and zinc system, GRE exec director Thomas Reddicliffe says.
“Drilling has demonstrated that the mineralisation at Whundo remains open at depth and with grades persisting,” he says.
“This and the identification of two additional mineralised horizons provides further impetus for the company to build upon the known resource.”
Assay results for three additional holes drilled at Whundo, and seven holes drilled at the nearby ‘Ayshia’ deposit are expected in the coming weeks.
Once all assays are received, GRE will look to update the existing resource at Whundo/Ayshia of 3.6 Mt @ 1.2% copper and 1.4% zinc.
The $10.6m market cap Artemis Resources (ASX:ARV) spinout is up 70% on its December IPO price of 20c per share.
It had $4m in the bank at the end of March.