Core Viewpoint - Kenorland Minerals Ltd. has announced a significant grassroots gold discovery at the Opinaca Project in Quebec, marking the first drilling campaign in the area after two years of exploration [1][3][8]. Summary by Sections Drill Program Overview - The 2025 fall drill program consisted of eight diamond drill holes totaling 3,665 meters, targeting a 4-km-wide area with no prior drilling or documented gold occurrences [3][4]. - The program aimed to test a gold-in-till anomaly and anomalous rock samples with values up to 6.67 g/t Au [3][4]. Mineralization Findings - Widespread gold mineralization was found in 7 of the 8 drill holes across three separate drill fences, indicating a significant intrusion-related gold system [7][8]. - High-grade intercepts included 3.65 meters at 13.88 g/t Au in hole 25OPDD007, with a notable 0.30 meters at 166.14 g/t Au containing visible gold [7][10]. - Other significant results included 4.79 meters at 2.39 g/t Au in hole 25OPDD006 and broad zones of mineralization across multiple holes [7][10]. Geological Context - The mineralization is associated with various lithologies, including tonalitic intrusives and meta-wacke, with similarities to the Cheechoo gold deposit in the region [5][8]. - The spatial association of gold with altered tonalites and quartz-feldspar veins suggests a potential for a significant gold system at the Opinaca Project [8][5]. Project Background - The Opinaca Project is located in the James Bay region of Quebec, covering a consolidated land position of 85,267 hectares [16][18]. - Initially evaluated for lithium, the project shifted focus to gold after discovering significant geochemical anomalies in 2023 [17][18]. Future Exploration Potential - The results from the maiden drill program underscore the potential for further exploration and development of the gold system at the Opinaca Project [8][7].

Core Viewpoint - The recent Proclamation by President Trump emphasizes the need for securing domestic and allied supply chains for processed critical minerals, particularly rare earth elements, highlighting the U.S.'s reliance on imports and the strategic importance of developing local resources [2][3][4]. Group 1: U.S. Policy and Market Implications - The Proclamation indicates that the U.S. is 100% net-import reliant for 12 critical minerals and over 50% reliant for an additional 29, posing a threat to national security [2]. - The U.S. remains the second-largest producer of mined rare earth oxides but lacks sufficient domestic processing capacity, necessitating new mining supplies and expanded processing infrastructure [3]. - The U.S. government's commitment to building secure supply chains is evident through investments in Brazilian rare earth projects, including up to US$465 million for Serra Verde and funding for Aclara Resources' Carina project [4]. Group 2: Canamera Energy Metals Corp. Initiatives - Canamera is focusing on rare earth exploration projects in the U.S., Canada, and Brazil, including the Turvolândia and São Sepé projects, aligning with the U.S. government's strategic objectives [4]. - The company is developing a diversified portfolio of rare earth element exploration projects in allied jurisdictions, which may benefit from the recent policy shift [5]. - Canamera's projects include the Iron Hills Project in Colorado, the Schryburt Lake Project in Ontario, and the Garrow Project in Ontario, all of which are positioned to leverage the growing demand for rare earth elements [7][8]. Group 3: Industry Trends and Future Outlook - The Proclamation may drive increased investment in North American processing infrastructure, addressing the critical chokepoint of processing capacity [7]. - The identification of rare earth permanent magnets as vital to defense systems suggests a long-term demand for heavy rare earth elements, potentially benefiting companies in this sector [7]. - Canamera's strategy to target underexplored regions with strong geological signatures aims to advance high-conviction exploration opportunities across its portfolio [8].

Core Viewpoint - Iconic Minerals Ltd. has filed for final acceptance from TSX Venture Exchange for a non-brokered private placement to raise up to $3,750,000 through the offering of 30,000,000 units at a price of $0.125 per unit [1] Group 1: Financing Details - Each unit consists of one common share and one common share purchase warrant, with the warrant allowing the purchase of an additional common share at an exercise price of $0.17 for two years [1] - If the company's common shares trade at $0.35 or greater for 10 non-consecutive trading days, the company may accelerate the expiry date of the warrants [1] - The total proceeds will be allocated towards drilling and advancing the exploration program on the New Pass gold property in Nevada, as well as for general working capital [2] Group 2: Finder's Fees - Eligible finders will receive a total of $57,881 in cash and 463,000 finders' warrants, each exercisable at $0.40 per share for two years, which also includes the warrant acceleration clause [3] Group 3: Regulatory and Compliance - All securities issued in the financing are subject to a four-month and one-day hold period in Canada, and the closing of the financing is contingent upon TSXV approval [4] - The securities offered have not been registered under the U.S. Securities Act and cannot be sold in the United States or to U.S. persons without registration or an exemption [5]

Core Insights - Minerals Technologies Inc. (MTX) is expanding its paper and packaging business in Asia, focusing on growth, cost-effectiveness, and sustainability [1] - The company has launched three new satellite plants and doubled the capacity of an existing facility, with plans for another satellite in early 2026 [1][3] Expansion and Capacity - MTX's satellite plants are integrated facilities at paper mills that utilize minerals-based fillers and coating pigments in production [2] - The company is currently operating or building 56 satellite plants globally, with new launches in China and India [2][3] - MTX's volumes in Asia have increased by 30% since 2022, with packaging application sales more than doubling [4][8] - Approximately 50% of MTX's expansions in Asia for 2025 and 2026 are focused on packaging, which is viewed as an underpenetrated market [4][8] Market Performance - MTX's stock has decreased by 11.8% over the past year, contrasting with the industry's growth of 1.5% [6]

Core Viewpoint - Shine Minerals Corp. has successfully closed a private placement for gross proceeds of $1.5 million, which will be utilized for transaction costs, reactivation expenses, initial exploration on the Project, and general working capital [1]. Group 1: Private Placement and Financial Details - The private placement raised a total of $1.5 million, which will fund various expenses including transaction costs and initial exploration [1][7]. - Certain insiders participated in the offering, contributing $56,340, which is classified as a related party transaction [3]. - The company plans to rely on exemptions from formal valuation and minority shareholder approval requirements due to insider participation not exceeding 25% of the fair market value of the company's market capitalization [3]. Group 2: Proposed Transaction Structure - Shine Minerals has acquired the right to purchase all 11,100,000 shares of Red Cloud Silver (RCS) by issuing 6,500,000 post-consolidation common shares to RCS shareholders [4]. - Following the completion of $2 million in exploration expenditures on the Project within one year, the company may exercise its option to acquire 100% of RCS shares by issuing an additional 14,200,000 shares and paying $650,000 in cash [5]. Group 3: RCS Option and Project Details - RCS holds an option to acquire a 100% interest in the Silver District Exploration Project by making staged cash and share payments totaling $1.4 million by October 31, 2028 [6]. - If the RCS option is exercised, Gulf + Western Industries will retain a 2% net smelter return royalty [6]. Group 4: Share Consolidation and Conditions - Prior to closing the proposed transaction, the company will complete a 5-for-1 share consolidation and a non-brokered private placement for approximately C$1,500,000 at C$0.06 per pre-consolidation share [7]. - The completion of the proposed transaction is subject to TSXV acceptance and satisfaction of all conditions outlined in the Definitive Agreement [8][9].

Core Viewpoint - GMV Minerals Inc. has engaged Machai Capital Inc. to enhance its digital marketing efforts through a comprehensive marketing agreement [1] Group 1: Marketing Agreement - The agreement with Machai was signed on January 15, 2026, and outlines Machai's role in leading the Company's marketing, advertising, and public awareness initiatives [1] - Machai will implement a multi-platform digital media marketing program that includes digital campaigns, social media amplification, and targeted communications aimed at investors [1]

Core Viewpoint - Ucore Rare Metals Inc. supports President Trump's initiatives under Section 232 aimed at enhancing domestic supply chains for processed critical minerals, particularly rare earth elements [1][5]. Group 1: Policy and Strategic Importance - Ucore emphasizes that processing capacity, rather than just mining, is the critical chokepoint in the supply chain for rare earth and critical minerals [2]. - The company believes that long-term resilience in the supply chain requires domestic and allied processing capabilities [2]. - President Trump's proclamation highlights the U.S.'s reliance on foreign processing despite being the second-largest producer of mined rare earth oxides [3]. Group 2: Ucore's Strategic Initiatives - Ucore's strategy focuses on establishing U.S.-based rare earth processing infrastructure, sourcing feedstock from allied jurisdictions [3]. - The Louisiana Strategic Metals Complex is being developed to provide scalable processing capacity, particularly for heavy rare earth elements essential for various technologies [3][8]. - Ucore's proprietary RapidSX™ technology is designed to support policy-driven supply chain objectives and improve processing efficiency [4][5]. Group 3: Market Position and Future Plans - Ucore aims to disrupt China's control over the North American rare earth supply chain through the development of processing facilities in the U.S. and Canada [8]. - The company plans to develop its Bokan-Dotson Ridge Rare Heavy REE Project in Alaska, which is fully controlled by Ucore [8]. - Ucore's vision includes becoming a leading advanced technology company in metal separation products and services for the mining industry [7].

Core Viewpoint - Casa Minerals Inc. is initiating a non-brokered private placement financing to raise a total of $800,000 for its operations and project investigations in Arizona and British Columbia [1][3]. Financing Details - The Offering will consist of up to 6,400,000 units priced at $0.125 per unit, with each unit comprising one common share and one common share purchase warrant [2]. - The warrants will allow holders to purchase additional shares at a strike price of $0.15 for the first three months, increasing to $0.20 thereafter for the remaining two years [2]. Use of Proceeds - The net proceeds from the Offering will primarily fund general and administrative expenses and property investigations related to the company's projects in Arizona and British Columbia [3]. Regulatory Compliance - The securities issued will be subject to a statutory hold period of four months and one day from the closing date, pending necessary approvals from the TSX Venture Exchange [4]. Company Overview - Casa Minerals Inc. is focused on gold and copper exploration in Arizona and British Columbia, with notable activities at the Congress Gold Mine in Arizona [5][6]. - The management team has a proven track record of discoveries in the exploration sector, aiming to enhance shareholder value through the development of economic mineral deposits [5][6].

Core Insights - Minerals Technologies Inc. (MTI) is expanding its paper and packaging business in Asia, with the startup of three new satellite plants in 2025 and the doubling of capacity at an existing plant in India, along with an additional satellite expected to launch in early 2026 [2][3][4] Expansion Details - MTI launched two new satellite plants in China and one in India in 2025, and doubled the capacity of a plant in India [3] - An additional satellite in China is expected to be commissioned in early 2026 [3] Market Focus - 50% of MTI's expansions in Asia for 2025 and 2026 are dedicated to packaging applications, reflecting a strategic focus on this segment [4] - The company has experienced a 30% growth in volumes in Asia since 2022, with sales for packaging applications more than doubling [4] Technology and Innovation - MTI utilizes crystal engineering technology and deep minerals expertise to enhance paper quality while reducing costs, setting a global standard for innovation in paper and packaging [4] - The company's fillers replace expensive wood fiber in uncoated paper, resulting in a brighter and more opaque product, while engineered pigments for coating applications provide exceptional coverage and gloss [4]

Core Insights - Packaging manufacturers are expanding their operations in North America, focusing on new facility openings rather than upgrades to existing locations [1] Group 1: Company Expansions - Buckeye Corrugated has opened a 100,000-square-foot manufacturing and distribution facility in Reno, Nevada, marking its first entirely new corrugated production facility, aimed at enhancing West Coast reach and supply chain efficiency, with an expected employment of 20 to 25 production workers [4] - Specialty Packaging Group has launched a new 50,000-square-foot facility in Guadalajara, Mexico, to meet increased customer demand for crate solutions in the North American AI and data center sectors, aligning with its sustainability initiatives [4] - ePac Flexible Packaging is investing in its European operations, with upgrades at facilities in Austria, France, Poland, and the United Kingdom, including digital printing press installations and pouch converting capabilities [4] - Minerals Technologies is expanding its paper and packaging business in Asia, with a new satellite plant in China expected to be commissioned early next year, adding to its existing facilities in China and India, and has doubled capacity at a plant in India last year [4]