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Our High Voltage column wraps the news driving ASX stocks with exposure to lithium, graphite, cobalt, nickel, rare earths, manganese, magnesium, and vanadium
There’s been some movement at the battery metals station. Because the word has passed around. Two of them, actually – Joint and Ventures.
And right in the thick of them is Chilean lithium giant Sociedad Química y Minera, more easily known as SQM.
Gina Rinehart (Hancock Prospecting) is in there, too, as is hot stock Azure Minerals (up more than 1,500% YTD thanks very much), not to mention Novo Resources in a separate SQM-based JV of its own.
Gina & $SQM – WA’s new #lithium “power couple”? Sorry Chris – it looks like a new hashtag is in order to replace #ChrisGina $MIN. https://t.co/bVRJXDlvJx
— Joe Lowry (@globallithium) December 19, 2023
The SQM JVs have been creating a bit of a spark of interest in the sector this week – certainly locally.
We’ve covered off the details elsewhere in Stockhead, although in brief:
• SQM and Hancock Prospecting have teamed up to buy Azure Minerals (ASX:AZS) at A$3.70 per share, which values the company around A$1.70 billion.
• And Pilbara gold explorer Novo Resources (ASX:NVO) has also inked a JV with SQM, which will shell out A$10 million for a 75% interest in five of Novo’s prospective lithium – nickel tenements. That’s ground that is “adjacent to or in the vicinity” of the Andover project owned by Azure.
• Also, late yesterday there was this, as Stockhead ressie expert Josh Chiat reports: “After months of agitations, including high-profile complaints from large institutional investors, the backing of proxies has secured support from Australian shareholders for Allkem’s (ASX:AKE) mega lithium merger with America’s Livent.”
JV and M&A activity in the Aussie lithium scene has, in fact, been sparking interest for months, and some sort of cold, hard proof of that is to be found in the funding pudding for various lithium stocks last quarter. We’ll get to that in one sec, but first a quick check in on some prices/performances…
Lithium has, at last, lifted off the bottom of the weekly metals performance table put together by Miner Deck. (Sorry, cobalt…)
That said, things still look pretty dire according to the Lithium Price Bot…
2023-12-19#Lithium Carbonate 99.5% Min China Spot
Price: $14,290.20
1 day: $140.10 (-0.97%) 📉
YTD: -80.61%#Spodumene Concentrate (6%, CIF China)Price: $1,440.00
1 day: -15 (-1.03%) 📉
YTD: -75.28%Sponsored by @SiennaResources $SIE $SNNAFhttps://t.co/W6ENd1PxEb
— Lithium Price Bot (@LithiumPriceBot) December 19, 2023
So then, despite the Li commodity prices residing on Struggle Street in 2023, money has been funnelling into lithium hunters recently.
According to the latest quarterly Explorers Report from global audit and accounting organisation BDO, Aussie lithium-focused stocks secured a total of $430 million in capital in the last quarter, which incidentally supplants goldies, which in turn led the way for four consecutive quarters prior to the quarter ending September 2023.
And okay, we know it’s practically Christmas already, and it seems BDO has taken its sweet time to deliver this September quarter report, but the stats are still interesting and relevant as they pertain to a bearish period in the market – certainly with regards to battery metal commodity pricing amid oversupply of lithium and lower global EV demand.
The BDO analysts confirmed, too, that financing in the quarter was generally healthy compared with historical levels. For example, net financing cash flows were 60% higher in the September 2023 quarter compared to the March 2023 quarter.
Some key takeaways:
• In the September 2023 quarter, lithium surpassed gold to become the leading commodity in BDO’s “Fund Finders” analysis, marking the first time since the June 2022 quarter.
• In the quarter, 43 companies raised capital in excess of $10 million.
• These were dominated by lithium and gold, with more than half relating to battery metals. Equity remained the predominant source of investment, constituting 68% of total funds raised, while debt and other funds represented 24% and 8%, respectively.
• Other battery metals including nickel, cobalt and rare earths, also posted notable increases from the June 2023 quarter.
• Liontown Resources (ASX:LTR), Core Lithium (ASX:CXO) and Azure Minerals (ASX:AZS) – all lithium stocks – were the three biggest ressie explorer recipients of capital inflow in the quarter.
BDO also noted in its report that “an appetite exists for capital allocation to critical minerals explorers, with investors drawing optimism from the need for a clean energy transition, which will continue for many years,” adding:
“It is noteworthy that companies with advanced-stage lithium assets managed to secure funding, ensuring progress toward production. This is particularly encouraging given the prevailing macroeconomic conditions such as the declining lithium price over the past year.”
This, says BDO, shows that lithium explorers continue to be a destination for capital as investors are taking a long-term view of future demand in the sector.
“Conversely,” added the analysts, “we observed battery metals explorers with high-quality early-stage assets continuing to raise funds, aiming to bolster their resources and reserves amidst the heightened M&A activity and strategic investment in the battery metal sector.”
Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 4pm Dec 19.)
Stocks missing from this list? Email [email protected]
Code | Company | Price | % Week | % Month | % Year | Market Cap |
---|---|---|---|---|---|---|
PVW | PVW Res Ltd | 0.05 | -6% | -9% | -52% | $5,374,453 |
A8G | Australasian Metals | 0.14 | -13% | -24% | -38% | $7,818,074 |
INF | Infinity Lithium | 0.096 | -4% | -17% | -34% | $46,259,209 |
LPI | Lithium Pwr Int Ltd | 0.55 | 2% | 3% | 22% | $347,476,554 |
PSC | Prospect Res Ltd | 0.083 | -2% | -16% | -31% | $38,456,553 |
PAM | Pan Asia Metals | 0.13 | 4% | -16% | -69% | $21,712,786 |
CXO | Core Lithium | 0.315 | 26% | -17% | -70% | $694,504,052 |
LOT | Lotus Resources Ltd | 0.295 | 5% | 0% | 64% | $508,736,615 |
AGY | Argosy Minerals Ltd | 0.135 | -4% | -10% | -77% | $175,550,937 |
AZS | Azure Minerals | 3.69 | 3% | -9% | 1577% | $1,665,006,857 |
NWC | New World Resources | 0.037 | 3% | 6% | 16% | $81,665,714 |
QXR | Qx Resources Limited | 0.023 | 0% | -18% | -50% | $24,326,013 |
GSR | Greenstone Resources | 0.007 | 0% | 40% | -75% | $8,892,738 |
CAE | Cannindah Resources | 0.09 | -10% | 0% | -65% | $52,605,276 |
AZL | Arizona Lithium Ltd | 0.041 | 3% | -15% | -34% | $150,503,148 |
RIL | Redivium Limited | 0.006 | -14% | -25% | -68% | $16,385,129 |
COB | Cobalt Blue Ltd | 0.23 | -8% | -21% | -59% | $88,214,791 |
ESS | Essential Metals Ltd | 0 | -100% | -100% | -100% | $135,278,382 |
LPD | Lepidico Ltd | 0.008 | 0% | -11% | -43% | $68,744,772 |
MRD | Mount Ridley Mines | 0.002 | 0% | 0% | -56% | $19,462,207 |
CZN | Corazon Ltd | 0.013 | -24% | -46% | -41% | $8,002,773 |
LKE | Lake Resources | 0.135 | 8% | -18% | -84% | $184,917,812 |
DEV | Devex Resources Ltd | 0.245 | -6% | -2% | -14% | $105,885,761 |
INR | Ioneer Ltd | 0.135 | -4% | -18% | -71% | $295,597,701 |
AVZ | AVZ Minerals Ltd | 0.78 | 0% | 0% | 0% | $2,752,409,203 |
MAN | Mandrake Res Ltd | 0.043 | 10% | 13% | 8% | $25,861,917 |
RLC | Reedy Lagoon Corp. | 0.005 | 0% | -17% | -53% | $3,083,418 |
GBR | Greatbould Resources | 0.068 | 3% | 15% | -25% | $41,908,105 |
FRS | Forrestaniaresources | 0.028 | 0% | -3% | -78% | $4,853,572 |
STK | Strickland Metals | 0.083 | -48% | -51% | 108% | $137,025,846 |
MLX | Metals X Limited | 0.28 | 2% | -2% | -3% | $249,498,168 |
CLA | Celsius Resource Ltd | 0.0135 | 13% | 17% | -21% | $31,444,723 |
FGR | First Graphene Ltd | 0.07 | 4% | 1% | -33% | $42,327,160 |
HXG | Hexagon Energy | 0.011 | 10% | 10% | -31% | $5,642,075 |
TLG | Talga Group Ltd | 0.81 | 1% | -27% | -49% | $307,600,879 |
MNS | Magnis Energy Tech | 0.042 | 0% | -30% | -89% | $50,378,922 |
OZL | OZ Minerals | 0 | -100% | -100% | -100% | $8,918,404,433 |
PLL | Piedmont Lithium Inc | 0.435 | 10% | 4% | -45% | $163,598,376 |
EUR | European Lithium Ltd | 0.07 | 0% | -13% | -3% | $100,385,221 |
BKT | Black Rock Mining | 0.083 | -1% | -21% | -41% | $89,980,211 |
QEM | QEM Limited | 0.19 | 6% | 6% | 6% | $28,764,425 |
LYC | Lynas Rare Earths | 6.75 | 7% | 0% | -17% | $6,253,105,108 |
ESR | Estrella Res Ltd | 0.005 | 25% | -17% | -69% | $8,796,859 |
ARL | Ardea Resources Ltd | 0.535 | 1% | 13% | -36% | $102,244,755 |
GLN | Galan Lithium Ltd | 0.545 | -6% | -23% | -50% | $194,272,254 |
JLL | Jindalee Lithium Ltd | 0.835 | -9% | -20% | -59% | $49,299,445 |
VUL | Vulcan Energy | 2.6 | 18% | 2% | -62% | $440,506,900 |
SBR | Sabre Resources | 0.029 | 7% | -37% | -28% | $11,224,752 |
CHN | Chalice Mining Ltd | 1.71 | 5% | 9% | -73% | $676,796,149 |
VRC | Volt Resources Ltd | 0.007 | 17% | 17% | -53% | $28,910,747 |
NMT | Neometals Ltd | 0.205 | 11% | -19% | -76% | $118,311,160 |
AXN | Alliance Nickel Ltd | 0.0365 | -27% | -40% | -62% | $27,581,905 |
PNN | Power Minerals Ltd | 0.21 | 0% | -19% | -57% | $18,348,003 |
IGO | IGO Limited | 8.88 | 11% | 0% | -36% | $6,716,965,501 |
GED | Golden Deeps | 0.047 | 0% | -15% | -53% | $5,082,983 |
ADV | Ardiden Ltd | 0.165 | -3% | -23% | -52% | $10,002,801 |
SRI | Sipa Resources Ltd | 0.026 | -19% | 24% | -26% | $6,616,586 |
NTU | Northern Min Ltd | 0.03 | -3% | 0% | -21% | $177,329,377 |
AXE | Archer Materials | 0.365 | -3% | -13% | -39% | $91,744,925 |
PGM | Platina Resources | 0.021 | -9% | -28% | 11% | $12,463,607 |
AAJ | Aruma Resources Ltd | 0.027 | -10% | -27% | -60% | $4,922,288 |
IXR | Ionic Rare Earths | 0.021 | 0% | -22% | -43% | $84,360,194 |
NIC | Nickel Industries | 0.68 | -2% | -13% | -28% | $2,914,350,718 |
EVG | Evion Group NL | 0.031 | -3% | -9% | -61% | $10,724,735 |
CWX | Carawine Resources | 0.125 | 4% | 19% | 35% | $28,335,054 |
PLS | Pilbara Min Ltd | 3.85 | 7% | 8% | -6% | $11,947,587,742 |
HAS | Hastings Tech Met | 0.67 | 1% | -20% | -82% | $86,675,657 |
BUX | Buxton Resources Ltd | 0.155 | -21% | -23% | 61% | $26,853,268 |
ARR | American Rare Earths | 0.155 | 3% | 3% | -21% | $64,731,378 |
SGQ | St George Min Ltd | 0.033 | 3% | -13% | -52% | $32,476,246 |
TKL | Traka Resources | 0.004 | 0% | 0% | -56% | $2,625,988 |
PAN | Panoramic Resources | 0.035 | 0% | 0% | -80% | $103,937,992 |
PRL | Province Resources | 0.041 | 0% | 0% | -32% | $48,441,219 |
IPT | Impact Minerals | 0.01 | 0% | -9% | 43% | $25,782,335 |
LIT | Lithium Australia | 0.03 | 7% | -9% | -33% | $36,665,750 |
AKE | Allkem Limited | 10.59 | 14% | 22% | -14% | $6,808,771,770 |
ARN | Aldoro Resources | 0.083 | 0% | -2% | -62% | $11,173,771 |
JRV | Jervois Global Ltd | 0.039 | -11% | 11% | -85% | $102,695,786 |
MCR | Mincor Resources NL | 0 | -100% | -100% | -100% | $751,215,521 |
SYR | Syrah Resources | 0.695 | 5% | -5% | -70% | $456,230,968 |
FBM | Future Battery | 0.069 | -4% | -4% | 33% | $36,295,407 |
ADD | Adavale Resource Ltd | 0.008 | 0% | -11% | -60% | $5,972,709 |
LTR | Liontown Resources | 1.63 | 22% | 10% | 7% | $3,548,207,666 |
CTM | Centaurus Metals Ltd | 0.46 | -3% | -10% | -57% | $232,583,088 |
VML | Vital Metals Limited | 0.005 | -50% | -50% | -78% | $41,265,469 |
BSX | Blackstone Ltd | 0.068 | 1% | -25% | -49% | $35,090,606 |
POS | Poseidon Nick Ltd | 0.009 | -44% | -50% | -75% | $37,123,205 |
CHR | Charger Metals | 0.175 | -20% | -54% | -64% | $13,088,586 |
AVL | Aust Vanadium Ltd | 0.02 | -9% | -17% | -20% | $99,372,136 |
AUZ | Australian Mines Ltd | 0.009 | -18% | -40% | -85% | $8,505,444 |
TMT | Technology Metals | 0.23 | 7% | -2% | -31% | $57,214,346 |
RXL | Rox Resources | 0.18 | -5% | -12% | 9% | $66,483,767 |
RNU | Renascor Res Ltd | 0.115 | -8% | -26% | -51% | $317,425,937 |
GL1 | Globallith | 1.24 | -1% | -2% | -35% | $326,632,950 |
BRB | Breaker Res NL | 0 | -100% | -100% | -100% | $158,126,031 |
ASN | Anson Resources Ltd | 0.14 | 0% | -15% | -28% | $173,574,788 |
SYA | Sayona Mining Ltd | 0.065 | 14% | -18% | -69% | $669,064,241 |
FFX | Firefinch Ltd | 0.2 | 0% | 0% | 0% | $236,569,315 |
EGR | Ecograf Limited | 0.145 | -6% | -31% | -36% | $68,104,773 |
ATM | Aneka Tambang | 1.18 | 0% | 0% | 31% | $1,538,306 |
TVN | Tivan Limited | 0.063 | -13% | -11% | -18% | $108,479,568 |
ALY | Alchemy Resource Ltd | 0.011 | 22% | 10% | -50% | $10,602,686 |
GAL | Galileo Mining Ltd | 0.25 | -11% | -11% | -70% | $48,418,107 |
BHP | BHP Group Limited | 49.62 | 4% | 6% | 9% | ############# |
LEL | Lithenergy | 0.585 | 4% | 4% | -24% | $57,685,600 |
MMC | Mitremining | 0.245 | -2% | 2% | -9% | $13,605,030 |
RMX | Red Mount Min Ltd | 0.003 | 0% | -14% | -40% | $8,020,728 |
GW1 | Greenwing Resources | 0.096 | -4% | -36% | -64% | $16,553,891 |
AQD | Ausquest Limited | 0.011 | 0% | -8% | -39% | $9,076,641 |
LML | Lincoln Minerals | 0.006 | 0% | -14% | -12% | $10,224,272 |
1MC | Morella Corporation | 0.005 | 0% | -17% | -67% | $30,893,997 |
REE | Rarex Limited | 0.028 | 4% | -7% | -51% | $17,768,051 |
MRC | Mineral Commodities | 0.031 | 7% | -6% | -47% | $30,518,651 |
PUR | Pursuit Minerals | 0.008 | 7% | -20% | -50% | $23,551,771 |
QPM | Queensland Pacific | 0.051 | 0% | -12% | -56% | $104,652,096 |
EMH | European Metals Hldg | 0.51 | -6% | -15% | -26% | $63,168,886 |
BMM | Balkanminingandmin | 0.115 | -12% | -36% | -66% | $8,169,659 |
PEK | Peak Rare Earths Ltd | 0.31 | -3% | -19% | -26% | $86,008,476 |
LEG | Legend Mining | 0.015 | -17% | -29% | -56% | $40,662,681 |
MOH | Moho Resources | 0.009 | 0% | 0% | -59% | $4,823,470 |
AML | Aeon Metals Ltd. | 0.009 | -18% | 0% | -69% | $12,060,407 |
G88 | Golden Mile Res Ltd | 0.017 | -19% | -23% | -20% | $5,929,011 |
WKT | Walkabout Resources | 0.13 | -5% | -10% | 24% | $87,263,989 |
TON | Triton Min Ltd | 0.021 | -5% | -16% | -42% | $35,911,271 |
AR3 | Austrare | 0.145 | 4% | -26% | -62% | $22,354,064 |
ARU | Arafura Rare Earths | 0.155 | -24% | -18% | -70% | $327,571,527 |
MIN | Mineral Resources. | 67.94 | 10% | 7% | -16% | $13,159,468,976 |
VMC | Venus Metals Cor Ltd | 0.105 | 5% | 5% | 39% | $21,818,799 |
S2R | S2 Resources | 0.18 | -12% | 3% | 6% | $75,976,082 |
CNJ | Conico Ltd | 0.005 | 0% | 25% | -38% | $7,850,475 |
VR8 | Vanadium Resources | 0.047 | 2% | 12% | -16% | $24,092,909 |
PVT | Pivotal Metals Ltd | 0.02 | 25% | -5% | -56% | $11,560,948 |
BOA | Boadicea Resources | 0.034 | -6% | -17% | -70% | $4,185,070 |
IPX | Iperionx Limited | 1.3 | 2% | -13% | 84% | $290,896,390 |
SLZ | Sultan Resources Ltd | 0.024 | 71% | 50% | -69% | $3,556,561 |
NKL | Nickelxltd | 0.042 | -28% | -28% | -44% | $3,600,422 |
NVA | Nova Minerals Ltd | 0.375 | 17% | 56% | -40% | $82,247,085 |
MLS | Metals Australia | 0.034 | -3% | -11% | -29% | $21,217,230 |
MQR | Marquee Resource Ltd | 0.025 | -14% | -26% | -31% | $11,161,378 |
MRR | Minrex Resources Ltd | 0.017 | 0% | -32% | -45% | $18,442,748 |
EVR | Ev Resources Ltd | 0.009 | 0% | -25% | -44% | $10,995,883 |
EFE | Eastern Resources | 0.009 | 0% | -10% | -68% | $11,177,518 |
CNB | Carnaby Resource Ltd | 0.805 | 1% | 24% | -2% | $127,834,375 |
BNR | Bulletin Res Ltd | 0.115 | 0% | -32% | 20% | $35,233,599 |
AX8 | Accelerate Resources | 0.04 | 11% | -25% | 38% | $23,902,274 |
AM7 | Arcadia Minerals | 0.071 | -4% | -21% | -68% | $8,505,908 |
AS2 | Askarimetalslimited | 0.175 | 9% | -8% | -45% | $13,536,287 |
BYH | Bryah Resources Ltd | 0.012 | -8% | -40% | -55% | $5,420,091 |
DTM | Dart Mining NL | 0.0165 | 3% | -13% | -72% | $3,641,274 |
EMS | Eastern Metals | 0.033 | 22% | -18% | -58% | $2,720,066 |
FG1 | Flynngold | 0.051 | -19% | -29% | -54% | $7,577,661 |
GSM | Golden State Mining | 0.015 | -6% | -38% | -67% | $3,821,764 |
IMI | Infinitymining | 0.16 | 14% | 23% | -44% | $12,846,853 |
LRV | Larvottoresources | 0.074 | 0% | -30% | -52% | $4,775,085 |
LSR | Lodestar Minerals | 0.003 | -33% | -25% | -45% | $8,093,589 |
RAG | Ragnar Metals Ltd | 0.022 | 0% | -4% | 44% | $10,901,562 |
CTN | Catalina Resources | 0.004 | 0% | 0% | -56% | $6,192,434 |
TMB | Tambourahmetals | 0.12 | -14% | 0% | -4% | $9,952,842 |
TEM | Tempest Minerals | 0.008 | 0% | -11% | -67% | $4,091,068 |
EMC | Everest Metals Corp | 0.079 | -16% | -19% | -7% | $13,225,932 |
WML | Woomera Mining Ltd | 0.028 | -10% | 0% | 40% | $32,229,753 |
KZR | Kalamazoo Resources | 0.1 | -9% | -13% | -56% | $16,622,839 |
LMG | Latrobe Magnesium | 0.056 | -3% | -10% | -22% | $102,270,504 |
KOR | Korab Resources | 0.018 | 6% | 13% | -31% | $6,606,900 |
CMX | Chemxmaterials | 0.06 | -10% | -19% | -68% | $3,513,349 |
NC1 | Nicoresourceslimited | 0.315 | -9% | -3% | -55% | $33,015,178 |
GRE | Greentechmetals | 0.44 | -12% | -35% | 167% | $29,933,733 |
CMO | Cosmometalslimited | 0.06 | -3% | 22% | -54% | $2,081,800 |
FRB | Firebird Metals | 0.155 | 11% | -11% | -9% | $19,482,596 |
S32 | South32 Limited | 3.25 | 5% | 3% | -21% | $14,720,090,346 |
OMH | OM Holdings Limited | 0.45 | 0% | -6% | -38% | $344,815,560 |
JMS | Jupiter Mines. | 0.175 | 6% | -3% | -17% | $333,028,476 |
E25 | Element 25 Ltd | 0.415 | -14% | -6% | -62% | $93,538,044 |
EMN | Euromanganese | 0.098 | -7% | -2% | -70% | $24,407,294 |
KGD | Kula Gold Limited | 0.016 | -27% | -45% | -43% | $6,709,852 |
LRS | Latin Resources Ltd | 0.235 | 9% | 9% | 124% | $656,544,457 |
CRR | Critical Resources | 0.02 | -9% | -31% | -56% | $37,334,856 |
ENT | Enterprise Metals | 0.004 | 0% | 0% | -56% | $3,207,884 |
SCN | Scorpion Minerals | 0.035 | -19% | -31% | -51% | $15,149,879 |
GCM | Green Critical Min | 0.01 | -9% | 25% | -50% | $11,365,850 |
ENV | Enova Mining Limited | 0.01 | 11% | 25% | -17% | $6,409,293 |
RBX | Resource B | 0.079 | -1% | -21% | -12% | $6,532,074 |
AKN | Auking Mining Ltd | 0.043 | 5% | -12% | -54% | $9,905,209 |
RR1 | Reach Resources Ltd | 0.004 | 0% | -33% | -20% | $12,841,188 |
EMT | Emetals Limited | 0.007 | 0% | 0% | -30% | $5,950,000 |
PNT | Panthermetalsltd | 0.06 | 0% | -14% | -68% | $5,101,500 |
WIN | Widgienickellimited | 0.105 | 28% | -34% | -70% | $32,773,956 |
WMG | Western Mines | 0.3 | 7% | 18% | 122% | $18,918,633 |
AVW | Avira Resources Ltd | 0.0015 | -25% | 0% | -50% | $2,133,790 |
CAI | Calidus Resources | 0.175 | -3% | -3% | -34% | $106,791,476 |
GT1 | Greentechnology | 0.25 | -9% | -38% | -68% | $85,658,066 |
KAI | Kairos Minerals Ltd | 0.016 | 0% | -6% | -20% | $36,692,771 |
MTM | MTM Critical Metals | 0.044 | 83% | 63% | -45% | $2,088,179 |
NWM | Norwest Minerals | 0.027 | -7% | -13% | -46% | $7,764,377 |
PGD | Peregrine Gold | 0.215 | -12% | -23% | -62% | $13,984,112 |
RAS | Ragusa Minerals Ltd | 0.037 | -8% | -31% | -68% | $4,990,958 |
RGL | Riversgold | 0.012 | -14% | 4% | -59% | $11,415,137 |
SRZ | Stellar Resources | 0.0075 | -6% | -17% | -42% | $8,043,185 |
STM | Sunstone Metals Ltd | 0.015 | 7% | -6% | -63% | $45,340,553 |
ZNC | Zenith Minerals Ltd | 0.15 | 11% | -9% | -43% | $52,857,132 |
WC8 | Wildcat Resources | 0.765 | 6% | -6% | 2842% | $896,177,220 |
ASO | Aston Minerals Ltd | 0.027 | -4% | -21% | -69% | $33,671,671 |
THR | Thor Energy PLC | 0.028 | 0% | 0% | -60% | $5,767,126 |
YAR | Yari Minerals Ltd | 0.009 | -10% | -44% | -50% | $4,823,578 |
IG6 | Internationalgraphit | 0.16 | -9% | -16% | -32% | $14,238,097 |
LPM | Lithium Plus | 0.34 | -20% | -30% | -15% | $32,675,516 |
ODE | Odessa Minerals Ltd | 0.008 | 0% | -11% | -43% | $7,103,339 |
KOB | Kobaresourceslimited | 0.083 | 1% | 4% | -45% | $8,749,583 |
AZI | Altamin Limited | 0.05 | -4% | -12% | -43% | $19,585,838 |
FTL | Firetail Resources | 0.077 | -14% | -22% | -47% | $11,912,444 |
LNR | Lanthanein Resources | 0.01 | -9% | 25% | -60% | $12,898,119 |
CLZ | Classic Min Ltd | 0.001 | 0% | 0% | -89% | $12,357,082 |
NVX | Novonix Limited | 0.665 | 2% | -10% | -63% | $325,007,752 |
OCN | Oceanalithiumlimited | 0.115 | -12% | -30% | -71% | $6,103,798 |
SUM | Summitminerals | 0.11 | 5% | -8% | -27% | $5,242,284 |
DVP | Develop Global Ltd | 2.9 | -2% | 1% | 2% | $701,157,437 |
XTC | XTC Lithium Limited | 0.2 | 0% | 0% | -72% | $17,528,272 |
OD6 | Od6Metalsltd | 0.1475 | -8% | -22% | -56% | $9,352,634 |
HRE | Heavy Rare Earths | 0.065 | -8% | -28% | -48% | $3,629,276 |
LIN | Lindian Resources | 0.155 | -9% | -3% | 7% | $167,028,724 |
PEK | Peak Rare Earths Ltd | 0.31 | -3% | -19% | -26% | $86,008,476 |
ILU | Iluka Resources | 6.74 | -1% | -9% | -31% | $2,884,238,685 |
ASM | Ausstratmaterials | 1.21 | -7% | -26% | -19% | $213,493,737 |
ETM | Energy Transition | 0.041 | 3% | 17% | -25% | $58,802,512 |
VMS | Venture Minerals | 0.008 | -20% | -27% | -65% | $15,600,104 |
IDA | Indiana Resources | 0.065 | 8% | 16% | 27% | $38,759,935 |
VTM | Victory Metals Ltd | 0.215 | -2% | -16% | 10% | $17,907,924 |
M2R | Miramar | 0.024 | -14% | 0% | -69% | $3,870,608 |
WCN | White Cliff Min Ltd | 0.01 | -9% | -17% | -29% | $12,765,593 |
TAR | Taruga Minerals | 0.011 | 0% | 10% | -54% | $7,766,295 |
ABX | ABX Group Limited | 0.072 | 4% | 3% | -42% | $17,933,220 |
MEK | Meeka Metals Limited | 0.039 | -7% | 8% | -44% | $48,153,648 |
RR1 | Reach Resources Ltd | 0.004 | 0% | -33% | -20% | $12,841,188 |
DRE | Dreadnought Resources Ltd | 0.032 | 0% | -3% | -65% | $107,165,304 |
KFM | Kingfisher Mining | 0.15 | 7% | -12% | -63% | $8,057,250 |
AOA | Ausmon Resorces | 0.003 | 0% | 0% | -57% | $3,020,998 |
WC1 | Westcobarmetals | 0.069 | -7% | 12% | -64% | $8,939,224 |
GRL | Godolphin Resources | 0.039 | 3% | 11% | -55% | $6,431,197 |
DM1 | Desert Metals | 0.061 | 22% | 53% | -72% | $4,577,506 |
PTR | Petratherm Ltd | 0.032 | -18% | -27% | -37% | $7,192,036 |
ITM | Itech Minerals Ltd | 0.12 | -8% | -31% | -53% | $14,662,027 |
KTA | Krakatoa Resources | 0.0415 | -1% | -3% | -17% | $19,356,396 |
M24 | Mamba Exploration | 0.045 | 29% | 45% | -67% | $2,683,267 |
LNR | Lanthanein Resources | 0.01 | -9% | 25% | -60% | $12,898,119 |
TKM | Trek Metals Ltd | 0.043 | -7% | -14% | -43% | $20,886,051 |
BCA | Black Canyon Limited | 0.125 | 9% | -7% | -48% | $8,517,683 |
CDT | Castle Minerals | 0.008 | -11% | -24% | -64% | $9,795,944 |
DLI | Delta Lithium | 0.46 | 2% | -5% | 9% | $326,565,737 |
A11 | Atlantic Lithium | 0.44 | -15% | -17% | -27% | $272,447,539 |
KNI | Kunikolimited | 0.25 | -2% | -4% | -49% | $21,476,567 |
CY5 | Cygnus Metals Ltd | 0.125 | -4% | -22% | -68% | $34,987,097 |
WR1 | Winsome Resources | 1.08 | 3% | -9% | 8% | $196,985,154 |
LLI | Loyal Lithium Ltd | 0.3 | -5% | -31% | -2% | $22,797,913 |
BC8 | Black Cat Syndicate | 0.26 | 4% | -7% | -17% | $83,535,469 |
BUR | Burleyminerals | 0.15 | -3% | -14% | -30% | $16,207,481 |
PBL | Parabellumresources | 0.058 | -83% | -83% | -86% | $4,111,800 |
L1M | Lightning Minerals | 0.145 | 0% | -3% | -15% | $6,122,634 |
WA1 | Wa1Resourcesltd | 8.79 | 10% | -5% | 609% | $358,908,468 |
EV1 | Evolutionenergy | 0.13 | -7% | 0% | -47% | $29,540,907 |
1AE | Auroraenergymetals | 0.09 | 17% | 10% | -49% | $11,940,520 |
RVT | Richmond Vanadium | 0.27 | -11% | -25% | -4% | $23,276,108 |
PMT | Patriotbatterymetals | 1.14 | 10% | 11% | 34% | $535,218,899 |
PAT | Patriot Lithium | 0.195 | 3% | -5% | -33% | $13,703,426 |
BM8 | Battery Age Minerals | 0.19 | 0% | -14% | -62% | $16,044,640 |
OM1 | Omnia Metals Group | 0.078 | 0% | 0% | -51% | $3,786,192 |
VHM | Vhmlimited | 0.71 | 4% | 22% | 0% | $107,741,288 |
LLL | Leolithiumlimited | 0.505 | 0% | 0% | 6% | $498,553,663 |
SRN | Surefire Rescs NL | 0.0095 | -5% | -14% | -21% | $17,668,420 |
SRL | Sunrise | 0.42 | -26% | -38% | -79% | $39,700,099 |
SYR | Syrah Resources | 0.695 | 5% | -5% | -70% | $456,230,968 |
EG1 | Evergreenlithium | 0.185 | 3% | -5% | 0% | $10,402,550 |
WSR | Westar Resources | 0.02 | -20% | 0% | -62% | $3,521,793 |
LU7 | Lithium Universe Ltd | 0.035 | 17% | -17% | -13% | $13,598,266 |
MEI | Meteoric Resources | 0.23 | 10% | -2% | 642% | $433,602,706 |
REC | Rechargemetals | 0.095 | -5% | -27% | -24% | $11,023,845 |
SLM | Solismineralsltd | 0.14 | 4% | -30% | 73% | $11,382,022 |
DYM | Dynamicmetalslimited | 0.14 | -7% | -24% | 0% | $4,900,000 |
TOR | Torque Met | 0.205 | -7% | 21% | 11% | $26,941,937 |
ICL | Iceni Gold | 0.054 | -6% | -7% | -45% | $12,952,286 |
TMX | Terrain Minerals | 0.004 | -20% | -11% | -43% | $5,413,711 |
MHC | Manhattan Corp Ltd | 0.004 | 0% | 0% | -33% | $11,747,919 |
MHK | Metalhawk. | 0.125 | 0% | -46% | -26% | $12,426,806 |
ANX | Anax Metals Ltd | 0.032 | 28% | 14% | -42% | $13,465,694 |
FIN | FIN Resources Ltd | 0.019 | 6% | -39% | 0% | $11,686,837 |
LM1 | Leeuwin Metals Ltd | 0.16 | -11% | -27% | 0% | $6,212,110 |
HAW | Hawthorn Resources | 0.099 | 10% | 6% | -10% | $33,166,546 |
LCY | Legacy Iron Ore | 0.016 | 0% | -6% | -14% | $102,509,219 |
RON | Roninresourcesltd | 0.19 | -16% | -10% | 3% | $6,497,638 |
ASR | Asra Minerals Ltd | 0.008 | 14% | -33% | -54% | $13,031,966 |
PFE | Panteraminerals | 0.058 | 14% | -13% | -54% | $5,888,990 |
(Circa 4pm-ish on December 19)
MTM Critical Metals (ASX:MTM): 83%
Sultan Resources (ASX:SLZ): 71%
Mamba Exploration (ASX:M24): 29%
Calling the #lithium market low (or high for that matter) is a fool’s errand. More important is the fact that the price everyone is obsessing about isn’t the price that represents what goes into EV batteries. The China futures market price is more about “homeless” offspec Li pic.twitter.com/kwnw7f1DG7
— Joe Lowry (@globallithium) December 14, 2023
Visualizing the World’s Largest Lithium Producers 🌏️https://t.co/OlDGSEtqnx pic.twitter.com/DGuMMSy6rA
— Elements (@VCElements) December 14, 2023
#ASX #Lithium short interest has garnered a lot of attention, but what about the potential for short-squeeze in US-listed plays?$ALB $LTHM $PLL $LAC pic.twitter.com/LFwVXugukN
— Howard Klein (@LithiumIonBull) December 15, 2023