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

Earlier this month, Aussie start-up Alauda Racing unveiled its Airspeeder World Championship concept at the Goodwood Festival of Speed in the UK.

Motorsport has reached a natural limit, Airspeeder says. The logical next step is flying electric motorbikes.

This is their Mach 4 concept in action:

 

Set to launch in 2020, Airspeeder is an entirely new racing league featuring manned electric multicopters powered by a 500kw battery.

These things can reach speeds up to 200km/h.

But before the championship kicks off, they need to do some laps with a pilot in the seat – which will hopefully happen by the end of this year.

This is the sort of innovation that could snowball into the mainstream, Airspeeder says. We imagine they mean something like this:

In other (more relevant) news, China continues to ramp up natural graphite imports to meet rising domestic demand from its lithium-ion battery sector. Prior to the end of 2017 China imported less than 1000 tonnes a year. In May 2019 imports exceeded 22,000t – mostly from Africa.

And vanadium redox flow batteries have received a tangible boost from lower vanadium prices, with this monstrous 800MWh development getting the green light over the past week.

 

 

SMALL CAP SPOTLIGHT

Of the companies on our list, 56 lost ground, 53 were ahead and 43 were steady this week.

Lake Resources (ASX:LKE) +19 per cent

Lake Resources enjoyed a boost after announcing some very nice hits from the Cauchari lithium brine project in Argentina.

Results like 505mg/l over 340m were very similar to neighbouring world-class projects, like the Ganfeng-Lithium Americas-owned Cauchari project.

Major Chinese producer Ganfeng Lithium has invested about $US397 million to acquire a 50 per cent stake in its Cauchari project, “demonstrating the value of such projects in the Lithium Triangle”, Lake managing director Steve Promnitz says.

“Lake is drilling next door to the largest defined lithium brine resource on the planet and our assay results mirror the grades of this project,” he says.

“In addition, this is now a wider pay zone of lithium brines than at the adjoining project.

“To use an analogy, we are in the same swimming pool, filled with sand, clay and lithium brines, and we still have more to come.”

There were also a number of juniors up on no news, including graphite play Metals Australia (ASX:MLS) +33 per cent, Archer Exploration (ASX:AXE) +30 per cent, lithium explorer AVZ Minerals (ASX:AVZ) +30 per cent, and vanadium-focussed Surefire Resources (ASX:SRN) +25 per cent.

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:

Code Name Price [Mon July 29 intraday] 1 Week Return % 1 Year Return % Market Cap
CZR COZIRON RESOURCES 0.015 89 6 $26,783,270.00
BPL BROKEN HILL PROSPECTING 0.033 57 -58 $4,436,502.00
GPP GREENPOWER ENERGY 0.002 50 -75 $2,002,245.25
MZN MARINDI METALS 0.001 50 -86 $3,372,556.50
MCT METALICITY 0.012 33 -43 $6,244,225.00
MLS METALS AUSTRALIA 0.002 33 -56 $5,854,395.50
AXE ARCHER EXPLORATION 0.145 30 65 $28,578,308.00
AVZ AVZ MINERALS 0.059 30 -56 $129,032,312.00
NVA NOVA MINERALS 0.027 27 4 $22,375,756.00
SRN SUREFIRE RESOURCES 0.005 25 -58 $2,515,768.25
VMC VENUS METALS 0.18 24 21 $16,984,704.00
MTH MITHRIL RESOURCES 0.006 20 -41 $2,111,946.00
LKE LAKE RESOURCES 0.075 19 -26 $32,041,944.00
KAI KAIROS MINERALS 0.019 19 -44 $16,193,184.00
CHN CHALICE GOLD MINES 0.175 17 42 $46,591,584.00
SYA SAYONA MINING 0.007 14 -81 $12,058,020.00
LCD LATITUDE CONSOLIDATED 0.017 13 -48 $4,127,685.00
HIP HIPO RESOURCES 0.008 13 -53 $3,478,594.00
CXO CORE LITHIUM 0.044 12 -12 $35,472,676.00
AGY ARGOSY MINERALS 0.1 11 -49 $101,450,216.00
MIN MINERAL RESOURCES 16.38 11 2 $2,891,075,072.00
CNJ CONICO 0.011 10 -65 $3,517,582.50
BOA BOADICEA RESOURCES 0.165 10 68 $7,926,776.00
TLG TALGA RESOURCES 0.46 10 -22 $97,902,872.00
DEV DEVEX RESOURCES 0.058 9 -31 $7,317,781.50
GLN GALAN LITHIUM 0.18 9 -41 $22,633,498.00
CAZ CAZALY RESOURCES 0.024 9 -37 $6,045,105.50
PAN PANORAMIC RESOURCES 0.38 9 -36 $210,361,344.00
JMS JUPITER MINES 0.3925 8 31 $744,416,576.00
NWC NEW WORLD COBALT 0.014 8 -75 $10,809,735.00
BKT BLACK ROCK MINING 0.087 8 87 $49,186,272.00
GME GME RESOURCES 0.058 7 -55 $28,349,604.00
PIO PIONEER RESOURCES 0.018 6 -19 $25,626,228.00
PM1 PURE MINERALS 0.018 6 20 $7,822,779.00
CLQ CLEAN TEQ 0.42 5 -42 $279,922,592.00
4CE FORCE COMMODITIES 0.021 5 -57 $10,915,405.00
PGM PLATINA RESOURCES 0.045 5 -44 $11,621,554.00
BUX BUXTON RESOURCES 0.115 5 -43 $15,646,375.00
ORE OROCOBRE 2.94 4 -42 $764,099,968.00
HRZ HORIZON MINERALS 0.135 4 -18 $57,776,652.00
MEI METEORIC RESOURCES 0.03 4 0 $24,003,088.00
TAR TARUGA MINERALS 0.029 4 -84 $4,093,850.00
CRL COMET RESOURCES 0.03 3 -29 $8,325,000.00
SO4 SALT LAKE POTASH 0.775 3 51 $185,079,088.00
SEI SPECIALITY METALS INTERNATIONAL 0.031 3 61 $27,774,154.00
INR IONEER 0.19 3 -43 $265,497,024.00
E25 ELEMENT 25 0.19 3 6 $17,002,846.00
PSC PROSPECT RESOURCES 0.195 3 -30 $46,010,592.00
GXY GALAXY RESOURCES 1.365 3 -53 $562,845,696.00
ZNC ZENITH MINERALS 0.08 3 -52 $16,595,446.00
BYH BRYAH RESOURCES 0.083 2 -36 $5,167,031.00
TNO TANDO RESOURCES 0.076 1 -55 $15,972,029.00
PLS PILBARA MINERALS 0.475 1 -49 $907,195,968.00
SUH SOUTHERN HEMISPHERE MINING 0.032 0 -47 $2,831,023.00
LRS LATIN RESOURCES 0.001 0 -86 $3,892,466.50
SI6 SIX SIGMA METALS 0.004 0 -67 $2,247,512.50
AEE AURA ENERGY 0.011 0 -52 $14,941,770.00
BDI BLINA MINERALS 0.001 0 -33 $4,543,882.50
AJM ALTURA MINING 0.115 0 -63 $244,428,192.00
PLL PIEDMONT LITHIUM 0.14 0 -24 $118,230,152.00
BAR BARRA RESOURCES 0.021 0 -52 $11,316,706.00
DTM DART MINING 0.005 0 -38 $5,056,880.50
LTR LIONTOWN RESOURCES 0.15 0 460 $223,210,848.00
AML AEON METALS 0.2 0 -46 $127,883,248.00
WCN WHITE CLIFF MINERALS 0.004 0 -94 $1,881,399.50
POW PROTEAN ENERGY 0.008 0 -76 $2,802,935.25
CGM COUGAR METALS 0.001 0 -80 $1,176,583.25
LML LINCOLN MINERALS 0.005 0 -77 $2,874,918.50
ANW AUS TIN MINING 0.007 0 -50 $15,509,807.00
MRR MINREX RESOURCES 0.01 0 -73 $958,777.25
AZI ALTA ZINC 0.003 0 -45 $5,464,903.00
PUR PURSUIT MINERALS 0.009 0 -90 $2,230,273.25
ADV ARDIDEN 0.003 0 -75 $5,071,560.50
FEL FE 0.017 0 -19 $7,769,594.00
CHK COHIBA MINERALS 0.014 0 56 $9,969,214.00
IEC INTRA ENERGY 0.013 0 0 $5,040,412.50
CFE CAPE LAMBERT RESOURCES 0.01 0 -67 $10,199,278.00
MTB MOUNT BURGESS MINING 0.002 0 -75 $970,258.81
CMC CHINA MAGNESIUM 0.011 0 -42 $5,086,824.00
ARE ARGONAUT RESOURCES 0.005 0 -81 $7,771,903.00
AYR ALLOY RESOURCES 0.002 0 -75 $3,386,555.25
KDR KIDMAN RESOURCES 1.9 0 20 $769,115,072.00
DHR DARK HORSE RESOURCES 0.005 0 -67 $6,073,864.50
LPD LEPIDICO 0.026 0 -30 $109,622,048.00
WML WOOMERA MINING 0.03 0 -70 $3,381,133.00
HGM HIGH GRADE METALS 0.008 0 -80 $3,623,503.00
TKL TRAKA RESOURCES 0.012 0 -53 $5,556,944.50
RLC REEDY LAGOON 0.005 0 -62 $1,810,222.75
TMT TECHNOLOGY METALS AUSTRALIA 0.21 0 -67 $17,948,604.00
CUL CULLEN RESOURCES 0.013 0 -37 $2,203,042.75
JRV JERVOIS MINING 0.205 0 -47 $109,942,704.00
HAV HAVILAH RESOURCES 0.145 0 -37 $30,554,868.00
BAT BATTERY MINERALS 0.014 0 -55 $18,453,282.00
KTA KRAKATOA RESOURCES 0.025 0 -4 $3,645,000.00
GPX GRAPHEX MINING 0.24 0 -10 $24,658,076.00
RMX RED MOUNTAIN MINING 0.004 0 -43 $3,112,147.00
HXG HEXAGON RESOURCES 0.09 -1 -49 $26,552,290.00
LPI LITHIUM POWER INTERNATIONAL 0.35 -1 15 $85,317,016.00
NZC NZURI COPPER 0.33 -2 44 $96,169,288.00
MNS MAGNIS ENERGY TECHNOLOGIES 0.225 -2 -40 $137,505,600.00
POS POSEIDON NICKEL 0.042 -2 -2 $110,993,480.00
TNG TNG 0.099 -3 -15 $106,349,736.00
BEM BLACKEARTH MINERALS 0.072 -4 -48 $6,422,959.00
SVM SOVEREIGN METALS 0.115 -4 34 $41,316,472.00
KNL KIBARAN RESOURCES 0.115 -4 -23 $33,651,412.00
NXE NEW ENERGY MINERALS 0.023 -4 -87 $3,470,595.25
VML VITAL METALS 0.011 -4 22 $19,168,724.00
EUC EUROPEAN COBALT 0.019 -5 -62 $15,233,947.00
NMT NEOMETALS 0.195 -5 -27 $106,165,456.00
AUZ AUSTRALIAN MINES 0.0185 -5 -77 $62,005,364.00
BSM BASS METALS 0.009 -5 -66 $28,098,746.00
GBE GLOBE METALS AND MINING 0.019 -5 36 $8,852,525.00
FGR FIRST GRAPHENE 0.25 -6 31 $125,166,632.00
LIT LITHIUM AUSTRALIA 0.049 -6 -58 $27,186,232.00
TON TRITON MINERALS 0.049 -6 -23 $46,356,908.00
MTC METALSTECH 0.015 -6 -88 $1,637,354.38
AVL AUSTRALIAN VANADIUM 0.014 -7 -76 $27,633,814.00
KOR KORAB RESOURCES 0.028 -7 -7 $8,881,586.00
MLL MALI LITHIUM 0.14 -7 -67 $39,676,516.00
GED GOLDEN DEEPS 0.027 -7 -40 $5,726,181.50
COB COBALT BLUE 0.13 -7 -74 $20,236,840.00
SYR SYRAH RESOURCES 0.9325 -7 -69 $400,973,152.00
ARL ARDEA RESOURCES 0.44 -7 -48 $49,888,348.00
OMH OM HOLDINGS 0.82 -8 -34 $590,898,688.00
THR THOR MINING 0.012 -8 -71 $9,859,762.00
N27 NORTHERN COBALT 0.033 -8 -82 $2,178,323.50
AMD ARROW MINERALS 0.011 -8 -50 $4,086,946.75
RIE RIEDEL RESOURCES 0.011 -8 -73 $4,598,766.50
JRL JINDALEE RESOURCES 0.32 -9 5 $12,265,669.00
HNR HANNANS 0.01 -9 -38 $21,867,500.00
HWK HAWKSTONE MINING 0.018 -10 -45 $13,116,042.00
INF INFINITY LITHIUM 0.071 -10 -8 $15,994,718.00
MLM METALLICA MINERALS 0.017 -11 -53 $5,184,758.50
ASN ANSON RESOURCES 0.043 -11 -66 $23,648,356.00
KSN KINGSTON RESOURCES 0.017 -11 -35 $28,213,700.00
EMH EUROPEAN METALS 0.41 -11 -2 $58,656,892.00
DGR DGR GLOBAL 0.093 -11 7 $64,384,096.00
RNU RENASCOR RESOURCES 0.015 -12 -29 $19,608,214.00
MQR MARQUEE RESOURCES 0.115 -13 -67 $4,788,861.00
IDA INDIANA RESOURCES 0.025 -14 -55 $2,984,247.00
VRC VOLT RESOURCES 0.018 -14 -14 $29,526,478.00
SRK STRIKE RESOURCES 0.052 -16 -10 $9,860,922.00
WKT WALKABOUT RESOURCES 0.28 -18 124 $90,287,176.00
MZZ MATADOR MINING 0.27 -18 -10 $29,581,250.00
CLA CELSIUS RESOURCES 0.026 -19 -81 $18,930,452.00
SVD SCANDIVANADIUM 0.008 -20 -68 $2,814,928.75
CZN CORAZON MINING 0.002 -20 -80 $3,261,377.25
LI3 LITHIUM CONSOLIDATED 0.048 -20 -66 $4,716,106.00
BSX BLACKSTONE MINERALS 0.095 -21 -34 $15,295,477.00
SBR SABRE RESOURCES 0.003 -25 -80 $1,220,920.88
PNN PEPINNINI LITHIUM 0.003 -25 -79 $3,714,035.25
PSM PENINSULA MINES 0.002 -33 -80 $3,038,616.25