Volumes have been written on the applications of minerals such as lithium, graphite and cobalt in the modern world, much of it based around an acceleration in the production of long life batteries and the proliferation of electric vehicles. However there is a particular type of mineral sand being produced right now by a relatively small ASX stock that is at the heart of an even wider range of innovation and technological developments.Oct 25, 2016
The Next Mining Boom
South Korea is the world’s largest lithium ion battery manufacturer, home to high tech companies such as Samsung, Hyundai and LG. However, the country has very little in the way of local graphite or lithium resources to supply battery manufacturers… One ASX explorer, capped at less than $9 million, is focussed on changing this situation in South Korea, with a large and growing portfolio of graphite and lithium projects – two essential ingredients in lithium ion batteries.Oct 17, 2016
Nearly all graphite exploration companies are focusing on flake graphite and their concentration is on “large flake size”. There is, however, another potentially more lucrative, and definitely speedier path to market. One ASX company has developed a neat way to commercialise high-grade vein graphite that will be more applicable in industrial manufacturing uses, than as a wonder material to be used in glitzy gadgets or electric cars.Oct 14, 2016
One tightly held ASX listed phosphate company is on the verge of holding a local supply monopoly for this key fertilizer ingredient in one of the world’s largest agricultural countries, Brazil. Agriculture plays a key role in Brazil’s economy, with 20% of its GDP in 2015 derived from agriculture, with exports now totalling US$175BN.Oct 6, 2016
Today’s ASX company has the pedigree to take a serious bite out of the lucrative rare earths market — and the cherry on top is that this company has formulated its audacious plan right here in Australia. Some of the standout features in this junior are that it has an MoU for an offtake agreement in place, $30M in funding has been secured and its JORC’d and DFS’d flagship project is rated as ‘best-in-class’ on quantity and grade – with some estimates suggesting this project’s mining life could reach beyond 100 years on the back of its promising exploration targets.Oct 5, 2016
Are we about to see a recovery in the uranium price over the coming years? With US utilities set to re-contract in 2018, and Chinese and Indian new reactor demand set to surge, one dual listed (ASX and AIM) stock has timed its run into uranium production well. This company is set to begin mining uranium by the end of 2018 – just as analysts are forecasting a rebound.Sep 29, 2016
With demand for lithium rising in Europe, but a dearth of local supply, one smart ASX lithium explorer has set up shop there in order to exploit growing local demand. This very tightly held ASX listed company, currently with only 156 million shares tradeable, aims to do this through a wholly owned project in the very safe and stable jurisdiction of Austria.Sep 20, 2016
The commodities swansong is back on the hymn sheet. If we look at the staple commodities that have propelled countries like Australia to the top of the commodity-exporter stakes (coal, iron ore, zinc, gold) — they have all stabilised their swan dives since 2014 and are now creeping back to the forefront of investor attention.Sep 19, 2016
Cradle Resources (ASX:CXX) is a mining company going the extra mile by not only picking up its Project at the right time, but also, picking up a Project that is directly leveraged to the sci-fi age we now live in. To date, CXX has quietly gone about making exploration progress for a relatively unknown metal called Niobium – a key component of metals alloys that facilitate steel production and used in highly-specialised functions such as particle accelerators and jet engines.Aug 16, 2016
One of the great things for Aussie investors is that Australia as a nation is likely to revel in a lithium-powered future given its strong domestic endowment.
Yet the country needs technology and expertise to make the most of its resources, particularly in Western Australia and potentially Queensland.