Email Oct 19, 2021
Today our long term investment in Alexium International (ASX:AJX) delivered a set of quarterly financial results with surprise momentum in revenue from its cooling tech products, exceeding our expectations.
Email Oct 18, 2021
Our favourite investment and 2020 Small Cap Pick of the Year Vulcan Energy Resources (ASX:VUL) just signed its THIRD offtake agreement in 90 days for its unique, environmentally friendly Zero Carbon lithium - just as the lithium price hits another new high and the global “Net Zero” movement gains pace.
Email Oct 11, 2021
Today Kuniko Ltd (ASX: KNI) confirmed it was granted 58 additional exploration licences, covering a combined area of approximately 523 km2 in Norway.
Email Oct 05, 2021
Today Euro Manganese (ASX:EMN) announced a joint development agreement with Nano One®, a clean technology company. The co-development will test whether EMN’s manganese products work with Nano One’s battery cathode technology.
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Email Sep 27, 2021
Vulcan Energy Resources (ASX:VUL) today announced that it has produced a battery-grade lithium hydroxide monohydrate (LHM) sample that grades better than the current best-on-the-market battery grade specifications required by offtake customers.
Email Sep 15, 2021
Today, Kuniko (ASX:ASX) reports that it has commenced a significant program of airborne geophysics, comprising magnetics, electromagnetics (EM), and radiometric components, across three project areas.
Email Sep 10, 2021
Our 2021 Small Cap Pick of Year, Province Resources (ASX:PRL) is making progress in its plans to develop Australia’s first renewable energy powered “Green Hydrogen” project, Today’s announcement of the granting of PRL’s first license “a section 91” is a big first step - it means they can officially start work on ground (more on this below).
Email Aug 27, 2021
Today Alexium International (ASX:AJX) has released a set of numbers that in our opinion show that its commercialisation strategy is starting to deliver, and we believe it should continue to ramp up over the next few quarters.
Email Aug 24, 2021
It’s no secret that we have been eagerly looking forward to the IPO of Vulcan’s “Zero Carbon copper, nickel and cobalt” spin out company Kuniko (ASX:KNI) - today we add KNI to our portfolio.
Email Aug 23, 2021
Our 2020 Small Cap Pick of the Year Vulcan Energy (ASX:VUL) today appointed Europe’s biggest bank by assets BNP Paribas to help with its Bankable Feasibility Study and structuring project finance to build its Zero Carbon Lithium project.
Email Aug 13, 2021
Province Resources (ASX:PRL) has emerged from its “quiet execution phase” with a broad operational update on its HyEnergy Zero Carbon Hydrogen™ Project this morning, and should also be supported by clean energy tailwinds in the mainstream media this week.
Email Aug 12, 2021
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.
Email Aug 09, 2021
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.
Email Aug 06, 2021
Reporting back from the WA Green hydrogen conference panel, where Total Eren MD Kam Ho’s presentation last night
Email Aug 05, 2021
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.
Email Aug 04, 2021
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?
Email Aug 02, 2021
Our best performing investment Vulcan Energy Resources (ASX: VUL) today announced ANOTHER offtake agreement - the second in the space of 14 days… yes seriously.
Email Jul 30, 2021
Last week we wrote that we had increased our investment in Alexium International (ASX:AJX), buying shares on the market at around ~5.49c.
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