News - Fitzgerald Articles

Boss Energy set to feed investor appetite for near-term uranium producers with release of pivotal feasibility study. Plus, the runaway share prices of Coda and Sovereign show we were on the mark. And Black Canyon prepares to drill

Uranium stands as the coiled spring of the commodities space. At some point, the price of the nuclear fuel is going to take off. That’s the broad expectation out there. Ask around about the commodity to watch in the next 12 months and the answer increasingly comes back as uranium. Maybe so, but the reality is that at $US32/lb (spot), the uranium price remains well below the $US60/lb price considered necessary to incentivise the investment in new supply required to fill the ever-widening gap between supply and long-term demand.

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Plus, strong copper price boosting Stavely’s story and it’s game-on at Colosseum for Dateline.

There is half a dozen or so good sized graphite stocks on the ASX with ambitions to become a producer of the key anode material in lithium-ion batteries. The world will need them too, with broad agreement that a supply deficit will emerge around 2023 as the electric vehicle and the storage of renewable energy revolution hits top gear. Prices for the material are reflecting that, having recently bounced from last year’s drastic lows.

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Little-known $10m Traka out to repeat Lefroy’s porphyry success and Kin wins support with 22m at 9gpt in first-up drilling.

A mix of copper and gold in an orebody – or gold and copper depending on the grade of the respective metals – is a wonderful thing to have. It’s why Australia’s lowest-cost gold production (with the help of copper credits) comes from Newcrest’s Cadia mine, and why the copper mines of Sandfire and Oz Minerals are low-cost producers of the red metal (with the help of gold credits).

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Analysts point to scope for inventory growth and reduced costs. Plus, Centaurus set to lift the lid on its value-adding strategy to supply much-needed nickel to lithium battery makers.

Gold equities are lighting up again thanks to the metal standing tall with its 5.5% price gain in the past 30 days while all around it – including “new gold” cryptocurrencies – have come under the pump. A belief that inflation from the COVID economic recovery is not as transitory as a reluctant-to-taper US Federal Reserve believes, has been behind gold’s $US200/oz rise from March lows to $US1868/oz.

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The Pilbara Minerals founder plans to do it all again. And Liontown’s new MD is embarking on a roadshow of his own to explain the key points of difference around his company’s big WA lithium project.

It is almost six years since Neil Biddle hit the Eastern States on a roadshow for a then-obscure little thing called Pilbara Minerals. Pilbara (PLS) was trading at 5c a share at the time for a market cap of $32 million and it has to be said that Biddle got a lot of confused looks from investors at the June 2015 investor lunches in Brisbane, Sydney and Melbourne. Pegmatites? Spodumene? Lithium? Electric vehicle revolution? What was he on about? Pass the bottle.

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Sprott’s spot plan a strong tailwind for Boss. Plus, copper stocks show uranium peers what boom times are like as investors throw cash at them.

It’s game on in the uranium market. If there is any doubt about that, take a look at the share price performance of a clutch of ASX-listed explorers in the past week. Boss Energy (BOE) up 25%, Vimy (VMY) up 16%, Deep Yellow (DYL) up 25%, and Marenica up 40%. The share price gains are a response by the long-beaten-up sector to a cascade of positive developments over the same time frame.

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Plus, Legend and Breaker show why patience can be a key ingredient in exploration and impending float of Black Canyon to give manganese-hungry investors another option.

Inca Minerals (ICG) must be feeling like a little boy pushing a wheelbarrow – it’s all of ahead the company. In a short time frame time too, with game-changing potential to boot, something it could be argued is not yet reflected in the group’s $50m market cap (12.5c) a share. First up, there’s the excitement around the company’s exposure to the East Tennant region of the Northern Territory. It’s where government-funded drilling has confirmed the frontier region’s potential to host large-scale iron oxide copper gold deposits.

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Plus, our whisper last week on Rumble proved well-founded but don’t forget Zenith, Beament begins his goodbyes at Northern Star, Sovereign prepares for maiden rutile resource and Biswas has a crack at cryptos

The turnaround in the lithium market has been remarkable stuff, with the key battery material swept up in the global “green” investment boom in the decarbonisation of transport and energy. The resultant surge in lithium prices in the opening months of 2021 has seen last year’s beaten-up lithium stocks recapture their darling status. Pilbara (PLS) tells the tale. In the depth of despair over COVID-19 a year ago, Pilbara could be bought for 18c. It has since climbed to $1.11.

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