AJX emerges from year-long quiet phase with first announcement in ages. More to come says CEO

After 12 months in “quiet execution mode” our long term investment Alexium International (ASX:AJX) appears to finally be ready for a strong year of revenue growth, market expansion and news flow.

VUL Now Entering The Big Leagues

Our 2020 small cap Pick of the Year Vulcan Energy Resources (ASX:VUL) is no longer so small, and now looks set to get even bigger. VUL just announced that a 430 year old investment bank is going to list the company on the main German stock exchange, opening them up to huge amounts of new capital by providing access to German and European institutional investors.

Reporting back from the WA Green hydrogen conference panel...

Reporting back from the WA Green hydrogen conference panel, where Total Eren MD Kam Ho’s presentation last night

Our New Portfolio Addition is Here

Pantera Minerals (ASX:PFE) is an early stage explorer about to drill for high grade iron ore right next to billion dollar iron ore producer Mt Gibson Iron (and all their infrastructure). PFE just listed on the ASX this morning after raising $7.0M at 20c. PFE has a market cap of $13.95M (at 20c, undiluted), with an enterprise value of ~ $6.95M.

Total Eren MD to speak at WA Hydrogen Conference

Tomorrow the MD of Total Eren will be speaking at a WA Hydrogen Conference. What does this mean for our Small Cap Pick of the Year?

VUL Signs ANOTHER Lithium offtake - this time worth up to US$255M per year

Our best performing investment Vulcan Energy Resources (ASX: VUL) today announced ANOTHER offtake agreement - the second in the space of 14 days… yes seriously.

We have tripled down on AJX - Here is our investment plan.

Last week we wrote that we had increased our investment in Alexium International (ASX:AJX), buying shares on the market at around ~5.49c.

Dream Team: Key Ministers now on PRL Speed Dial?

Today, Province Resources (ASX:PRL) ticked off one of our key expected milestones with another “dream team” board appointment in Roger Martin, previously chief of staff to the WA treasurer and VP of corporate affairs at Woodside - more on Roger below.

Private Equity firm buys AJX shares on market - So we did too

We recently bought more AJX shares on market at around ~5.49c after we saw a “change in substantial holder notice” announcing that private equity firm Colinton Capital was buying more AJX shares on market.

VUL signs ~$150M per year offtake with world’s biggest EV battery Maker LG

Vulcan Energy Resources (ASX:VUL) just announced a BINDING term sheet for an offtake with the LARGEST lithium ion battery producer for EV’s in the world - LG

Stellantis EV Day: Mystery European Geothermal Lithium MoU & Manganese to be used in all batteries

Last night major automaker Stellantis announced they have “an Offtake MoU with a geothermal lithium partner in Europe” and also that manganese will be a key ingredient in their electric vehicle batteries.

Move over Musk. Yet Another Auto giant to reveal Electric strategy tonight at 11:30pm AEST

TONIGHT At 11:30pm AEST new European car giant Stellantis is announcing its electrification strategy as a key enabler to sustain “clean, safe and affordable mobility”

Australia’s Richest Man Grabs Outrageous Amount of Land Surrounding PRL

In the last few days Andrew "Twiggy" Forrest's FMG Resources has put in applications on all of the land surrounding Province Resources (ASX:PRL) proposed green hydrogen project in the Shire of Carnarvon

World First: Lithium from geothermal brine offtake deal signed in the USA

As long term shareholders in Vulcan Energy Resources (ASX:VUL) we are pretty excited about news we read in the mainstream media over the weekend.

An Update on PRL: Our 2021 Small Cap Pick of the Year

Over the last two months the Province Resources (ASX:PRL) share price has drifted while the company has been quietly executing on its next batch of newsflow after raising $18M at 15c.

Last night VW announced it wants to secure battery metals directly from miners...

Over the last 24 hours we have seen a lot of mainstream media about European automakers and their big moves into electric vehicles - the big automakers are probably timing their key media releases to coincide with the current attention on the climate goals of the G7 summit.

VUL ASX Achieves Target 90% Lithium Extraction while Billionaires Buying on Market

In case you missed it, our golden child and multi-bagging 2020 Small Cap Pick of the Year Vulcan Energy Resources (ASX: VUL) got some great coverage in the Financial Review with fellow early stage VUL investor John Hancock saying he is currently buying VUL on market.

EMN Releases Operations Update as Global Manganese Supply Tightens

Today Euro Manganese Inc. (ASX:EMN) has announced an Operations Update on its Chvaletice Manganese Project. We are strong believers in European battery metals to be one of the key investment thematics of this decade as every country rushes to switch to electric vehicles.

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