Vulcan energy asx

Vulcan Energy Resources

(FWB:6KO, ASX:VUL)


 

  Our Initial Entry
Price

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

ASX:VUL
$0.200
$0.245
Feb 21 2020
$0.295
$13.390
    6595%

ASX:VUL
Our Current Returns
6595%


Vulcan Energy Resources Company Overview

📋 About: Vulcan Energy ASX has developed the world’s first and only Zero Carbon LithiumTM Project and plans to produce battery-grade lithium hydroxide from geothermal brines pumped from wells with a renewable geothermal energy by-product.

Vulcan Energy ASX has Europe’s largest lithium JORC Resource (13.95Mt contained LCT) at its Zero Carbon LithiumTM Project in Germany — the world’s fastest growing lithium market.

The large resource size is significant and provides Vulcan Energy ASX with the opportunity to become a major supplier of lithium chemicals into European Union markets.

Vulcan Energy ASX aims to use its project to produce the lowest CO2-eq. footprint lithium hydroxide for electric vehicles in the world.

Vulcan Energy ASX Company Milestones

Next Investors Portfolio Initiation & Small Cap Pick of the Year
$4.8M Capital Raise @40c
EU Backed Investment (EIT InnoEnergy)
🌎 Tesla Battery Day
🌎
EU Regulations: Sustainability in the Supply Chain for EVs
✅ Key Board Appointment (Vincent Ledoux-Pedailles)
✅ Key Board Appointment (Former Tesla Director Jochen Rudat)
$120M Capital Raise @$6.5
🌎 Volkswagen's Power Day
Key Board Appointment (Annie Liu)
🌎
EU Carbon Tariffs
⚔️Controlled Thermal Resources Lithium Brine Offtake (US)
🌎 Stellantis EV Day (1), (2)
🌎 Volkswagen's Strategy Day
🌎 EU Regulations: Reduce Carbon Emission 55% by 2030
[UPA] Proposed listing on main German Stock Exchange
✅ $220M Capital Raise @ $13.50 ($200M Insto, $20M SPP)
Entry to S&P/ASX300 Index
🔲 [NEW] Commence Trading on Main German Stock Exchange
🔲 [NEW] More brine/land acquired 1
🔲 [NEW] More brine/land acquired 2
🔲 [NEW] More experts hired/acquired
🔲 [NEW] Acquisition of existing project 1
🔲 [NEW] Acquisition of existing project 2

Zero Carbon Lithium Project Milestones

✅ Acquisition of disruptive EU focussed Zero Carbon Lithium Project
Commencement of Scoping Study
Reports Lithium Grades above expectation
Maiden Indicated Resource Reported
Positive Scoping Study
Test Work Shows Excellent Lithium Recoveries
✅ Taro Licence Granted
Positive Pre-Feasibility Study (1), (2)
Collaboration with DuPont
CO2 Traceability Agreement
Bankable feasibility advisor appointed - BNP Paribas
🔲 Ramp up of DLE pilot plant
Offtake Agreement 1: EV battery Maker LG
Offtake Agreement 2: Renault
🔲 Offtake Agreement 3
First Production of Battery Grade Lithium
🔄 Definitive Feasibility Study
🔲 Bankable Feasibility Study Complete
🔲 Project Financing Secured

Investment Milestones for VUL ASX

✅ Initial Investment: @20c
✅ Increase Investment: @40c
✅ Increase Investment: @$6.50

Price increases 500% from initial entry
Price increases 1000% from initial entry
Price increases 2000% from initial entry
12 Month Capital Gain Discount
Free Carry
Take Profit
🔲
Hold remaining Position for next 2+ years

"Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. “Our investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Key

🔲 Expected Milestone
✅ Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
🟥 Negative Result
🌎 Macro Event
⚔️ Results from Other Company / Project
🔄 In Progress
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added

Highlights of the VUL PFS:

  • Project value of €2.25 billion (post-tax, NPV), which equates to A$3.54 billion.
  • Lowest operating expenses (OPEX) of any lithium hydroxide (LHM) project globally at €2,640/t LHM.
  • Combined renewable energy-lithium project pre-tax IRR of 26% and post-tax IRR of 21%. (Lithium as a separate entity from energy shows pre-tax IRR of 31% and post-tax IRR of 26%.)
  • Dual operation producing: 74 MW of renewable energy generation and approximately 40ktpa LHM production.
  • Starting capital cost of €226m for geothermal wells and plant, and €474m for Direct Lithium Extraction (DLE) plants and Central Lithium Plant (CLP).

The company has also confirmed a Maiden Probable Ore Reserve of 1.12 Mt Lithium Carbonate Equiv. (LCE) at 181 mg/l lithium.

Why we have invested in Vulcan Energy ASX...

Fully Funded

Raised $120M led by Goldman Sachs. Australia’s richest person and famous mining magnate Gina Rinehart has corner stoned VUL’s capital raise investing almost $50M. VUL is now fully funded for the medium term.

Europe’s largest JORC lithium resource

JORC Mineral Resources contain a total combined Indicated & Inferred estimate of 13.95Mt LCE (13.2Mt LCE Inferred at Ortenau license) – large enough to be Europe’s primary source of battery-quality lithium hydroxide.

Strategically beneficial location

Location in the heart of Europe’s auto & EV battery industry in Germany – the fastest growing lithium market in the world and has the EU’s backing.

Diversified revenue streams

Dual lithium hydroxide & renewables project. Primary revenue from selling battery-quality LiOH-H2O chemicals into the European market. Secondary revenue derived from renewable geothermal power generation.

Uniquely lithium-rich

DLE test work confirms excellent lithium recoveries. One of only a handful of high-grade lithium-rich geothermal brines worldwide. Can operate profitably at a lower grades than lithium salar brines.

World’s most rapidly advancing lithium project

Co-generation of geothermal energy from dual-property wells will power lithium extraction & fully offset processing energy requirements. Excess power generated after lithium extraction will be fed back into the power grid.

Strong team & board

Expert multi-disciplinary team local to project area in Germany. Decades of experience in developing & permitting geothermal brine projects. International project finance, lithium market & DLE processing expertise.



Our Past Commentary on Vulcan Energy Resources


Type Date New Title
Email 18-Oct-2021 $ VUL signs third major offtake in 90 days
Email 16-Oct-2021 $ 12.790 What Happened This Week? Oct-16th-2021
Email 09-Oct-2021 $ 11.650 What Happened This Week? Oct-9th-2021
Email 02-Oct-2021 $ 13.150 What Happened This Week? Oct-2nd-2021
Email 27-Sep-2021 $ 13.590 VUL Produces First Battery-Grade Lithium Sample
Email 25-Sep-2021 $ 13.590 What Happened This Week? Sep-25th-2021
Email 20-Sep-2021 $ 14.600 ONE, VUL all grown up… BPM, LCL finding targets. PUR drilling again.
Email 18-Sep-2021 $ 14.600 What Happened This Week? Sep-18th-2021
Article 04-Sep-2021 $ 14.100 What Happened This Week? Sep-4th-2021
Email 28-Aug-2021 $ 13.480 What Happened This Week? Aug-28th-2021
Email 23-Aug-2021 $ 12.150 VUL appoints project finance advisor BNP Paribas. Alster upgrades VUL price target (again) to $19.50
Email 21-Aug-2021 $ 12.150 What Happened This Week? Aug-21st-2021
Email 14-Aug-2021 $ 13.750 What Happened This Week? Aug-14th-2021
Email 09-Aug-2021 $ 13.890 VUL Now Entering The Big Leagues
Email 07-Aug-2021 $ 13.890 What Happened This Week? Aug-7th-2021
Email 02-Aug-2021 $ 10.150 VUL Signs ANOTHER Lithium offtake - this time worth up to US$255M per year
Article 24-Jul-2021 $ 9.160 What Happened This Week? July-24th-2021
Email 19-Jul-2021 $ 10.080 VUL signs ~$150M per year offtake with world’s biggest EV battery Maker LG
Email 17-Jul-2021 $ 10.080 What Happened This Week? July-17th-2021
Email 16-Jul-2021 $ 9.400 VUL and EMN: Key takeaways out of Europe this week
Email 13-Jul-2021 $ 8.850 Two more key events coming out of Europe in the next 48 hours...
Email 10-Jul-2021 $ 8.200 What Happened This Week? July-10th-2021
Email 09-Jul-2021 $ 8.200 Stellantis EV Day: Mystery European Geothermal Lithium MoU & Manganese to be used in all batteries
Email 08-Jul-2021 $ 8.130 Move over Musk. Yet Another Auto giant to reveal Electric strategy tonight at 11:30pm AEST
Email 05-Jul-2021 $ 8.000 World First: Lithium from geothermal brine offtake deal signed in the USA
Email 26-Jun-2021 $ 7.950 What Happened This Week? June-26th-2021
Email 19-Jun-2021 $ 7.980 What Happened This Week? June-19th-2021
Email 16-Jun-2021 $ 8.360 Last night VW announced it wants to secure battery metals directly from miners...
Email 12-Jun-2021 $ 8.850 What Happened This Week? June-12th-2021
Email 29-May-2021 $ 7.820 What Happened This Week? May-29th-2021
Email 27-May-2021 $ 7.310 VUL ASX Achieves Target 90% Lithium Extraction while Billionaires Buying on Market
Email 27-Apr-2021 $ 7.900 Our Portfolio Performance from January 1st to March 31st 2021
Email 15-Apr-2021 $ 7.020 New $15 Analyst Price Target Gives VUL a Nudge
Email 09-Apr-2021 $ 6.450 And our Next Investment is… Going to be Announced in the Coming Weeks
Email 23-Mar-2021 $ 6.480 TRIPLE DOWN ALERT - Plus 6 Hot Stocks
Email 16-Mar-2021 $ 6.710 Power Day Launches Volkswagen’s EU Electric Vehicle Future
Email 25-Feb-2021 $ 6.450 This ASX Stock is Now Cheaper than Where We Last Invested
Email 18-Feb-2021 $ 7.240 We Just Invested More in this Stock ... ... plus what's happening with VUL and EXR?
Email 12-Feb-2021 $ 7.500 What are the best returns in our portfolio?
Email 04-Feb-2021 $ 8.500 Vulcan ASX Bags $120M Bucks from Big Name Backers and Banking Behemoth
Email 25-Jan-2021 $ 8.100 Vulcan ASX has Evolved into a Tesla Like Share Price Story
Article 16-Jan-2021 $ 6.980 Vulcan ASX Reveal A$3.5BN Net Present Value on Zero Carbon Lithium Project
Email 15-Jan-2021 $ 6.980 Our Key Takeaways from VUL’s PFS - What will the VUL share price do next?
Email 12-Jan-2021 $ 6.980 What we are Watching Over the Next 48 Hours
Article 07-Jan-2021 $ 3.550 Our Stock Picks for 2021
Email 11-Dec-2020 $ 2.460 EU Climate Policy - Battery Materials Supply Regulations Leaked?
Email 09-Dec-2020 $ 2.290 Why are We Staying Up to 3am Tonight?
Email 12-Nov-2020 $ 1.445 Vulcan ASX Boosts Confidence in Lithium Resource Ahead of PFS
Email 06-Nov-2020 $ 1.050 Is Vulcan ASX Presenting a Buying Opportunity?
Article 24-Sep-2020 $ 0.880 Tesla Unveils Strategic Battery Plans: What This Means for Our Pick of the Year
Article 03-Aug-2020 $ 0.455 Vul ASX Hits Milestone: Reports 90%+ Lithium Recoveries from Geothermal Brines
Article 11-Jul-2020 $ 0.540 Our Top Pick Up 100% Since Our May Update (Vul ASX) – Now with Institutional Backers
Article 29-May-2020 $ 0.285 Momentum Building in Vul ASX - Our Top Pick of 2020
Article 16-Mar-2020 $ 0.200 Vul ASX “Our First Ten-Bagger” say German Research House
Article 21-Feb-2020 $ 0.245 REVEALED: Our Top Stock Pick for 2020 (Vulcan Energy ASX)
Article 20-Jan-2020 $ 0.175 Vulcan Increases Europe’s Largest Lithium Resource
Article 05-Dec-2019 $ 0.185 A New Number One – Vulcan Energy ASX Now Hold the Largest Lithium Resource in Europe
Article 22-Nov-2019 $ 0.120 Can Vulcan’s Zero Carbon Lithium™ Deliver Emission-Free Cars?
Article 20-Aug-2019 $ 0.185 Vulcan Energy ASX Delivering the World’s First “Zero Carbon” Lithium Project



Vulcan Energy Resources Market Data


Latest Article from Vulcan Energy Resources

VUL signs third major offtake in 90 days

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.

Articles Related to Vulcan Energy Resources

What Happened This Week? Oct-16th-2021

What Happened This Week? Oct-16th-2021

What Happened This Week? Oct-9th-2021

What Happened This Week? Oct-9th-2021

What Happened This Week? Oct-2nd-2021

What Happened This Week? Oct-2nd-2021

VUL Produces First Battery-Grade Lithium Sample

VUL Produces First Battery-Grade Lithium Sample

What Happened This Week? Sep-25th-2021

What Happened This Week? Sep-25th-2021

ONE, VUL all grown up… BPM, LCL finding targets. PUR drilling again.

ONE, VUL all grown up… BPM, LCL finding targets. PUR drilling again.

What Happened This Week? Sep-18th-2021

What Happened This Week? Sep-18th-2021

What Happened This Week? Sep-4th-2021

What Happened This Week? Sep-4th-2021

What Happened This Week? Aug-28th-2021

What Happened This Week? Aug-28th-2021

VUL appoints project finance advisor BNP Paribas. Alster upgrades VUL price target (again) to $19.50

VUL appoints project finance advisor BNP Paribas. Alster upgrades VUL price target (again) to $19.50

What Happened This Week? Aug-21st-2021

What Happened This Week? Aug-21st-2021

What Happened This Week? Aug-14th-2021

What Happened This Week? Aug-14th-2021

VUL Now Entering The Big Leagues

VUL Now Entering The Big Leagues

What Happened This Week? Aug-7th-2021

What Happened This Week? Aug-7th-2021

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

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

What Happened This Week? July-24th-2021

What Happened This Week? July-24th-2021

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

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

What Happened This Week? July-17th-2021

What Happened This Week? July-17th-2021

VUL and EMN: Key takeaways out of Europe this week

VUL and EMN: Key takeaways out of Europe this week

Two more key events coming out of Europe in the next 48 hours...

Two more key events coming out of Europe in the next 48 hours...

What Happened This Week? July-10th-2021

What Happened This Week? July-10th-2021

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

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

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

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

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

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

What Happened This Week? June-26th-2021

What Happened This Week? June-26th-2021

What Happened This Week? June-19th-2021

What Happened This Week? June-19th-2021

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

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

What Happened This Week? June-12th-2021

What Happened This Week? June-12th-2021

What Happened This Week? May-29th-2021

What Happened This Week? May-29th-2021

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

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

Our Portfolio Performance from January 1st to March 31st 2021

Our Portfolio Performance from January 1st to March 31st 2021

New $15 Analyst Price Target Gives VUL a Nudge

New $15 Analyst Price Target Gives VUL a Nudge

And our Next Investment is… Going to be Announced in the Coming Weeks

And our Next Investment is… Going to be Announced in the Coming Weeks

TRIPLE DOWN ALERT - Plus 6 Hot Stocks

TRIPLE DOWN ALERT - Plus 6 Hot Stocks

Power Day Launches Volkswagen’s EU Electric Vehicle Future

Power Day Launches Volkswagen’s EU Electric Vehicle Future

This ASX Stock is Now Cheaper than Where We Last Invested

This ASX Stock is Now Cheaper than Where We Last Invested

We Just Invested More in this Stock ... ... plus what's happening with VUL and EXR?

We Just Invested More in this Stock ... ... plus what's happening with VUL and EXR?

What are the best returns in our portfolio?

What are the best returns in our portfolio?

Vulcan ASX Bags $120M Bucks from Big Name Backers and Banking Behemoth

Vulcan ASX Bags $120M Bucks from Big Name Backers and Banking Behemoth

Vulcan ASX has Evolved into a Tesla Like Share Price Story

Vulcan ASX has Evolved into a Tesla Like Share Price Story

Vulcan ASX Reveal A$3.5BN Net Present Value on Zero Carbon Lithium Project

Vulcan ASX Reveal A$3.5BN Net Present Value on Zero Carbon Lithium Project

Our Key Takeaways from VUL’s PFS - What will the VUL share price do next?

Our Key Takeaways from VUL’s PFS - What will the VUL share price do next?

What we are Watching Over the Next 48 Hours

What we are Watching Over the Next 48 Hours

Our Stock Picks for 2021

Our Stock Picks for 2021

EU Climate Policy - Battery Materials Supply Regulations Leaked?

EU Climate Policy - Battery Materials Supply Regulations Leaked?

Why are We Staying Up to 3am Tonight?

Why are We Staying Up to 3am Tonight?

Vulcan ASX Boosts Confidence in Lithium Resource Ahead of PFS

Vulcan ASX Boosts Confidence in Lithium Resource Ahead of PFS

Is Vulcan ASX Presenting a Buying Opportunity?

Is Vulcan ASX Presenting a Buying Opportunity?

Tesla Unveils Strategic Battery Plans: What This Means for Our Pick of the Year

Tesla Unveils Strategic Battery Plans: What This Means for Our Pick of the Year

Vul ASX Hits Milestone: Reports 90%+ Lithium Recoveries from Geothermal Brines

Vul ASX Hits Milestone: Reports 90%+ Lithium Recoveries from Geothermal Brines

Our Top Pick Up 100% Since Our May Update (Vul ASX) – Now with Institutional Backers

Our Top Pick Up 100% Since Our May Update (Vul ASX) – Now with Institutional Backers

Momentum Building in Vul ASX - Our Top Pick of 2020

Momentum Building in Vul ASX - Our Top Pick of 2020

Vul ASX “Our First Ten-Bagger” say German Research House

Vul ASX “Our First Ten-Bagger” say German Research House

REVEALED: Our Top Stock Pick for 2020 (Vulcan Energy ASX)

REVEALED: Our Top Stock Pick for 2020 (Vulcan Energy ASX)

Vulcan Increases Europe’s Largest Lithium Resource

Vulcan Increases Europe’s Largest Lithium Resource

A New Number One – Vulcan Energy ASX Now Hold the Largest Lithium Resource in Europe

A New Number One – Vulcan Energy ASX Now Hold the Largest Lithium Resource in Europe

Can Vulcan’s Zero Carbon Lithium™ Deliver Emission-Free Cars?

Can Vulcan’s Zero Carbon Lithium™ Deliver Emission-Free Cars?

Vulcan Energy ASX Delivering the World’s First “Zero Carbon” Lithium Project

Vulcan Energy ASX Delivering the World’s First “Zero Carbon” Lithium Project

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