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 30 August, 2023

Happy Hump Day!

Yesterday’s Small Caps standouts were:

GCX Metals (ASX:GCX), flying 78.5% higher this morning has ended with around a 50% gain on news that it has entered into a binding conditional agreement to acquire the Dante nickel-copper-platinum group elements project located in the West Musgrave region of Western Australia.

Dante contains advanced large-scale magmatic Ni-Cu-PGE targets and PGE-Au Reef targets, including about 23km of outcropping mineralised strike grading an average of 1.1g/t PGE3ii, 1.13% V2O5, and 23.2% TiO2, with grades up to 3.4g/t PGE3.

Valor Resources (ASX:VAL) rose 33%, still basking in the cracking acquisition by Firetail Resources of a circa 80% stake in Valor’s Peru-based Picha and Charaque Copper Projects. Valor says the deal will streamline its global portfolio, allowing it to focus on its high-potential uranium and rare earth assets in Canada’s Athabasca Basin.

COMMODITY/FOREX/CRYPTO MARKET PRICES

Gold: US$1,937.21 (+0.91%)

Silver: US$24.69 (+1.81%)

Nickel (3mth): US$20,685/t (-0.53%)

Copper (3mth): US$8,455/t (+1.19%)

Oil (WTI): US$81.33  (+1.53%)

Oil (Brent): US$83.80 (-0.73%)

Iron 62pc Fe: US$108.65/t (+1.76%)

AUD/USD: 0.6479  (-0.03%)

Bitcoin: US$27,660.42 (+6.45%)

Across markets

Australian shares are poised to rise, bolstered by gains overseas after data showed the US labour market is cooling. Techs rallied as bond yields eased. Bitcoin surged on a US court ruling opening the door wider to a potential spot ETF.

ASX futures were up 46 points or 0.6 per cent to 7208 near 6.45am AEST.

Wednesday’s reporting schedule: Auswide Bank (ABA) | Brambles (BXB) | City Chic (CCX) | Healius (HLS) | Flight Centre (FLT) | Prospa (PGL)

  • On Wall St: Dow +0.9% S&P +1.5% Nasdaq +1.7%
  • In New York: BHP +2.2% Rio +1% Atlassian +3.9%
  • Tesla +7.7% Apple +2.2% Amazon +1.3% Meta +2.7%
  • Alphabet +2.8% Nvidia +4.2% NYSE Fang +3.1%

The S&P 500 logged its strongest one-day gain since June 2, while the Nasdaq notched its strongest session since July 28, and both indexes closed at more than two-week highs, according to Reuters.

All 11 S&P 500 sector indexes rose, led by communication services, up 2.5 per cent, followed by a 2.4 per cent gain in consumer discretionary.

Source: AFR

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Closer to Home

 

  • RareX added to its understanding that producing phosphate concentrate from a conventional flotation circuit is best for mineral recovery for both phosphate and rare earths
  • A Stage 1 DFS is due at the end of the year
  • Cummins Range is shaping up to be a significant REE and phosphate producer across its three-stage development plan  

Bulk flotation testwork has now provided further support to RareX’s plan to produce premium-grade phosphate-rare earth concentrate in Stage 2 of its Cummins Range development.

A recent enhanced scoping study – the first proper look at the economics of building a project – envisaged a three-stage, 18 year project development strategy for Cummins Range, Australia’s largest undeveloped rare earths project and a significant source of phosphate.

The first three years of production, called Stage 1, involves a simple mining and crushing operation to produce a phosphate DSO that can be used as direct application fertiliser, RareX says.

This de-risking step requires low capex of $45m to deliver robust economics from the production of about 300,000tpa of ore grading 23% P2O5.

The substantially larger $304m capex Stage 2 beneficiation operation would then produce 550,000tpa of higher value phosphate-rare earth mineral concentrate, containing about 169,000t of P2O5 and 12,000t of total rare earth oxides (TREO).

Stage 3 will see a $63m upgrade to the Stage 2 plant in year 13 to produce a concentrate from the un-weathered, fresh rock.

Source: Stockhead

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Recent Peak Deals

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Sector: Uranium
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Latest Entry Price: $0.20
Today’s Price Change: $0.14 -3.45%

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Today’s Price Change: $0.01 Unchanged

Company: Avenira Ltd. (ASX:AEV)
Sector: Phosphate
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Latest Entry Price: $0.01 with a 1:2 AEVO
Today’s Price Change: $0.01 Unchanged

Company: Latrobe Magnesium Ltd. (ASX:LMG)
Sector: Magnesium
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Raise Amount: $3M & $11.5M
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Today’s Price Change: $0.051 +4.08%

Company: Askari Metals Ltd (ASX:AS2)
Sector: Mining
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Latest Entry Price: $0.35 with a 1:3 AS2O
Today’s Price Change: $0.225 +7.14%

Company: Tymlez Ltd (ASX:TYM)
Sector: Blockchain
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Latest Entry Price: $0.004 with a 1:1 option
Today’s Price Change: $0.003 -25.00%

Company: iCandy (ASX:ICI)
Sector: Gaming & Digital Advertising
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Company: Fatfish Group (ASX:FFG)
Sector: Fintech
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Latest Entry Price: $0.015 with a 1:2 FFGOA
Today’s Price Change: $0.013 Unchanged

Company: Paradigm Biopharma (ASX:PAR)
Sector: Biopharma
Deal Type: IPO Cornerstone
Raise Amount: $1M+
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Today’s Price Change: $0.615 -3.15%

Company: ReNu Energy Limited (ASX:RNE)
Sector: Energy
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Raise Amount: $1.46M
Latest Entry Price: $0.06 with a 1:1 RNEO
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Company: Carly Holdings Ltd (ASX:CL8)
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Today’s Price Change: $0.024 +4.35%

Company: Avecho Biotechnology (ASX:AVE)
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Company: ECS Botanics Holdings Ltd (ASX:ECS)
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If you would like more information on future Peak deals, please don’t hesitate to get in touch.

The trustee for Peak Asset Management Unit Trust (“Peak”) is a corporate authorised representative (#1295491) of Dayton Way Securities Pty Ltd (AFSL #382585).
Peak accepts no responsibility for any views expressed and marketing material contained in this email except where the message specifically states otherwise and the sender is authorised to state them to be the views of Peak. Information provided in this email is general advise only and does take account your objectives, financial situation or needs.  Before acting on any advice in this email, Peak recommends that you consider whether it is appropriate for your circumstances.  If this email contains reference to any financial products, you should obtain the current Product Disclosure Statement (PDS) or other disclosure documents for the particular products and consider this information before making any decisions regarding the products. The Financial Services Guide (FSG) can be found at www.peakassetmanagement.com.au  or by telephoning
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