Lithium prices and stocks have largely risen this week on the back of building sentiment
That’s helped by a new Chinese policy to boost EV consumption through trade-in subsidising
And keep an eye on quarterly reporting for lithium and other battery metal stocks
Lithium has been having a good week. Is that set to change or keep on rolling?
The commodity pricing has been rallying this week at the time of writing, though, and several ASX Li stocks have plugged in and charged up.
Regarding the longer-term narrative, just don’t call it the “next gold rush”…
Could people please stop calling #lithium the next gold rush? It is so 2016 and I didn’t like it then either…. pic.twitter.com/8FplMpYgSg
— Joe Lowry (@globallithium) April 29, 2024
That said, that headline piqued our interest, so here’s a lithium market-analysing rival of Joe Lowry’s – Juan Carlos Zuleta – breaking down the factors that could cause a white gold rush. (Apologies, Joe.)
Chinese EV exports is one – for example BYD has been steadily moving into parts of Europe, Australia, Brazil, Thailand. And then there’s the more leftfield but exciting narrative of Tesla’s “Robotaxi”.
Why #lithium could be the next gold rush:https://t.co/WMcroEdm7W.
As I have said, now is the time to keep an eye on 4 specific sources of demand:
1. Chinese EV exports.
2. #BYD‘s low-cost EV (Seagull) sales.
3. Tesla’s #Robotaxi sales.
4. Tesla’s #Model2 sales.
— Juan Carlos Zuleta (@jczuleta) April 29, 2024
Robotaxi? Autonomous, self-driving, voice-commanded EV rides. And that’s the unofficial name for it doing the rounds. Elon Musk actually plans to call it CyberCab.
During a recent Tesla earnings call, Musk stated that Tesla will be managing the ride-sharing fleet and to think of its role as a blend of Airbnb and Uber.
Come hop in my Robotaxi. pic.twitter.com/KYndAzm3Vt
— Nikhil Tayal (@Alloutnikhil) April 23, 2024
BREAKING: Tesla to unveil Robotaxi on 8th October. I can’t wait for this great day! pic.twitter.com/fXwxvo3hYu
— TESLA CARS ONLY. (@teslacarsonly) April 5, 2024
Tesla isn’t the only company developing autonomous electric ride-sharing, by the way. Waymo, a subsidiary of Google’s parent company Alphabet, is on the job, as is GM and its subsidiary Cruise. And that’s just the US.
As for BYD and its Seagulls, US car giants may be concerned, but the price-undercutting, average-Joe-affordable runabouts aren’t likely to hit America any time soon. They are zipping around parts of the Americas at present, however. And they might well be coming to Australia by the end of the year, according to some reports.
Lithium boosted this week
Here’s the latest data for the closest thing the lithium market has to spot pricing.
Lithium carbonate has made a bit of a gain over the past 24 hours, moving up 0.45% at the time of writing. Spod’s up, too.
Over to you, Lithium Price Bot:
2024-04-30#Lithium Carbonate 99.5% Min China Spot
Price: $15,432.67
1 day: $69.05 (0.45%)
YTD: 12.80%#Spodumene Concentrate (6%, CIF China)
Price: $1,135.00
1 day: $2.0 (0.18%)
YTD: -13.69%
Sponsored by @portofino_porhttps://t.co/w7gU3gzKwP
— Lithium Price Bot (@LithiumPriceBot) April 30, 2024
Lithium futures have also been rallying this week.
According to clean energy-focused fundie Thematica, that’s followed on from the public release of China’s new auto policy…
Lithium futures are rallying today following China’s publication of its new auto policy aimed at boosting consumption. https://t.co/adNhUDoKJx pic.twitter.com/voHVAVd1SC
— Thematica (@Thematicafunds) April 29, 2024
China aims to boost EV sales with new auto policy
China’s new auto policy, announced this week by China’s Ministry of Commerce and Ministry of Finance, signifies a potential sales boost narrative for electric vehicles, and potential boosted demand in China for lithium and other battery metals.
Prominent Chinese EV and battery metals narrative spinner, the CnEVPost, brought the news to the mainstream global media circuit:
“China has issued policy details encouraging consumers to trade in old cars for new ones, starting to offer subsidies of up to RMB 10,000 ($1,380), effective by the end of the year,” the site reported.
It’s an effort to stimulate EV consumption, and according to the CnEVPost, analysts believe it could well do exactly as intended.
Analysts at Chinese broker Everbright Securities, that is, who note that the stimulus is expected to generate 1 million to 2 million additional passenger car sales, or about 3.2-6.5 percent of overall auto market share.
A narrative that could take some time to play out, perhaps, but it seems to be having a pumpy effect as a news item for the moment.
But wait… big lithum guns’ quarterly reporting is imminent
There’s some wide-reaching macro factors to take into account late this week, however.
For one, Jerome Powell and mates at the Fed are due to make their latest interest rate move (or, more likely, non-move), mid-late this week. We’ll have to wait and see what that does to markets across the board, but, as has been the case of late, it will likely depend on the dovish or hawkish tones and themes proffered by Powell.
And then there’s the possibility, too, that by the time you read this, Chinese titan Ganfeng’s quarterly reporting might throw the lithium market a bit of a curveball – certainly if it proves to be as tank-tastic as its rival Tianqi’s. That company posted its biggest ever quarterly loss the other day – of about half a billion US dollars.
Lithium-sector-focused eyes will also very much be on other big players such as Albemarle, Arcadium, Pilbara Minerals, Mineral Resources and Liontown.
ASX battery metals form guide:
Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 5pm April 30.)
Stocks missing from this list? Email [email protected]
Code Company Price % Week % Month % Year Market Cap PVW PVW Res Ltd 0.028 17% 4% -65% $2,230,905 A8G Australasian Metals 0.064 -7% 7% -57% $3,335,712 INF Infinity Lithium 0.06 5% -8% -50% $28,218,118 LPI Lithium Pwr Int Ltd 0 -100% -100% -100% $361,898,974 PSC Prospect Res Ltd 0.16 19% 100% 14% $69,499,794 PAM Pan Asia Metals 0.16 0% 0% -40% $26,850,684 CXO Core Lithium 0.145 0% -6% -85% $299,170,976 LOT Lotus Resources Ltd 0.44 10% 10% 126% $796,579,006 AGY Argosy Minerals Ltd 0.13 0% -4% -68% $182,572,975 AZS Azure Minerals 3.69 9% 1% 858% $1,564,097,351 NWC New World Resources 0.0365 1% -17% -17% $102,082,142 QXR Qx Resources Limited 0.014 -7% -22% -61% $15,541,090 GSR Greenstone Resources 0.009 0% 29% -53% $13,732,573 CAE Cannindah Resources 0.051 -7% -15% -75% $31,216,317 AZL Arizona Lithium Ltd 0.023 -4% -12% -48% $88,360,147 RIL Redivium Limited 0.003 -25% -25% -75% $8,192,564 COB Cobalt Blue Ltd 0.092 -8% -34% -73% $41,752,420 ESS Essential Metals Ltd 0 -100% -100% -100% $135,278,382 LPD Lepidico Ltd 0.003 0% -37% -68% $22,914,924 MRD Mount Ridley Mines 0.0015 50% -25% -57% $11,677,324 CZN Corazon Ltd 0.01 11% 0% -33% $5,540,381 LKE Lake Resources 0.062 15% -6% -85% $96,237,566 DEV Devex Resources Ltd 0.3 5% 7% -3% $130,151,248 INR Ioneer Ltd 0.195 3% 22% -36% $380,162,186 AVZ AVZ Minerals Ltd 0.78 0% 0% 0% $2,752,409,203 MAN Mandrake Res Ltd 0.032 -3% -14% -18% $19,704,317 RLC Reedy Lagoon Corp. 0.004 0% 0% -41% $2,478,163 GBR Greatbould Resources 0.06 -6% 3% -32% $38,434,678 FRS Forrestaniaresources 0.018 6% 13% -76% $2,912,143 STK Strickland Metals 0.115 -12% 21% 180% $202,217,709 MLX Metals X Limited 0.455 -4% 28% 65% $407,797,230 CLA Celsius Resource Ltd 0.01 0% -29% -33% $24,083,600 FGR First Graphene Ltd 0.062 3% 13% -23% $39,555,103 HXG Hexagon Energy 0.02 5% -26% 67% $10,258,318 TLG Talga Group Ltd 0.7 -1% -4% -56% $269,625,462 MNS Magnis Energy Tech 0.042 0% 0% -80% $50,378,922 OZL OZ Minerals 0 -100% -100% -100% $8,918,404,433 PLL Piedmont Lithium Inc 0.195 8% -3% -77% $73,679,099 EUR European Lithium Ltd 0.053 -2% -24% -42% $74,100,500 BKT Black Rock Mining 0.065 0% -10% -52% $81,335,706 QEM QEM Limited 0.155 3% 0% -18% $23,465,715 LYC Lynas Rare Earths 6.56 3% 15% 2% $6,010,237,930 ESR Estrella Res Ltd 0.004 -20% -33% -64% $8,796,859 ARL Ardea Resources Ltd 0.675 -21% -7% 71% $167,464,378 GLN Galan Lithium Ltd 0.33 3% -20% -69% $130,108,858 JLL Jindalee Lithium Ltd 0.595 -9% -26% -74% $36,596,521 VUL Vulcan Energy 3.38 12% 18% -43% $586,768,957 SBR Sabre Resources 0.017 -6% -11% -32% $6,362,453 CHN Chalice Mining Ltd 1.21 -6% 12% -85% $480,369,680 VRC Volt Resources Ltd 0.005 -17% -17% -55% $20,793,391 NMT Neometals Ltd 0.1 -9% -23% -83% $65,395,083 AXN Alliance Nickel Ltd 0.041 8% 11% -57% $27,581,905 PNN Power Minerals Ltd 0.12 4% -14% -70% $11,112,604 IGO IGO Limited 7.91 10% 12% -42% $5,581,063,782 GED Golden Deeps 0.04 5% -18% -47% $4,620,894 ADV Ardiden Ltd 0.16 0% -3% -47% $9,690,213 SRI Sipa Resources Ltd 0.017 6% 0% -29% $3,878,688 NTU Northern Min Ltd 0.035 9% 6% -11% $200,973,294 AXE Archer Materials 0.505 10% -11% 25% $127,423,507 PGM Platina Resources 0.02 -23% 0% -23% $13,709,967 AAJ Aruma Resources Ltd 0.016 -6% -11% -79% $3,150,264 IXR Ionic Rare Earths 0.014 -22% -26% -48% $62,253,600 NIC Nickel Industries 0.95 8% 17% 0% $3,900,086,991 EVG Evion Group NL 0.024 0% 9% -52% $8,303,020 CWX Carawine Resources 0.105 0% -2% 10% $24,793,172 PLS Pilbara Min Ltd 4.06 7% 6% -4% $11,918,495,010 HAS Hastings Tech Met 0.34 -1% -17% -83% $44,967,262 BUX Buxton Resources Ltd 0.105 0% -5% -43% $17,324,689 ARR American Rare Earths 0.29 5% 26% 41% $143,092,757 SGQ St George Min Ltd 0.018 -5% -14% -60% $18,782,268 TKL Traka Resources 0.002 33% 0% -68% $3,501,317 PAN Panoramic Resources 0.035 0% 0% -77% $103,937,992 PRL Province Resources 0.041 0% 0% 0% $48,441,219 IPT Impact Minerals 0.019 -10% 27% 46% $57,294,078 LIT Lithium Australia 0.028 0% -3% -20% $35,446,458 AKE Allkem Limited 0 -100% -100% -100% $6,304,350,967 ARN Aldoro Resources 0.07 0% -1% -58% $9,423,662 JRV Jervois Global Ltd 0.016 -27% -36% -81% $54,050,414 MCR Mincor Resources NL 0 -100% -100% -100% $751,215,521 SYR Syrah Resources 0.525 8% 6% -54% $437,033,435 FBM Future Battery 0.05 -4% -17% -57% $33,209,639 ADD Adavale Resource Ltd 0.005 0% 0% -70% $4,571,908 LTR Liontown Resources 1.245 14% 6% -55% $2,933,643,213 CTM Centaurus Metals Ltd 0.415 4% 38% -52% $207,898,882 VML Vital Metals Limited 0.005 0% 25% -58% $26,527,801 BSX Blackstone Ltd 0.055 -8% -14% -65% $30,926,096 POS Poseidon Nick Ltd 0.006 0% -8% -84% $25,994,743 CHR Charger Metals 0.079 -2% -37% -84% $6,193,620 AVL Aust Vanadium Ltd 0.014 -7% -18% -62% $129,157,547 AUZ Australian Mines Ltd 0.01 0% -9% -60% $13,985,119 TMT Technology Metals 0 -100% -100% -100% $67,134,856 RXL Rox Resources 0.175 -22% 7% -53% $64,229,782 RNU Renascor Res Ltd 0.099 -1% 18% -53% $249,056,269 GL1 Globallith 0.405 -6% -19% -71% $110,612,752 BRB Breaker Res NL 0 -100% -100% -100% $158,126,031 ASN Anson Resources Ltd 0.105 -5% 17% -45% $128,832,821 SYA Sayona Mining Ltd 0.034 0% -13% -83% $339,678,768 FFX Firefinch Ltd 0.2 0% 0% 0% $236,569,315 EGR Ecograf Limited 0.165 3% -8% -15% $70,374,932 ATM Aneka Tambang 1.1 0% 0% -4% $1,434,014 TVN Tivan Limited 0.056 8% -5% -36% $85,359,938 ALY Alchemy Resource Ltd 0.007 0% 17% -53% $9,424,610 GAL Galileo Mining Ltd 0.3 7% 7% -62% $51,382,481 BHP BHP Group Limited 43.03 -5% -3% -3% $217,923,679,206 LEL Lithenergy 0.5 -6% -3% -14% $56,000,785 MMC Mitremining 0.495 -5% 10% 46% $44,136,632 RMX Red Mount Min Ltd 0.001 -33% -43% -62% $2,673,576 GW1 Greenwing Resources 0.089 25% 33% -52% $14,681,370 AQD Ausquest Limited 0.011 0% 0% -35% $9,076,641 LML Lincoln Minerals 0.007 -22% -7% -50% $10,224,272 1MC Morella Corporation 0.003 0% -25% -70% $18,536,398 REE Rarex Limited 0.015 -6% -6% -71% $10,250,799 MRC Mineral Commodities 0.025 -4% 14% -50% $24,611,815 PUR Pursuit Minerals 0.005 0% 11% -71% $14,719,857 QPM Queensland Pacific 0.054 10% 29% -57% $106,664,637 EMH European Metals Hldg 0.445 24% 59% -28% $53,765,172 BMM Balkanminingandmin 0.055 -2% -10% -75% $3,907,228 PEK Peak Rare Earths Ltd 0.24 0% 23% -62% $67,815,149 LEG Legend Mining 0.013 0% 0% -72% $40,711,681 MOH Moho Resources 0.005 -9% 0% -74% $2,695,891 AML Aeon Metals Ltd. 0.006 20% 0% -74% $7,674,804 G88 Golden Mile Res Ltd 0.012 0% -8% -45% $4,934,674 WKT Walkabout Resources 0.12 9% -8% 14% $80,551,374 TON Triton Min Ltd 0.014 17% 0% -58% $18,736,712 AR3 Austrare 0.11 -8% 5% -69% $17,151,408 ARU Arafura Rare Earths 0.2 8% -2% -51% $438,957,416 MIN Mineral Resources. 72.19 5% 2% -2% $13,939,787,317 VMC Venus Metals Cor Ltd 0.09 -3% -5% -21% $17,075,581 S2R S2 Resources 0.135 4% 0% -4% $54,342,959 CNJ Conico Ltd 0.001 0% -33% -90% $1,805,095 VR8 Vanadium Resources 0.045 -2% 13% -40% $24,653,209 PVT Pivotal Metals Ltd 0.017 -11% -15% -45% $14,082,366 BOA Boadicea Resources 0.028 -7% 27% -63% $3,453,880 IPX Iperionx Limited 2.11 1% -6% 92% $482,539,514 SLZ Sultan Resources Ltd 0.01 -9% -17% -74% $2,173,451 NKL Nickelxltd 0.022 -8% -27% -67% $2,019,749 NVA Nova Minerals Ltd 0.28 -7% 12% -18% $61,762,286 MLS Metals Australia 0.022 0% 0% -39% $15,562,130 MQR Marquee Resource Ltd 0.014 0% -30% -39% $6,200,766 MRR Minrex Resources Ltd 0.012 0% -14% -29% $13,018,410 EVR Ev Resources Ltd 0.0085 6% -6% -39% $10,570,172 EFE Eastern Resources 0.007 -7% 0% -36% $8,693,625 CNB Carnaby Resource Ltd 0.72 24% 21% -44% $104,221,656 BNR Bulletin Res Ltd 0.047 -4% -25% -45% $14,387,053 AX8 Accelerate Resources 0.048 2% 20% 85% $29,278,623 AM7 Arcadia Minerals 0.073 -4% 4% -64% $7,633,507 AS2 Askarimetalslimited 0.047 -8% -10% -88% $4,591,472 BYH Bryah Resources Ltd 0.008 -11% -20% -65% $3,483,628 DTM Dart Mining NL 0.027 -13% 59% -53% $7,752,986 EMS Eastern Metals 0.034 0% 10% -43% $2,802,492 FG1 Flynngold 0.033 -23% -23% -52% $5,416,650 GSM Golden State Mining 0.012 20% 0% -64% $3,352,448 IMI Infinitymining 0.075 25% 7% -58% $7,718,970 LRV Larvottoresources 0.072 -19% 4% -75% $18,020,038 LSR Lodestar Minerals 0.0015 0% -25% -70% $4,046,795 RAG Ragnar Metals Ltd 0.018 0% -14% 26% $8,531,657 CTN Catalina Resources 0.003 0% -40% -25% $3,715,461 TMB Tambourahmetals 0.069 -17% -9% -34% $6,137,586 TEM Tempest Minerals 0.009 13% 0% -50% $4,672,120 EMC Everest Metals Corp 0.099 4% 24% 30% $16,099,745 WML Woomera Mining Ltd 0.004 -20% -20% -67% $4,872,556 KZR Kalamazoo Resources 0.09 -5% 1% -38% $15,907,122 LMG Latrobe Magnesium 0.0495 -1% -5% -28% $92,940,834 KOR Korab Resources 0.007 -13% -30% -74% $2,569,350 CMX Chemxmaterials 0.048 12% -4% -60% $5,533,473 NC1 Nicoresourceslimited 0.15 -17% -3% -68% $18,059,345 GRE Greentechmetals 0.21 -2% -13% 156% $17,862,195 CMO Cosmometalslimited 0.041 -5% 3% -67% $5,182,172 FRB Firebird Metals 0.17 21% 36% 13% $24,201,438 S32 South32 Limited 3.59 8% 20% -15% $15,897,697,574 OMH OM Holdings Limited 0.48 4% 10% -28% $371,634,548 JMS Jupiter Mines. 0.295 2% 31% 18% $617,244,175 E25 Element 25 Ltd 0.245 11% 7% -67% $56,557,887 EMN Euromanganese 0.081 -7% -9% -66% $18,994,255 KGD Kula Gold Limited 0.01 0% 25% -33% $5,351,081 LRS Latin Resources Ltd 0.225 10% 22% 67% $630,769,379 CRR Critical Resources 0.013 4% -7% -69% $21,334,203 ENT Enterprise Metals 0.003 0% 0% -57% $2,405,913 SCN Scorpion Minerals 0.024 20% -25% -66% $8,598,580 GCM Green Critical Min 0.004 0% 0% -79% $4,546,340 ENV Enova Mining Limited 0.019 6% -24% 46% $20,116,516 RBX Resource B 0.038 6% -12% -72% $3,142,010 AKN Auking Mining Ltd 0.024 26% 9% -58% $5,413,135 RR1DA Reach Resources Ltd 0.009 -10% -40% -35% $6,642,036 EMT Emetals Limited 0.005 0% -17% -44% $4,250,000 PNT Panthermetalsltd 0.039 8% 34% -57% $3,399,480 WIN Widgienickellimited 0.041 -2% -18% -85% $12,215,747 WMG Western Mines 0.415 32% 159% -39% $33,036,600 AVW Avira Resources Ltd 0.001 0% 0% -67% $2,133,790 CAI Calidus Resources 0.14 17% 22% -30% $106,533,593 GT1 Greentechnology 0.115 0% -18% -82% $35,392,731 KAI Kairos Minerals Ltd 0.012 0% -14% -40% $31,450,946 MTM MTM Critical Metals 0.055 -5% -15% -65% $17,428,625 NWM Norwest Minerals 0.043 -10% 54% 19% $18,629,736 PGD Peregrine Gold 0.23 5% 0% -38% $16,290,821 RAS Ragusa Minerals Ltd 0.021 -9% -16% -75% $3,422,371 RGL Riversgold 0.006 -14% -25% -63% $6,773,630 SRZ Stellar Resources 0.017 -11% 31% 42% $27,961,226 STM Sunstone Metals Ltd 0.014 8% -13% -60% $49,009,122 ZNC Zenith Minerals Ltd 0.085 -11% -9% -41% $32,419,041 WC8 Wildcat Resources 0.515 12% -21% 1617% $591,216,506 ASO Aston Minerals Ltd 0.012 0% -8% -88% $16,835,835 THR Thor Energy PLC 0.019 -5% -17% -62% $3,303,970 YAR Yari Minerals Ltd 0.005 0% 0% -75% $1,929,431 IG6 Internationalgraphit 0.12 -17% -25% -49% $20,769,791 LPM Lithium Plus 0.12 0% -20% -54% $16,542,500 ODE Odessa Minerals Ltd 0.004 0% -33% -50% $4,694,771 KOB Kobaresourceslimited 0.097 -3% -19% -43% $15,539,038 AZI Altamin Limited 0.041 -15% -24% -47% $17,553,961 FTL Firetail Resources 0.035 -13% -13% -65% $5,211,694 LNR Lanthanein Resources 0.006 50% 100% -67% $11,729,453 CLZ Classic Min Ltd 0.008 0% -53% -84% $2,170,241 NVX Novonix Limited 0.865 0% 1% -12% $435,131,686 OCN Oceanalithiumlimited 0.05 11% -12% -84% $2,541,596 SUM Summitminerals 0.155 35% 146% 24% $5,242,284 DVP Develop Global Ltd 2.45 7% 3% -19% $604,207,417 OD6 Od6Metalsltd 0.072 1% -3% -76% $5,329,958 HRE Heavy Rare Earths 0.033 -6% -15% -76% $1,996,102 LIN Lindian Resources 0.135 -16% 17% -66% $164,148,919 PEK Peak Rare Earths Ltd 0.24 0% 23% -62% $67,815,149 ILU Iluka Resources 7.68 1% 7% -30% $3,248,019,288 ASM Ausstratmaterials 1.02 -4% -26% -3% $183,317,477 ETM Energy Transition 0.037 -8% -3% 3% $53,202,272 VMS Venture Minerals 0.02 -5% -9% 5% $45,333,594 IDA Indiana Resources 0.082 1% 5% 105% $49,467,536 VTM Victory Metals Ltd 0.23 -2% -8% -18% $18,314,923 M2R Miramar 0.01 -9% -44% -77% $2,046,956 WCN White Cliff Min Ltd 0.015 7% -3% 114% $22,741,424 TAR Taruga Minerals 0.008 -11% 33% -53% $5,648,214 ABX ABX Group Limited 0.061 2% 11% -47% $15,502,499 MEK Meeka Metals Limited 0.034 -6% -6% -24% $41,980,104 RR1DA Reach Resources Ltd 0.009 -10% -40% -35% $6,642,036 DRE Dreadnought Resources Ltd 0.017 3% 0% -73% $63,235,313 KFM Kingfisher Mining 0.073 -9% -12% -67% $4,297,200 AOA Ausmon Resorces 0.002 0% 0% -50% $2,117,999 WC1 Westcobarmetals 0.039 -7% -25% -68% $4,892,013 GRL Godolphin Resources 0.029 -17% -19% -60% $4,908,018 DM1 Desert Metals 0.022 -8% -33% -77% $6,104,791 PTR Petratherm Ltd 0.026 4% 13% -64% $5,618,778 ITM Itech Minerals Ltd 0.072 -1% -8% -73% $9,048,984 KTA Krakatoa Resources 0.011 0% 38% -67% $5,193,179 M24 Mamba Exploration 0.023 10% -4% -78% $4,049,810 LNR Lanthanein Resources 0.006 50% 100% -67% $11,729,453 TKM Trek Metals Ltd 0.039 -13% 5% -41% $20,538,914 BCA Black Canyon Limited 0.1 0% -9% -57% $7,014,146 CDT Castle Minerals 0.006 0% -8% -65% $7,346,958 DLI Delta Lithium 0.305 2% 7% -31% $210,455,107 A11 Atlantic Lithium 0.405 7% 13% -33% $250,122,585 KNI Kunikolimited 0.235 -8% -10% -53% $21,661,067 CY5 Cygnus Metals Ltd 0.08 -7% 57% -68% $25,365,645 WR1 Winsome Resources 1.375 7% 56% -3% $262,329,445 LLI Loyal Lithium Ltd 0.265 0% -16% -17% $22,514,576 BC8 Black Cat Syndicate 0.275 4% 22% -36% $86,394,965 BUR Burleyminerals 0.065 -7% -4% -78% $7,691,886 PBL Parabellumresources 0.052 -4% -15% -85% $3,239,600 L1M Lightning Minerals 0.098 -7% 36% -46% $4,970,467 WA1 Wa1Resourcesltd 17.26 -5% 59% 862% $1,088,720,461 EV1 Evolutionenergy 0.075 -3% -25% -71% $19,330,069 1AE Auroraenergymetals 0.088 0% -12% -10% $14,328,624 RVT Richmond Vanadium 0.245 -16% -27% -37% $24,138,186 PMT Patriotbatterymetals 0.775 5% -14% -46% $442,545,938 PAT Patriot Lithium 0.099 9% 24% -63% $6,892,096 BM8 Battery Age Minerals 0.1 0% 0% -70% $9,176,032 OM1 Omnia Metals Group 0.078 0% 0% -70% $4,550,568 VHM Vhmlimited 0.5 0% -4% -44% $77,100,139 LLL Leolithiumlimited 0.505 0% 0% -4% $498,553,663 SRN Surefire Rescs NL 0.01 -5% 5% -41% $21,849,386 SRL Sunrise 0.68 5% 5% -48% $60,452,424 SYR Syrah Resources 0.525 8% 6% -54% $437,033,435 EG1 Evergreenlithium 0.098 0% -7% -73% $5,510,540 WSR Westar Resources 0.011 -8% 1% -55% $2,548,666 LU7 Lithium Universe Ltd 0.033 27% 74% 10% $13,585,998 MEI Meteoric Resources 0.215 0% -12% 23% $447,776,965 REC Rechargemetals 0.034 6% -32% -74% $4,749,459 SLM Solismineralsltd 0.105 0% 6% -5% $8,533,057 DYM Dynamicmetalslimited 0.18 -3% 0% 3% $7,020,000 TOR Torque Met 0.13 -7% -7% 0% $24,735,888 ICL Iceni Gold 0.026 0% 13% -57% $6,657,148 TMX Terrain Minerals 0.004 0% -11% -33% $5,726,683 MHC Manhattan Corp Ltd 0.002 0% -33% -60% $5,873,960 MHK Metalhawk. 0.061 2% -5% -49% $6,241,540 ANX Anax Metals Ltd 0.028 17% 22% -59% $14,782,927 FIN FIN Resources Ltd 0.018 6% 0% 20% $11,686,837 LM1 Leeuwin Metals Ltd 0.075 15% 9% -75% $3,045,359 HAW Hawthorn Resources 0.075 9% 7% -12% $26,466,233 LCY Legacy Iron Ore 0.017 6% 13% 6% $131,130,320 RON Roninresourcesltd 0.115 0% -8% -12% $4,234,876 ASR Asra Minerals Ltd 0.007 0% 40% -26% $13,311,966 PFE Panteraminerals 0.039 8% -26% -54% $10,458,497 KM1 Kalimetalslimited 0.4 0% -10% 0% $32,063,680 LTM Arcadium Lithium PLC 6.72 11% -1% 0% $2,430,445,861
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