Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel and vanadium.

 

Due to hit the bourse Tuesday is PPK Group (ASX:PPK) spin out Li-S Energy (ASX:LIS) which may have developed a breakthrough battery tech with greater storage capacity than lithium-ion.

Li-S believes it has overcome the inherent problems with lithium-sulphur batteries by using boron nitride nanotubes (BNNTs) as a nano-insulator.

BNNT –a ‘superfibre’ 100 times stronger than steel, light as carbon fibre, super flexible, more thermally conductive than copper, and able to sustain high temperatures of up to 1000 degrees without degrading – is the reason PPK’s share price has jumped a massive 10,000% in the last five years.

You read that right: 10,000%.
 

A disruptive battery technology

Lithium-sulphur batteries (also known as Li-S batteries) have the potential to provide a much greater energy storage capacity than current lithium-ion batteries.

However, to date their main drawback has been that they tend to fail after relatively few charging cycles, and this has inhibited their mass adoption, Li-S Energy chairman Ben Spincer says.

“By using BNNTs and other novel components in its new lithium-sulphur battery technology, Li-S Energy has substantially increased cycle life,” he says.

“Test batteries have now demonstrated sustained performance over 600 charge/recharge cycles whilst retaining a specific energy capacity almost three times that of a typical commercial lithium-ion battery.”

Affordable, high-performance lithium-sulphur batteries could lead to EVs that drive further, drones that fly longer, and mobile devices that last for days instead of hours, Spincer says.

“To advance its strategy, Li-S Energy intends to scale up its development and production team, install a pilot battery production plant and, in collaboration with product manufacturers, retrofit Li-S Energy batteries into a range of products to demonstrate clearly the performance advantages.”

Li-S shares will begin trading for 85c on Tuesday, 11am AEST.

 

Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium are performing>>>

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

CODE COMPANY 1 WEEK RETURN % 1 MONTH RETURN % 6 MONTH RETURN % 1 YEAR RETURN % PRICE MARKET CAP
HNR Hannans 55 386 325 386 0.034 $ 80,239,224.53
PNN PepinNini Minerals 52 56 67 241 0.485 $ 25,078,626.10
ARU Arafura Resources 39 59 16 172 0.215 $ 302,239,729.74
TON Triton Minerals 27 6 -22 -28 0.038 $ 43,109,786.55
AVZ AVZ Minerals 24 62 70 470 0.3475 $ 1,029,815,257.60
IPT Impact Minerals 23 33 -33 -33 0.016 $ 30,356,923.79
GBR Greatbould Resources 21 130 486 347 0.205 $ 73,233,340.85
INF Infinity Lithium 17 39 -25 67 0.135 $ 52,378,892.28
RLC Reedy Lagoon Corp 16 71 21 164 0.029 $ 17,280,837.31
LKE Lake Resources 16 5 83 1002 0.595 $ 702,328,015.63
STK Strickland Metals 15 45 179 7 0.055 $ 56,192,916.21
GME GME Resources 13 34 11 55 0.071 $ 42,173,344.10
HAS Hastings Tech Met 12 43 53 129 0.275 $ 451,998,369.16
HWK Hawkstone Mng 10 18 13 221 0.045 $ 68,793,777.24
NTU Northern Min 10 21 10 59 0.046 $ 217,877,083.47
EUR European Lithium 10 51 69 125 0.115 $ 115,091,416.44
NMT Neometals 8 24 148 389 0.905 $ 520,957,576.20
NMT Neometals 8 24 148 389 0.905 $ 520,957,576.20
PEK Peak Resources 7 6 -2 233 0.09 $ 160,012,847.69
SLZ Sultan Resources 6 -3 -19 -17 0.17 $ 11,820,846.13
MLX Metals X Limited 6 45 73 428 0.38 $ 340,224,775.13
AQD Ausquest Limited 5 0 -9 -33 0.02 $ 16,463,796.62
BRB Breaker Res NL 4 39 33 30 0.285 $ 91,235,460.12
NWC New World Resources 3 3 4 103 0.071 $ 112,652,252.50
ARR American Rare Earths 3 48 113 525 0.2 $ 62,065,498.68
WKT Walkabout Resources 2 -9 40 -7 0.21 $ 85,081,345.40
AAJ Aruma Resources 2 24 32 -22 0.094 $ 12,470,188.80
INR Ioneer 1 30 73 536 0.6675 $ 1,342,458,815.21
TLG Talga Group 1 15 13 104 1.53 $ 474,554,802.89
PLL Piedmont Lithium Inc 0 -3 -35 373 0.71 $ 418,233,722.50
MLS Metals Australia 0 0 -20 -20 0.002 $ 8,454,376.09
GED Golden Deeps 0 0 10 -24 0.011 $ 8,922,291.56
BAR Barra Resources 0 27 27 17 0.028 $ 21,360,712.85
FGR First Graphene 0 -12 -24 48 0.185 $ 101,698,382.41
CWX Carawine Resources 0 -5 -30 -15 0.2 $ 21,777,980.40
LML Lincoln Minerals 0 0 0 0 0.008 $ 4,599,869.49
AJM Altura Mining 0 0 0 0 0.07 $ 209,037,029.25
ATM Aneka Tambang 0 0 0 0 1 $ 1,303,649.00
VMC Venus Metals Cor 0 3 -8 -22 0.175 $ 25,683,376.11
AML Aeon Metals . 0 7 -39 -55 0.059 $ 46,943,492.26
TKL Traka Resources 0 0 -18 -30 0.014 $ 8,087,402.62
QPM Queensland Pacific 0 51 205 1162 0.265 $ 359,237,479.72
SBR Sabre Resources 0 25 0 -58 0.005 $ 8,415,318.25
ARL Ardea Resources -1 -6 -9 7 0.475 $ 66,256,425.12
AXE Archer Materials -1 -3 107 258 1.9 $ 425,811,241.02
LTR Liontown Resources -1 80 261 686 1.5325 $ 3,096,108,978.84
PAN Panoramic Resources -1 21 61 120 0.2175 $ 440,946,510.86
MIN Mineral Resources. -1 -9 31 89 47.57 $ 8,762,649,790.40
GW1 Greenwing Resources -2 25 -47 60 0.32 $ 36,905,460.59
MCR Mincor Resources NL -2 -4 31 46 1.28 $ 613,641,331.20
MOH Moho Resources -2 8 -27 -39 0.064 $ 6,816,176.53
SRI Sipa Resources -2 -9 13 -15 0.061 $ 10,950,858.04
AVL Aust Vanadium -2 -6 2 44 0.0245 $ 72,178,160.58
OZL OZ Minerals -2 3 2 65 22.76 $ 7,730,785,724.41
BKT Black Rock Mining -2 38 60 257 0.2 $ 165,892,859.34
BMM Balkanminingandmin -3 47 0.78 $ 26,162,500.00
EGR Ecograf Limited -3 -18 17 356 0.73 $ 328,378,425.07
IXR Ionic Rare Earths -3 16 -35 227 0.036 $ 118,733,982.99
MNS Magnis Energy Tech -3 -6 12 67 0.325 $ 292,771,881.99
RNU Renascor Res -3 55 3 1092 0.155 $ 282,126,547.80
BHP BHP Group Limited -3 -16 -16 2 37.82 $ 111,283,482,581.68
MRC Mineral Commodities -3 -7 -61 -57 0.14 $ 74,758,688.76
IGO IGO Limited -4 -2 48 115 9.04 $ 6,982,009,235.86
IGO IGO Limited -4 -2 48 115 9.04 $ 6,982,009,235.86
CLA Celsius Resource -4 13 -31 -7 0.027 $ 28,275,158.19
CTM Centaurus Metals -4 5 26 115 0.98 $ 336,854,470.96
AUZ Australian Mines -4 -4 24 81 0.023 $ 98,981,859.62
REE Rarex Limited -4 28 -12 49 0.11 $ 48,546,269.43
PSC Prospect Res -4 28 153 161 0.43 $ 178,338,443.78
GL1 Globallith -5 8 0.41 $ 35,590,358.40
SRL Sunrise -5 4 -32 -31 1.63 $ 147,694,921.56
ORE Orocobre Limited -5 -3 95 248 8.88 $ 5,712,229,250.56
BOA Boadicea Resources -5 -10 -12 -15 0.18 $ 13,985,981.10
CZN Corazon -5 -8 -38 -10 0.036 $ 8,629,797.28
SYR Syrah Resources -5 -10 8 173 1.145 $ 581,025,952.30
LIT Lithium Australia NL -6 -2 2 141 0.1275 $ 123,491,564.13
VRC Volt Resources -6 22 94 136 0.033 $ 87,376,646.12
PUR Pursuit Minerals -6 -21 -34 296 0.048 $ 44,976,667.97
HXG Hexagon Energy -6 10 -21 39 0.079 $ 34,789,078.51
PRL Province Resources -6 7 -3 527 0.155 $ 180,745,569.76
PAM Pan Asia Metals -6 210 174 0.465 $ 32,956,149.12
PAM Pan Asia Metals -6 210 174 0.465 $ 32,956,149.12
LYC Lynas Rare Earths -6 9 26 200 7.08 $ 6,244,687,953.68
JRV Jervois Global -6 18 13 94 0.52 $ 818,160,405.48
ASN Anson Resources -6 1 5 287 0.089 $ 90,114,674.82
LPI Lithium Pwr Int -7 2 12 63 0.285 $ 102,887,105.16
AOU Auroch Minerals -7 11 -29 134 0.1775 $ 51,948,851.68
ARN Aldoro Resources -7 -6 98 343 0.425 $ 38,681,979.16
ARN Aldoro Resources -7 -6 98 343 0.425 $ 38,681,979.16
ALY Alchemy Resource -7 8 0 -30 0.014 $ 9,411,408.34
TNG TNG Limited -7 9 -25 -30 0.083 $ 101,209,260.24
MAN Mandrake Res -7 -11 -68 -27 0.055 $ 27,692,133.06
GAL Galileo Mining -7 -7 20 15 0.27 $ 47,068,337.40
LEG Legend Mining -7 -20 -46 -55 0.065 $ 179,083,821.87
BUX Buxton Resources -7 -21 -3 -30 0.065 $ 8,979,658.51
COB Cobalt Blue -7 35 -14 287 0.325 $ 98,503,959.51
VR8 Vanadium Resources -7 19 25 129 0.064 $ 27,198,866.83
GLN Galan Lithium -8 -4 80 569 0.97 $ 271,528,752.00
G88 Golden Mile Res -8 -9 -4 -28 0.048 $ 8,208,879.74
FFX Firefinch -8 8 179 300 0.6 $ 564,205,114.97
TMT Technology Metals -8 8 9 48 0.415 $ 62,323,893.66
SYA Sayona Mining -8 35 362 1702 0.175 $ 1,071,566,162.80
S2R S2 Resources -8 -30 -48 -64 0.091 $ 32,430,111.81
AGY Argosy Minerals -8 3 65 211 0.165 $ 212,546,189.68
PGM Platina Resources -8 -1 25 20 0.066 $ 29,972,381.60
SGQ St George Min -9 4 -20 -32 0.071 $ 40,654,174.65
PLS Pilbara Min -9 -8 113 598 2.08 $ 6,282,389,403.62
CHN Chalice Mining -9 1 45 178 6.83 $ 2,474,096,641.80
BSX Blackstone -10 1 8 13 0.47 $ 158,285,290.25
CHR Charger Metals -10 -10 0.515 $ 16,656,138.20
BEM Blackearth Minerals -10 12 0 278 0.14 $ 30,435,337.38
ESS Essential Metals -10 22 100 110 0.22 $ 52,276,394.28
CXO Core Lithium -10 20 90 894 0.4075 $ 642,382,620.12
VML Vital Metals Limited -10 -14 -13 140 0.06 $ 245,763,501.96
ESR Estrella Res -10 -1 -36 196 0.0385 $ 45,319,705.86
RFR Rafaella Resources -11 10 -23 6 0.085 $ 16,785,332.78
LPD Lepidico -11 39 0 257 0.025 $ 153,804,157.45
POS Poseidon Nick -11 -15 72 88 0.098 $ 306,395,952.60
NIC Nickel Mines Limited -11 -5 -28 45 0.97 $ 2,389,277,598.45
EMH European Metals Hldg -12 -17 -14 211 1.415 $ 184,730,590.30
VUL Vulcan Energy -12 -6 115 1185 13.36 $ 1,645,198,242.49
JRL Jindalee Resources -12 -36 41 430 2.33 $ 125,712,740.78
RXL Rox Resources -13 -5 -41 -56 0.36 $ 59,102,855.25
ADV Ardiden -13 8 -32 -48 0.013 $ 25,792,250.59
DEV Devex Resources -13 44 55 20 0.325 $ 101,585,209.11
ADD Adavale Resource -14 19 42 127 0.068 $ 20,157,058.95
QXR Qx Resources Limited -15 0 -31 -27 0.011 $ 7,329,985.53
AZS Azure Minerals -15 -26 -14 71 0.3 $ 100,501,609.33
NKL Nickelx -16 -17 0.19 $ 10,967,500.00
CNJ Conico -17 -27 49 225 0.052 $ 53,011,388.32

 

Small Cap Standouts

HANNANS (ASX:HNR)

This nickel explorer is up ~240% since moving into lithium-ion battery recycling earlier this month.

Hannans, with tech developed by majority shareholder Neometals (ASX:NMT), wants to recover high purity metals from scrap and spent batteries in Norway, Sweden, Denmark and Finland – the region with the highest electric vehicle (EV) penetration rates in the world.

Subject to securing a feedstock source, Hannans’ decision on Stage 1 plant locations is expected 1st Quarter next year.

 

PEPINNINI MINERALS (ASX:PNN)

In a poorly worded announcement, it appears a pretty boring deal has been struck for heavyweight lithium producer Ganfeng to run a brine pipeline through PNN’s ‘Santa Ines’ copper gold project in Argentina.

Punters saw ‘Ganfeng’ and lithium’ and went crazy, but this has nothing to do with lithium for PNN.

Santa Ines is in the same rocks as BHP’s (ASX:BHP) world-class Escondida copper-gold mine in Chile, 80km away, PNN says.

While the announcement does not mention compensation, the agreement will see PNN and Ganfeng jointly pay for an Induced Polarisation (IP) geophysical survey on 11km of the proposed pipeline area within Santa Ines.

For PNN, it will be an exploration tool to find copper-gold targets for drill testing.

It will also give Ganfeng reassurance that the pipeline trace will not require relocation in the event of a mineral discovery.

 

ARAFURA RESOURCES (ASX:ARU)

Some exciting news for the rare earths project developer on Monday:

 

Arafura is targeting final investment decision at the “shovel ready” Nolans NdPr rare earths project in the NT by the second half of 2022 to meet growing demand from the battery sector.

First projection will ideally follow in late 2024, the company says.

 

AVZ MINERALS (ASX:AVZ)

The +$1bn market cap lithium hopeful  led the mid-cap winners on Monday after securing a “cornerstone investor” for its Manono development in the DRC.

Private Chinese company CATH will pay US$240 million cash for an initial 24% equity stake in the project.

“Proceeds from the transaction will fund a majority of the total project financing required, whilst AVZ will retain a controlling 51% interest in the Manono Project post-completion of the transaction and its position as lead developer of the Manono Project,” the company says.

 

IMPACT MINERALS (ASX:IPT)

Soil sampling has dialled in on 11 nickel-copper-PGM and 11 lithium targets at Impact’s Arkun project in WA.

The Arkun project is very poorly explored, with no drilling and no previous lithium exploration at all.

“To have identified 11 targets for nickel-copper-PGM is exciting enough in its own right — but recognising the potential for lithium pegmatites over a very large area is also a significant breakthrough for Impact,” managing director Dr Mike Jones says.

Based on the strength and scale of these new anomalies, Jones is confident that further work at Arkun “will generate numerous targets for drill testing early in 2022”.