Each week our High Voltage column wraps all the news driving ASX battery metals stocks with exposure to lithium, cobalt, graphite, manganese and vanadium.

 

INDUSTRY FOCUS

The evidence is mounting. For lithium prices — and accompanying sentiment — an upswing is on the horizon.

This is especially welcome news for beleaguered ASX-listed producers, like Pilbara Minerals (ASX:PLS), Altura Mining (ASX:AJM), Galaxy Resources (ASX:GXY), and Orocobre (ASX:ORE) which have been shedding market cap at a rapid rate.

Its even better news for investors in bankrupt Alita Resources (ASX:A40) (if/when administers can find a way to get that rattletrap firing again).

Last Tuesday, a Goldman Sachs note said that to ensure capacity comes online to meet projected demand growth “we believe the long-term lithium price needs to incorporate an incentive component above the marginal cost”.

“As industry specialist Benchmark Mineral Intelligence has noted: ‘while a downturn in prices has reflected a necessary correction towards near-term market fundamentals, it fails to represent the increasing possibility of another major deficit in the market by the early 2020s’.”

They aren’t the only ones who believe lithium’s bad days are numbered.

NOW READ: That ‘15% EV penetration by 2024’ prediction is impossible

 

SMALL CAP SPOTLIGHT

Graphite players were well represented this week.

Hexagon (ASX:HXG) was up 24 per cent on no news; Kibaran (ASX:KNL) unveiled a name change to EcoGraf and jumped 21 per cent; and Walkabout (ASX:WKT) was up 16.4 per cent (now +200 per cent for the year) after announcing plans to raise $US40m ($58.7m) to help build its Lindi graphite project.

But #1 this week was Latin Resources (ASX:LRS), up 77.8 per cent.

Latin has put its South American lithium project troubles behind it, signing a deal to acquire private company Electric Metals, which owns the 54 sq km Noombenberry halloysite project near Perth.

Halloysite-kaolin is a special type of aluminous clay that can be used to create high purity alumina (HPA), which is in demand because it helps stop lithium-ion batteries from catching fire. There are also potential opportunities in nanotechnology, among other things.

Investor interest in kaolin/halloysite has been ignited by market darling Andromeda Metals (ASX:ADN).

Andromeda is up 616 per cent over the past year as its Poochera halloysite-kaolin project in South Australia moves rapidly toward a development decision.

NOW READ: Andromeda’s success sparks a new high purity alumina rush

Here’s a table of ASX battery metal stocks with exposure to lithium, cobalt, graphite, manganese and vanadium>>>

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

Ticker Name 1 Week Total Return % 1 Year Total Return % Share Price [Monday intraday) Market Cap
LRS LATIN RESOURCES 77.8% -84.0% 0.014 $ 2,491,186.00
SRN SUREFIRE RESOURCES 42.9% 11.1% 0.009 $ 6,281,536.50
DEV DEVEX RESOURCES 41.2% 150.0% 0.115 $ 18,361,026.00
HXG HEXAGON RESOURCES 23.9% -57.8% 0.064 $ 16,631,654.00
KNL KIBARAN RESOURCES 21.5% -54.9% 0.07 $ 24,221,608.00
MQR MARQUEE RESOURCES 21.0% -37.5% 0.074 $ 4,770,757.50
AVL AUSTRALIAN VANADIUM 20.0% -68.4% 0.0115 $ 30,567,844.00
WCN WHITE CLIFF MINERALS 20.0% -50.0% 0.006 $ 2,822,099.25
LCD LATITUDE CONSOLIDATED 18.8% -20.8% 0.019 $ 5,228,401.00
WKT WALKABOUT RESOURCES 16.4% 204.8% 0.305 $ 101,410,824.00
MLM METALLICA MINERALS 15.4% -55.9% 0.015 $ 4,860,711.00
ADV ARDIDEN 14.3% -42.9% 0.004 $ 6,762,081.00
INR IONEER 13.2% -10.4% 0.23 $ 317,658,944.00
OMH OM HOLDINGS 12.3% -69.1% 0.42 $ 336,073,632.00
E25 ELEMENT 25 12.2% 21.1% 0.27 $ 21,138,674.00
HNR HANNANS 11.1% -16.7% 0.01 $ 19,879,546.00
GME GME RESOURCES 11.1% -36.0% 0.06 $ 30,374,576.00
TLG TALGA RESOURCES 9.4% 12.9% 0.525 $ 116,632,136.00
PLL PIEDMONT LITHIUM 9.1% -14.3% 0.115 $ 97,845,640.00
VRC VOLT RESOURCES 8.3% -27.8% 0.012 $ 20,870,294.00
RNU RENASCOR RESOURCES 7.1% -16.7% 0.014 $ 17,301,366.00
CLA CELSIUS RESOURCES 6.7% -85.5% 0.015 $ 12,115,489.00
MZN MARINDI METALS 6.3% -66.0% 0.086 $ 6,795,312.50
MZZ MATADOR MINING 5.3% -33.3% 0.2 $ 19,781,762.00
MIN MINERAL RESOURCES 4.3% -0.7% 13.65 $ 2,514,889,472.00
CAZ CAZALY RESOURCES 4.3% 81.5% 0.046 $ 16,959,550.00
ARL ARDEA RESOURCES 4.2% -9.9% 0.5 $ 56,145,928.00
VML VITAL METALS 4.2% 78.6% 0.011 $ 26,782,642.00
POS POSEIDON NICKEL 4.1% 13.3% 0.051 $ 134,777,792.00
SYR SYRAH RESOURCES 3.9% -70.8% 0.39 $ 163,282,880.00
BSX BLACKSTONE MINERALS 3.8% 22.7% 0.14 $ 25,883,748.00
CRL COMET RESOURCES 3.8% -15.6% 0.027 $ 7,492,500.00
AJM ALTURA MINING 3.6% -73.0% 0.058 $ 134,876,832.00
MEI METEORIC RESOURCES 3.2% 364.3% 0.067 $ 64,134,188.00
HAV HAVILAH RESOURCES 3.1% -45.9% 0.11 $ 27,282,918.00
AGY ARGOSY MINERALS 2.9% -64.0% 0.0705 $ 71,085,152.00
VMC VENUS METALS 2.9% -5.8% 0.18 $ 21,461,644.00
GLN GALAN LITHIUM 2.7% -38.7% 0.195 $ 26,684,610.00
SRK STRIKE RESOURCES 2.5% -25.5% 0.041 $ 6,852,505.00
TNG TNG 2.5% -20.5% 0.082 $ 93,337,248.00
INF INFINITY LITHIUM 1.4% 16.7% 0.07 $ 14,811,977.00
CHN CHALICE GOLD MINES 1.4% 67.8% 0.19 $ 50,017,436.00
SO4 SALT LAKE POTASH 1.2% 64.7% 0.85 $ 215,029,056.00
KOR KORAB RESOURCES 0.0% -37.9% 0.018 $ 5,709,590.50
LPD LEPIDICO 0.0% 20.2% 0.018 $ 83,574,696.00
SVD SCANDIVANADIUM 0.0% -64.5% 0.009 $ 3,166,795.00
TON TRITON MINERALS 0.0% -11.4% 0.039 $ 36,158,388.00
GED GOLDEN DEEPS 0.0% -44.7% 0.026 $ 7,220,822.50
RIE RIEDEL RESOURCES 0.0% -60.0% 0.012 $ 5,016,836.50
4CE FORCE COMMODITIES 0.0% -25.0% 0.018 $ 9,137,786.00
ZNC ZENITH MINERALS 0.0% -24.1% 0.074 $ 13,426,226.00
TAR TARUGA MINERALS 0.0% -54.5% 0.027 $ 3,529,181.00
SUH SOUTHERN HEMISPHERE MINING 0.0% -64.5% 0.022 $ 1,946,328.38
SI6 SIX SIGMA METALS 0.0% -20.0% 0.004 $ 2,580,012.50
THR THOR MINING 0.0% -80.0% 0.007 $ 4,929,881.00
SYA SAYONA MINING 0.0% -61.5% 0.009 $ 18,497,974.00
AMD ARROW MINERALS 0.0% -50.0% 0.008 $ 6,701,705.50
CLQ CLEAN TEQ 0.0% -35.5% 0.2475 $ 182,882,752.00
DTM DART MINING 0.0% -14.3% 0.006 $ 6,422,257.00
CZR COZIRON RESOURCES 0.0% -42.9% 0.008 $ 16,664,410.00
ASN ANSON RESOURCES 0.0% -55.6% 0.034 $ 19,198,776.00
PAN PANORAMIC RESOURCES 0.0% -30.9% 0.3175 $ 209,355,424.00
RLC REEDY LAGOON 0.0% -62.5% 0.003 $ 1,206,815.13
BDI BLINA MINERALS 0.0% -33.3% 0.001 $ 5,454,882.50
HIP HIPO RESOURCES 0.0% 6.3% 0.017 $ 6,570,678.00
ANW AUS TIN MINING 0.0% -88.2% 0.002 $ 4,728,992.50
MRR MINREX RESOURCES 0.0% -60.0% 0.01 $ 958,777.25
PUR PURSUIT MINERALS 0.0% -77.8% 0.01 $ 3,302,197.75
PSM PENINSULA MINES 0.0% -66.7% 0.002 $ 2,033,744.13
EUC EUROPEAN COBALT 0.0% -26.7% 0.033 $ 25,136,012.00
PM1 PURE MINERALS 0.0% 21.4% 0.017 $ 8,010,544.00
AZI ALTA ZINC 0.0% 31.7% 0.007 $ 10,979,306.00
FEL FE 0.0% 6.7% 0.015 $ 7,819,226.00
MLS METALS AUSTRALIA 0.0% -42.9% 0.002 $ 5,914,395.50
IEC INTRA ENERGY 0.0% -57.1% 0.006 $ 2,326,344.25
CFE CAPE LAMBERT RESOURCES 0.0% -75.0% 0.005 $ 5,522,370.00
BSM BASS METALS 0.0% -59.1% 0.008 $ 25,288,872.00
NWC NEW WORLD COBALT 0.0% -45.0% 0.021 $ 19,210,124.00
MTB MOUNT BURGESS MINING 0.0% -20.0% 0.004 $ 2,080,517.63
CZN CORAZON MINING 0.0% -71.4% 0.002 $ 4,076,721.25
IDA INDIANA RESOURCES 0.0% -54.5% 0.025 $ 4,587,367.50
RMX RED MOUNTAIN MINING 0.0% -14.3% 0.006 $ 5,082,220.50
CGM COUGAR METALS 0.0% -66.7% 0.001 $ 1,176,583.25
TKL TRAKA RESOURCES 0.0% -68.6% 0.011 $ 4,405,092.50
BAT BATTERY MINERALS 0.0% -66.7% 0.008 $ 11,862,824.00
GPP GREENPOWER ENERGY 0.0% -75.0% 0.01 $ 2,302,245.25
NZC NZURI COPPER -1.6% 26.0% 0.325 $ 93,210,232.00
JRL JINDALEE RESOURCES -1.7% 9.5% 0.29 $ 11,163,333.00
PLS PILBARA MINERALS -1.8% -63.2% 0.2975 $ 622,637,184.00
LTR LIONTOWN RESOURCES -2.0% 311.6% 0.099 $ 165,569,552.00
KTA KRAKATOA RESOURCES -2.1% 56.7% 0.05 $ 7,755,000.00
LIT LITHIUM AUSTRALIA -2.2% -51.2% 0.045 $ 24,042,232.00
JRV JERVOIS MINING -2.3% 10.5% 0.215 $ 134,742,864.00
AVZ AVZ MINERALS -2.4% -42.3% 0.045 $ 94,470,088.00
NMT NEOMETALS -2.4% -2.8% 0.2 $ 108,887,640.00
MLL MALI LITHIUM -2.4% -63.4% 0.079 $ 25,387,848.00
NVA NOVA MINERALS -2.5% 95.0% 0.04 $ 36,349,332.00
ORE OROCOBRE -2.5% -34.2% 2.43 $ 604,476,352.00
CXO CORE LITHIUM -2.6% -22.4% 0.037 $ 30,030,054.00
EMH EUROPEAN METALS -3.4% -25.0% 0.29 $ 42,980,536.00
AUZ AUSTRALIAN MINES -3.4% -17.6% 0.027 $ 96,452,792.00
PSC PROSPECT RESOURCES -3.4% -46.2% 0.135 $ 33,033,246.00
SEI SPECIALITY METALS INTERNATIONAL -3.5% 299.0% 0.055 $ 54,050,128.00
BPL BROKEN HILL PROSPECTING -3.6% -34.1% 0.025 $ 3,992,851.75
BYH BRYAH RESOURCES -3.6% -45.5% 0.055 $ 5,244,687.50
EUR EUROPEAN LITHIUM -3.6% -27.3% 0.092 $ 48,193,680.00
COB COBALT BLUE -3.7% -36.0% 0.14 $ 19,487,328.00
HRZ HORIZON MINERALS -3.8% -16.7% 0.125 $ 53,496,900.00
BEM BLACKEARTH MINERALS -4.0% -58.3% 0.048 $ 5,455,465.00
AML AEON METALS -4.2% -58.2% 0.11 $ 77,518,016.00
JMS JUPITER MINES -4.3% 11.6% 0.3125 $ 646,467,072.00
SVM SOVEREIGN METALS -4.5% 3.7% 0.085 $ 30,538,262.00
GBE GLOBE METALS AND MINING -4.8% 42.9% 0.02 $ 9,318,447.00
BAR BARRA RESOURCES -4.8% -48.7% 0.02 $ 10,777,815.00
PGM PLATINA RESOURCES -5.0% -68.3% 0.019 $ 6,149,349.50
BUX BUXTON RESOURCES -5.1% -51.6% 0.074 $ 10,204,157.00
BKT BLACK ROCK MINING -5.1% 75.0% 0.056 $ 34,862,848.00
LKE LAKE RESOURCES -5.4% -53.3% 0.035 $ 18,421,010.00
NXE NEW ENERGY MINERALS -5.6% -78.2% 0.018 $ 2,599,222.50
MTC METALSTECH -5.6% -71.2% 0.017 $ 1,988,216.13
FGR FIRST GRAPHENE -5.6% 21.4% 0.165 $ 80,702,416.00
WML WOOMERA MINING -5.9% -78.2% 0.016 $ 2,148,671.50
VR8 VANADIUM RESOURCES -6.4% -60.0% 0.044 $ 15,493,607.00
PIO PIONEER RESOURCES -6.7% -17.6% 0.014 $ 21,122,622.00
TMT TECHNOLOGY METALS AUSTRALIA -6.7% -73.1% 0.1375 $ 12,257,583.00
CHK COHIBA MINERALS -7.1% 116.7% 0.012 $ 8,639,985.00
LPI LITHIUM POWER INTERNATIONAL -7.1% 0.0% 0.285 $ 68,253,616.00
AXE ARCHER EXPLORATION -7.4% 98.4% 0.125 $ 24,636,472.00
CUL CULLEN RESOURCES -7.7% -42.2% 0.012 $ 2,273,578.00
GXY GALAXY RESOURCES -8.2% -61.9% 0.8525 $ 341,915,232.00
BOA BOADICEA RESOURCES -9.1% 138.1% 0.2 $ 11,119,149.00
KSN KINGSTON RESOURCES -9.1% -4.0% 0.02 $ 35,318,412.00
GPX GRAPHEX MINING -9.8% -31.5% 0.185 $ 18,619,364.00
CNJ CONICO -10.0% -61.7% 0.009 $ 3,459,584.00
DGR DGR GLOBAL -10.1% -31.5% 0.095 $ 54,573,188.00
MNS MAGNIS ENERGY TECHNOLOGIES -12.5% -52.5% 0.155 $ 86,218,240.00
DHR DARK HORSE RESOURCES -14.3% -40.0% 0.003 $ 6,883,333.00
AEE AURA ENERGY -14.3% -66.7% 0.006 $ 7,805,429.00
MTH MITHRIL RESOURCES -14.3% -7.3% 0.006 $ 2,942,335.25
KAI KAIROS MINERALS -15.4% -63.3% 0.012 $ 9,375,001.00
POW PROTEAN ENERGY -16.7% -78.3% 0.005 $ 1,557,186.25
MCT METALICITY -16.7% -68.8% 0.006 $ 3,616,049.75
PNN PEPINNINI LITHIUM -16.7% -56.3% 0.0025 $ 3,142,818.50
ARE ARGONAUT RESOURCES -16.7% -75.0% 0.005 $ 7,771,903.00
HWK HAWKSTONE MINING -16.7% -60.0% 0.01 $ 8,153,180.00
LML LINCOLN MINERALS -16.7% -37.5% 0.005 $ 2,874,918.50
N27 NORTHERN COBALT -17.5% -31.4% 0.066 $ 5,010,144.00
AYR ALLOY RESOURCES -20.0% -50.0% 0.002 $ 3,916,555.25
LI3 LITHIUM CONSOLIDATED -20.0% -46.1% 0.032 $ 3,969,798.00
SBR SABRE RESOURCES -25.0% -70.0% 0.003 $ 1,426,151.00
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