Core Viewpoint - Allied Critical Metals Inc. has received a Favourable Environmental Impact Declaration (DIA) for its Borralha Tungsten Project in Portugal, marking a significant regulatory milestone that allows the project to advance towards development and production [1][5][8]. Regulatory Milestones - The issuance of the DIA confirms the environmental acceptability of the Borralha Project and enables progression to the Project of Execution and Environmental Compliance Report (RECAPE) stage, along with subsequent licensing phases [5][8]. - The project has also received a formal Letter of Recognition from idD Portugal Defense, acknowledging its strategic importance for national defense supply chains [2][8]. Project Overview - The Borralha Project is an underground mining initiative targeting tungsten production, with by-products including copper and tin concentrates [9]. - Tungsten is classified as a critical raw material under the EU Critical Raw Materials Act, essential for various industrial and defense applications [9][10]. Environmental and Social Considerations - The environmental approval was based on a comprehensive Environmental Impact Assessment (EIA) that evaluated potential effects on environmental, social, and cultural factors, along with mitigation measures [11][12]. - The project aims to generate employment and economic activity in the Municipality of Montalegre, contributing to regional development [13]. Next Steps - Following the DIA, the company plans to implement underground mining with limited surface disturbance, develop closed-loop water management systems, and conduct environmental monitoring [15][16]. - The company will also prepare the necessary documentation for the Project of Execution and advance detailed engineering and technical studies [16].

Core Insights - Military Metals Corp. has reported initial analytical results from its drilling campaign at the Trojarová Antimony Gold Project in Slovakia, confirming historical drilling results and supporting the establishment of a current mineral resource estimate [1][3][16] Group 1: Project Overview - The Trojarová Project is 100% owned by the company and is the only known antimony project in Europe with extensive historical drilling that can now be validated by modern assays [3][4] - Historical exploration at Trojarová included 63 diamond drillholes totaling 14,330 meters and 1.7 kilometers of underground workings, culminating in a historical mineral resource estimate published in 1992 [13][18] Group 2: Drilling Results - The first hole of the drilling program, 25-TVA-001, showed significant mineralization, including a 7.9m interval of antimony enrichment with values ranging from 0.76% to 12.8% and a 6.2m interval of gold enrichment with values from 1.26 g/t to 10.45 g/t [4][7] - The complete results from hole 25-TVA-001 indicate 23.2m of 2.22% antimony over a true width of 20.1m and 23.2m of 1.27 g/t gold over the same width [7][4] Group 3: Strategic Importance - The results from the Trojarová Project are positioned as strategically important for the European Union, particularly in the context of the EU's Critical Raw Materials Act, emphasizing the need for secure, domestic supply of critical minerals [3][4] - The company is expediting the release of complete assay results and further details of the drill program as data is verified and finalized [3][4]

Core Points - Geomet, a joint venture between European Metals Holdings and CEZ, has received a grant of up to €360 million ($416.98 million) from the Czech Government to support the Cinovec lithium project [1][3] - The funding is part of the Czech Republic's Strategic Investments for a Climate-Neutral Economy programme, aimed at enhancing production and expansion of critical raw materials [2][6] - The Cinovec project has been recognized as a strategic initiative under the EU Critical Raw Materials Act, facilitating access to expedited permitting and funding [4][5] Company Insights - The grant represents one of the largest direct project-level funding commitments to a critical raw materials project within the EU, highlighting the project's significance for European electromobility [3][4] - The Czech Government's support underscores the importance of the Cinovec project in the context of lithium demand and supply chain security [4][6] - Next steps for the project include finalizing administrative processes for the grant, integrating it into project finance, and preparing for construction [7]

Core Insights - Allied Critical Metals' Borralha Tungsten Project has been endorsed by idD Portugal Defence as a strategic initiative of national importance, impacting Portugal's and Europe's defence supply chains [1][7] - The company received a formal Letter of Recognition for its leadership in re-establishing tungsten production in Portugal, which is crucial for strengthening Europe's independence in critical raw materials [2][6] - Tungsten is essential for modern defence, aerospace, and high-performance manufacturing, with Allied's projects positioning Portugal at the center of the EU's Critical Raw Materials Act [2][6] Company Overview - Allied Critical Metals Inc. is a Canadian-based mining company focused on the Borralha and Vila Verde Tungsten Projects in northern Portugal, both of which are 100% owned by the company [6] - The tungsten market is valued at approximately USD $5 to $6 billion and is utilized across various industries, including defense, automotive, manufacturing, electronics, and energy [9] Strategic Importance - The recognition from idD Portugal Defence highlights Allied's role as a strategic partner in enhancing Europe's industrial and defence sovereignty [3][4] - The Borralha project is positioned to receive support from Portugal's Ministries of Defence and Economy, facilitating governmental funding and collaboration opportunities [8] - Allied aims to rebuild Europe's tungsten production capacity, which is critical for defence, aerospace, and green technology applications [3][6]

Core Viewpoint - Military Metals Corp. has announced significant historical sampling results from its Tiennesgrund antimony-gold project in Slovakia, highlighting the potential for high-grade antimony and gold, which are critical for Europe's resource independence [1][3]. Summary by Relevant Sections Project Overview - The Tiennesgrund project is fully owned by Military Metals and spans 13 kilometers in length and 0.8 to 1.4 kilometers in width, covering a total area of 1,300 hectares [15]. - The project has historical significance, with previous mining activities and a large district-scale land package that remains underexplored [4][15]. Sampling Results - The highest grade antimony sample recorded was 39.4%, with other samples ranging from 2.5% to 39.4% [4]. - The highest grade gold sample was 9.69 grams per tonne (gpt), with a range from 0.07 gpt to 9.69 gpt [4]. - Four samples graded over 30% antimony, and all antimony samples returned gold values as well [4]. Strategic Importance - Antimony is classified as a critical raw material under the EU's Critical Raw Materials Act, emphasizing its importance for Europe's strategic resource independence [3]. - The project has the potential to support Europe's ambition to secure domestic supply chains for essential minerals, contributing to resilience against global resource volatility [3]. Future Plans - A field campaign is set to begin in early October, focusing on structural controls of mineralization to accurately delineate drill targets [8][15]. - The company intends to conduct soil geochemical surveys in areas where antimony and/or gold anomalies are identified, followed by trenching, sampling, and mapping [16]. Investor Relations - Military Metals has extended its agreement with Tafin GmbH for marketing and investor relations services, particularly targeting the German stock market [18]. - The company will make a one-time payment of EUR 50,000 (approximately CAD$80,130) for these services [18].

Summary of Thematic Investing Research Industry Overview - The thematic investing landscape is evolving with a focus on various emerging themes such as AI, critical raw materials, and healthcare innovations. The report highlights the importance of understanding these themes for potential investment opportunities. Key Themes and Insights 1. Thematic Fund Performance - Global thematic assets under management (AUM) reached $659 billion, reflecting a 15% quarter-over-quarter increase in Q2 2025 [17] - Positive returns were observed across various sectors, including a 30% increase in Society & Culture funds and a 17% increase in Tech & Financials funds [17] 2. Powering AI - Microsoft reported a 27% year-over-year increase in electricity demand for FY2024, transitioning to liquid cooling systems [25] - Google also experienced a 27% increase in electricity use, indicating a broader trend among hyperscalers [30] - Evidence of strong AI inference demand growth was noted, with Microsoft and Google processing 100+ trillion and 480 trillion tokens monthly, respectively, marking significant increases [33] 3. Critical Raw Materials (CRM) - Demand for critical minerals is driven by geopolitical factors and the need for resource resilience, with a focus on domestic production strategies in Europe and the US [37] - The report outlines three strategies to strengthen CRM supply chains: substitution, domestic production support, and recycling initiatives [37] 4. AI in Healthcare - The integration of AI in healthcare is seen as a key growth area, with opportunities in drug development and medical devices [43] - Regulatory support and data integration challenges are identified as critical factors influencing the pace of AI adoption in healthcare [43] 5. PFAS Solutions - There is growing investor interest in PFAS mitigation solutions, with over 60 companies identified as providing relevant technologies [47] - The report emphasizes the global nature of PFAS regulation and the potential for multi-year growth in this sector [50] 6. Next-Gen Materials - The report discusses the potential of next-gen materials to drive innovation, particularly in response to regulatory pressures for sustainable alternatives [57] - A landscape of approximately 60 listed companies involved in the production of next-gen materials is provided [59] Additional Insights - Investor feedback indicates a strong preference for themes related to national security, resource efficiency, and defense technology, reflecting a shift in capital allocation towards resilience and self-sufficiency [11] - Thematic purity among public companies is limited, as many offer PFAS solutions as part of a broader portfolio, complicating investment decisions [47] Conclusion - The thematic investing landscape is characterized by significant growth and evolving investor interests across various sectors. Key themes such as AI, critical raw materials, and healthcare innovations present substantial opportunities for investors looking to capitalize on emerging trends.

Core Viewpoint - Pulsar Helium Inc. has signed an agreement with Sproule-ERCE to conduct a Pre-Feasibility Study for the Tunu helium-geothermal project in East Greenland, marking a significant milestone for the company as it advances one of the few primary helium occurrences in Europe [1][2]. Company Overview - Pulsar Helium Inc. is a leading helium project development company, publicly traded on the AIM market, TSX Venture Exchange, and OTCQB [11]. - The company holds exclusive rights for helium exploration in Greenland and has identified primary helium occurrences not associated with hydrocarbons [6][11]. Tunu Project Details - The Tunu Project is located on the east coast of Greenland, near Ittoqqortoormiit, and features helium concentrations in hot springs reaching up to 0.8% [5]. - The project also shows significant geothermal energy potential, with reservoir temperatures estimated between 80°C and 110°C, allowing for potential cogeneration of power and heat [5]. - A passive seismic survey conducted in 2024 identified two main low-velocity anomaly zones, indicating potential helium trapping reservoirs [6]. Pre-Feasibility Study (PFS) - The PFS will evaluate geothermal opportunities alongside potential helium extraction, utilizing advanced geophysical data interpretation [7]. - Sproule-ERCE, with a strong track record in geothermal resource assessment, will lead the study, which is expected to be completed by the end of August 2025 [7]. - The PFS aims to provide a robust technical and economic foundation for future project decisions [7]. Licensing and Regulatory Status - Pulsar holds Special Mineral Exploration Licence 2021-45 and has applied for an exclusive exploration licence for part of the licence area, which is currently in 'License Pending' status [8]. - The new licence will have an initial term of five years, extendable to a maximum of 22 years, subject to certain conditions [8].

Core Viewpoint - Leading Edge Materials Corp. is positioning itself as a significant player in the European critical raw materials (CRM) sector, focusing on heavy rare earth elements (HREEs) and natural graphite amidst increasing geopolitical uncertainties and supply chain challenges [2][3][4]. Group 1: Industry Context - The G7 Critical Minerals Action Plan emphasizes the need for diversifying the production and supply of critical minerals, encouraging investments, and promoting innovation to protect economic and national security [3]. - Geopolitical tensions and reliance on China for HREE imports highlight the urgency for Europe to establish a secure and independent supply chain for critical minerals [12][13]. Group 2: Company Developments - Leading Edge Materials is advancing its Norra Kärr project, a globally significant source of HREEs, with production expected to start within 3-4 years [5]. - The company has received ownership and operational permits for the Avram Iancu mine in Romania, enhancing its operational autonomy and recognition of its investments in the region [6][7]. - The application for a new 25-year mining lease in Sweden is under consultation, with the company addressing feedback from County Administrative Boards regarding environmental impact assessments [9][10]. Group 3: Environmental and Community Engagement - The company is committed to sustainable mining practices, reducing the land area of its new application by 65% compared to the previous one, and ensuring chemical processing occurs off-site to mitigate pollution risks [13][14]. - Social acceptance and transparency towards the local community are prioritized in the development of the Norra Kärr project [13]. Group 4: Future Prospects - Pre-feasibility studies for Norra Kärr are underway, with promising results from testwork on mineralogy and chemical composition expected to inform market strategies [16]. - The Woxna Graphite mine is being evaluated for a potential restart, with ongoing tests aimed at optimizing graphite production [17][18]. - Exploration at the Bihor Sud project is progressing, with a focus on defining a large-scale, mineable mineral resource, particularly in promising areas for zinc-lead-copper-silver mineralization [19][20].