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Nova Minerals First ASX Beneficiary as US Deepens Strategic Critical Minerals Footprint
Small Caps· 2025-10-07 22:25
The United States is accelerating its direct involvement in the global critical minerals race, marking a major policy shift from rhetoric to investment.Overnight, Trilogy Metals (NYSE: TMQ) shares surged more than 225% after the White House confirmed it would take a 10% equity stake in the Canadian copper and critical minerals developer.The US$35.6 million investment cements Trilogy’s strategic importance to Washington’s efforts to secure domestic supplies from the Ambler mining district in Alaska, one of N ...
Western Star Resources Announces Preliminary Due Diligence of Nevada Assets Reveals Strong Historical Data; Completion Expected Within 20 Day Advancing U.S. Critical Minerals Strategy
Thenewswire· 2025-10-01 12:00
Vancouver, British Columbia – TheNewswire - October 1, 2025 - Western Star Resources Inc. (CSE: WSR; OTCQB: WSRIF) (the “Company” or “Western Star”) announces Preliminary Due Diligence of Nevada Assets Reveals Strong Historical Data; Completion Expected Within 20 DaysWestern Star announced today that its ongoing due diligence review of The Real American Corp has revealed strong historical data that underscores the project’s high-grade potential and strategic value. The company expects to complete the full ...
参议员 Ted Cruz 主持 USTDA 与 Terra Metals Inc. 及 Metalex Commodities 签署赞比亚的 Kazozo 铜钴项目拨款签约仪式
Globenewswire· 2025-09-22 16:38
华盛顿和卢萨卡赞比亚, Sept. 23, 2025 (GLOBE NEWSWIRE) -- 美国特拉华州矿业公司 Terra Metals Inc. 及其位于美国德克萨斯州的合资伙伴 Metalex Commodities 今日宣布,其合资企业 Lunda Resources 已获得美国贸易发展署 (USTDA) 拨款,用于资助位于赞比亚西北部的 Kazozo 矿 (原 Kalaba 矿) 及相邻大型勘探许可证的可行性研究。 参议员 Ted Cruz 代表美国政府在罗素参议院办公大楼主持签署仪式,USTDA 主任 Thomas Hardy 及赞比亚驻华盛顿大使馆代表共同出席。 这一里程碑式签约契合了特朗普政府“贸易而非援助”的政策及美国关键矿产战略,确保赞比亚的铜钴资源不仅为两国创造就业机会和 GDP 增长做出贡献,更将通过供应全球能源转型急需的关键矿产重振美国精炼厂。 Terra Metals Inc. 董事长 Mumena Mushinge 表示:“这一成就源于我们多年的坚持不懈和灵活表现,以及对赞比亚西北部铜钴资源潜力的坚定信念。我们衷心感谢 Sailunga 大酋长与 Ntambu 酋长,他们的坚定 ...
Ecora Resources (OTCPK:ECRA.F) Update / Briefing Transcript
2025-09-09 16:02
Summary of Ecora Resources Investor Presentation Company Overview - **Company**: Ecora Resources PLC (OTCPK:ECRA.F) - **Date of Presentation**: September 09, 2025 - **Key Speakers**: Marc Bishop-Lafleche (CEO), Kevin Flynn (CFO) Key Industry and Company Insights Industry Focus - **Critical Minerals and Base Metals**: The presentation highlighted strong growth in the critical minerals sector, particularly in base metals, with a focus on cobalt and copper. Financial Performance - **Half-Year Results**: The company reported strong volume growth in its base metals portfolio, with an 81% increase in the first half of the year [2][6]. - **Revenue Expectations**: For 2025, it is expected that more than half of the revenue will come from critical minerals, a significant increase from less than $20 million in 2020 [3][4]. - **Income Projections**: Projected income from producing assets could reach $50 million, with potential growth to $100 million from development-stage assets by 2030 [4][5]. Asset Performance - **Voisey's Bay**: Cobalt deliveries increased significantly, with 140 tons delivered in the first half of the year compared to 56 tons previously. The ramp-up is expected to continue, with a steady-state production capacity of around 560 tons annually [9][21]. - **Mantos Blancos**: Achieved record quarterly production, with copper prices trading around $4.50 per pound, significantly higher than the acquisition price assumption of $3 per pound [11][24]. - **Mimbula Copper Stream**: The acquisition is expected to contribute to immediate cash flow, with $1.4 million recognized in Q2 [12][26]. Strategic Transactions - **Duke Bee Gold Royalty Sale**: The sale could realize up to $20 million, aiding in deleveraging efforts following the Mimbula acquisition [3][15]. - **Portfolio Management**: The company is focused on diversifying its revenue sources, reducing reliance on any single asset, with Kestrel expected to contribute less over time [42][51]. Market Dynamics - **Cobalt Pricing**: Cobalt prices have shown recovery, moving from $13 per pound to a range of $18.25 to $20 per pound due to supply constraints and demand growth [10][22]. - **Government Actions**: The U.S. Department of Defense is stockpiling critical minerals, including cobalt, which could benefit Ecora's assets [30][31]. Future Outlook - **Growth Strategy**: The company aims to expand its portfolio in critical minerals, particularly copper and base metals, to capitalize on increasing electricity demand driven by digital infrastructure and renewable energy [52][53]. - **Production Guidance**: The company anticipates a more linear growth trajectory for its producing portfolio, while development-stage assets may have lumpier contributions [64][66]. Dividend Policy - **Dividend Announcement**: An interim dividend of $0.0060 per share was declared, representing approximately 25% of free cash flow, with potential for growth as the portfolio expands [55][57]. Additional Insights - **ESG Considerations**: The company emphasizes responsible investment practices and the importance of jurisdiction in its investment decisions to ensure adherence to ESG standards [58][59]. - **Dual Listing**: Ecora is dual-listed on the London Stock Exchange and the TSX, enhancing its visibility to North American investors [60]. Conclusion - **Pivotal Year**: 2025 is viewed as a significant turning point for Ecora Resources, transitioning from reliance on Kestrel to a more diversified portfolio with strong cash generation potential from critical minerals [34][70].
Northern Graphite Secures Federal Support to Extend the Life of Lac des Iles Mine
Newsfile· 2025-08-26 11:30
Core Points - Northern Graphite Corporation has secured a repayable contribution of up to $6.225 million from the Canadian government to extend the life of its Lac des Îles graphite mine in Quebec [1][2][7] - The funding will cover 75% of the eligible costs for the pit extension, supporting continued production from North America's only operating graphite mine [2][9] - The mine produces approximately 15,000 tonnes of graphite concentrate annually, with a capacity of 25,000 tonnes per year, and is crucial for meeting rising demand in various sectors, including lithium-ion battery manufacturing [4][10][11] Company Strategy - The CEO of Northern Graphite emphasized the importance of Lac des Îles in the company's growth strategy and its goal to become a key supplier for defense and battery markets [3][11] - The company is in discussions with other parties to finance the remaining costs of the mine extension [3] - The pit extension is based on a resource estimate that indicates potential for extending the mine's life and increasing operational capacity [10] Government Support - The investment is part of Canada's strategy to establish itself as a sustainable supplier of critical minerals, which is essential for energy, digital technologies, and national defense [5][6] - The funding is expected to have positive economic impacts for Quebec workers and communities [5][6] Operational Plans - The funding will help avoid putting the Lac des Îles mine on care and maintenance at the end of 2025, allowing immediate work on the pit extension [9] - The first production from the new zones is anticipated within six to eight months, while the company will continue to supply customers from existing resources [9] - The repayment of the contribution will begin 36 months after project completion, with 84 equal monthly installments [9]
Troilus to Accompany Prime Minister of Canada and Minister of Energy and Natural Resources on Critical Minerals Mission to Germany; Also Participating in Japan and Korea Investment Forums
Globenewswire· 2025-08-25 12:52
Core Insights - Troilus Gold Corp. has been invited to participate in two significant Canadian government-led international missions, highlighting the strategic importance of its copper-gold project to Canada's critical minerals agenda [1][4] - The company will join a Canadian business delegation to Berlin, Germany, to showcase its role as a major future copper-gold producer and its partnerships with key players in the supply chain [2][4] - Troilus will also attend the Canadian Critical Minerals Investment Forum in Tokyo, Japan, and Seoul, Korea, to engage with global investors and industry leaders [3][4] Company Overview - Troilus Gold Corp. is a Canadian development-stage mining company focused on advancing the former Troilus Mine towards production, located in Quebec, Canada [5] - The company holds a significant land position of 435 km² in the Frôtet-Evans Greenstone Belt and has completed a Feasibility Study supporting a large-scale 22-year, 50ktpd open-pit mining operation [5]
Critical One Makes Strategic Uranium Asset Divestment
Globenewswire· 2025-06-12 04:01
Core Viewpoint - Critical One Energy Inc. has entered into an acquisition agreement with Dark Star Minerals Inc. for the sale of its uranium interests in the Khan and Cobra Uranium Projects, allowing the company to focus on its Howells Lake Antimony-Gold Project, which aligns with global market trends and enhances shareholder value [1][2]. Group 1: Acquisition Details - Dark Star will acquire 100% of Critical One's interests in the Khan and Cobra Uranium Projects located in Namibia's Erongo uranium province [1]. - The acquisition will occur through staged cash payments and common share issuances over a two-year period, with a total cash payment of US$760,000 and additional share issuances [3][5]. - Upon reaching a combined value of over US$3.5 million in cash and share payments, Critical One will receive a 2% gross overriding royalty on all metals produced from the uranium projects [4]. Group 2: Strategic Shift - The divestiture of uranium assets allows Critical One to concentrate on high-margin, high-demand critical minerals, particularly antimony and gold, which are experiencing increased demand [2]. - The Howells Lake Antimony-Gold Project is expected to provide growth potential and improved returns, especially as gold prices reach all-time highs [2]. - This strategic shift is aimed at optimizing the company's portfolio for long-term profitability and reducing exposure to market risks [2]. Group 3: Financial Terms - Initial cash payment of US$10,000 and issuance of 200,000 common shares of Dark Star upon execution of the letter of intent [5]. - Subsequent payments include US$150,000 upon execution of the definitive agreement, US$100,000 within four months, and US$250,000 on the first and second anniversaries of the definitive agreement [3]. Group 4: Company Overview - Critical One Energy Inc. is focused on critical minerals and upstream energy, with a strategic position to meet rising global demand [7]. - The company is backed by experienced management and aims to leverage its expertise to drive growth and deliver shareholder value [7].