Our Exploration Portfolio
| Stocks |
Date of Initial Coverage
|
Initial Entry Price
|
Highest Point |
Performance from Initial Entry
|
|---|---|---|---|---|
| REZ | 1685887200 05-Jun-2023 | $0.022 | 70% | -33% |
| SLM | 1685455200 31-May-2023 | $0.200 | 570% | -20% |
| MEG | 1676552400 17-Feb-2023 | $0.039 | 151% | -36% |
| LYN | 1668949200 21-Nov-2022 | $0.256 | 127% | -38% |
| TYX | 1662386400 06-Sep-2022 | $0.017 | 294% | -6% |
| TEE | 1651759200 06-May-2022 | $0.113 | 77% | 77% |
| NHE | 1649340000 08-Apr-2022 | $0.148 | 190% | 15% |
| LNR | 1644411600 10-Feb-2022 | $0.029 | 134% | -55% |
| AKN | 1643893200 04-Feb-2022 | $0.165 | 88% | -70% |
| GGE | 1635339600 28-Oct-2021 | $0.011 | 473% | -18% |
| KNI | 1629813600 25-Aug-2021 | $0.200 | 723% | 25% |
| PFE | 1628085600 05-Aug-2021 | $0.200 | 20% | -74% |
| RAS | 1625407200 05-Jul-2021 | $0.065 | 585% | -40% |
| BPM | 1621346400 19-May-2021 | $0.200 | 73% | -60% |
| TG1 | 1617717600 07-Apr-2021 | $0.200 | 28% | -54% |
| MAN | 1614776400 04-Mar-2021 | $0.080 | -8% | -50% |
| LRS | 1606309200 26-Nov-2020 | $0.018 | 2332% | 980% |
| IVZ | 1600351200 18-Sep-2020 | $0.035 | 1057% | 357% |
| 88E | 1595426400 23-Jul-2020 | $0.007 | 657% | -43% |
| LCL | 1588168800 30-Apr-2020 | $0.036 | 291% | -48% |
| GAL | 1582981200 01-Mar-2020 | $0.247 | 691% | 14% |
| TMR | 1581944400 18-Feb-2020 | $0.200 | -33% | -97% |
| EXR | 1562767200 11-Jul-2019 | $0.041 | 461% | 120% |
| Stocks |
Date of Initial Coverage
|
Initial Entry Price
|
Highest Point |
Performance from Initial Entry
|
|---|---|---|---|---|
| REZ | 1685887200 05-Jun-2023 | $0.022 | 70% | -33% |
| SLM | 1685455200 31-May-2023 | $0.200 | 570% | -20% |
| MEG | 1676552400 17-Feb-2023 | $0.039 | 151% | -36% |
| LYN | 1668949200 21-Nov-2022 | $0.256 | 127% | -38% |
| TYX | 1662386400 06-Sep-2022 | $0.017 | 294% | -6% |
| TEE | 1651759200 06-May-2022 | $0.113 | 77% | 77% |
| NHE | 1649340000 08-Apr-2022 | $0.148 | 190% | 15% |
| LNR | 1644411600 10-Feb-2022 | $0.029 | 134% | -55% |
| AKN | 1643893200 04-Feb-2022 | $0.165 | 88% | -70% |
| GGE | 1635339600 28-Oct-2021 | $0.011 | 473% | -18% |
| KNI | 1629813600 25-Aug-2021 | $0.200 | 723% | 25% |
| PFE | 1628085600 05-Aug-2021 | $0.200 | 20% | -74% |
| RAS | 1625407200 05-Jul-2021 | $0.065 | 585% | -40% |
| BPM | 1621346400 19-May-2021 | $0.200 | 73% | -60% |
| TG1 | 1617717600 07-Apr-2021 | $0.200 | 28% | -54% |
| MAN | 1614776400 04-Mar-2021 | $0.080 | -8% | -50% |
| LRS | 1606309200 26-Nov-2020 | $0.018 | 2332% | 980% |
| IVZ | 1600351200 18-Sep-2020 | $0.035 | 1057% | 357% |
| 88E | 1595426400 23-Jul-2020 | $0.007 | 657% | -43% |
| LCL | 1588168800 30-Apr-2020 | $0.036 | 291% | -48% |
| GAL | 1582981200 01-Mar-2020 | $0.247 | 691% | 14% |
| TMR | 1581944400 18-Feb-2020 | $0.200 | -33% | -97% |
| EXR | 1562767200 11-Jul-2019 | $0.041 | 461% | 120% |
How to invest in exploration
Our Exploration Investments
Resources & Energy Group Ltd (ASX:REZ)
Resources & Energy Group (ASX: REZ) is a junior explorer focused on making a metals discovery in Western Australia.
Read Investment Memo →
Solis Minerals (ASX:SLM)
Solis Minerals (ASX: SLM) is a lithium explorer focused on hard rock lithium exploration in Brazil
Read Investment Memo →
Megado Minerals (ASX:MEG)
Megado Minerals (ASX: MEG) is a junior exploration company aiming to make a critical minerals discovery in North America.
Read Investment Memo →
Lycaon Resources (ASX:LYN)
Lycaon Resources (ASX: LYN) is a junior explorer focused on making a valuable metals discovery in Western Australia.
Read Investment Memo →
Tyranna Resources Ltd (ASX:TYX)
Tyranna Resources (ASX: TYX) is a junior exploration company defining a hard rock lithium discovery in Angola, West Africa.
Read Investment Memo →
Top End Energy (ASX:TEE)
Top End Energy (ASX:TEE) is a junior gas explorer focused on making gas discoveries in Queensland (Adavale Basin) and in the Northern Territory (McArthur Basin near the Beetaloo Basin).
Read Investment Memo →
Noble Helium (ASX:NHE)
Noble Helium (ASX:NHE) is a helium exploration company working to define a helium resource in the East African Rift (Tanzania). If proven, this resource has the potential to be the world’s third largest helium reserve behind the nations USA and Qatar, and the largest ever reserve held by a single company
Read Investment Memo →
Lanthanein Resources Limited (ASX:LNR)
Lanthanein Resources Limited (ASX:LNR) is exploring for rare earths in the Gascoyne region, WA located in close proximity to Hasting Technology Metals’ advanced Yangibana Rare Earths project
Read Investment Memo →
Auking Minerals (ASX:AKN)
AuKing Mining (ASX: AKN) owns 75% of a JORC copper/zinc resource near Halls Creek in WA. AKN is focused on exploring and developing this resource
Read Investment Memo →
Grand Gulf Energy (ASX:GGE)
Located in a part of the world dubbed the "Saudi Arabia of helium", Grand Gulf Energy (ASX: GGE) is looking to develop its helium project and discovery in Utah, USA into production
Read Investment Memo →
Kuniko Limited (ASX:KNI)
KNI holds a portfolio of battery metals exploration assets (copper, nickel, and cobalt) in Norway
Read Investment Memo →
Pantera Minerals Ltd (ASX:PFE)
Pantera Minerals (ASX:PFE) is an early stage minerals exploration company based in Western Australia. PFE has a diverse suite of commodities within its tenements, including Iron-Ore, Lead, Zinc, Silver, Copper and Manganese
Read Investment Memo →
Ragusa Minerals Ltd (ASX:RAS)
Ragusa Minerals (ASX: RAS) is a junior exploration company focused on its hard rock lithium project in the Northern Territory.
Read Investment Memo →
BPM Minerals (ASX:BPM)
BPM Minerals (ASX:BPM) is an exploration company aiming to make lead-zinc discoveries in the Earaheedy Basin in WA, Australia. BPM also holds other early stage gold-nickel projects across WA
Read Investment Memo →
TechGen Metals Ltd (ASX:TG1)
Techgen Metals (ASX: TG1) is a junior exploration company focused on gold and nickel-copper-PGE projects across Western Australia and New South Wales.
Read Investment Memo →
Mandrake Resources Limited (ASX:MAN)
Mandrake Resources (ASX: MAN) is a junior exploration company aiming to make a lithium discovery in North America.
Read Investment Memo →
Latin Resources Limited (ASX:LRS)
Latin Resources (ASX: LRS) is a multi-commodity exploration and development company focussed primarily on lithium in Brazil and halloysite and kaolin in WA
Read Investment Memo →
Invictus Energy (ASX:IVZ)
Invictus Energy (ASX: IVZ) is an oil and gas exploration company looking to confirm a discovery in Zimbabwe, Africa - one of the few underexplored basins remaining in the world.
Read Investment Memo →
88 Energy (ASX:88E)
88 Energy Ltd (ASX: 88E | OTC: EEENF) is an oil and gas exploration company focussed on a portfolio of assets in the North Slope of Alaska, USA
Read Investment Memo →
Los Cerros (ASX:LCL)
LCL Resources Limited (ASX: LCL) acquired multiple high-grade copper, gold and nickel targets across five project areas in PNG in late-2022. This adds to its 2.6Moz Quinchia Gold Project in Colombia.
Read Investment Memo →
Galileo Mining (ASX:GAL)
Galileo Mining (ASX: GAL | OTC:GALMF) is focused on expanding its PGE discovery in the Norseman region, WA whilst also chasing a large scale nickel discovery in the Fraser Range
Read Investment Memo →
Tempus Resources (ASX:TMR)
Tempus Resources (ASX:TMR) is an exploration company focussed on gold in Canada and Ecuador
Read Investment Memo →
Elixir Energy (ASX:EXR)
Elixir Energy (ASX: EXR) is advancing three projects: a coal bed methane gas project, a green hydrogen project, both in Mongolia, and a Queensland onshore gas project
Read Investment Memo →
Our Commentary on Exploration
Who will process the world's critical minerals?
Weekender
May 27, 2023
|Next Investors
|11 min
In this weekender, we look at how countries will process the critical minerals that are required for the hallmark transition to decarbonisation and green energy. At this point, almost all of the minerals are processed inside China, but this may soon change due to bipartisan treaties being signed between global superpowers to reduce reliance on China.
Why are small caps going down and new lithium commentary
Weekender
May 20, 2023
|Next Investors
|15 min
In this weekender, we cover the old market saying - "sell in May and go away" - while also giving our spill on the lithium market right now.
Why we invest in junior explorers, Critical Minerals and more...
Weekender
Nov 28, 2022
|Next Investors
|13 min
Did you know that almost 100% of new mineral discoveries in Australia are from junior explorers? In today’s newsletter we discuss why, as well as how the ASX is like VC for junior mining companies.
Who will process the world's critical minerals?
Next Investors
|May 27, 2023
Why are small caps going down and new lithium commentary
Next Investors
|May 20, 2023
Why we invest in junior explorers, Critical Minerals and more...
Next Investors
|Nov 28, 2022