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    20 September, 2023

Happy hump day!

A whirlwind day @PeakHQ as our latest portfolio company ASX:AL8 announced the acquisition of seven projects in resource-rich Li Valley, Brazil.

Some strong price action and volume!

More info below.

Across Markets…

The sharemarket booked its third day of straight losses, as materials and energy stocks retreated, ahead of a key 48 hours for global markets in which the Bank of England, Bank of Japan and US Fed will make their latest rate calls. 

The S&P/ASX 200 closed 44.2 points, or 0.6 per cent lower at 7165.5. The All Ordinaries was down by a similar margin.

The energy and materials sectors were the worst hit, with heavyweights BHP and Woodside falling more than 1.5 per cent during trading. 

Shares in Qantas dipped 2.2 per cent late in the session, following news the airline paid former CEO Alan Joyce a $21.4 million salary in FY23, but is holding back a portion of that pay while its ACCC case is finalised. 

Sports and outdoor goods seller KMD Brands dropped 4.6 per cent lower after flagging cost-of-living pressures on its Kathmandu brand in its most recent full-year report. 

Flight Centre Travel, which trades ex-dividend as of today, fell 1.2 per cent.

Shares in buy-now-pay-later player Sezzle soared 20.8 per cent, following reports of strong income in August.

British annual consumer price inflation (CPI) unexpectedly fell to 6.7 per cent in August, official data showed on Wednesday, a day before the Bank of England is expected to raise rates again.

Economists polled by Reuters had forecast CPI would rise to 7.0 per cent from July’s 6.8 per cent as a jump in fuel prices and an increase in a tax on alcoholic drinks helped to push up the annual inflation rate for the first time since February.

Source: AFR

Pic of the day

Local Equity News

Alderan Resources (ASX: AL8) is joining the growing ranks of ASX lithium explorers in Brazil with the acquisition of seven projects in resource-rich Minas Gerais state.

All seven projects are within, or to the south of, an area known as “Lithium Valley”.

Alderan’s projects — Curral de Dentro, Minas Novas, Carai, Catuji, Itambacuri, Itaipe and Governador Valadares — lies on Brazil’s Eastern Lithium Belt.

Recent discoveries in the area containing Alderan’s acquisition have included TSX-listed Sigma Lithium with its Salinas project.

At that project the Groto do Cirilo resource stands at 77 million tonnes at 1.43% lithium oxide and Sigma is ramping up Phase 1 production to 275,000 tonnes per annum.

Latin Resources (ASX: LRS) has its own Salinas project containing 45.2Mt at 1.34% lithium.

Canada’s Lithium Ionic also has a resource estimate with expansion and drilling under way, while Nasdaq-listed Atlas Lithium has identified 20 outcropping pegmatites.

Alderan will be assisted by the vendor of the project and will have access to what it describes as a highly experienced technical team that has generated projects by integrating geology, geophysics, mineral occurrences and structure.

CLICK HERE TO READ MORE

Source: Small Caps

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Recent Peak Deals

Company: Alderan Resources (ASX:AL8)
Sector: Lithium
Deal Type: Placement
Raise Amount: $1.75M
Latest Entry Price: $0.006 with a 1:2 AL8O
Today’s Price Change: $0.013 +62.50%

Company: Terra Uranium (ASX:T92)
Sector: Uranium
Deal Type: IPO
Raise Amount: $7.5M
Latest Entry Price: $0.20
Today’s Price Change: $0.135 Unchanged

Company: Patagonia Lithium (ASX:PL3)
Sector: Lithium
Deal Type: IPO
Raise Amount: $8.6M
Latest Entry Price: $0.20
Today’s Price Change: $0.125 +4.17%

Company: Gold Mountain Limited (ASX:GMN)
Sector: Lithium
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Raise Amount: $2.25M
Latest Entry Price: $0.0075
Today’s Price Change: $0.007 Unchanged

Company: Unith Ltd. (ASX:UNT)
Sector: AI/ChatGPT
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Today’s Price Change: $0.026 Unchanged

Company: Volt Resources Ltd. (ASX:VRC)
Sector: Battery Metals
Deal Type: Placement
Raise Amount: $5.75M
Latest Entry Price: $0.011 
Today’s Price Change: $0.008 +6.67%

Company: Castle Minerals Ltd. (ASX:CDT)
Sector: Battery Metals/Base Metals
Deal Type: Placement
Raise Amount: $1.52M
Latest Entry Price: $0.02 with a 2:3 CDTOA 
Today’s Price Change: $0.01 -9.09%

Company: Avenira Ltd. (ASX:AEV)
Sector: Phosphate
Deal Type: Placement
Raise Amount: $2.1M
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Today’s Price Change: $0.011 +10.00%

Company: Latrobe Magnesium Ltd. (ASX:LMG)
Sector: Magnesium
Deal Type: Placement
Raise Amount: $3M & $11.5M
Latest Entry Price: $0.10 with a 1:4 LMGO 
Today’s Price Change: $0.047 Unchanged

Company: Askari Metals Ltd (ASX:AS2)
Sector: Mining
Deal Type: IPO
Raise Amount: $5.7M
Latest Entry Price: $0.35 with a 1:3 AS2O
Today’s Price Change: $0.205 -8.89%

Company: Tymlez Ltd (ASX:TYM)
Sector: Blockchain
Deal Type: IPO/On-market purchase
Raise Amount: $13.3M
Latest Entry Price: $0.004 with a 1:1 option
Today’s Price Change: $0.004 Unchanged

Company: iCandy (ASX:ICI)
Sector: Gaming & Digital Advertising
Deal Type: Placement
Raise Amount: $1.25M
Latest Entry Price: $0.02 with a 1:1 ICIOB
Today’s Price Change: $0.038 +5.56%

Company: Fatfish Group (ASX:FFG)
Sector: Fintech
Deal Type: Placement
Raise Amount: $1.5M
Latest Entry Price: $0.015 with a 1:2 FFGOA
Today’s Price Change: $0.011 Unchanged

Company: Paradigm Biopharma (ASX:PAR)
Sector: Biopharma
Deal Type: IPO Cornerstone
Raise Amount: $1M+
Latest Entry Price: $0.35
Today’s Price Change: $0.62 -8.15%

Company: ReNu Energy Limited (ASX:RNE)
Sector: Energy
Deal Type: Placement
Raise Amount: $1.46M
Latest Entry Price: $0.06 with a 1:1 RNEO
Today’s Price Change: $0.031 Unchanged

Company: Carly Holdings Ltd (ASX:CL8)
Sector: AI and Car subscription
Deal Type: Placement
Raise Amount: $1.25M
Latest Entry Price: $0.025 with a 1:2 CL8O
Today’s Price Change: $0.019 Unchanged

Company: Avecho Biotechnology (ASX:AVE)
Sector: CBD

Deal Type: Placement
Raise Amount: $5M
Latest Entry Price: $0.006 with a 3:2 AVEOA
Today’s Price Change: $0.004 -20.00%

Company: ECS Botanics Holdings Ltd (ASX:ECS)
Sector: Medicinal Cannabis
Deal Type: Placement
Raise Amount: $6.6M
Latest Entry Price: $0.033 with 1:2 ECSO
Today’s Price Change: $0.024 Unchanged

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 Brava Capital 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 Peak on 1300 304 460 

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