Material & Mining

Research by Companies

Battery Age Minerals (ASX:BM8) is an ASX-listed mineral exploration company. Its flagship asset is the Bleiberg project in Austria, covering a historic lead-zinc-germanium mine. The company also has the Falcon Lake Lithium project in Canada, but we see the greater potential as we move into 2025 Bleiberg’s germanium potential to prove a ‘company maker’.
Black Rock Mining (ASX: BKT) is an Australia-based graphite exploration and development company that owns the Mahenge project – one of Tanzania’s largest natural graphite resource. With a mineral resource estimate of 213mt, Mahenge is the world’s fourth-largest JORC-compliant graphite resource. The project’s enhanced Definitive Feasibility Study (eDFS) outlines a compressed development schedule comprising four production modules with a total planned annual capacity of 350kt. This will make BKT potentially one of the largest graphite producers globally.
Blackstone Minerals (ASX:BSX) is a nickel developer with the Ta Khoa project in Vietnam. BSX is building an upstream and downstream nickel business to produce battery grade nickel/cobalt/manganese (NCM) 811 precursor (NCM811) for the lithium-ion battery industry, with resources extracted from Ta Khoa and as well as other nickel projects.
Brookside Energy is a Perth-based energy company with exposure to the most productive oil and natural gas plays (STACK and SCOOP) in Oklahoma’s Anadarko Basin.
Coda Minerals (ASX: COD) is a Perth-based copper explorer-developer whose flagship asset is the 100%-owned Elizabeth Creek copper-cobalt project in the world-class Olympic Copper Province in South Australia’s Eastern Gawler Craton.
First Graphene (ASX:FGR) has built a plant in the Perth suburb of Henderson to produce graphene at commercial scale and it is now delivering product to customers in a number of different industries. In 2018, First Graphene became a Tier 1 partner in the Graphene Engineering and Innovation Centre (GEIC) in Manchester, opening up global opportunities.
Helios Energy (ASX:HE8) is an oil and gas developer with an 80.5% working interest in the Presidio Oil Project in southwestern Texas, located in that state’s Presidio County. This project currently covers 7,878 leased net acres in the Marfa Sub-Basin of the world-famous Permian Basin.
Lithium Power International (LPI) owns 51% of the Maricunga Lithium Project in Chile, a lithium brine play where the Definitive Feasibility Study (DFS) has been completed. LPI also owns a range of other lithium projects at earlier stages of development.
Metallium (ASX: MTM) is developing potentially disruptive technology for the recovery of metals from ores and waste material sources. It is using a physical phenomenon known as Flash Joule Heating (FJH) that can enhance the process of metal recovery by speeding up the process and lowering the energy inputs involved.
QEM is seeking to develop the Julia Creek Vanadium and Energy Project (JCVEP) in Queensland. JCVEP is located near the town of Julia Creek within the Northwest Minerals Province. QEM is seeking to produce two commodities – high purity vanadium pentoxide (primarily for battery electrolyte) and transport fuel – via two distinct process routes.
St George Mining (ASX: SGQ) wants to develop its Araxa Niobium-REE Project in Brazil, next door to the world’s main niobium mine. Following the exploration success of WA1 Resources (ASX: WA1), which re-rated markedly after its 2022 discovery of a major niobium deposit in a remote part of Western Australia, St George now represents an attractive way to participate in the recent investor interest in niobium, and ongoing interest in rare earths.
West Wits Mining (ASX:WWI) is a Melbourne-based gold explorer, with projects in South Africa and Western Australia. The company’s South African Witwatersrand Basin Project (WBP) is located in an area that has produced a significant amount of the world’s gold. At present, WBP carries a JORC resource of 4.28Moz of gold. WWI conducted a scoping study of this area and identified five distinct mine targets for staged development, of which stage 1 comprises the Qala Shallows project.

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