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Phase 2 Drill Program Commences at Green Monster Project in Nevada
TMX Newsfile· 2025-12-15 13:29
Successful Phase 1 Program Discovery Zone to be Focus of Phase 2 Drilling Phase 1 Assays Include High-Grade Zinc >30%, 5.7 oz/t Silver, >.36% CopperVancouver, British Columbia--(Newsfile Corp. - December 15, 2025) - Glenstar Minerals Inc. (CSE: GSTR) (OTCQB: GSTRF) (FSE: VO20) ("Glenstar" or the "Company") announces that the Phase 2 drill program at the Company's Green Monster Project in Nevada has begun. Alloy Drilling ("Alloy") of Elko, Nevada mobilized its crew and equipment over the weekend and has com ...
Kirkstone Metals Appoints Clee Roy as Government & Strategic Funding Consultant
Thenewswire· 2025-12-15 07:00
Core Insights - Kirkstone Metals Corp. has engaged Clee Roy as the Government & Strategic Funding Consultant to enhance its funding opportunities for mineral exploration and development initiatives [1][2][4] Engagement Scope - Mr. Roy will identify, evaluate, and manage government and non-government funding opportunities at various levels, overseeing the entire funding lifecycle [2][5] - The appointment reflects significant capital commitments from Canadian governments to support critical minerals and clean-energy supply chains, creating opportunities for exploration-stage companies [3][6] Government Funding Environment - Canada's Critical Minerals Strategy has committed up to CAD $3.8 billion for critical-mineral exploration and supply-chain development, including uranium [6] - Recent federal budgets reaffirmed expanded funding for mineral exploration tax credits and clean-energy infrastructure [6] - The Government of Saskatchewan supports uranium exploration through regulatory alignment and infrastructure investment [6] CEO Commentary - The CEO of Kirkstone expressed confidence in Mr. Roy's experience with funding programs, which aligns with the company's growth strategy [4][7] About Clee Roy - Clee Roy has over 30 years of international experience, specializing in securing government and industry funding related to critical minerals and clean-energy initiatives [7][8] Company Overview - Kirkstone Metals Corp. focuses on uranium assets to support the transition to clean energy, with projects located in the Athabasca Basin [9]
FEAM Progresses With LCD Glass Tank Trial Commencement by Customer
ZACKS· 2025-12-11 17:01
Key Takeaways 5E's boric acid enters final glass furnace testing with positive initial results.Earlier lab and supply-chain trials met strict purity and performance standards for LCD glass.The final tank trial positions 5E to advance multi-year supply deals in a tightly held market.5E Advanced Materials, Inc. (FEAM) , popularly known as 5E, recently announced that its customer, a major U.S.-based LCD glass manufacturer, has begun glass furnace testing using the first batch of its boric acid. The company had ...
Odyssey Marine Exploration (NasdaqCM:OMEX) Conference Transcript
2025-12-10 22:12
Summary of Odyssey Marine Exploration Conference Call Company Overview - **Company**: Odyssey Marine Exploration (NasdaqCM: OMEX) - **Industry**: Ocean exploration focused on critical minerals, including polymetallic nodules for battery metals and subsea phosphate deposits for fertilizers [1][2] Core Insights and Arguments - **Market Opportunity**: The company is entering a growth phase due to increasing global demand for critical minerals and the need for responsible supply chains, particularly as much of the supply is currently controlled by China [2][3] - **Unique Positioning**: Odyssey is one of the few public companies providing exposure to the critical minerals sector, with over 30 years of experience in deep ocean exploration [3] - **Technological Advancements**: Deployment of autonomous benthic mini landers (ABMLs) at depths of over 5,500 meters in the Cook Islands to gather environmental data crucial for advancing licenses from exploration to extraction [4] - **Regulatory Progress**: The company has applied for a Bureau of Ocean Energy Management (BOEM) license, marking a significant step in their Mid-Atlantic project, which includes rare earth elements [5][6] - **Debt Management**: Successfully converted over $20 million of debt to equity, eliminating previous debt overhang [5] - **Legal Victory**: Achieved a key legal victory in Mexico, restoring concessions necessary for advancing their phosphate project [5][10] Project Highlights - **FOSSEC-MEX (Mexico)**: Estimated net present value of $1.3 billion once permitted for extraction, with Odyssey owning 35% [11][12] - **OML (Cook Islands)**: Independent resource report values the battery metal resource at $4.7 billion, with Odyssey owning 7% [12] - **CIC (Cook Islands)**: Expected to have similar valuation to OML, with Odyssey owning 14% [12] - **Total Asset Value**: Potential asset value ranges from $700 million to $1.4 billion, significantly higher than the current market cap [12] Strategic Advantages - **First Mover Advantage**: Odyssey is one of the first to apply for BOEM licenses, positioning itself favorably in the market [6][8] - **Environmental Considerations**: The extraction technology is based on existing dredging methods, which have known environmental impacts, facilitating the transition from exploration to extraction [7][9] - **Partnerships**: Exclusive agreement with Great Lakes Dredge & Dock, enhancing operational capabilities in the same area of operation [8][9] Additional Considerations - **Macro Trends**: The company is benefiting from a macro tailwind as governments seek to secure sources of critical minerals [11] - **Investment Timing**: The CEO suggests that now is an opportune time for investors to engage with Odyssey, given the anticipated meteoric growth in the sector [11][13] Conclusion - Odyssey Marine Exploration is strategically positioned to capitalize on the growing demand for critical minerals, with significant advancements in technology, regulatory approvals, and a strong balance sheet. The company's diversified portfolio and recent accomplishments suggest a promising outlook for future growth and investment opportunities [14][15]
X @Bloomberg
Bloomberg· 2025-12-10 11:48
Geopolitical & Trade Relations - Indonesia resists US trade-deal demands due to concerns about its independence [1] - The resistance is particularly focused on critical minerals and energy sectors [1] - Indonesia fears the trade deal could strain its relations with China and Russia [1]
5E Advanced Materials Reports Positive Progress with Commencement of LCD Glass Trial
Accessnewswire· 2025-12-09 13:45
Core Insights - 5E Advanced Materials has initiated product testing with a major domestic LCD glass manufacturer, marking a significant step in its commercial development of boric acid [1][3] - The company shipped twenty tons of high-quality boric acid for testing, following successful laboratory and supply-chain trials [2][3] - The successful completion of the final tank trial positions 5E to secure multi-year supply agreements in a market dominated by a few suppliers [3] Company Overview - 5E Advanced Materials aims to become a vertically integrated global leader in refined borates and advanced boron materials, with a focus on critical materials for various industries [4] - The company’s operations are supported by a large domestic boron resource in Southern California, which has been designated as Critical Infrastructure by the U.S. Department of Homeland Security [4] - The inclusion of boron on the U.S. Department of Interior's 2025 Critical Minerals List highlights the strategic importance of 5E's market entry [3][4] Market Context - The borates market is characterized by a global oligopoly, with many industrial customers requiring multiple vetted suppliers, creating a demand for additional reliable domestic sources [3] - Government regulations and incentives aimed at domestic manufacturing and supply chains are expected to drive demand for boron and its applications in energy, defense, and other critical sectors [4]
Buy, Hold or Sell UUUU Stock After Its Massive 176% Six-Month Run?
ZACKS· 2025-12-08 18:40
Key Takeaways UUUU's Q3 revenues jumped 338% on higher uranium sales, though rising costs kept losses unchanged.Energy Fuels sees strong 2025-2026 uranium sales, lower costs and improved margins from Pinyon Plain ore.Energy Fuels advances rare earth goals with Dy, Tb and NdPr milestones and progress at White Mesa Mill.Energy Fuels (UUUU) has surged 176% in the past six months, outperforming the non-ferrous mining industry’s 30.5% growth,  the Zacks Basic Materials sector’s 12.3% gain and the S&P 500’s 17.3% ...
Chalice Mining (OTCPK:CGML.F) Earnings Call Presentation
2025-12-07 23:00
Gonneville Pd-Ni-Cu Project developing a new globally significant critical minerals mine in Western Australia Pre-Feasibility Study 8 Dec 2025 ASX:CHN Cautionary statements and competent person(s) disclosure Authorisation This Presentation has been authorised for release by the Board Disclaimer This Presentation does not provide investment or financial product advice and does not include all available information on Chalice Mining Limited ("Chalice" or "the Company") and should not be used in isolation as a ...
Trump brings together leaders of Congo and Rwanda to sign peace deal
Bloomberg Television· 2025-12-05 19:27
Geopolitical & Economic Agreement - Agreement aims to end a long-running conflict involving over 10 million people [1] - Agreement seeks to establish harmony and cooperation between the Democratic Republic of the Congo and Rwanda [1] - The United States is entering bilateral agreements with the Congo and Rwanda [3] Resource Extraction & Investment - Agreements will provide the United States with access to critical minerals [3] - US companies will be involved in extracting rare earth elements and other assets [4] - The US anticipates economic benefits for all parties involved [3][4]
X @Bloomberg
Bloomberg· 2025-12-05 14:38
Geopolitics and Resource Security - The US is considering providing over $1 billion in funding for critical minerals and railway projects in central Africa [1] - This initiative aims to secure supplies of resources deemed crucial for US national security [1]