The recent listing of QEM Limited is well timed to capitalise on the resurgence of interest in vanadium, with V2O5 prices rising 6-fold to ~US30/lb since the US$/5lb lows of 2016,(which possibly points towards a structural change in the market over the longer term. Show More
Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More
Recent times have seen the price of vanadium pentoxide reach close to US$30/lb, six times its sub-US$5.00/lb lows of 2016, due to supply/demand imbalances which have led to inventories being steadily drawn down since 2010. A significant cause is disruptions in supply, particularly in China, with closure of iron ore... Show More
Recent times have seen Australia surpass Chile as the world's largest lithium producer, with production expected to continue to grow through ramping up of existing hard rock spodumene operations and new start-ups. This has been on the back of a number of recent discoveries, including the Pilgangoora deposits of Pilbara... Show More
A usually-overlooked departmental document has lifted the lid on the size of Mark Creasy’s base metals find in WA – and it is fuelling speculation that Independence Group will be keen to gets its hands on it. And speaking of discoveries, there is growing interest in Great Boulder’s drilling campaign. Show More
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
One of the key issues facing solar and wind power is how to effectively utilise them when the sun isn’t shining and the wind isn’t blowing. The answer is in batteries, and in the case of domestic applications we have the recently released Tesla Powerwall amongst others. However for larger... Show More
Australian Vanadium (formerly Yellow Rock Resources) Limited, developing the Gabanintha vanadium deposit in Western Australia, has been classified as a late stage Phase I company and rated ‘3’ on the five point PortfolioDirect rating scale where a ‘5’ is the highest rating on the risk adjusted quality scale. Show More
Yellow Rock Resources has a globally significant – i.e. large and high grade - vanadium resource in Western Australia. The experience of other late stage Phase I resources companies in a tough capital market suggests it could struggle to get something approaching $200 million with a current market value of... Show More
