---
title: "Lithium, Graphite & a Data Centre Surprise: Greenwing Resources (ASX: GW1)"
description: "Homodeus Research hosts Greenwing Resources (ASX: GW1) Managing Director Peter Wright for an investor webinar covering the company's three-pronged critical minerals strategy — and an unexpected data centre opportunity in Tasmania. With a ~$40M market cap, ~$3M cash and no debt, Greenwing is positioning for a critical minerals recovery across lithium, graphite and polymetallic assets. Peter walks through the investment thesis, the supply/demand dislocation he sees building in lithium and graphite, and how the team plans to unlock value across all three projects in 2026. What's covered: - 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, plus 38,000 ha surrounding tenure and a strategic investor process underway - Grafmada Graphite Project (Madagascar) — a 62Mt resource and past 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 (63MW hydropowered substation, 200+ megalitres of water, cool-climate secure site) - The lithium market maths: ~2Mt added in 16 years vs ~5Mt needed by 2030 - China's 90% grip on natural graphite and the strategic-minerals angle - Capital allocation, funding strategy and the path to a strategic partner Presented by Anthony for Homodeus Research, with audience Q&A. CHAPTERS 0:00 Welcome & introduction 1:36 Greenwing Resources overview 2:42 Investment thesis & critical minerals outlook 5:40 The three assets at a glance 11:49 Lithium market: the supply/demand dislocation 15:09 Graphite fundamentals & China supply risk 17:27 The team & board 19:26 San Jorge Lithium Project (Argentina) 23:27 Grafmada Graphite Project (Madagascar) 25:47 Kew River: polymetallic mining + data centre opportunity 30:21 Summary & 2026 objectives 31:51 Audience Q&A 47:51 Closing remarks ABOUT HOMODEUS RESEARCH Homodeus Research is an independent, AI-augmented equity research firm focused on ASX small- and mid-cap technology and growth companies. Research is distributed via Bloomberg and other institutional channels. Learn more at https://homodeus.one — DISCLAIMER: This webinar 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. You should 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. #GreenwingResources #ASX #CriticalMinerals #Lithium #Graphite"
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published_date: "2026-06-20T01:46:21+00:00"
modified_date: "2026-08-06T10:15:51.810Z"
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# Lithium, Graphite & a Data Centre Surprise: Greenwing Resources (ASX: GW1)

Published 2026-06-20T01:46:21+00:00.

Homodeus Research hosts Greenwing Resources (ASX: GW1) Managing Director Peter Wright for an investor webinar covering the company's three-pronged critical minerals strategy — and an unexpected data centre opportunity in Tasmania.

With a ~$40M market cap, ~$3M cash and no debt, Greenwing is positioning for a critical minerals recovery across lithium, graphite and polymetallic assets. Peter walks through the investment thesis, the supply/demand dislocation he sees building in lithium and graphite, and how the team plans to unlock value across all three projects in 2026.

What's covered:
- 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, plus 38,000 ha surrounding tenure and a strategic investor process underway
- Grafmada Graphite Project (Madagascar) — a 62Mt resource and past 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 (63MW hydropowered substation, 200+ megalitres of water, cool-climate secure site)
- The lithium market maths: ~2Mt added in 16 years vs ~5Mt needed by 2030
- China's 90% grip on natural graphite and the strategic-minerals angle
- Capital allocation, funding strategy and the path to a strategic partner

Presented by Anthony for Homodeus Research, with audience Q&A.

CHAPTERS
0:00 Welcome & introduction
1:36 Greenwing Resources overview
2:42 Investment thesis & critical minerals outlook
5:40 The three assets at a glance
11:49 Lithium market: the supply/demand dislocation
15:09 Graphite fundamentals & China supply risk
17:27 The team & board
19:26 San Jorge Lithium Project (Argentina)
23:27 Grafmada Graphite Project (Madagascar)
25:47 Kew River: polymetallic mining + data centre opportunity
30:21 Summary & 2026 objectives
31:51 Audience Q&A
47:51 Closing remarks

ABOUT HOMODEUS RESEARCH
Homodeus Research is an independent, AI-augmented equity research firm focused on ASX small- and mid-cap technology and growth companies. Research is distributed via Bloomberg and other institutional channels. Learn more at https://homodeus.one

—
DISCLAIMER: This webinar 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. You should 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.

#GreenwingResources #ASX #CriticalMinerals #Lithium #Graphite

Watch: https://www.youtube.com/watch?v=l02w_uRTnGQ