Group 1 - Ecora, a critical minerals focused royalty company, holds a 1.5% Realised Value Royalty on the Nifty Project [1] - Cyprium Metals Limited has announced the approval of the Cathode Project restart plan, with first copper cathode production expected in mid-2026 [1] - The Nifty Project is located in the Paterson region of Western Australia and is focused on the phased restart of the Nifty Copper Complex [1]

Core Viewpoint - Globex Mining Enterprises Inc. has optioned its Virgin Mountain Rare Earth Property in Arizona to Arizona Mountain Pass Heavy Rare Earths Pty Ltd, receiving $800,000 in cash and $600,000 in shares over 42 months for 100% interest in the property [1][2]. Deal Summary - The agreement includes cash payments of $800,000 and shares worth $600,000 over a 42-month period for the Virgin Mountain property, which consists of 23 unpatented lode claims totaling 192.28 hectares (475.1 acres) [2]. - The property is located in the Virgin Mountain Range, approximately 120 km northeast of Las Vegas, Nevada, and is accessible via highway 15 and a 16 km gravel road [2]. Historical Context - Past exploration for uranium and rare earth elements (REE) occurred from the 1940s until 1991, with various companies conducting exploration work, including ASARCO and Blandsell Mining Company [3]. - The Virgin Mountains were explored for beryllium in the 1950s and 1960s but never went into production [3]. Geological Insights - The Virgin Mountain area features a complex geology with Precambrian metamorphic and intrusive rocks, alongside Paleozoic to Cenozoic sedimentary rocks [5]. - REE mineralization is associated with elevated radioactivity, primarily found in the Hummingbird Zone, which has been defined over a distance of 250 m [6][9]. Mineralization Details - The Hummingbird Zone shows high-grade widths between 0.9 m and 1.45 m, with potential widths of radioactive anomalies related to REE mineralization reaching over 10 m [6]. - Channel samples from the Hummingbird structure returned total rare earth oxide (TREO) contents ranging from 0.328% to 1.24% [8]. Economic Potential - The mineralization includes valuable heavy rare earth elements (HREE) such as gadolinium, terbium, dysprosium, and neodymium, with terbium assays reaching up to 96 g/t [9]. - The agreement stipulates a 3% Gross Metal/Mineral Royalty and an annual advance royalty of $100,000 starting from the seventh anniversary of the effective date [7]. Beryllium Insights - The Globex claim block contains pegmatites enriched in beryllium, with historical BeO grades ranging from 0.02% to 2.98% [11]. - Chrysoberyl, the dominant beryllium mineral in the Virgin Mountain pegmatites, offers a potential low-cost alternative for high-purity beryllium production [13][14].

Company Overview - Oracle Commodity Holding Corp. and CleanTech Vanadium Mining Corp. have signed a royalty agreement on August 11, 2025, involving U.S. Fluorspar LLC, a subsidiary of CleanTech [1] - The agreement grants Oracle a 2% net smelter returns royalty with a minimum of $6 per tonne of minerals sold from the Fluorspar Projects in the Illinois-Kentucky Fluorspar District [2] Financial Terms - Oracle will pay USF non-refundable cash payments totaling $6,000,000 over four years, which is 20% of the cash consideration paid to the Vendor [3] - The first cash payment of $65,000 will be made by Oracle after the approval of the Royalty Agreement by TSX-V [3] Project Details - The Fluorspar Projects include several areas with significant historic resource estimates, such as Tabb, Babb-Barnes, and Robinson-Lasher, with varying CaF2 and Zn percentages [4][6] - The Illinois-Kentucky Fluorspar District has a rich mining history, having produced over 12.5 million tons of refined fluorspar since the late 1800s [6][7] Geological Context - The projects are located within the Kentucky-Illinois fluorspar district, characterized by Mississippian-age limestones and complex fault systems that control mineralization [8][9] - The primary deposits are associated with steeply-dipping normal faults, with significant mineralization potential indicated by over 720 historic drill holes [7][9] Market Overview - China produced over 60% of the world's fluorspar in 2024, with a production of 5.9 million tons, followed by Mexico and Mongolia [11] - China's fluorspar imports rose 32% year-on-year in 2024, while exports fell 35%, indicating a shift in market dynamics [13] - The US fluorspar price increased from approximately $300 per ton in 2020 to over $450 per ton in 2025 [13]

Core Viewpoint - EMX Royalty Corporation holds a 2% NSR royalty on the Vittangi graphite project, which is advancing towards mine permitting in Sweden, with all major permits now in force for the Nunasvaara South Mine, part of Europe's largest and highest grade natural graphite resource [1][2]. Company Summary - EMX Royalty Corporation congratulates Talga Group Ltd on its progress with the Vittangi graphite project, which is crucial for producing high-performance battery graphite anode materials for electric vehicles and defense industries [1][2]. - The company acquired its 2% NSR royalty through the acquisition of Phelps Dodge Exploration Sweden AB in July 2010, which included a royalty agreement covering the Vittangi project exploration permits [5]. Industry Summary - The Vittangi project is strategically important as graphite is classified as a critical element by the EU and the US, with current production largely dominated by China [2][3]. - Demand for graphite is expected to rise significantly due to the increasing production of lithium-ion batteries, highlighting the potential of the Vittangi project within EMX's royalty portfolio [4]. - The project has received EU funding support and is designated as a Strategic Project under the European Commission's Critical Raw Materials Act, aiming to produce natural graphite anode materials with a low emissions footprint [3].

Core Viewpoint - Nevada Canyon Gold Corp. is initiating a reverse circulation drill program at the Lapon Canyon Project, which it has a 3% Net Smelter Royalty on, indicating potential growth in value for the company and its portfolio of royalties and streams [1][5]. Group 1: Drill Program Details - The 2025 drill program will focus on exploration drilling near the historical Lapon Canyon Mine, specifically targeting the "Central Zone" and the newly discovered "Hot Spot Zone" [2]. - The "Hot Spot Zone" is a primary target for the drill program, following a high-grade discovery in 2021, with grid-style drilling planned to test the mineralized zone's extension and continuity [3]. - Drill pads will be placed approximately 30 meters apart, with up to five holes planned per pad, and the mineralization is covered by about 3 meters of loose colluvium, facilitating quicker and less costly access [3]. Group 2: Geological and Structural Analysis - Surficial mapping and rock sampling will be conducted around the Lapon Canyon gold targets, with a focus on understanding the structural controls of high-grade mineralization [4]. - Walker River has completed significant exploration work, indicating substantial gold mineralization, and the 2025 drill programs will include systematic drilling for geological modeling and exploration of new mineralization [6]. Group 3: Project Background and Accessibility - The Lapon Canyon Project has historical high-grade gold mining with approximately 2,000 feet of underground workings, and historical assays have shown values in the one-ounce-per-ton range [7]. - The project is easily accessible via secondary state roads and is located about 40 miles southeast of Yerington, Nevada, with a state power grid transmission line nearby [7]. Group 4: Financial and Strategic Position - Nevada Canyon holds a 3% NSR and an Exploration Earn-In Agreement, allowing it to earn up to a 50% interest in the Lapon Canyon Project by funding $5 million in exploration expenses over three years [8]. - The company has a strategic land position and royalties in multiple projects within high-grade historical mining districts, supporting its business model focused on mineral royalty creation, precious metals streaming, and exploration project acceleration [10].