What’s Hot – ZLD, OSX, DAL, AXP, AR1, RNX, LMS, MPW, MEU & RKT
What’s Not – NVX
What’s Hot
ZLD – Zelira Therapeutics Limited today closed up 136% to finish at 85c on $700k stock traded. The reason they were up today was because they announced the receipt of a transformative investment into HOPE 1 SPV.
Zelira created the HOPE 1 SPV (special purpose vehicle) in 2023 to finance clinical trials and commercialisation of HOPE 1 in the U.S.
OSX – Osteopore Limited today closed up 71% to finish at 1.2c on $2.7m stock traded. The reason they were up today was because they announced an exclusive distribution agreement was signed with Majeton Pte Ltd.
The agreement is to access the Chinese market, primarily in dental, orthodontic and maxillofacial surgery with potential to enter other fields/indications.
DAL – Dalaroo Metals Limited today closed up 40% to finish at 7.4c on $3.6m stock traded. The reason they were up today was because they announced an exploration update for its Blue Lagoon Project located in Greenland.
The first sampling program at Blue Lagoon has successfully returned elevated Zr + REE mineralisation across a ~2.7km strike, indicating a highly prospective new critical metals district in Greenland.
AXP – AXP Energy Limited today closed up 36% to finish at 1.9c on $110k stock traded. There was no news out today but back in November they announced an update on ongoing operations at the Charlie #1 well located on its 100%-owned Edwards Lease in Noble County, Oklahoma.
To support permanent production, AXP has completed installation of a separator, tank battery, gas sales line and metering system at the Charlie #1 location.
AR1 – Austral Resources Limited today closed up 19% to finish at 12.5c on $4.3m stock traded. The reason they were up today was because they announced an agreement was entered with Glencore to acquire the Lady Loretta mining leases and associated EPMs (exploration permits) & site infrastructure.
Lady Loretta adjoins its existing Lady Annie Copper Mine and the transaction consolidates control of a broader copper mineral system that has previously been constrained by mining lease boundaries.
RNX – Renegade Exploration Limited today closed up 25% to finish at 0.5c on $100k stock traded. There was no news out today but yesterday they announced an exploration update at its Broken Hills Project located in Nevada.
A rock chip sampling program has returned up to 1,013g/t Ag & 8.6g/t Au which confirms and extends the extent of the Ag-Au zone previously reported.
LMS – Litchfield Minerals Limited today closed up 13% to finish at 71.5c on $500k stock traded. There was no news out today but on Monday they announced an exploration update on its Oonagalabi Project located in the Northern Territory.
MPW – Metal Powder Works Limited today closed up 12% to finish at $2.77 on $430k stock traded. There was no news out today but last month they announced a powder partnership agreement was signed with Austal (ASB.asx).
Austal (~$3.6B market cap) is an Australian headquartered global shipbuilder and defence prime contractor specialising in the design, construction, and support of defence and commercial vessels.
MEU – Marmota Limited today closed up 11% to finish at 15.5c on $800k stock traded. There was no news out today but last month they announced the completion of the stage 2 drill program at its Greenewood gold discovery located in South Australia.
The program was initially planned for 85 holes for 8,500m, although it was extended to 129 holes for 10,117m.
RKT – RocketDNA Limited today closed up 10% to finish at 3.3c on $320k stock traded. There was no news out today but last month they announced a new 12-month order was received from BHP Western Australian Iron Ore (WAIO) for dual xBot deployment.
This order represents RKT’s initial deployment into BHP Iron Ore operations, with mobilisation and operational rollout expected to commence in early 2026, the contract is valued at $350k.
What’s Not
NVX – Novonix Limited today closed down 16% to finish at 42.5c on $13m stock traded. The reason they were down today was because they announced an update to the expected timing for commencement of mass production of anode material for its lead battery material customer, Panasonic Energy.
NVX previously indicated an expectation to begin mass production of battery-grade synthetic graphite for Panasonic and industrial-grade synthetic graphite for other customers in 2026.
Rats Rant – IMPORTANT INFORMATION
The idea of this report is to be informative and hopefully point out some stocks that you wouldn’t ordinarily have seen during the day, maybe even have a laugh too.This report IS NOT personal advice. Sanlam Private Wealth Pty Ltd DOES NOT PROVIDE personal advice, Sanlam Private Wealth provides General Financial Product Advice.All advice included in The Rat’s Rant is General Advice. Please refer to the General Advice Warning. The views expressed in this report are my views and may not necessarily reflect the same views as Sanlam Private Wealth.It is very important to refer to the ASX website for information on any companies / stock that are contained in this report and as always please consult your financial adviser before acting.
Important Notice
Rat Consulting Pty Ltd (ABN 81 148 181 588 ) Authorised Representative (No 001281456) of Sanlam Private Wealth Ltd (ABN 18 136 960 775) holder of Australian Financial Services Licence (AFSL 337 927).