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Global Li-Ion Highlights Premium Graphite Project Positioned for Critical Mineral Supply Crunch
TMX Newsfile· 2026-02-19 14:00
Vancouver, British Columbia--(Newsfile Corp. - February 19, 2026) - Global Li-Ion Graphite Corp. (CSE: LION) (OTC Pink: GBBGF) (FSE: 0TD) ("Global Li-Ion" or, the "Company") is pleased to provide an update on its 100%-owned Ambato-Arana Graphite Project in Madagascar - a historically producing, infrastructure-accessible asset containing premium large-flake graphite at a time when graphite has been designated a critical mineral by major economies including the United States and Canada.In January 2026, Madag ...
Peabody(BTU) - 2025 Q4 - Earnings Call Transcript
2026-02-05 17:02
Financial Data and Key Metrics Changes - In Q4 2025, the company recorded net income attributable to common stockholders of $10.4 million or $0.09 per diluted share, with adjusted EBITDA of $118 million, a 19% increase from the prior quarter [25] - Operating cash flow from continuing operations was $69 million for the quarter and $336 million for the full year, ending the year with $575 million in cash and total liquidity above $900 million [25][26] - The company met or exceeded original guidance for seven of eight volume and cost metrics for the full year [26] Business Line Data and Key Metrics Changes - Seaborne Thermal delivered 3.3 million tons, exceeding expectations, with realized export pricing averaging $81.80 per ton, up 7% from Q3 [26] - Seaborne metallurgical shipped 2.5 million tons, up 400,000 from Q3, with realized pricing at $113 per ton consistent with expectations [27] - U.S. Thermal contributed $63 million of adjusted EBITDA in Q4, with nearly $250 million for the full year against only $57 million of CapEx [28] Market Data and Key Metrics Changes - Benchmark pricing for seaborne metallurgical coal rose to its highest mark in 18 months, increasing 15% from $190 per ton at the beginning of Q4 [16] - Coal fuel generation in the U.S. was up an estimated 13% year-over-year in 2025, significantly outpacing production growth of 4% [20][21] - Asian countries continue to add coal generation capacity, with China adding 80 GW of new capacity in 2025 [19] Company Strategy and Development Direction - The Centurion Mine is positioned as a cornerstone asset to maximize long-term shareholder value, expected to ship an average of 4.7 million tons per year of premium hard coking coal [5][7] - The company aims to reweight its portfolio toward higher-margin metallurgical coal and is actively pursuing renewable projects and critical mineral opportunities [7][10] - The focus for 2026 includes achieving full operational performance at Centurion, maintaining strong EBITDA to CapEx margins, and prioritizing shareholder returns [35][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in improving market fundamentals and the strategic positioning of the company amid favorable coal market conditions [3][14] - The company anticipates continued strength in both domestic thermal and seaborne metallurgical coal markets, driven by supply-demand dynamics and government policies [15][19] - Management highlighted the importance of coal in U.S. energy policy and its role in meeting energy demands amid constraints on other energy sources [12][13] Other Important Information - The company has invested approximately $750 million in the development and expansion of the Centurion Mine, enhancing its leverage to premium hard coking coal markets [33] - The company is exploring opportunities in rare earth and critical minerals, with promising concentrations identified in its testing program [10][11] Q&A Session Summary Question: What do you assume for the Australian dollar in the cost guide? - The company is looking at an Australian dollar exchange rate of $0.70 [39] Question: How much CapEx is potentially still left for Centurion development? - Approximately $100 million a year in development for the northern part for the next three years, plus $25 million a year in sustaining capital in the south [40] Question: How should we think about pricing in 2027 and beyond? - There is potential for favorable pricing in 2027 as there is still a lot of contracting to be done [44] Question: What are the drivers for the increase in seaborne thermal costs? - The increase is primarily due to lower production volumes, particularly at Wilpinjong [49] Question: How should we think about the cadence of shipments as the year progresses? - The first quarter is expected to be weaker due to mine sequencing, with improvements anticipated in Q2 and Q3 [54]
GoldHaven Identifies Significant Indium Enrichment with Values up to 334 ppm at Magno
Globenewswire· 2026-01-22 13:30
Core Insights - GoldHaven Resources Corp. has reported significant findings from its 2025 surface exploration program at the Magno Property, highlighting indium mineralization and expanding the geochemical dataset using modern analytical techniques [1][3][8] Exploration Program - The 2025 exploration work included detailed geological mapping and multi-element geochemical sampling, focusing on critical minerals to refine the exploration model and support future drill targeting [3][4] - A comprehensive geochemical sampling program was implemented to evaluate the distribution of indium, which had previously shown anomalous values in limited historical samples [4][6] Indium Findings - The program returned indium values of up to 334 ppm, significantly above the average crustal background levels of approximately 0.1 ppm, indicating its importance as a critical mineral component of the Magno system [7][9][10] - Elevated indium values were spatially restricted to the Magno and D Zones, as well as the Kuhn and Dead Goat showings, suggesting a model of structurally controlled fluid flow and proximity to intrusive heat sources [7][8] Strategic Importance of Indium - Indium is recognized as a strategic critical mineral with a strong long-term growth profile, driven by demand in high-growth technology applications such as touchscreens, semiconductors, and solar technologies [10][11] - The supply of indium is primarily as a by-product of zinc refining, which limits the ability to rapidly expand supply in response to increasing demand, contributing to supply-chain risks [12] Project Overview - The Magno Project spans 36,973.29 hectares in the Cassiar region of British Columbia, benefiting from excellent road access and infrastructure [16][17] - The project is strategically located near established mining operations and supply hubs, enhancing its logistical advantages for future development [17][18]
NevGold Intercepts 5.89% Antimony Over 3.0 Meters Within 2.67 g/t AuEq Over 53.3 Meters (0.59% Antimony And 0.36 g/t Au) At Bullet Zone, and Makes New Oxide Gold Discovery Over 150 Meters East
Globenewswire· 2026-01-22 12:00
Core Insights - NevGold Corp. announced positive drill results and a new oxide-gold discovery at its Limousine Butte Project in Nevada, focusing on expanding mineralization potential for an initial gold-antimony Mineral Resource Estimate [1][4]. Exploration and Drilling Results - The 2025-2026 drilling program has completed 30 holes, with significant results including high-grade oxide antimony of 5.89% Sb over 3.0 meters and gold equivalent grades of up to 23.01 g/t AuEq over 3.0 meters [3][6]. - New discoveries at Resurrection Ridge include a significant oxide gold discovery with 1.03 g/t AuEq over 21.3 meters, confirming the new geological model [3][14]. - The geological model indicates that the Pilot Shale, which hosts mineralization, extends more than one kilometer east of previous drilling, creating multiple high-priority targets for further exploration [12][18]. Strategic Importance of Antimony - Antimony is classified as a "Critical Mineral" by the U.S. Geological Survey due to its strategic importance in military applications and technology [22][23]. - The U.S. is prioritizing domestic production of antimony to mitigate supply chain disruptions, especially in light of China's restrictions on antimony exports [23][24]. Company Development Plans - The company is advancing metallurgical testwork and preparing for near-term antimony production, with ongoing drilling to test gold-antimony targets [3][4]. - The CEO emphasized the potential for project development and cash flow as the company aims to create a vertically integrated U.S. antimony supply chain [4][29].
Nexcel Earns Initial 29.58% Interest in the Burnt Hill Tungsten Project
Newsfile· 2025-12-12 13:00
Core Insights - Nexcel Metals Corp. has earned an initial 29.58% interest in the Burnt Hill Tungsten Project located in New Brunswick, Canada, as part of an option agreement with Cadillac Ventures Inc. and a minority owner [1][3]. Financial Details - The initial 29.58% Property Interest was acquired through a payment of $170,000 in cash and the issuance of $330,000 in common shares, totaling 355,775 shares at a deemed price of $0.78 per share [2]. - The company can earn an additional 28.42% interest, bringing the total to 58%, by paying $250,000 in cash and issuing $600,000 in common shares [3]. Project Overview - The Burnt Hill Project covers approximately 1540 hectares and includes a historical mineral resource estimate (MRE) of 1,761,000 tonnes with an average grade of 0.292% WO3, 0.007% MoS2, and 0.008% SnO2 [6][7]. - The project also has an inferred resource of 1,520,000 tonnes averaging 0.263% WO3, 0.008% MoS2, and 0.005% SnO2 [7]. Strategic Importance - Tungsten is recognized as a critical mineral due to its unique properties and increasing demand in high-tech and defense applications, making projects like Burnt Hill strategically important for securing domestic sources [14][16].
American Resources' ReElement Technologies expands critical mineral patent portfolio
Proactiveinvestors NA· 2025-12-10 14:48
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Snow Lake Welcomes the Designation of Uranium as a Critical Mineral by the U.S. Government
Newsfile· 2025-11-10 13:30
Core Insights - The U.S. Geological Survey has designated uranium as a critical mineral, highlighting its essential role in U.S. national, economic, and energy security [1][4][7] - This designation is expected to accelerate government actions to enhance U.S. nuclear independence and support domestic uranium supply chains [3][4] Company Overview - Snow Lake Resources Ltd. operates as a U.S.-focused nuclear fuel cycle company, emphasizing uranium mining, enrichment, and small modular reactors [3][5] - The company has uranium projects in the U.S. and Namibia, along with interests in critical minerals such as rare earths and lithium [5] Industry Implications - The designation may allow qualifying uranium projects to access government funding, streamlined permitting, and procurement advantages [4][7] - This aligns the U.S. domestic uranium industry with strategic national priorities, potentially influencing the ongoing review of foreign uranium imports [4][7]
NevGold Announces Up to 85% Antimony Recovery From Positive Phase II Metallurgical Testwork at Oxide Gold-Antimony Limo Butte Project in Nevada
Globenewswire· 2025-11-05 12:00
Core Insights - NevGold Corp. announced positive antimony metallurgical testwork results at its Limousine Butte Project in Nevada, indicating strong geo-metallurgical characteristics and minimal impact on gold recoveries [1][2][4]. Summary by Sections Antimony Metallurgical Testwork - The testwork demonstrated favorable leaching results across a range of antimony grades from 0.1% to 8.5% Sb, with recoveries ranging from 71% to 92% for various samples [2][5][16]. - The results from the 0.1%-0.2% antimony grade range showed recoveries of 71% to 85%, exceeding expectations and highlighting the project's potential [4][5]. - Acid leaching is being considered as the preferred metallurgical process, allowing for on-site production of antimony metal without reliance on third-party processing [5][13]. Project Development and Activities - NevGold is actively exploring the Limo Butte Project, with 13 drill holes completed and ongoing trench sampling to assess gold-antimony mineralization [5][6][7]. - The company is working towards completing an initial gold-antimony Mineral Resource Estimate (MRE) [7]. Importance of Antimony - Antimony is classified as a "Critical Mineral" by the U.S. due to its significance in national security and various technological applications [21][22]. - The U.S. government has initiated measures to enhance domestic mineral production, particularly for antimony, to reduce reliance on foreign sources [18][19][20]. Market Context - Approximately 90% of the global antimony supply is produced by China, Russia, and Tajikistan, with recent restrictions on exports from China exacerbating supply chain concerns [22]. - The U.S. Department of Defense has prioritized domestic production of antimony to mitigate supply chain disruptions, emphasizing the strategic importance of projects like Limousine Butte [22].
Perpetua Resources Breaks Ground on the Stibnite Gold Project
Prnewswire· 2025-10-21 20:45
Core Insights - Perpetua Resources Corp. has commenced early works construction for the Stibnite Gold Project, marking a significant milestone after securing $139 million in financial assurance and meeting U.S. Forest Service requirements for construction [1][2]. Project Overview - The Stibnite Gold Project is positioned as America's only reserve of the critical mineral antimony, essential for defense and industrial applications, and aims to address the challenges posed by China's export bans [2]. - The project is expected to produce approximately 450,000 ounces of gold annually over its first four years, with total gold reserves estimated at 4.8 million ounces [2]. Economic Impact - The project is anticipated to create over 950 direct jobs during the construction phase and more than 550 direct jobs during operational phases [2]. - Perpetua Resources has received a preliminary project letter from the U.S. Export Import Bank for potential support of $2 billion in debt financing, with final consideration expected by spring 2026 [2]. Environmental and Community Benefits - The Stibnite Gold Project is designed to remediate legacy contamination, restore fish habitats, and reconnect fish to their native spawning grounds, contributing positively to the local environment [2].
5E Advanced Materials (NasdaqGS:FEAM) Conference Transcript
2025-10-20 17:02
Summary of 5E Advanced Materials Conference Call Company Overview - **Company**: 5E Advanced Materials (Ticker: FEAM) - **Focus**: Development stage exploration project centered on boron, located in the Central Mojave Desert, USA [2][3] Industry Insights - **Boron Market**: - 5E holds the third largest boron deposit globally [3] - Boron is critical for over 300 applications, including high-tech materials and defense [7][9] - The boron market is projected to grow at a CAGR of 5% to 5.5% [10][12] - Current market dynamics show a contraction due to tariffs in China, but demand in the U.S. remains strong [11][12] Economic Potential - **Pre-Feasibility Study (PFS)**: Completed in August, showing a robust NPV of $725 million for the first phase of production [3] - **Market Capitalization**: Increased from $75 million pre-PFS to $150 million post-PFS [4] - **Production Capacity**: Permitted to produce 130,000 tonnes of boron annually, with a cost profile of $600 per tonne [34][38] - **Revenue Forecast**: Anticipated EBITDA of approximately $100 million annually at commercial scale [34] Competitive Landscape - **Global Supply**: The boron market is dominated by two companies, Edimaden (Turkey) and Rio Tinto's US Borax, controlling 85% of the supply [12][13] - **Rio Tinto's Strategic Review**: New CEO has put the borates business under review, potentially leading to divestiture [13][14] - **Cost Dynamics**: Rio Tinto's costs have increased by 60%, driven by lower-grade ore extraction [13][14] Regulatory and Critical Mineral Designation - **Critical Mineral Status**: Boron is recognized as a critical mineral by the UK, EU, and the U.S. Department of Defense [15][16] - **Public Comments**: 5E submitted comments advocating for boron's inclusion on the U.S. critical minerals list, alongside other industry stakeholders [19][20] Project Development - **Pilot Plant**: Operational for over two years, with 20 tonnes of product sent for testing in Taiwan [5] - **Infrastructure**: Well-positioned with access to water and power, essential for mining operations [27][28] - **Team Expertise**: Leadership includes experienced professionals from relevant industries, enhancing operational credibility [24][26] Future Opportunities - **Expansion Potential**: The project has a mine life of 39 years, with resources sufficient for over 100 years [22] - **Market Gaps**: Opportunity to produce ferroboron, currently not sourced in the U.S., filling a gap in the supply chain for magnets [46] Conclusion - 5E Advanced Materials is strategically positioned in the growing boron market, with strong economic fundamentals, a solid project pipeline, and potential for significant growth driven by increasing demand and critical mineral designation efforts [3][34][20]