Core Insights - American Resources Corporation (AREC) and ReElement Technologies Corporation have expanded their antimony tolling agreement, allowing ReElement to refine stibnite ore into ultra-pure antimony products for both defense and commercial markets [1][3]. Agreement Details - The revised agreement spans a 10-year term with automatic renewals, securing long-term supply deals. Initial tolling revenues are expected to exceed $29 million annually, with potential for significant growth due to increasing domestic demand [2][7]. - The partnership will start processing approximately 500 metric tons per month of stibnite ore, with the capacity to expand based on market demand [5][7]. Market Context - Antimony oxide and antimony sulfide are crucial compounds, with the global market for antimony oxide valued at around $852 million in 2023, projected to grow at a compound annual growth rate (CAGR) of 4.9% to approximately $1.43 billion by 2034 [4]. - Antimony is utilized in various applications, including ammunition, missiles, flame retardants, batteries, and solar panels [4]. Strategic Positioning - AREC and ReElement are well-positioned to scale their operations and explore new feedstock opportunities as they ramp up refining capacity at their Marion, IN facility and consider additional sites domestically and internationally [3].

Core Viewpoint - BASF SE is set to acquire DOMO Chemicals' 49% stake in the Alsachimie joint venture, which will grant BASF full ownership of the JV, enhancing its position in the polyamide 6.6 value chain [1][2] Group 1: Acquisition Details - BASF currently holds a 51% stake in the Alsachimie joint venture and plans to acquire the remaining 49% from DOMO Chemicals [1] - The transaction will undergo consultations with Alsachimie's relevant social bodies before a binding purchase agreement is signed, with an expected closure by mid-2025 [1][2] Group 2: Strategic Implications - Full ownership of Alsachimie will strengthen BASF's operations at its Chalampé site in France, a key hub for polyamide 6.6 precursor production [2] - With sole control, BASF aims to enhance production efficiency and deepen backward integration into critical raw materials, solidifying its presence across the entire PA 6.6 value chain [2] Group 3: Market Position and Performance - The acquisition reinforces BASF's leadership and commitment to the PA 6.6 value chain, positioning the company for future growth in industries such as automotive and textiles [3] - BASF shares have declined by 7.9% over the past year, compared to a 28.4% decline in its industry [3]

Group 1 - Harmony Gold Mining Company Limited (HMY) has entered into a binding agreement to acquire 100% of MAC Copper Limited for $12.25 per share, valuing MAC at approximately $1.03 billion [1] - The acquisition aligns with Harmony's strategy of becoming a low-cost, globally diversified gold and copper producer through disciplined capital deployment [3] - The CSA Copper Mine, which MAC owns, is one of Australia's highest-grade copper mines, producing over 40,000 tons per annum (ktpa) of copper concentrate with a reserve life exceeding 12 years [4] Group 2 - Harmony has a strong track record of successful acquisitions, including Hidden Valley and the Eva Copper Project, which supports its transformation into a global gold and copper producer [2] - The acquisition is expected to enhance Harmony's operational excellence and margins, complementing its existing operations in Australasia [4] - The transaction is anticipated to be completed in the December quarter of 2025, with MAC becoming a fully-owned subsidiary of Harmony [5] Group 3 - Shares of Harmony Gold have surged 62% in the past year, outperforming the industry average rise of 41.5% [5]

Group 1 - Huntsman Corporation has completed a strategic review of its European Maleic Anhydride business, leading to the decision to permanently close its facility in Moers, Germany, by the end of the current quarter [1][2] - The closure is a response to underperformance, with the European Maleic Anhydride operations recording an adjusted EBITDA loss of approximately $10 million in 2024 [2] - Huntsman plans to serve European customers through its North American facilities located in Pensacola, FL, and Geismar, LA [2] Group 2 - The company expects to incur a one-time, non-cash asset impairment charge of around $75 million in the second quarter of 2025 due to the facility closure [2] - Huntsman shares have lost 54% in the past year, significantly underperforming compared to the Zacks Chemicals Diversified industry's 27.8% decline [3] - Order patterns in key markets such as construction and transportation are negatively impacted by low visibility and customer uncertainty regarding demand trends [4] Group 3 - Huntsman is focused on cost actions, including workforce reductions and asset optimization in both Europe and North America, in response to the current market conditions [4] - The company currently carries a Zacks Rank 5 (Strong Sell) [5] - Better-ranked stocks in the basic materials space include Carpenter Technology Corporation, Alamos Gold Inc., and Hawkins, Inc., with Carpenter Technology showing significant performance improvement [5][6][8]

Group 1: Company Expansion and Operations - POSCO is expanding in the energy sector by launching a dedicated LNG carrier to enhance energy transportation stability amid global supply chain uncertainties [1] - The LNG carrier, named 'HL FORTUNA,' was developed through collaboration among POSCO International, HD Hyundai Samho, and H-Line Shipping [2] Group 2: Technical Specifications and Environmental Features - The HL FORTUNA is a 174,000 m³-class LNG carrier, measuring 299 meters in length and 46.4 meters in width, designed for transporting North American LNG [3] - The vessel features a dual-fuel system primarily running on LNG and a high-efficiency re-liquefaction system, ensuring compliance with global environmental standards [3] Group 3: Operational Timeline and Trade Plans - After delivery, the HL FORTUNA will undergo sea trials before entering global LNG trading operations in the second half of the year [4] - Starting in 2026, the vessel will load LNG at Cheniere's terminal in Louisiana, completing a minimum of five round trips annually to POSCO International's Gwangyang LNG terminal [4] Group 4: Stock Performance - In the past year, shares of POSCO (PKX) have declined by 37.4%, compared to the industry's decline of 36.8% [5]

Group 1 - Galiano Gold (GAU) is a notable stock within the Basic Materials sector, which consists of 232 companies and currently ranks 6 in the Zacks Sector Rank [2] - Galiano Gold has a Zacks Rank of 2 (Buy), indicating a positive outlook, with a 31.6% increase in the consensus earnings estimate over the past 90 days [3] - Year-to-date, Galiano Gold has returned approximately 12.2%, outperforming the Basic Materials group average return of 5.9% [4] Group 2 - Galiano Gold is part of the Mining - Gold industry, which includes 39 stocks and currently ranks 13 in the Zacks Industry Rank, with an average return of 45.5% this year [6] - Alamos Gold (AGI), another stock in the same industry, has significantly outperformed with a year-to-date return of 41.5% [4] - Both Galiano Gold and Alamos Gold are expected to continue their strong performance, making them attractive options for investors in the Basic Materials sector [7]

Core Points - Matachewan Consolidated Mines, Limited has entered into a definitive purchase and sale agreement to sell its mineral royalties on the Young-Davidson Mine to Alamos Gold Inc, with the transaction closing on May 21, 2025 [1][2] - The sale includes all rights and interests in present and future royalties from 24 mining claims in Powell and Cairo Townships, Ontario [2] - The total consideration for the transaction is C$2,700,000, providing Matachewan with immediate cash inflow to pursue other investment opportunities [3]

NOT FOR DISSEMINATION IN THE UNITED STATES OR THROUGH U.S. NEWSWIRES SASKATOON, Saskatchewan, May 02, 2025 (GLOBE NEWSWIRE) -- GFG Resources Inc. (TSXV: GFG) (OTCQB: GFGSF) (“GFG” or the “Company”) has closed its private placement financing (the “Offering”) for gross proceeds of C$3,000,000. In connection with the Offering, Alamos Gold Inc. (“Alamos”) (TSX: AGI; NYSE: AGI) purchased securities and will hold a 10.8% interest in the Company. Brian Skanderbeg, President and CEO of GFG commented, “This successf ...

Investors looking for stocks in the Mining - Gold sector might want to consider either Barrick Gold (GOLD) or Alamos Gold (AGI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong ea ...

Core Viewpoint - Alamos Gold Inc. has entered into a binding agreement to sell its non-core Quartz Mountain Gold Project to Q-Gold Resources Ltd. for total consideration of up to $21 million and a 9.9% equity interest in Q-Gold, aligning with its strategy to monetize non-core assets while focusing on high-return growth projects [2][3]. Transaction Details - The transaction includes $2.85 million in cash and a 9.9% equity stake in Q-Gold upon closing [2]. - Alamos will receive $8.15 million in guaranteed payments, structured as follows: $3.15 million one year after closing, $2.5 million two years after, and $2.5 million three years after [6]. - Additionally, there are $10 million in milestone payments contingent on project developments, including $5 million upon completion of a feasibility study or construction decision, and another $5 million upon receiving key permits [6]. Strategic Rationale - The sale of Quartz Mountain is part of Alamos's strategy to focus on developing high-return growth projects, such as the Phase 3+ Expansion at Island Gold and the Lynn Lake project [3]. - The company expresses confidence in Q-Gold's ability to advance the Quartz Mountain project, indicating a positive outlook for future collaboration as a significant shareholder [3]. Company Overview - Alamos Gold Inc. is a Canadian-based intermediate gold producer with diversified production from three operating mines in North America, including the Island Gold District and the Young-Davidson mine in Canada, and the Mulatos District in Mexico [5]. - The company has a significant portfolio of development-stage projects and employs over 2,400 people, committed to sustainable development practices [5].