Core Viewpoint - Fox Tungsten Ltd has rebranded from Happy Creek Minerals to better align with its focus on high-grade tungsten assets in British Columbia, capitalizing on the current high demand and prices for tungsten [1][3][4]. Company Focus - The rebranding reflects a strategic shift after the sale of the Happy Valley project, narrowing the company's focus to two projects, with the Fox project being a primary asset [4]. - The company plans to conduct an extensive drilling program of 20,000 meters this summer, aiming to double its resource and complete a Preliminary Economic Assessment (PEA) and resource update [5][6]. Market Context - Tungsten prices are at all-time highs, driven by increased interest in critical minerals, making it an opportune time for the company to accelerate development [3][6]. - Tungsten is a niche but essential commodity, used in various applications including national security, with 80% of global production coming from China and no operating tungsten mines in North America [7][8]. Resource Quality - The company possesses the highest-grade tungsten deposit in the world, located in southern British Columbia, with a resource grade of 1% tungsten, which is equivalent to approximately 14% copper or 11 grams per tonne gold at current spot prices [8][9].

Financial Data and Key Metrics Changes - Energy Fuels reported a net loss of $86 million or $0.38 per share for fiscal year 2025, compared to a net loss of $47 million or $0.28 per share in fiscal 2024, reflecting higher ongoing costs due to global operations expansion and investments in core projects [35] - The company ended the year with $1.4 billion in total assets and $927 million in working capital, including $862 million in cash and marketable securities [34] - The average cost of goods sold decreased from $53 per pound to $43 per pound by the end of 2025, with expectations to further decrease as production ramps up [17][36] Business Line Data and Key Metrics Changes - Energy Fuels mined over 1.7 million pounds of uranium and processed over 1 million pounds of finished U308 in 2025, with plans to materially increase uranium mining production and sales in 2026 [4][14] - The company sold 650,000 pounds of uranium at an average price of $74.20 per pound in 2025, an increase of 200,000 pounds year-over-year [36][18] - The rare earth segment made significant progress, including pilot production of Dysprosium and plans for Terbium oxides, with a feasibility study indicating a combined net present value of $3.7 billion for key projects [5][24] Market Data and Key Metrics Changes - The average month-end uranium spot prices were approximately 13.8% lower in 2025 compared to 2024, impacting revenue per pound and gross margin percentage, which was 31% in 2025 [36] - The company anticipates stronger fundamentals for uranium prices and demand growth in the future, with expectations for gross margin to increase to 50% and above in 2026 [36][18] Company Strategy and Development Direction - Energy Fuels aims to solidify its position as the largest and lowest-cost U.S. uranium producer while emerging as a significant player in the rare earth and critical minerals market [6][3] - The company is focused on expanding its production capabilities through various projects, including the Donald Project and the Vara Mada project, which are expected to enhance its rare earth production capacity [30][32] - The proposed acquisition of Australian Strategic Materials (ASM) is expected to enhance margin capture and position the company to capitalize on the reshoring of U.S. manufacturing [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its aggressive plans, highlighting the strong financial, technical, and commercial capabilities [3] - The transition to a new CEO is expected to maintain the momentum of growth and execution, with a focus on expanding the team to support multiple construction projects [43][81] - Management remains optimistic about the future of uranium and rare earth markets, emphasizing the importance of their diversified asset base [60][72] Other Important Information - The company completed a $700 million convertible note offering, which was oversubscribed and provides substantial flexibility to fund ongoing operations and strategic projects [34][37] - The White Mesa Mill is highlighted as a unique asset capable of processing both uranium and rare earths, positioning the company as a critical mineral hub [19][20] Q&A Session Summary Question: Timeline for heavy mineral sands projects - Management confirmed that the Donald Project is shovel-ready, with a focus on making a final investment decision soon, while progress on the Vara Mada project is ongoing with government support [51][52] Question: Updates on government support and offtake - Management noted that the scale of their operations and asset acquisitions has garnered attention from government entities, indicating potential for future support [57][60] Question: Factors driving uranium production guidance - The production guidance is dependent on the runtime of the mill and mining rates, with flexibility to switch between uranium and rare earth production as needed [63][82] Question: Spot market sales strategy - Management indicated a cautious approach to spot sales, preferring to sell at higher prices while maintaining a balance between spot and term contracts [66][68]

Energy Fuels (NYSEAM:UUUU) Q4 2025 Earnings call February 27, 2026 11:00 AM ET Company ParticipantsCurtis Moore - SVP of Marketing and Corporate DevelopmentMark Chalmers - CEOMatthew Key - VP of Equity ResearchNathan Bennett - CFONoel Parks - Managing Director, CleanTech and E&PRoss Bhappu - PresidentConference Call ParticipantsAnthony Taglieri - Equity Research AnalystBrian Lee - Equity Research AnalystHeiko Ihle - Managing Director, Senior Metals and Mining AnalystJoseph Reagor - Managing Director, Senior ...

Core Viewpoint - Mission Critical Metals Corp. has acquired the Medvedi Potok Tin Project in northern Slovakia, which is expected to enhance its portfolio of critical metals assets in stable European jurisdictions, particularly in light of growing global demand for tin in electronics and energy transition sectors [1][4]. Acquisition Details - The Medvedi Potok Tin Project was previously held by Military Metals Corp., which transferred the asset to Hallgarten & Company Limited in exchange for a 1% royalty on future production, with a buyback right of CAD$210,000 [2]. - Hallgarten & Company Limited acquired the Project on January 6, 2026, and subsequently transferred 100% of its interest to Mission Critical Metals Corp. on January 13, 2026 [2]. - Military Metals Corp. exercised its buyback right on January 8, 2026, to retire a 1% net smelter royalty covering its Slovakian portfolio, making the Project royalty-free before its transfer [3]. Project Potential - The Medvedi Potok Tin Project is considered prospective for tin mineralization within a historically active mining jurisdiction, with tin classified as a critical mineral essential for electronics, semiconductors, renewable energy systems, and advanced manufacturing technologies [4]. - The company plans to review all historical data related to the Project and develop a staged exploration and advancement plan in compliance with Slovakian regulatory requirements [4]. Company Overview - Mission Critical Metals Corp. is a British Columbia-based mineral exploration company focused on acquiring, exploring, and developing critical mineral projects in strategic jurisdictions, aiming to build shareholder value through disciplined asset selection and responsible project development [6].

VANCOUVER, British Columbia, Feb. 27, 2026 (GLOBE NEWSWIRE) -- GoldHaven Resources Corp. (“GoldHaven” or the “Company”) (CSE: GOH) (OTCQB: GHVNF) (FSE: 4QS) is pleased to announce that it has entered into a Title Transfer Agreement dated February 23, 2026, with Steven Scott (the “Vendor”) to acquire a 100% interest in five mineral claims located in the Cassiar District of British Columbia (the “Property”). The Property comprises 231.362 hectares across five contiguous mineral claims (Claim Nos. 1127358, 111 ...

Core Viewpoint - Adelayde Exploration Inc. is advancing its Sisson North tungsten project in New Brunswick by engaging New-Sense Geophysics Ltd. for a comprehensive survey, highlighting the growing importance of critical minerals like tungsten in domestic supply chains [1][3]. Company Developments - The Sisson North tungsten project is strategically located next to the Sisson Tungsten Mine, which was recognized as a "Nation-Building Project" by the Canadian Prime Minister [2]. - Adelayde has entered into a joint venture to explore lithium brine potential in Clayton Valley, Nevada, which is surrounded by major industry players [5]. - The company is well-financed and plans to execute multiple exploration programs in 2026, capitalizing on the rising demand for critical minerals [3]. Industry Context - The demand for critical minerals, particularly tungsten, is increasing as governments and industries aim to strengthen domestic supply chains and reduce foreign reliance [3]. - The price of lithium has nearly tripled since June 2025, indicating a significant market shift that may benefit companies involved in lithium exploration [3]. - The U.S. Department of Defense and the Canadian Government have provided substantial funding to advance projects in the critical minerals sector, reflecting the strategic importance of these resources [2].

Guardian Metal Resources PLC TABLE OF CONTENTS As filed with the Securities and Exchange Commission on February 26, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 (Primary Standard Industrial Classification Code Number) c/o Orana Corporate LLP 25 Eccleston Place London SW1W 9NF United Kingdom +(44) 20 7078 8496 (Exact Name of Registrant as Specified in Its Charter) (Address, Including Zip Co ...

D3 Energy CEO David Casey joined Steve Darling from Proactive’s OTC studio in New York City to provide an update on the company’s helium and natural gas portfolio, focusing on its flagship asset in South Africa and growth plans for 2026. Casey described D3 Energy as a helium and natural gas company with two core projects: a foundational asset in South Africa and a second project in South Australia targeting helium, hydrogen, and natural gas. He highlighted the uniqueness of the South African asset, noting ...

New Frontier Minerals Senior Consultant Kevin Das joined Steve Darling from Proactive’s OTC studio in New York City to provide an update on the company’s growing copper and heavy rare earth strategy, highlighting expanding exposure to the U.S. critical minerals market. Das explained that New Frontier Minerals, listed on the Australian Stock Exchange, London Stock Exchange, and recently on the OTCQB, is focused on a dual approach: advancing copper projects in northwest Queensland while also developing heav ...

Vancouver, British Columbia--(Newsfile Corp. - February 26, 2026) - Lion Rock Resources Inc. (TSXV: ROAR) (FSE: KGB) (OTCQB: LRRIF) (the "Company") is pleased to report drill results from the Giant Volney target area at its Volney Project in the historic Black Hills mining district of South Dakota, USA.Initial results from the Company's recently completed Phase 1 drill program have returned significant lithium-tin-tantalum results (Table 1) along with anomalous critical mineral results. Approximately 3,600 ...