Core Insights - Perpetua Resources Corp. aims to provide a domestic source of antimony while developing a significant gold mine in the U.S. [2][5] - The company has initiated construction on the Stibnite Gold Project, marking a key milestone for stakeholders and the state of Idaho [3] - A comprehensive project financing plan is in progress, with expectations for U.S. EXIM debt financing consideration by Spring 2026 [3][7] Financial Highlights - The company reported a successful equity offering in June and July 2025, raising $49 million [7] - A strategic equity investment closed on October 28, 2025, generating $255 million in gross proceeds [7] - A registered equity offering and concurrent private placement on October 30 and 31, 2025, raised an additional $78 million [7] Project Development - The Stibnite Gold Project is recognized as one of the highest-grade open pit gold deposits in the U.S. [5] - The project is designed to restore an abandoned mine site while producing gold and antimony, crucial for U.S. defense needs [5] - Early works construction began on October 21, 2025, following the receipt of financial assurance and the signed Plan of Operations from the U.S. Forest Service [7] Management Changes - Mark Murchison was appointed as Chief Financial Officer effective October 1, 2025, succeeding Jessica Largent [7] - Joe Fazzini was appointed as Vice President of Investor Relations on November 10, 2025 [7]

Core Viewpoint - Brazil Potash Corp. has successfully executed its third and final definitive commercial offtake agreement with Kimia Solutions, securing a long-term commitment for potash sales, which enhances the company's revenue visibility and supports project financing efforts [1][2][3]. Agreement Details - The agreement is a 10-year take-or-pay commitment for Kimia to purchase up to 704,000 tons of potash annually from the Autazes Potash Project at market prices [2][8]. - This agreement represents approximately 23% to 32% of Brazil Potash's annual production capacity, contributing to a total of over 2 million tons of pre-sold potash for up to 17 years [3][8]. Commercial Strategy Progress - The Kimia Agreement provides strong revenue visibility essential for project financing and demonstrates robust market demand for domestically produced Brazilian potash [5]. - The remaining production will be reserved for spot sales to capture potential market premiums and accommodate maintenance outages [5]. Strategic Partnerships - The agreement follows a recently signed MOU with Fictor Energia for approximately $200 million in power line construction funding and a $20 million equity investment, significantly de-risking both commercial and infrastructure components of the Autazes Project [6]. Industry Context - Brazil Potash aims to reduce Brazil's reliance on potash imports, which was over 95% in 2021, by supplying domestically produced potash, potentially meeting approximately 20% of the current demand [10]. - The company plans to transport potash primarily using low-cost river barges, enhancing logistical efficiency [10].

Core Viewpoint - Brazil Potash Corp. has finalized its third commercial offtake agreement with Kimia Solutions, securing a significant portion of its potash production for the next decade, which enhances revenue visibility and demonstrates strong demand for Brazilian potash [1][4]. Offtake Agreement Details - The ten-year agreement allows Kimia to purchase up to 704,000 tons of potash annually from the Autazes Potash Project at market prices [1]. - Kimia is expected to buy approximately 23%-32% of Brazil Potash's annual production on a take-or-pay basis, with obligations starting after production commences and scaling during the ramp-up period [2]. Commercial Strategy - The agreement is anticipated to provide strong revenue visibility and indicates robust demand for domestically produced Brazilian potash [3]. - Remaining output will be allocated for spot sales, enabling the company to take advantage of market price premiums and manage production fluctuations [3]. Management Commentary - The CEO of Brazil Potash highlighted that the completion of all three major take-or-pay agreements secures pre-sales of over two million tons of annual production for up to 17 years, achieving approximately 91% contracted capacity [4]. Recent Deals - In July, Brazil Potash signed a Memorandum of Understanding with Fictor Energia for a $200 million power line project, which is expected to mitigate risks associated with both commercial and infrastructure aspects of the Autazes Project [5]. Market Reaction - Brazil Potash shares experienced a 2.73% increase, reaching $2.63 during premarket trading [6].

AB “Ignitis grupė” (hereinafter – the Group) informs that on 22 October 2025 a EUR 318 million project financing agreement (hereinafter – the Loan) was signed for the 314 MW Kelmė wind farm, the largest such project in the Baltics, controlled by its subsidiary UAB “Ignitis renewables” (hereinafter – Ignitis Renewables). The Loan was concluded between subsidiaries of Ignitis Renewables UAB “Vėjas LT”, UAB “Windlit” and a group of lenders comprising European Investment Bank, “Swedbank” AB, European Bank for R ...

Core Insights - Perpetua Resources Corp. announced the resignation of CFO Jessica Largent, effective October 1, 2025, with Mark Murchison appointed as her successor [1][2] - The company has raised over $650 million in funding and is applying for up to $2.0 billion in project financing from the Export-Import Bank of the United States [2] Management Transition - Jessica Largent will remain as an advisor to the CFO until the end of 2025 to support the transition and ongoing project financing [1] - Mark Murchison brings over 25 years of experience in finance and mining, having previously served as CFO at Alacer Gold and held various roles at Rio Tinto [2] Project Financing and Development - Early works construction for the Stibnite Gold Project is expected to commence in fall 2025 after posting Financial Assurance [1] - The company is well-positioned to secure project financing and transition to full construction in 2026 [2]

Core Points - Abcourt Mines Inc. has accepted loan offers totaling $5,800,000 from Investissement Québec to finance tax credits related to resources for the fiscal years ending June 30, 2025, and June 30, 2026 [1][2] - The loans consist of a bridge loan of up to $1,300,000 for the fiscal year ending June 30, 2025, and a second bridge loan of up to $4,500,000 for the fiscal year ending June 30, 2026 [1][2] - The loans will bear interest at an annual rate equal to the prime rate plus 2.55% and will be secured by refundable tax credits and a support letter of credit representing 10% of the loans [2] Company Overview - Abcourt Mines Inc. is a Canadian development company with properties located in northwestern Québec, focusing on the Sleeping Giant mine and mill, as well as the Flordin property [3]

Core Viewpoint - Osisko Development Corp. successfully closed a private placement of 99,065,330 units at a price of US$2.05 per unit, raising approximately US$203 million to fund the Cariboo Gold Project and for general corporate purposes [1][5]. Offering Details - The offering consists of a brokered private placement of 58,560,000 units for approximately US$120 million and a non-brokered private placement of 40,505,330 units for approximately US$83 million [2]. - Double Zero Capital LP subscribed for approximately US$75 million in the non-brokered offering, representing about 15.4% of the issued and outstanding common shares post-offering [2]. Management Commentary - The Chairman and CEO expressed satisfaction with the offering's completion and highlighted it as a strong endorsement of the Cariboo Gold Project, following a previous US$450 million project financing [3]. Use of Proceeds - The net proceeds from the offering will be used to fund the equity portion of the capital required for the Cariboo Gold Project and for general corporate purposes [5]. Underwriters and Fees - The brokered offering was led by BMO Capital Markets and RBC Capital Markets, with a cash commission of 4.5% paid to the underwriters [6]. Insider Participation - Certain insiders subscribed for 628,000 units, generating gross proceeds of US$1,287,400, which is considered a related party transaction [9]. Double Zero's Investment - Double Zero acquired 36,600,000 common shares and 18,300,000 warrants, representing approximately 16.0% of the issued common shares on a non-diluted basis [10]. - An investor rights agreement was established, granting Double Zero the right to nominate one director and other customary rights [13].

Core Viewpoint - Appian Capital Advisory Limited has decided to withdraw its proposed senior secured loan and royalty financing facility with Pacific Lime and Cement Limited for the Central Lime Project in Papua New Guinea due to PLC's inability to secure a key offtake agreement [1][2][3] Group 1: Company Actions - Appian's withdrawal is a response to PLC's failure to meet a critical condition precedent outlined in the financing agreement from April 2024, specifically the securing of an offtake agreement before making its Final Investment Decision [2] - The decision not to draw from the senior facility further influenced Appian's conclusion that advancing the deal was not in the best interests of its investors [3] Group 2: Company Background - Appian Capital Advisory Limited specializes in long-term value-focused private capital funds that invest in metals, mining, and adjacent industries [1][4] - The company has a global presence with a team of 88 experienced investment professionals and oversees approximately 5,000 employees across various regions including South America, North America, Australia, and Africa [5][6]

Core Viewpoint - Koryx Copper Inc. has successfully closed a bought deal public offering and a concurrent non-brokered private placement, raising a total of approximately C$25 million to advance its Haib Copper Project in Namibia [1][6]. Group 1: Offering Details - The public offering consisted of 19,047,680 common shares at a price of C$1.05 per share, generating gross proceeds of C$20,000,064, including the full exercise of the over-allotment option [1]. - The concurrent private placement involved 4,761,844 common shares at the same issue price, resulting in total gross proceeds of approximately C$5,000,000 [1]. - The offering was led by Stifel Canada and included a syndicate of underwriters such as Beacon Securities Limited and BMO Capital Markets [2]. Group 2: Investor Support - The offering received strong support from existing shareholders, including notable investments from Ross Beaty and various European and North American financial institutions [3]. - Namibian institutional and private investors contributed over 40% of the financing, indicating a strong vote of confidence in the company's strategy [4]. Group 3: Use of Proceeds - The net proceeds from both the offering and placement will be utilized for advancing technical studies on the Haib Copper Project, exploration activities, working capital, and general corporate purposes [6]. Group 4: Company Background - Koryx Copper Inc. is focused on the Haib Copper Project, a significant copper/molybdenum porphyry deposit in Namibia, with a current mineral resource of 414 million tonnes at 0.35% copper in the indicated category [12][13]. - The project has a long history of exploration, with over 80,000 meters of drilling conducted since the 1970s by various operators [12].

Core Viewpoint - Osisko Development Corp. has secured a US$450 million senior secured project loan credit facility from Appian Capital Advisory Limited to advance the Cariboo Gold Project in British Columbia, Canada [2][4]. Financing Details - The credit facility consists of two tranches, with an initial draw of US$100 million completed to support pre-construction activities, including a 13,000-meter infill drill campaign and repayment of an existing US$25 million term loan [3][6]. - Subsequent draws totaling US$350 million will be available based on the achievement of certain project milestones and conditions [6][7]. - The facility enhances financial flexibility and is structured to support the project's development timeline [3][4]. Project Overview - The Cariboo Gold Project is a 100%-owned asset by Osisko Development, located in a stable jurisdiction with significant mineral potential [4][10]. - The project aims to advance towards a formal investment decision and construction readiness, with a focus on becoming a major Canadian gold producer [4][13]. Strategic Partnership - Appian Capital's involvement as a cornerstone investor is seen as a strong endorsement of the Cariboo Gold Project, reflecting confidence in the management team and the project's potential [4][10]. - Appian's investment strategy aligns with the project's characteristics, including its robust mineral base and experienced management [4][10]. Credit Facility Terms - The credit facility matures on July 21, 2033, with interest rates tied to the 3-month Secured Overnight Financing Rate (SOFR) plus a margin [12]. - The facility includes provisions for repayment of existing debt and funding for ongoing project activities [12][6]. - Osisko Development will grant Appian 5,625,031 non-transferable common share purchase warrants as part of the agreement [12].