Asx Small Caps for Multibag investing

25/09/2023

OLY

$11m Market Cap
>$4m Cash

If you fancy Quebec Lithium- This is worth some ⬇️ research 🧐

Just Ann 📢 - Exceptional Lithium grades up to 7.43% Li2O at Cadillac

Samples include

7.43% Li2O
6.29% Li2O
6.24% Li2O
5.81% Li2O
2.81% Li2O
2.37% Li2O

Fair to assume theres Spodumene present as First pass drilling in 2022 intersected spodumene-bearing pegmatites with visible crystals

OLY also has attracted attention from Majors for their 2 x Oz lithium projects where LTR has farmed in & awaiting assays

16/08/2023

LLI up 50% Yesterday after Identifying Spodumene Bearing Pegmatites

👀 Look at the Ann by OLY regarding Pegmatite trend … Seem similar ????

OLY MC = $12m
LLI MC = $60m

OLY Land Package = 190km2
LLI Land Package = 250km2

BOTH in Qubec
OLY confirmed ✅ Spod in Historicals

Holding Both

02/08/2023

SIS .008 - $4m Market Cap (energy intelligence focusing on reducing Carbon Emissions & Power costs saving )

As anticipated simblesolutions provides a Great Quarterly with significant increases in Rev & a heavy reduction in Costs

Following the contract across Multiple sites for Multi Billion $$$ Company - ORG ⬆️

SIS reports

- Receipts of $633k up 184% compared with $223k in Q1

- Cash Burn form Operating Activities $182,112 down 76% compared with $761k for the previous Q1

-Cash balance of $982,441 +!Total Available Funding of $1,182,441,

-Estimated Quarters of Funding Available of 6.5

-Growth in orders and receipts from expanding solar and energy customers, highlighted by a 78% increase in the sales invoices issued in this Q2 compared to Q1.

02/08/2023

OLY $10m Market Cap

Quebec Lithium Acquisition..The claims cover 190km2 and Historical Drilling has hits above 3%Li20 with Spodumene Confirmed 

OLY additionally has Oz lithium Projects that LTR are Farming into & REE project that has returned Carbonatite with Niobium Hits.. 

They also Currently drilling at Halls Creek for Gold

29/03/2023

XRG would like to further clarify & confirm that while the customer remains undisclosed,it is National Police 👮‍♀️ Force from a country with at least an S&P AA+ Global Rating. 💥

This is a significant event as it represents XRG’s first international customer ✅✅💰

08/03/2023

1CG

With Interests Rates going through the Roof it’s a fair assumption to suggest people will be shopping around and Brokers will be sort After…

A $7m Micro Cap Play With $2.5m Cash offering this service could indeed do very well

1CG Life Mortgages New Product Vertical Now Live on the Platform

28/11/2022

CY5

First two holes drilled at Pontax confirm a 75m-thick pegmatite- bearing zone, with multiple stacked spodumene-bearing pegmatite d***s

Both these diamond core holes intersected multiple zones, including a 37.2m interval of spodumene-bearing pegmatites

28/11/2022

A11

Some Cracking results outside of what’s already a very handsome resource of currently defined 30.1Mt @ 1.26% Li2O JORC

“Mineralisation Extended – Multiple Intersections Highest Grade of 6.78% Li2O”

"Drilling continues to deliver high-grade drill intersections both within and outside the current MRE”

24/11/2022

CY5 $75m Market Cap

Currently drilling James Bay - Pontax Project & could now potentially drop visuals at any time (not sure if visuals will be reported )

The Initial 10,000m program is targeting multiple outcropping spodumene zones with up to 2.6% Li2O

All previous historical Drill assays contain Spodumene - Inc

[email protected]%Li2O
[email protected]%Li2O
[email protected]%Li2O

Cygnus holds a contiguous landholding of highly prospective tenure across 40km strike potential & has a major landholding of 266sqkm in the heart of the world-class James Bay Lithium Province

24/11/2022

DM1

If you were lucky enough to have OD6 based on historicals or have a interest in Rare Earths Exploration DM1 maybe of interest

DM1 Recently Ann Discovery at Innouendy

The TREO intersections within the weathered clay zone appear to be thick and continuous

Significant TREO values have now been confirmed along 21km of strike and across section widths of 2.5km, indicating dimensions of a very substantial rare earth system & Mineralisation remains open in all directions

High Value Magnetic Rare Earth Oxides make up 22.96% of significant intercepts greater than 300ppm TREO

To date, 80% of holes assayed have grades greater than 300ppm TREO

In addition to Rare Earths DM1 recently recorded First Platinum Group Elements (PGE) intercept of potentially economic grade at Innouendy with
- 4m @ 1.19g/t Pt+Pd+Au (PGE3) from 40m

10,000 – 20,000m follow up drilling program is now planned and is expected to start shortly, to test the substantial strike extent and grow the mineralised footprint

Assays still remain outstanding for approximately a further 4000m drilled & should be reported in the coming weeks

Further, at the Company’s Dingo Pass project KTA has announced a recent REE discovery on immediately adjoining ground, which appears to trend onto Desert Metals’ Dingo Pass license.
Drilling to follow this rare earth trend on the Company’s ground is also planned

Company Recently Raised funds at 27c Director taking 100k

Enjoy researching

23/11/2022

AOU Very good Ann & a great surprise

Drilling intercepted high grade lithium within spodumene-bearing pegmatite at Nepean

6m @ 1.38% Li2O from 198m,incl
[email protected]%Li2O

AOU hit is deep at 200m (but SAME AS RDT & ITS HIGH GRADE LIKE RDT)

AOU also has hit 400m + away from todays Ann so strike is long & area large

I firmly believe AOU Wil encounter a lot wider intersects now as they drill more and could find a significant discovery

‪Here is the pic below ⬇️ of RDT hits for anyone suggesting it’s too deep ‬

‪Remember also AOU has a decent jorc nickel resource at Nepean on surface as well as Nevada Lithium and Rare earths at Arden surrounded by TAR ‬+ Partnership with BHP for their Saints Nickel project.
-BHP supply Nickel to Tesla

16/11/2022

LPI

Exceeds industry standards 

Optimisations introduced to the production process of LPI’s Maricunga lithium project exceed industry standards, with 99.92% purity battery grade lithium carbonate being produced from samples of concentrated brine.

Samples will now be sent to potential lithium buyers for analysis as part of LPI’s financing plans for mine construction at Maricunga

“Not only do they confirm the high quality and consistency of our product, but also the sustainability of our process. We are confident that those results will be welcomed by potential off-takers participating in the financing process of the Maricunga project.”

09/11/2022

OD6

Outstanding High-Grade Clay Rare Earths with Large Thickness over Extensive Areas Confirmed at Splinter Rock

“These initial rare earth assay results are outstanding and represent some of the highest grades and thickest clay- hosted rare earth intersections seen in Australia. The extent and consistency of these shallow, high-grade clays have resulted in four significant prospects being identified that are between four and seven kilometres in width which are open in length, on our 2,579km2 Splinter Rock project.”

23/10/2022

LPI holds a world class Brine deposit but look at the ground pegged here at Greenbushes & Pilgangoora

LPI is largest landholding in Greenbushes Region

LPI also holds 2 properties E45/4610 & E45/4637, in the area around the world class Pilgangoora/ Wodgina deposits

21/10/2022

1CG

This is growing - New Product just added and it’s very early stages

“One Click Group to Enter Mortgage Brokering Market with New Product Launch”

One Click is set to launch its 4th key product vertical in the coming quarter, One Click Mortgages, entering the mortgage brokering market

" brokers facilitated 69.5% of all new residential mortgages in Australia in the March 2022 quarter, a total of $88.1b of mortgage debt”

Business so far below ⬇️

- 43% growth in the September Qtr
- Over 60,000 Registered users
- FY23 revenue already surpassed the $1.2m in revenue earned in entire FY22
- $2m to be spent on advertising
- $1.5m to be spent on new projects

11/08/2022

Here’s a look at some diff Hard Rock Players and how much they appreciate as they grow in size and through DFS stage

ESS is Far left & for me the far superior value

LTR
$4b MC 100%
Kathleen valley = 156Mt at 1.4% Li2O

CXO
$2.6b MC 100%
Finnis 18.9Mt @ 1.3%Li20

LLL
$600m MC 50%
Goulamina = 108.5Mt @ 1.45% Li2O

‪ALL ‬
‪$400m MC 90% ( 50%once $PLL spend $100m) ‬
‪Ewoyaa = 30.1Mt @ 1.26% Li2O

ESS
$135m MC 100%
Pioneer = 11.2Mt @ 1.2% Li20

11/08/2022

CY5 - Pontax Acquisition is a very very good looking project

Drill results ALL HIT + contain Spodumene - Excellent

[email protected]%Li2O

[email protected]%Li2O

[email protected]%Li2O

The fact SYA are also in Canada could benefit CY5

Pontax could very well be economical

01/08/2022

SRK shipping 68k tonnes of ore end of August at Benchmark price - Currently $115USD For 62% fe (SRK Spec )

= $11m AUD

SRK also own 43% of all LEL shares who are exploring adjacent to AKE

= $34m in LEL

Total = $45m

Current Cash = $3.8m

= $49m

SRK Market Cap $30m

31/07/2022

CY5

New Canadian Lithium asset💎

Pontax located within world class lithium province which hosts
-James Bay 40Mt @ 1.4% Li2O
-Whabouchi 56Mt @ 1.4% Li2O
-Rose 34Mt @ 0.9% Li2O

*All holes drilled to date have hit spodumene bearing lithium- caesium-tantalum (LCT) pegmatites

[email protected]%Li2O form 46m
[email protected]%Li2O from 83m
[email protected]%Li2O from 19m
[email protected]%Li2O from 36m

29/07/2022

Stocks soar as traders weigh prospects of a less-aggressive Fed

The S&P 500 index advanced 4.3 percent in the five-day period and closed Friday at 4,130. The benchmark’s monthly gain of 9.1 percent was the most since November 2020. The Dow Jones industrial average rose 3 percent on the week, while the Nasdaq jumped 4.7 percent

17/07/2022

Elon Musk and Tesla lay down 2TWh lithium ion battery capacity challenge to Panasonic. That’s 4X the industry’s size today

This is what GoldmanSachs failed to recognise along with many other uninformed bearish analysts reporting on EV / Lithium Demand.
The increased size of the Li Ion battery over the next 10 years could be 4x the size it is today.
That’s 4x the amount of feedstock that needs to be factored in

https://www.benchmarkminerals.com/membership/tesla-lays-down-2-twh-battery-challenge-to-panasonic/

Panasonic Energy is building a pipeline of 2 terawatt-hours (TWh) of battery and raw material supplies for Tesla as part of a new mandate from the Elon Musk-led company, according to Chief Technology Officer Shoichiro Watanabe. Panasonic will need to build up its battery supply chain including minin...

08/07/2022

SIS -

Market Cap $4m

Recently stumbled across this Company & was quite impressed with the latest Ann of figures released for June-

SIS is a SaaS company that has the product “Carbon View” .it’s used by Companies to monitor Carbon Emissions as per Government Regulations & uses analytical data to assist in reductions.

The month of June Alone had $330k+ in sales in UK & Aus with $119k of that being recurring on either a 1 ,2 0r 5 years basis.

Run Rate for that month annualised = Approx $4m Revenue

It’s s also fair to say theres a bulging market for these applications starting to appear..

Obviously there is established competitors & it’s a high risk stock but with a Market Cap of $4m I rekon it’s worth researching

Not unusual for SaaS - Tech companies to go on decent runs when the sectors get hot.

01/07/2022

AHF Update

AHF reached major milestone this week with production of organic A2 whole milk powder with milk sourced from our farms. We believe this is Australia’s first production of organic A2 milk powder.

The the close proximity to their infant formula plant AHF believes it will provide consumers with unrivalled freshness and quality

AHF management has also been working closely with Aus & US authorities to progress supply opportunities into the US market & have applied to the US FDA for an enforcement discretion to facilitate accelerated approval for its future Gradulac Gentle infant formula range.

25/05/2022

ESS - Expecting to increase Mineral Resource at Pioneer Dome Lithium Project & Looking to fast Track Development

-9,000m extensional drill programme underway

-Assays from the exploration and metallurgical diamond drill programme completed in the March Quarter are now expected by mid-June

-These two key work programmes will underpin an update and likely EXPANSION of the lithium Mineral Resource Estimate (MRE) for Pioneer Dome

-“Heritage, environmental and technical studies required to support a Mining Lease application are also underway to FAST TRACK the potential development of the project”

27/04/2022

Quick wrap of MXR

Lithium / Nickel / Gold

$25M Market Cap
$10m Cash
$15m EV

Shares - 317.8m
Listed options - 48m (strike price 11c)
Top 20 = 47%
52 week low = 6c
52 week high = 22c

Lithium Potential-

Significant projects North of ESS & 20km south of Mineral Resources Limited’s (ASX:MIN) world-class Mt Marion lithium mine (71.3Mt @ 1.37% Li2O)

MXR Lithium projects consist of -

Lefroy & Larkanville

Lefroy -

Pegmatite in the Lefroy area was recently mapped over a ~360m strike length; with several rock chip samples between 1.74% and 4.97% Li2O (ASX announcement 23 May 2016).

During the initial exploration programme, Maximus completed X-Ray diffraction (XRD) analysis on selected samples of pegmatites which confirmed the presence of Lithium Bearing Minerals including Spodumene

- CURRENT EXPLORATION

During the multi-target nickel and gold drill programme, several pegmatites were intersected at the Hilditch Gold Prospect, ~1.2km south of the Lefroy Lithium prospect.

The diamond drill core from the newly intersected pegmatites at the Hilditch Gold project has been sent separately for lithium analysis

Larkinville-

The Larkinville Lithium prospect (75% Maximus) is located approximately ~15km south of Lefroy Lithium Prospect

Rock chip sampling of outcropping pegmatites at the northern pegmatite at Larkinville returned up to 5.29% Li2O and 2.93% Rb (LFR045) (ASX:MXR announcement 15 September 2016)

Nickel

MXR’s Spargoville tenements are highly prospective for Kambalda-style komatiite-hosted nickel sulfide mineralisation.

MXR is 25km from BHP Kambalda Nickel Concentrator where MXR recently intersected several sulfidic intervals and zones of fuchsite alteration along ~1km structure - (Assays Pending 6-7 weeks)

“The drill programme was designed to expand the successfully discovered shallow nickel-copper-cobalt intersections which included, 5m @ 1.2% Ni and 2m @ 1.5% Ni”

MXR also has Several priority nickel targets near contiguous belt of nickel deposits including:
MCR - 1.5mt @ 4.0% Ni
WIN -10.2mt @ 1.6% Ni

Gold

MXR also holds the Red Back Gold project
Next to Ramelius Resources (ASX:RMS) Wattle Dam Gold resource which was Mined from 2008-2012

Red Back JORC (2012) Inferred Resource 440,000t @ 3.02g/t Au for 42,900oz

Drill programme underway for MRE upgrade scheduled for H1-2022

High grade shoot traced from 40m to 250m below surface.

2021 drill results as follows —

-16.3m @ 9.3 g/t Au and 5.8m @ 17.9 g/t Au

-6.0m @ 9.4 g/t Au incl. 3.0m @ 17.2 g/t Au

-10.0m @ 4.6 g/t Au and 8.0m @ 3.9 g/t Au

-7.0m @ 7.0 g/t Au incl. 1.0m @ 10.2 g/t Au and 2.0m @ 10.2 g/t Au

EIS drilling confirms gold mineralisation open at depth ~500m below surface

“The observed alteration and mineralisation intersected are highly encouraging, being analogous with that observed at both Redback and Wattle Dam gold deposits”

When u have a Squiz at the diff projects and realise the quality it does really make for a compelling case to further research into MXR

06/04/2022

EMP Just announced a nice upgrade to
Their P50 Target 🎯

It’s Cashed up and $10m Market Cap if anyone likes early stage gas plays to Research

Next to the operating Kippex Gas Field & mentioning the word “tie back”

Fingers crossed Farm - In comes soon as they’ve previously stated discussions were progressing well

Key Points ⬇️

“Independent Resource Statement – Vic/P47 Permit, Judith Gas Field Total P50 Un-risked Prospective Gas Resource increases by 50% to 1.848 Tcf”

“Interpretation and AVO analysis of recently acquired CGG Multi Client 3D Seismic Survey has highlighted the significant additional potential of the Kipper and Golden Beach sands, overlying the Judith gas sands”

“P50 Un-risked Prospective Gas Resource in these upper sands assessed at 622 Bcf (Billion Cubic Feet) within Vic/P47 (tied-back to the adjacent Kipper Gas Field)”

“Total P50 Un-risked Prospective Gas Resource within Emperor Energy’s 100% owned Vic/P47 permit increases by 50% to 1.848 Tcf (Trillion Cubic Feet)”

“New Seismic Survey data significantly reduces risk on previously reported 1.226 Tcf Prospective and 150 Bcf Contingent Resources in the Judith and Longtom sands within the Judith Gas Field”

04/04/2022

CR9
Just read that Aus Gov just added 2 new minerals to the Critical Minerals List. They are - HPA & Silica ..... https://industry.gov.au/data-and-publications/2022-critical-minerals-strategy…

This is sensational News for CR9 Holders

Ann last week suggested update on HPA testwork from potential Off Take Partners Very Soon ..

Metallurgical results 23/3/22 confirmed Tampu's outstanding Quality

31/03/2022

ESS - Still Early opportunity here.

Major drilling programme to target resource growth at Dome North Lithium Project

Current Resource sits at 11.2Mt @ 1.21% Li2O

Drilling to commence in May below the Cade and Davy deposits targeting growth in the Dome North Lithium Resource as the foundation to deliver a Scoping Study

“This upcoming drill programme will be a key catalyst for Essential Metals along its path from ‘explorer’ to ‘developer’ in WA’s major lithium corridor”

07/03/2022

Nickel Prices are soaring 🦅
So far the market is only interested in Lithium in regards to EV metals.

Nickel prices cannot be ignored & like always the market will move and adopt diff commodities when the time is right.
What’s everyone’s thoughts on Nickel and what are we holding ??

For me it’s AOU & LSR
Here’s my thinking why —

AOU has Over $1b worth of High Grade Nickel in ground at their WA Saints & Nepean ✅

Both Projects currently being drilled & resource upgrade is highly likely ✅

(500m strike Extension to south of the old Nepean mine,Very shallow and high grade including 8m @ 4.3% Ni from 35m)
(Plus.. 8m @ 3.2% Ni (from 63m),5m @ 3% Ni (from 59m) so looking amendable to open pit mining)

AOU has Off-Take with BHP for Saints ✅
BHP supply Nickel Sulphate to Tesla ✅
BHP needs feedstock for their BHP Nickel West Kambalda Nickel concentrator plant.✅
AOU’s- Nepean deposit is real close to Kambalda ✅
AOU have Matthew McCarthy on board, Exploration Manager, ex-BHP ✅
AOU $9m cash ✅
LSR also own 20% of Nepean
LSR $3m cash

03/03/2022

For anyone interested Is some Light reading and Research 🔬 Heres one to looks at

LSR

Share Price 1c

Market Cap $16m

Cash $2.8m

What’s attractive about LSR is the multiple projects in key commodities (something I feel is important when investing in expo pennies)

Lodestar have exposure to

- Lithium
- Gold
- Nickel
- Copper
- Lead
- Zinc

Coolgardie Lithium

Recently LSR have highlighted Lithium Potential at Coolgardie not far from the operating Mt Marion & Bald Hill lithium mines.

“LSR has revealed a significant LCT (Lithium- Cesium- Tantalum) geochemical trend extending from sub-cropping pegmatites exposed in historic scrapings.”

“Significantly, the results indicate that the pegmatite is more extensive than indicated by minor historic excavations, for which there is no public record.”

Earaheedy - Zinc / Lead

LSR have a dominate 900km2 landholding (larger then CDT) in the emerging region where RTR has made a world class discovery
The acreage LSR hold is to the North East of CDT/LSR and already have numerous targets identified.
The company has announced to fast track exploration on this front

“We are Accelerating multiple base metal exploration targets on the Earaheedy-Imbin project with the objective of rapidly drilling priority targets.
The Earaheedy project represents a large and strategic land holding within an emerging base metal province demonstrated by Rumble Resource’s (ASX:RTR) potential Tier 1 Zn-Pb-Ag discoveries along the southwestern margin of the Earaheedy Basin.”

This drilling campaign is the one I’m most excited about & I think BLZ is also worth a look along strike from RTR

Ned’s Creek - Gold/Copper

Lodestar’s regional exploration is targeting gold and base metal deposits of significant scale, utilising advanced airborne and surface geophysical surveys, regional multi-element geochemical sampling and geological mapping.

Lodestar has identified numerous gold and base metal drill targets in an area with no previous record of mineralisation

3715m RC drilling program has just been completed at Contessa.
14 holes targeting the granite contact at Contessa discovered a new and extensive zone of pervasive silica‐sericite‐ pyrite alteration and associated molybdenite at the granite margin.

Assays pending

Vango can earn a 51% interest in the Ned’s Creek tenements by spending $5M on exploration over 3 years.

Nepean - Nickel / Lithium

Nepean is a high grade nickel project being explored by 80% JV partner AOU

Nepean was mined up until 1987 for 32,202t of nickel metal at an average recovered grade of 2.99% Ni.

Recent Drilling targeting a DHEM anomaly, intersected 12.5m of ultramafic‐hosted sulphide mineralisation within the under explored Sill 1 of the mine sequence.

In addition LCT pegmatite potential was confirmed by surface sampling reporting up to 1.05% Li (2.2% Li2O)

Other projects include

CAMEL HILLS
JUBILEE WELL
BULONG

The company has also just completed a placement for $2.8m at .008,these shares are yet to hit the market.

Enjoy Researching & promote peace ☮️

Disclaimer:
Holding LSR from .008
+ CDT BLZ AOU that have been mentioned