Wise Owl

This morning the ~$4.7M market capped Heavy Minerals (ASX:HVY) announced its first non-binding offtake MoU.

The offtake is for 15,000 tonnes per year of HVY’s future garnet production for 3 years at its WA project.

According to the announcement, that’s ~ 10% per year of forecast yearly production.

Disc: 3,750,000 HVY shares held

Microcap HVY developing garnet mine - first non-binding MoU offtake is in We are increasing our Investment in micro cap stock Heavy Minerals (ASX: HVY).

The spot price hit US$104/lb last week - the highest price in 16 years.

When we first Invested in Global Uranium and Enrichment (ASX:GUE) in February 2023, the uranium spot price was sitting at ~US$47/lb.

Disc: 3,098,352 GUE shares & 500,000 options held

Uranium Bull Market? GUE Aiming to Enrich Global Uranium and Enrichment (ASX: GUE) which has BOTH uranium projects and an investment in a potentially breakthrough uranium enrichment technology.

The neighbour of our mineral sands and garnet Investment, Heavy Minerals (ASX: HVY) is reportedly up for sale at a time when garnet demand is increasing and prices are rising.

An article in The Australian said “Investment bank Morgan Stanley is understood to have been hired for the sale of the $500m-odd industrial company GMA Garnet”.

Any potential sale price could be important for HVY.

Disc: 3,750,000 $HVY Share Held

HVY’s neighbour tipped for big sale The neighbour of mineral sands and garnet Investment, Heavy Minerals (ASX: HVY) is reportedly up for sale at a time when garnet demand is increasing and prices are rising.

This week the price surged higher than it has been in over a decade.

Our pick in the space. Okapi Resources (ASX:OKR) - explorer and developer. They have tech too 👀

3,133,352 OKR shares & 500,000 options held

OKR on the move as Uranium price hits highest in a decade This week the uranium price surged to the highest it has been in over a decade. Okapi Resource cornerstone stake in a uranium enrichment technology company uses a chemical process which could make uranium enrichment more efficient, safer and cheaper than other enrichment technologies.s (ASX: OKR)

Our Investment Heavy Minerals (ASX: HVY) announced the appointment of Aaron Williams as a non-executive director to the HVY board.

Disc: 3,750,000 HVY Shares Held

Why are we interested in garnet though? Read more:
https://nextinvestors.com/quick-takes/hvy-appoints-renowned-garnet-expert-to-board/

Evolution Energy Minerals (ASX:EV1) just signed a three part deal with the world’s biggest battery anode producer.

• $4.9M investment for 9.9% of EV1 ✅
• Binding offtake agreement ✅
• MoU for a downstream battery anode facility ✅

Disc: 3,125,000 $EV1 Shares Held

EV1 signs with world’s biggest anode producer - investment, offtake and MoU for downstream Our graphite Investment Evolution Energy Minerals (ASX: EV1) has just signed a three part deal with the world’s biggest battery anode producer.

Our and life sciences Investment Bod Science (ASX:BOD) has clinical trial results incoming.

In less than 2 weeks we should know the results from the Phase IIb clinical trial.

Disc: 3,535,112 BOD Shares Held

Read the full details here:

BOD acquires CBD technology, insomnia trial results next two weeks Our micro-cap cannabis and life sciences Investment Bod Science (ASX:BOD) has clinical trial results incoming. In less than two weeks we should know the results from the Phase IIb clinical trial for insomnia.

On Friday, our European Investment, European Metals Holdings (ASX: EMH) secured a €6M strategic investment from the European Bank for Reconstruction and Development, otherwise known as the EBRD.

Disc: 261,000 EMH Shares Held

Read the full details:

EMH Secures $6M Strategic Investment from European Bank On Friday, our European lithium Investment, European Metals Holdings (ASX: EMH) secured a €6M strategic investment from the European Bank for Reconstruction and Development, otherwise known as the EBRD.

Our investment FYI Resources (ASX:FYI) is capped at $32M, and just got conditionally awarded a $3M gov grant.

FYI is aiming for HPA production like peer Alpha HPA

Alpha HPA has gone from a market cap of $56M to $1BN.

Disc:1097000 FYI Shares Held

$31M FYI’s HPA Peer Pushes Past $1BN Market Cap Capital flows into critical raw materials mining have soared, matching the market size of iron ore. Yet the untapped value lies in the processing of these materials. Amid this shift, our investment - FYI Resources (ASX: FYI) - received a $3M grant for its High Purity Alumina project, following Austr...

Our latest Investment is Heavy Minerals (ASX:HVY)

Here's some of the reasons:
✅$253M NPV (large garnet project)
✅Tight market, demand out pacing supply
✅Production planned in next 3 years
✅Next door to 2 producing mines

Disc: 3,750,000 HVY shares held

Introducing Heavy Minerals (ASX: HVY) Today, we welcome our latest portfolio addition, Heavy Minerals (ASX: HVY), which is a mineral sands developer with three projects. Its most advanced project is the WA garnet-rich deposit with an existing JORC and in close proximity to two large garnet producers.

Our high purity Investment, Euro Manganese (ASX:EMN) has largest EU 🇪🇺 resource and is targeting Canada's 🇨🇦 new battery hub that has attracted $4BN in projects.

Disc: 1,490,000 EMN Shares Held

Read our latest coverage:

EMN’s North American manganese ambitions - crucial on spec product to come Our High Purity Manganese investment, Euro Manganese (ASX: EMN), has an upcoming earnings call as well as announced that it has expanded its footprint into Bécancour, Canada which is fast becoming a small town teaming with EV battery heavyweights.

Our 2019 Energy Pick of the Year, Elixir Energy (ASX:EXR) just released a new investor presentation focused primarily on its green hydrogen project in Mongolia.

Disc: 2,795,000 EXR Shares Held

Here are the slides we found most interesting in the presentation:
https://nextinvestors.com/quick-takes/update-on-exrs-green-hydrogen-project/