Ivanhoe Electric (IE) Update / Briefing June 23, 2025 10:00 AM ET Speaker0 Good morning, and welcome to Ivanhoe Electric's webcast call on the preliminary feasibility study for the Santa Cruz copper project. Today's call is taking place on Monday, 06/23/2025. The presentation portion of this call will be in listen only mode. Following the remarks, analysts will be invited to ask questions using the raise hand function. I'll now turn the call over to Mike Patterson, Vice President of Investor Relations and B ...

广州开发区、黄埔区：加大国产EDA和IP等推广应用力度 打造具有自主知识产权的工具软件体系 智通财经6月17日电，《广州开发区 黄埔区支持集成电路产业高质量发展若干政策措施》近日发布。其 中提出，鼓励企业面向前沿设计应用开发EDA（电子设计自动化）软件和关键IP（知识产权）核，加强 关键核心技术研发，加大国产EDA和IP等推广应用力度，打造具有自主知识产权的工具软件体系，提升 产业链供应链安全稳定水平。对企业自行采购符合要求的非关联集成电路企业或机构自主研发设计的 EDA工具及IP授权，并实际开展芯片研发的企业，且年采购金额累计50万元以上的，经认定，按其当年 实际采购金额最高30%给予补贴，每家企业每年最高补贴100万元。 ...

JFrog (FROG) FY 2025 Conference May 28, 2025 11:25 AM ET Speaker0 Okay, thank you. Everybody, I'm Andrew Sherman, software analyst at TD Cowen. Pleased to have Jeff Schreiner, Head of IR at JFrog. Thank you for being here. Speaker1 Thank you for having us. Speaker0 And a quick mention for Xdl II. We appreciate your vote if you think we've earned it. Thank you very much. So it's been a busy past year for JFrog. Let's just recap the quarter, which was a good one, and some new interesting stuff going on. So th ...

文 /徐帅 5月21日，是中美发布联合声明后的第十天，也是美国对加拿大及墨西哥汽车零部件免关税后的第二 十天。在此之前的相当长一段时间内， 特朗普政府挥舞的无差别关税大棒以及后续引发的中美贸易 摩擦，让众多跨境企业如履薄冰。 高来也是其中一员，他所在的企业是一家 汽车热管理系统 零部件供应商，已经连续多年为众多跨国 车企及一级供应商供货，在海外有多个工厂，而公司的墨西哥工厂年初刚刚建成——这样的跨境供应 商是特朗普关税战的典型标靶。 但随着贸易战硝烟渐散，现在 高来的神经不再紧绷。这一天，他算了一笔账， 现行政策下，公司 浙江工厂 向美国出口的部分汽车零部件产品位于美国政府针对中国产品加征关税的清单中， 但根据 此前与 客户签署的定点函 ， 该部分关税全部由客户承担 。而 墨西哥 工厂 生产制造并出口美国的 产品则 继续 适用美加墨协定约定的零关税。 这意味着，白宫的一系列关税组合拳虽然声势浩大，但 对 高来所在企业的 产品销售数量、价格 以 及利润 基本没 有 影响 。这并非个例，在中美贸易摩擦的大背景下，与整车企业 受地缘政治剧烈 高强度影响的情况不同， 零部件供应商 反而 展现出独特的抗风险韧性 。 0 ...

President Donald Trump threatened to raise tariffs on Apple and the European Union in Friday (May 23) posts on Truth Social.“I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else,” Trump wrote in one post. “If that is not the case, a tariff of at least 25% must be paid by Apple to the U.S.”Apple did not immediately reply to PYMNTS’ request for comment.The compa ...

Summary of 5E Advanced Materials (FEAM) Conference Call Company Overview - **Company**: 5E Advanced Materials (Ticker: FEAM) - **CEO**: Paul Wiebel, who has been with the company for four years and in the CEO role for one year [3][4] Industry Insights - **Material Focus**: Boron, identified as a critical material with applications in defense, electronics, and construction [5][6] - **Market Position**: The boron market is characterized as a global oligopoly, with significant supply chain security concerns due to geopolitical factors [7] - **Supply Dynamics**: Current supply of boron is in a deficit, with only six known boron projects globally, and only two of those have permits [19][70] Project Details - **Location**: The boron project is situated between Las Vegas and Los Angeles, with a permitted capacity of 90,000 tons of boron oxide [8][12] - **Production Plans**: Initial phase targeting 30,000 tons of boric acid production, with a projected EBITDA run rate of $100 million [9][22] - **Mining Method**: Utilizes a solution mining method that is more environmentally sustainable compared to traditional open-pit mining [15][17] Financial Projections - **Cost Structure**: Targeting an operating cost of $525 per ton, with boron prices currently around $1,000 to $1,300 per ton [18][21] - **Investment Requirements**: Estimated capital expenditure for the project is between $420 million to $430 million, with plans for debt financing [23][24] - **IRR**: Projected internal rate of return (IRR) for phase one is around 20% [25] Strategic Goals - **Upcoming Milestones**: Focus on delivering a Pre-Feasibility Study (PFS) and securing offtake agreements, which are critical for debt financing [26][45] - **Market Engagement**: Emphasis on public market engagement to build investor confidence and secure necessary funding [63] Challenges and Considerations - **Offtake Agreements**: Essential for securing debt financing; challenges exist in negotiating fixed-price agreements with potential buyers [46][48] - **Capital Structure**: The company has restructured its capital, with a clean balance sheet and no current debt, but convertible notes previously posed challenges [55][59] Conclusion - **Investment Proposition**: 5E Advanced Materials presents a compelling opportunity in the boron market, with strong fundamentals supporting supply and demand dynamics, and a clear path to commercial production [74]

Financial Data and Key Metrics Changes - The company is currently pre-revenue and has an accumulated deficit of $56.4 million as of Q1 2025, compared to $52.6 million in FY 2024, indicating a significant increase in losses year-over-year [26] - The net loss for Q1 2025 was $3.8 million, which is $2.4 million higher than the previous year, driven primarily by increased general and administrative costs [26] - Cash and cash equivalents increased to $1.6 million in Q1 2025 from $0.9 million at the end of FY 2024, reflecting improved liquidity [25] Business Line Data and Key Metrics Changes - The company has incurred substantial operating losses as it prepares for commercial production of battery-grade lithium, with operating expenses expected to rise as personnel are recruited [26] - Net cash used in operating activities totaled $2.9 million for the quarter, up from $0.9 million in the prior year, indicating increased investment in operations and hiring [27] Market Data and Key Metrics Changes - The macro outlook for lithium remains strong, with global demand expected to more than double by 2030, driven by sectors such as electric vehicles and energy storage [4] - The evolving landscape of U.S. trade policies and tariffs has introduced volatility, but also highlights the strategic advantage of domestic operations for the company [6][9] Company Strategy and Development Direction - The company is advancing one of the largest lithium refineries in America, aimed at addressing the domestic refining capacity shortage and aligning with federal clean energy priorities [5] - The focus is on building a resilient supply chain for critical minerals, with efforts to engage with policymakers and align with national initiatives [10][19] Management's Comments on Operating Environment and Future Outlook - Management views current market conditions as a generational opportunity, emphasizing the importance of domestic lithium production amid geopolitical uncertainties [5][8] - The company is optimistic about the support from the U.S. government for critical minerals, which is expected to benefit its operations and align with national security goals [9][36] Other Important Information - The company has secured necessary permits for construction, including a general stormwater permit, and has confirmed that no industrial wastewater permit is required due to its closed-loop system [15][46] - A key service agreement has been executed with Oklahoma Gas and Electric to develop a dedicated electric substation, ensuring scalable power for the facility [17] Q&A Session Summary Question: Timeline for the final report of the engineering study - The company expects to release the final report of the engineering study within the current quarter [30][33] Question: Impact of federal support on green energy initiatives - Management believes that the prioritization of American mineral security under the new administration creates opportunities that may outweigh pressures on green energy initiatives [34][36] Question: Progress on securing feedstock for domestic supply - The company is well advanced in discussions regarding multiple supply opportunities for lithium feedstock, with a receptive market for domestic refining [44] Question: Outstanding permits needed before construction - The company has made substantial progress on permitting and is permitted to move forward with construction, having received necessary stormwater and minor air permits [45][46] Question: Increase in operating cash flow - The increase in operating cash flow is attributed to project development costs and operational cost increases related to going public and additional hires [51][52] Question: DLE equipment pilot facilities - The company has observed a ramp-up in upstream activity related to DLE technology and is using proven off-the-shelf technology for its midstream processing facility [56][58] Question: Sourcing of equipment and technology - The company is making efforts to source equipment domestically and has established guardrails to exclude equipment from foreign entities of concern, while some machinery may still be sourced from friendly jurisdictions [60]

HIGHLIGHTS Channel sampling across Cowboy State Mine returned TREO grades up to 13,651 ppm (1.37%)15 of 106 samples exceeded 4,500 ppm TREOMagnet rare earth oxides (MREO) averaged 1,023 ppm, approximately 28% of total TREO compositionHeavy Rare Earth Oxides (HREO) averaged 464 ppm, representing ~13% of TREO compositionResults will be incorporated into the resource model in support of Pre-Feasibility Study, which remains on track for completion in late 2025 DENVER, May 08, 2025 (GLOBE NEWSWIRE) -- American R ...

ATLANTA, April 28, 2025 (GLOBE NEWSWIRE) -- The GearTrack April Cargo Security Index reveals that 54% of U.S. cargo theft incidents occurred in California, Florida, and Texas in March 2025. California’s reported cargo theft incidents increased by 34% month-over-month, while both Texas’ and Florida’s number of incidents increased 17% compared to February. Additionally, food and beverage were amongst the top targeted thefts, which included a thwarted heist of $55,000 worth of beef in Philadelphia along with h ...

 Vancouver, BC – TheNewswire - April 7th, 2025 – Quantum Critical Metals Corp. (TSX.V: LEAP) (OTCQB: ATOXF) (Frankfurt: 86A1) (“Quantum” or the “Company”) invites you to visit the Company during the annual Kamloops Exploration Group (“KEG”) conference at the Coast Kamloops Hotel and Conference Centre on Tuesday, April 7th and Wednesday April 8th.Representatives from the Company will be available to discuss Quantum’s properties throughout the convention period. Attendees may visit the Quantum booth where th ...