About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Metallium, through its subsidiary Flash Metals USA, has signed a binding Letter of Intent with ElementUSA to recover gallium and scandium from red mud in Louisiana, with up to US$10.1 million in non-dilutive funding allocated for the initial deployment of its Flash Joule Heating technology [1][2] - The collaboration aims to support ElementUSA's development of a demonstration facility in Gramercy, Louisiana, focusing on the separation and purification of gallium and scandium from industrial waste [1][2] Company Overview - Metallium is focused on low-carbon, high-efficiency recovery of critical and precious metals from mineral concentrates and high-grade waste streams, utilizing its patented Flash Joule Heating technology [4] - The technology allows for the extraction of high-value materials such as gallium, germanium, antimony, rare earths, and gold from various feedstocks, including refinery scrap and e-waste [4] Industry Context - ElementUSA specializes in recovering critical minerals like gallium and scandium from industrial waste streams, employing advanced process development and various separation technologies [3] - The collaboration between Metallium and ElementUSA is positioned to enhance domestic capabilities in critical minerals, which are essential for defense, semiconductors, and advanced materials [2]

Core Viewpoint - Century Lithium Corp. has confirmed its potential to recover rare earth elements from its Angel Island lithium project in Nevada through successful bench-scale tests, which could add significant value to the project [1][4]. Test Results - Bench-scale tests demonstrated that between 99.4% and 99.8% of both heavy and light rare earth elements were recoverable into resin without disrupting lithium recovery [2][5]. Project Focus - The primary focus of the company remains on lithium production, specifically high-quality lithium carbonate, while the recovery of rare earth elements is seen as a supplementary revenue stream [6][7]. Revenue Generation - The potential recovery of rare earths could serve as an additional income generator, complementing existing revenue from sodium hydroxide, and may assist in applications for funding from U.S. federal agencies [6][7]. Process Validation - The successful implementation of the recovery process at bench scale validates the company's approach and indicates compatibility with existing lithium extraction methods [5][7].

Core Insights - The Metals Company (TMC) has experienced significant stock volatility, with a peak increase of 913% this year, reaching over $11 per share before a recent decline of 42% [3][4] - The company is focused on deep-sea mining in the Clarion-Clipperton Zone, which is rich in polymetallic nodules containing critical minerals [4][6] - U.S. government initiatives under President Trump aim to enhance domestic supply chains for critical minerals, which could benefit The Metals Company [7][8] Company Performance - The Metals Company has a current market capitalization of $3 billion and a stock price of $7.80, with a 52-week range of $0.72 to $11.35 [4] - The company reported an operating loss of $95.3 million for the first nine months of the year, indicating ongoing financial challenges [15] - The company has $165 million in cash and available credit but may require additional financing to sustain operations [15] Regulatory Environment - The U.S. government is expediting the permitting process for deep-sea mining through an executive order, which is seen as a significant de-risking event for the industry [9][10] - The Metals Company has submitted applications for a commercial recovery permit and exploration licenses, with NOAA confirming compliance [10][11] - There are still legal and international challenges, particularly regarding the International Seabed Authority's regulations on mining in international waters [13] Industry Context - The deep-sea mining industry is positioned to create over 100,000 American jobs and generate over $300 billion in GDP, highlighting its potential economic impact [6] - The focus on critical minerals is driven by the need to reduce dependence on foreign sources, particularly from China, which currently dominates the rare-earth market [7][8] - Strategic partnerships, such as with Korea Zinc, are being formed to enhance operational capabilities in refining materials [14]

Core Insights - Shares of United States Antimony Corporation (UAMY) have increased by 68.4% over the past three months due to significant operational transformations, including a global procurement network for antimony and increased domestic mining activities [1][2] - UAMY has secured long-term contracts worth nearly $352 million, which is a substantial increase compared to last year's revenues of only $15 million [7][8] - The company is also making early moves into tungsten, aiming to become the first domestic supplier in the U.S. as there are currently no active tungsten mines in the country [10][11] Antimony Supply and Mining Operations - Antimony is central to UAMY's growth strategy, with a reported 203% year-over-year increase in antimony revenues in Q2, driven by higher pricing and expanded ore deliveries [5][6] - UAMY has executed over 15 supply agreements across 10 countries, with material sourced from regions including Bolivia, Chad, and Mexico [6] - The company has received approximately 330 tons of antimony feedstock in Mexico, with another 295 tons en route [6] Long-term Contracts and Revenue Growth - The long-term contracts secured include a $245 million award from the Defense Logistics Agency and a $107 million commercial contract for antimony trioxide, representing a significant demand increase [7][8] - UAMY's domestic production revival has yielded 560 tons of stibnite ore in Montana, with expected grades exceeding 10% antimony [9] Challenges in the Market - UAMY faces challenges from China's dominance in the antimony market, controlling 60 times the mining capacity of other countries and 85-90% of global smelting and refining capacity [14] - Regulatory delays in Alaska and environmental objections have hindered progress in one of UAMY's promising regions, pushing timelines into 2026 [14][15] - An acquisition attempt in Australia was rejected, although UAMY remains the largest shareholder with a 10% stake valued at approximately $40 million [15] Valuation and Market Position - UAMY's shares currently trade at a forward price-to-sales ratio of 9.59X, significantly higher than the industry average of 3.73X, indicating a premium valuation [16] - Despite the positive operational developments, analysts have revised earnings per share estimates downward, reflecting potential near-term challenges [12][19] Conclusion - UAMY's strategy for 2025 focuses on aggressive expansion in ore procurement, domestic mining, and early-stage tungsten development, while navigating significant market challenges [17]

For personal use only CEO Presentation Annual General Meeting 13 November 2025 ASX: SRL OTC: SREMF Disclaimer Important Information To the maximum extent permitted by law, Sunrise is not responsible for updating, nor undertakes to update, this Presentation. It should be read in conjunction with Sunrise's other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au or https://sunriseem.com/investor-centre/asx-announcements/ Not an offer Neither this Presen ...

Group 1 - Pybar, a specialist in underground metals mining and a Thiess company, has secured a three-year contract for the rehabilitation and development of the Rosebery Mine in Tasmania, enhancing its role in the polymetallic base metal operation [1][2] - The new contract expands Pybar's existing work at the Rosebery Mine, where it has been operating since April 2023 under a previous three-year agreement for shotcrete and cemented rockfill works [2] - The Rosebery Mine is significant for producing zinc, copper, and lead concentrates, along with gold doré, contributing to Australia's position as a major global supplier of critical minerals [3][4] Group 2 - The high-grade ore from the Rosebery Mine is essential for various global industries, including manufacturing, technology, energy, and construction [4] - The contract win strengthens Pybar's partnership with MMG and highlights its underground mining expertise, which has been recognized in other projects, such as the Hillgrove antimony-gold project in New South Wales [5]

Core Points - American Tungsten Corp. completed the second tranche of its non-brokered private placement, raising approximately C$1,189,380 from the sale of 461,000 common shares at a price of C$2.58 per share, bringing the total close to approximately C$18 million [1][2][3] Group 1: Financing Details - The second tranche of financing reflects strong confidence from institutional investors and insiders in tungsten's role in supply chains [2] - The proceeds from both tranches will be allocated for general and administrative expenses and working capital [3] - The company paid aggregate cash commissions of C$50,619.60 on the gross proceeds of C$1,189,380 for the second tranche [4] Group 2: Company Overview - American Tungsten Corp. is focused on high-potential tungsten and magnetite assets in North America, particularly advancing the Ima Mine Project in Idaho [6] - The Ima Mine Project is a historic underground tungsten property with significant infrastructure, and the company holds an exclusive option to acquire full ownership [6]

Core Points - Great Northern Minerals (GNM) has successfully acquired the Catalyst Ridge rare earth element (REE) and antimony project in California's Mojave Desert, encompassing 214 lode mining claims over approximately 18km [1][2] - The acquisition was approved by shareholders on October 22, 2025, and all necessary due diligence has been completed [1][2] - Following the acquisition, GNM is expected to have a cash balance of around $3.06 million, positioning the company favorably for future exploration and development [3] Industry Context - The acquisition aligns with a broader bilateral framework agreement between the US and Australia, which includes commitments of over $1 billion each to support an $8.5 billion pipeline of critical mineral projects [4] - The Catalyst Ridge area is considered highly prospective for REE, antimony, and potentially gold, contributing to the secure and diversified supply of critical minerals [4]

Core Insights - First Tellurium Corp's subsidiary, PyroDelta Energy Inc, has secured an agreement with Fenix Advanced Materials to supply high-purity tellurium and other critical minerals for thermoelectric generator manufacturing, addressing potential supply chain issues [2][4] - Fenix Advanced Materials is recognized for its ultra-high purity tellurium (99.9999%) and is part of the MetalTechAlley cluster in the West Kootenay / Lower Columbia region [3] - The agreement aims to ensure a stable supply of critical minerals amidst fluctuating foreign supply chains, which have become increasingly politicized [4] Company Overview - First Tellurium Corp focuses on generating revenue through mineral discovery, project development, and the advancement of tellurium-based technologies [5] - The company is publicly traded on the Canadian Securities Exchange under the symbol "FTEL" and on the OTC under "FSTTF" [5] Marketing and Distribution - First Tellurium has engaged Hillside Consulting and Media Inc. for marketing and distribution services from October 23, 2025, to October 29, 2025, with a cash fee of $20,000 plus applicable taxes [4]