Greenwing Resources (ASX: GW1): Lithium, Graphite & a Tasmanian Data Centre Play — with MD Peter Wright

What this episode covers

Homodeus Research hosts Greenwing Resources (ASX: GW1) Managing Director Peter Wright for a deep dive into the company's three-pronged critical minerals strategy — and an unexpected data centre opportunity emerging in Tasmania. With a ~$40M market cap, ~$3M cash and no debt, Greenwing is positioning for a critical minerals recovery after a humbling few years in lithium and graphite. Peter lays out the supply/demand dislocation he sees building, why he thinks the market is mispricing the long-term thesis, and how the team plans to unlock value across all three assets in 2026. In this episode: - San Jorge Lithium Brine Project (Argentina) — a 100%-owned salar in the lithium triangle, one of only four companies that can claim an entire salar, with 38,000 ha of surrounding tenure and a strategic investor process underway - Grafmada Graphite Project (Madagascar) — a 62Mt resource and former producer qualified into the EU and US, under mining lease to 2042 - Kew River (Tasmania) — a polymetallic open-pit (gold, silver, zinc, lead, copper) with scoping study cash flows in excess of $100M, plus a compelling data infrastructure opportunity backed by a 63MW hydropowered substation and 200+ megalitres of water - The lithium maths: ~2Mt of supply added in 16 years vs ~5Mt needed by 2030 - China's ~90% grip on natural graphite and the strategic-minerals lens - Capital allocation, funding strategy, and the path to a strategic partner Hosted by Anthony for Homodeus Research, with audience Q&A. About Homodeus Research Homodeus Research is an independent, AI-augmented equity research firm focused on ASX small- and mid-cap technology and growth companies, with research distributed via Bloomberg and other institutional channels. Learn more at https://homodeus.one Disclaimer: This episode is general information only and does not constitute financial product advice. It does not take into account your objectives, financial situation or needs. Homodeus Research operates under an issuer-pays model and is a Corporate Authorised Representative under Sharewise's AFSL. Consider the relevant disclosure documents and seek advice from a licensed financial adviser before making any investment decision. Past performance is not indicative of future results.

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