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PEAK ASSET: MORNING WRAP 8 September: ASX to edge up | Apple drags Wall Street lower | ‘That’s the tonnage they want to see’: +300Mt copper equivalent resource could put Southern Hemisphere on the radar of major players | – MrTopStep
Peak Asset Management Logo

 8 September, 2023

Happy Friday!

Yesterday’s Small Cap standout:

Lithium Plus Minerals (ASX:LPM) was out in front of the pack all day on news that the first completed diamond hole (BYLDD019) at the Lei Prospect has  intersected 127m of strongly mineralised pegmatite from 609m (with a true width of ~60m), with assays pending.

LPM says the find represents “one of the largest mineralised intersections ever recorded from the Bynoe pegmatite field”, putting the Lei pegmatite in company with Core Lithium’s (ASX:CXO) previously reported world-class 119m intercept at the BP33 deposit.

COMMODITY/FOREX/CRYPTO MARKET PRICES

Gold: US$1,968.7 (-0.03%)

Silver: US$23.25 (+0.01%)

Nickel (3mth): US$20,863/t (-1.04%)

Copper (3mth): US$8377.48/t (-0.03%)

Oil (WTI): US$81.26  (-0.68%)

Oil (Brent): US$84.63 (-0.71%)

Iron 62pc Fe: US$107.41/t (-0.91%)

AUD/USD: 0.65  (+0.7%)

Bitcoin: US$29,155.70 (-0.08%)

Across markets

Australian shares are set for a quiet start to the day. Buyers emerged for Apple after it tumbled more than 5 per cent, though it remained lower and the key drag on US markets.

ASX futures were up 8 points or 0.1% to 7169 near 7am AEST, reversing earlier modest losses.

  • On Wall St: Dow +0.2% S&P -0.3% Nasdaq -0.9%
  • In New York: BHP -2.6% Rio -3.3% Atlassian +0.3%
  • Tesla -0.2% Apple -2.9% Amazon +1.8% Nvidia -1.7%

The local currency was little changed; the Bloomberg dollar spot index edged up.

On bitstamp.net, bitcoin was 2.4 per cent higher to $US26,338 at 7.20am AEST.

The yield on the US 10-year note slipped 4 basis points to 4.24 per cent at 4.59pm in New York.

Source: AFR

Want to join the Peak Community and get access to our “hand-picked” corporate deals?

Closer to Home
  • Flagship Llahuin project has a substantial copper resource in Chile close to existing mine development
  • Resource expansion drilling poised to start in October,
  • Lago lithium brine project is located close to SQM and Albermarle lithium operations
    Looking to spin-off the Los Pumas manganese project into Titan Battery Minerals Technology Pty Ltd

Drilling at Southern Hemisphere’s Llahuin project is to substantially increase the existing resource towards a 25 year-mine life, piquing the interest of copper hungry majors.

Copper’s prominence has risen in modern times – due in no small part to being the key component in electrical wiring of all types, leading to the red metal being referred to as “Dr Copper” for its (mostly accurate) ability to predict market trends.

Its star is expected to shine brighter as the pace of electrification accelerates. Whilst prices remain subject to market whims, with weak demand from China impacting on pricing, there is plenty of evidence that the repeat growth in demand is outstripping the mining industry’s ability to keep up.

On some demand outlooks, we’d need the equivalent of an extra Escondida — ~1Mtpa, the world’s largest copper operation — each year until 2030. 

Source: Stockhead

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If you would like more information on future Peak deals, please don’t hesitate to get in touch.

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