Vulcan Energy Resources Ltd  ASX:VUL


First Coverage

Current Price

Current Return

Highest Return

Vulcan Energy Resources Ltd ASX:VUL

$ 0.36


$ 8.930



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Report Date Price Current Return
World’s First Zero Carbon Lithium Project 01-Jun-20 $0.36 2,381%
Vulcan’s Resources Could Satisfy the EU’s EV Needs 23-Nov-20 $2.150 315%
ASX Stock to Ride the Great Electric Vehicle Rush 02-Mar-21 $6.270 42%
Vulcan on Track to Deliver World First Zero Carbon Lithium® 02-Mar-21 $6.270 42%
ASX Stock to Ride the Great Electric Vehicle Rush 02-Mar-21 $6.270 42%
In 72 hours Volkswagen will make an Electric Announcement 12-Mar-21 $5.83 53%
4 Key Takeaways from VW’s Power Day 16-Mar-21 $6.46 38%
How Our Investments Performed in Q1 of 2021 21-Apr-21 $7.380 21%
G7 Summit: Countries to Switch To Electric Vehicles 11-Jun-21 $8.71 3%
VUL’s US $150M per year Lithium Offtake Deal 20-Jul-21 $8.80 1%


📋 About: Vulcan Energy Resources (FWB: 6KO, ASX: VUL) is aiming to become the world’s first Zero Carbon Lithium® producer. VUL has developed the world’s first and only zero-carbon lithium process and plans to produce battery-grade lithium hydroxide from geothermal brines pumped from wells with a renewable geothermal energy by-product. VUL’s resource is large enough to satisfy Europe’s lithium needs for many years to come, and ensure the transition to electric vehicles is done with minimal environmental footprint.

🌏 Macro Themes: EU shift to Electric Vehicles and enforced ethical, low carbon, local sourcing of battery metals. and in battery materials production in Europe and North America. Strong interest emerging in the EV/battery/battery raw materials sector from individual and institutional investors, and particularly ESG funds.

Vulcan Energy Resources Company Milestones

✅ Wise-Owl Portfolio Initiation: Wise-Owl Commentary
✅ Capital Raise $4.8M @40c

✅ EU Backed Investment (EIT InnoEnergy)
✅ Test Work Shows Excellent Lithium Recoveries

✅ Key Board Appointment (Vincent Ledoux-Pedailles)
✅ Key Board Appointment (Former Tesla Director Jochen Rudat)
✅ Taro Licence Granted
✅ Positive Pre-Feasibility Study: Wise-Owl Commentary

✅ Capital Raise $120M @$6.5

✅ Collaboration with DuPont

🌎 Volkswagen’s
 Power Day: Wise-Owl Commentary (1), Wise-Owl Commentary (2)
✅ CO2 Traceability Agreement:

✅ Key Board Appointment (Annie Liu)
🌎 EU Carbon Tariffs: Wise-Owl Commentary

🔲 Unexpected Positive Announcement 1
🔲 Unexpected Positive Announcement 2
🔲 Unexpected Positive Announcement 3
🔲 Ramp up of DLE pilot plant
 Offtake agreement 1: Offtake with world’s biggest EV battery Maker LG
🔲 Offtake agreement 2
🔲 Offtake agreement 3
🔲 Definitive Feasibility Study
🔲 More brine/land acquired #1
🔲 More brine/land acquired #2
🔲 More experts hired/acquired
🔲 Acquisition of existing project
🔲 Acquisition of existing project #2

Wise-Owl Investment Milestones

✅ Initial Investment: @20c
✅ Increase Investment: @40c
✅ Increase Investment: @$6.50
✅ Price increases 500% from initial entry
✅ Price increases 1000% from initial entry
✅ Price increases 2000% from initial entry
✅ 12 Month Capital Gain Discount
✅ Free Carry
✅ Take Profit
 Hold remaining Position for next 2+ years

”Expected Company Milestones” are based on the company’s publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. “Our investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Company Milestones and Investment Milestones are new features we are testing. Please provide feedback or suggestions by filling in the survey on the bottom right hand corner of this page.


🔲 Expected Milestone
✅ Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
🟥 Negative Result
🌎 Macro Event
⛏️ Industry Peer News

Why We Invested

Europe’s largest JORC lithium resource
Strategically beneficial location
Diversified revenue streams
Uniquely lithium-rich
World’s most rapidly advancing lithium project
Strong team & board
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