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].

Equity Research Thematic Investing 4 August 2025 Thematic Investing This Summer in Thematics (2025): Themes in Bloom Looking for some summer reading to stay on top of the latest in Thematic Investing? We summarise our latest research on Unicorns, Fund Reviews, Powering AI, Critical Raw Materials, AI in Healthcare, PFAS Solutions, Fertility, Next-Gen Materials, and feedback from investor meetings. To help navigate the summer season, we highlight the most important takeaways from our recent reports. Let us kn ...

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].