Mining stocks worth researching for AVZ holders

Fletch77

Regular
Let’s use this thread for our tips on small caps for others to research.

The 1st one I would recommend is Global Lithium, GL1.

It’s not a micro cap anymore, and have 2 x 10MT deposits in WA, but still has 5X -10X gains potential and will be mining in my opinion.

Compare to CXO

They drilled 10,000 meters at Marble Bar to get the 10MT resource, and fully funded for 60,000 meters this year.

The Manna deposit they acquired at the end of 21 which now has a 10MT resource was a huge bonus.

MC is still only $200mill.

SP $1.55
 
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Winenut

Go AVZ!
For me it's IXR (Ionic Rare Earths)

Huge clay deposit containing rare earth elements (REE) in Uganda

Very much like AVZ in the sense that it's a big deposit, near surface and undeveloped at this stage

Also similar in that it could provide some excellent social benefits for the communities and people of the region

With China dominating REE production currently this provides a great opportunity for other jurisdictions to secure supply into the future

What are REE used for?

REEs are used in a variety of industrial applications, including electronics, clean energy, aerospace, automotive and defence. Manufacturing permanent magnets is the single largest and most important end use for REEs, accounting for 29% of the forecasted demand in 2020.3 Feb 2022
 
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LzrTr8dr

Regular
SVL (Silver Mines Limited) - Bowdens Silver is the largest undeveloped silver mine (275Moz AgEq) in Australia at a high grade. Their location in Lue is not far from where I live. They are currently going through their final submission processes including consultation with the IPC. There have been no objections up until now from government agencies, and their future is looking very positive. Currently trading at around $0.23 with a $310M mc.
 
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Frank

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Bray

Regular
West Wits Mining Limited (ASX: WWI) is focused on the exploration, development and production of high value precious and base metals for the benefit of shareholders, communities and environments in which it operates. Witwatersrand Basin Project, located in the proven gold region of Central Rand Goldfield of South Africa boasts a 4.28Moz gold project at 4.58g/t. The Witwatersrand Basin is a largely underground geological formation that surfaces in the Witwatersrand. It holds the world's largest known gold reserves and has produced over 1.5 billion ounces (over 40,000 metric tons), which represents about 22% of all the gold accounted for above the surface.
In Western Australia, West Wits is exploring gold and copper at the Mt Cecilia Project in a district that supports several world-class projects such as Woodie Woodie manganese mine, Nifty copper and Telfer gold/copper/silver mines. In December 2021, West Wits entered a Farm-In and Joint Venture with Rio Tinto Exploration.
 
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Winenut

Go AVZ!
Lots of pressure to keep the SP capped but also maybe some macro events putting a serious dampner on things?

Dow Futures have turned quite sour, quite quickly

Will we see a bounce in the afternoon trade and smash through $1?

All will be revelealed on the next episode of....... AVZ! The mighty Manono

Stay tuned!
 
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Winenut

Go AVZ!
Yeah ...I was aware of that ...bloody awful

I suspected the report on the damaged nuclear power plant was a big macro trigger for the slide in the DJ Futures

I said it elsewhere....

"Why use nukes and upset the world?.....just blow up the nuclear power plant in the country and see what happens"

Putin is a c
 
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Pokok

Regular
Let’s use this thread for our tips on small caps for others to research.

The 1st one I would recommend is Global Lithium, GL1.

It’s not a micro cap anymore, and have 2 x 10MT deposits in WA, but still has 5X -10X gains potential and will be mining in my opinion.

Compare to CXO

They drilled 10,000 meters at Marble Bar to get the 10MT resource, and fully funded for 60,000 meters this year.

The Manna deposit they acquired at the end of 21 which now has a 10MT resource was a huge bonus.

MC is still only $200mill.
Fletch this is a great idea as many of us research and find great companies but were banned from cross promotion , I stumbled on AVZ years ago via a holder by looking at what companies he or she was discussing the most and it has given me a chance to retire a bit better off , lets all post companies we are researching as there are many great companies out there which many people just don't have time to look for then you can make up your own mind to invest or not
 
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CHB

Regular
Galan lithium!

Argentina high grade brine. DFS later this year.

The register is full of institutions! Not many SOI.

Also liking Sunstone metals, copper/gold Explorer in Ecuador. They've just recently found an economical deposit which is being sized up by further drilling.
 
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Skar

Regular
Smaller - ESS, CHR, MLS, EVR, EUR, LPD
Larger - CXO, FFX (Leo lithium JV soon), PLS, SYA, PLL, AVZ

I am also thinking about GT1, EMH and CRR
 

Goat

Regular
I've been keen on AGY for many years.
Although it's brine, they're about to be pumping out 2000tpa of 99.5% battery grade lithium with upscale to 10000 once they finish building. They have ponds full of brine to.
So under valued.
 
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blu

Regular

Frank

Top 20
hey Frank are you concerned about the SOI for IXR?

Hi Blu,

With Shares Outstanding of @ 3,196,399,514 plus Total Options of 381,000,000, but increased ownership from
31% to 51% at 30 June 2020

( Remind you of anything ) starts with A :unsure:

But things are looking Up as,

 
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blu

Regular
Thanks mate
 
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Frank

Top 20
Thanks mate

FR-artcle.png



Food for thought Blu :)

Cheers

Frank :cool:
 
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Louweeza

Regular
Hey All,

I have been a long term holder of AVZ since 2017, have been through the highs and lows and look forward with anticipation for the ML!

As much as I’m a fan of the lithium sector I also believe that without nuclear energy it will be difficult to generate a sufficient supply of electricity to re-charge the worlds upcoming battery demand.

I’ve had a look at LOT, AGE, BMN, ELA, NXG, BNM, 92E to name a few uranium players...anyone have any species or juniors they have found worth having a deeper look at?

Thanks and GLTAH... AVZ’s train is about to take off IMO ;)
 
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Hey All,

I have been a long term holder of AVZ since 2017, have been through the highs and lows and look forward with anticipation for the ML!

As much as I’m a fan of the lithium sector I also believe that without nuclear energy it will be difficult to generate a sufficient supply of electricity to re-charge the worlds upcoming battery demand.

I’ve had a look at LOT, AGE, BMN, ELA, NXG, BNM, 92E to name a few uranium players...anyone have any species or juniors they have found worth having a deeper look at?

Thanks and GLTAH... AVZ’s train is about to take off IMO ;)
Gold/ copper stocks ALK, KCN(Gold/silver) and MAG

Critical minerals - ASM They have their own mine with all approvals. Their mine has all rare earths, zirconium, hafnium and niobium and will produce oxides from their Dubbo plant when finance is achieved and the plant is built. They recently signed a deal with Hyundai and more deals are expected soon.

They are working with South Korea and have a metal plant being built there at the moment. 50% less power or lower and no emissions except oxygen. Their metal plant is planned to produce very high purity metals including the ev magnet metals, zirconium , hafnium, niobium and also titanium products.

Nickel - BSX

Multi metals - SHN copper , molybdenum, gold, rare earths. This is the small cap i am most excited about due to the projects and results are expected soon. Management are ex Silver Lake and Spectrum Metals and are very active with most money going into the ground.

Market risk is real at the moment so not even sure what is going to happen with good results but hopefully the stocks will be rewarded.
 
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Dazmac66

Regular
For me it's IXR (Ionic Rare Earths)

Huge clay deposit containing rare earth elements (REE) in Uganda

Very much like AVZ in the sense that it's a big deposit, near surface and undeveloped at this stage

Also similar in that it could provide some excellent social benefits for the communities and people of the region

With China dominating REE production currently this provides a great opportunity for other jurisdictions to secure supply into the future

What are REE used for?

REEs are used in a variety of industrial applications, including electronics, clean energy, aerospace, automotive and defence. Manufacturing permanent magnets is the single largest and most important end use for REEs, accounting for 29% of the forecasted demand in 2020.3 Feb 2022
Hey mate, I have since grabbed a parcel of these and will accumulate when cash is available as they are a future winner. I notice they are getting a run at the same conference as AVZ in early April.
Screen Shot 2022-03-17 at 9.27.53 am.png
 
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Winenut

Go AVZ!
Hey mate, I have since grabbed a parcel of these and will accumulate when cash is available as they are a future winner. I notice they are getting a run at the same conference as AVZ in early April. View attachment 2677
Nice spotting Daz

Double the reason for checking it out
 
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Dazmac66

Regular
For me it's IXR (Ionic Rare Earths)

Huge clay deposit containing rare earth elements (REE) in Uganda

Very much like AVZ in the sense that it's a big deposit, near surface and undeveloped at this stage

Also similar in that it could provide some excellent social benefits for the communities and people of the region

With China dominating REE production currently this provides a great opportunity for other jurisdictions to secure supply into the future

What are REE used for?

REEs are used in a variety of industrial applications, including electronics, clean energy, aerospace, automotive and defence. Manufacturing permanent magnets is the single largest and most important end use for REEs, accounting for 29% of the forecasted demand in 2020.3 Feb 2022
Up 12% showing AVZ how its done!
 
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