Great Boulder Resources (GBR.ASX) - Significant step towards piecing together Mt Venn

Wentworth Securities

I wrote about GBR's Mt Venn earlier this week at 23.5c (last 29C +23.4% - Metallurgy can make Mt Venn + Jundee South near Northern Star's NST.ASX major Zodiac discovery). Today GBR has announced a significant intrusion identified near the Mt Venn complex. There is no doubt from the language... Show More

nickel cobalt ASX:GBR great boulder Mt Venn

Great Boulder Resources (GBR.ASX) Metallurgy key at Mt Venn + Jundee South near Northern Star's NST.ASX major Zodiac discovery

Wentworth Securities

In Nov 2017 GBR rallied 208% on the announcement of the major discovery at Mt Venn (top assays 4.3% copper and 0.1% cobalt). There was broad mineralisation, and large strike - at 7.5km strike. Note, GBR has only scratched the surface, literally, with a reconnaissance drill program at Mt Venn.... Show More

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Regal: Let your winners run

Livewire Exclusive

Julian Babarczy, Portfolio Manager at Regal Funds Management, bought his first stock at age 19 and has been passionate about investing ever since. He joined the team at Regal Funds Management in 2004 and has now been working there for well over a decade. Julian has developed an interest in... Show More

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Emerging winners from the electric vehicle megatrend

Julian Babarczy

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More

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Hill End set to join high-purity alumina party with multi-decade maiden resource

Barry FitzGerald

High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More

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Lithium and cobalt oversupply fears overblown

Paragon Funds Management

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC) project Kamoto will expand its Cobalt output to 34ktpa by 2019 (~30% of CY19F global demand). This news impacted Cobalt stocks globally on near-term oversupply concerns. Show More

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Chinese aerospace deal could send Clean-TeQ to new heights

Barry FitzGerald

Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More

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Let the Good Times Roll

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Northern Cobalt (N27) - Thoughts on the current drill campaign and Lithium project acquisition

Wentworth Securities

With the current drilling campaign ending with the onset of the NT wet season, N27 will be releasing results Jan 18. Given the price has been trading some 50% off its highs (still a great result from $0.20 lPO), I am looking again at N27, with a period of important... Show More

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Northern Cobalt (N27.ASX) Stanton hitting high grade - better than we had hoped for (+40%)

Wentworth Securities

Assays out for the first 5 RC holes at Stanton (note on drilling program HERE) We had hoped they would at least replicate the old RIO/CRA holes, which they did and more. With the first 500m's of drilling released 164m were mineralised with Co above 0.05% and 120m's above 0.15%.... Show More

cobalt Northern Cobalt ASX.N27

Northern Cobalt (N27.ASX) +116% - can maiden drill program deliver?

Wentworth Securities

Since our last note on N27, the stock has run up to a high of $0.65 (+165%). At the time we thought it stood out as cheap amongst peers, given an existing JORC resource (admittedly small), but good grades for Co (ave 0.17%), and the right location in Aust. Since... Show More

cobalt Northern Cobalt ASX.N27 peer comparison

A Strong Theme in the Early Stages

Romano Sala Tenna

As a professional investor, it may surprise some to hear that when it comes to investing, most of the time I lack clarity. Genuine, unequivocal, definitive clarity. Show More


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Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Cheap(ish) Cobalt explorers are very hard to find - N27.ASX stood out against peers

Wentworth Securities

Tracking Kidman (KDR.ASX) through the Marindi (MZN.ASX) court case and beyond, has been rewarding for us in the Li space. It also focused attention on the EV/Battery space and as a derivative of that demand, Cobalt (Co + ~250% in 12 months). It is hard to find Co pure plays... Show More

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Meteoric rise for Meteoric as it pushes into Canada

Barry FitzGerald

With the combination of midas-man Tolga Kumova on board, a strong cobalt flavour, polymetallic promise and strong impending newsflow, it seems Meteoric’s day may be about to dawn. And speaking of cobalt, Macquarie says the price outlook is superb, albeit a bit bumpy, for years to come thanks to electric... Show More

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Government policy shifts drive EV demand

Paragon Funds Management

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely to provide another update. Show More

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Ideas for an electrified future

Livewire Exclusive

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More

The New Criterion: Testing The Appetite For Cobalt

Tim Boreham

Northern Cobalt’s upcoming IPO will test just how much investors still crave the battery metal. In the meantime, oil and gas explorer Whitebark is determined to prove there’s still a buck to be made out of dirty hydrocarbons Show More

ASX:TGR cobalt Northern Cobalt ASX:COB ASX:G88 ASX:WBE

Re-charged Jervois starts its engine with one eye on the battery space

Barry FitzGerald

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

Ivanhoe neighbour Nzuri goes hunting for a copper-cobalt monster of its own

Barry FitzGerald

Little-known Nzuri Copper has big plans for its highly prospective ground on the doorstep of Ivanhoe’s Kamoa–Kakula copper monster in the DRC. Plus, Nusantara Resources comes to market seeking up to $20m to get its 1.74moz Awak Mas gold deposit moving towards production and Spitfire set for first assays. Show More