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United States Antimony (NYSEAM:UAMY) Conference Transcript
2026-02-25 14:30
United States Antimony (NYSEAM:UAMY) Conference February 25, 2026 08:30 AM ET Speaker1Our next presenter this morning is U.S. Antimony Corp, an integrated miner and refiner of antimony products in North America. Today, we are very pleased to be joined by CEO and Chairman of U.S. Antimony Corp, Gary Evans.Speaker0Good morning. Thank you for joining us, our presentation this bright and early morning. This company is an old company, been around since the late sixties, publicly traded since 2012. You need to lo ...
Early Warning Press Release Regarding Acquisition of Common Shares in Spartan Metals
Thenewswire· 2026-02-24 22:00
  Vancouver, Canada, February 24, 2026 – TheNewswire – Spartan Metals Corp. (“Spartan” or the “Company”) (TSX-V: W | OTCQB: SPRMF | FSE: J03) reports that Burton Egger (the “Acquiror”) a director of the Company has  acquired 1,400,000 common shares of the Company (the “Acquired Shares”) by way of the exercise of 1,400,000 common share purchase warrants at a purchase price of $0.075 per Acquired Share (the “Acquisition”). Prior to the completion of the Acquisition, Mr. Egger beneficially owned or exercised ...
Resolution Minerals Ltd to Present at Australia Investor Day February 26th
Globenewswire· 2026-02-23 21:00
SYDNEY, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Resolution Mineral Ltd. (ASX:RML; OTC: RLMLF) today announced that Craig Lindsay, CEO of US Operations, will present live at Australia Investor Day hosted by VirtualInvestorConferences.com and OTC Markets Group, on February 26th, 2026. DATE: February 26th TIME: 2:15 PM ET REGISTER HERE To schedule a virtual 1x1 meeting, please click here. To schedule an in-person 1x1 meeting, please click here. This will be a live, interactive in-person and online event where invest ...
Imerys freezes UK lithium project to focus on France
Reuters· 2026-02-19 18:29
Core Viewpoint - Imerys has decided to freeze its lithium production project in the UK to concentrate on a more advanced lithium venture in France, indicating a strategic shift in its operational focus [1]. Company Summary - The UK lithium project in Cornwall aimed to produce over 20,000 metric tons annually of lithium carbonate, potentially meeting the lithium demand for around 500,000 electric vehicles [1]. - The project is now placed on care and maintenance, with active development suspended due to the challenges of managing two large-scale projects simultaneously in different countries [1]. - Imerys has received a commitment from the French state to invest 50 million euros (approximately $59 million) for a minority stake in the Emili project in central France, which targets an output of 34,000 tons of lithium hydroxide per year starting in 2030 [1]. - The CEO of Imerys, Alessandro Dazza, acknowledged the strategic value of the UK project, despite the decision to pause its development, following the completion of a scoping study [1].
EU-backed minerals projects in Africa move from policy to proof
Yahoo Finance· 2026-02-19 15:21
“Given the typical challenges faced by companies like ours – namely junior mining companies – in developing a project of this scale and complexity, securing the support of sovereign and supranational partners is essential, as it brings greater access to industry players, financial institutions, financing bodies and downstream partners,” says Kenny.The project is fully permitted, with mining, environmental and access rights secured, and its social and labour plan has been approved by both local and national ...
5E Advanced Materials(FEAM) - 2026 Q2 - Earnings Call Transcript
2026-02-17 23:02
Financial Data and Key Metrics Changes - The second fiscal quarter of 2026 marked a transformational period for the company, with significant progress in financing, customer engagement, and project readiness [3][4] - The company is focused on constructing a capital-efficient financing strategy to strengthen the balance sheet and support long-term shareholder value [8] Business Line Data and Key Metrics Changes - The company successfully completed a full-scale glass trial, which has advanced commercial discussions with future customers [4][10] - Engagement with additional customers across multiple applications has expanded, including specialty applications such as Ferroboron [10] Market Data and Key Metrics Changes - The global borates market remains structurally tight, with Turkey controlling approximately 70% of global reserves and 65% of global production [5] - Demand for boron-based materials continues to expand across various sectors, including energy transition technologies and advanced manufacturing [5] Company Strategy and Development Direction - The company aims to progress customer engagement towards structured offtake agreements and execute pre-FID and FEED work streams with discipline [10][11] - The focus is on leveraging the critical minerals designation to access larger and more strategic pools of capital [11] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of security of supply and jurisdiction diversification in the current market environment [5][6] - The company is positioned to become the next major U.S. boron producer, creating long-term value for shareholders [12][14] Other Important Information - The company is engaged with various federal financing pathways, including the U.S. Export-Import Bank and the Department of Energy [6][7] - An omnibus patent has been filed covering the company's in-situ leaching mining process, which is expected to enhance competitive advantages [9] Q&A Session Summary - There were no questions in the queue during the Q&A session, indicating a lack of immediate inquiries from participants [13]
5E Advanced Materials(FEAM) - 2026 Q2 - Earnings Call Transcript
2026-02-17 23:02
Financial Data and Key Metrics Changes - The second fiscal quarter of 2026 marked significant progress for the company, focusing on execution, validation, and advancement in various areas including financing and customer engagement [3][4] - The pre-feasibility study confirmed a strong economic foundation with a nearly 40-year mine life based on proven and probable mineral reserves, guiding the engineering and execution strategy [8][9] Business Line Data and Key Metrics Changes - The company successfully completed a full-scale glass trial, which has advanced commercial discussions with future customers following initial large-scale shipments [4][10] - Commercial discussions for boric acid are increasingly focused on long-term supply relationships rather than just technical qualifications, indicating a shift towards structured offtake agreements [10] Market Data and Key Metrics Changes - The global borates market remains tight, with Turkey controlling approximately 70% of global reserves and 65% of production, highlighting the strategic importance of U.S. domestic supply [5][6] - Demand for boron-based materials is expanding across various sectors including energy transition technologies and advanced manufacturing, emphasizing the need for supply security and jurisdiction diversification [5][6] Company Strategy and Development Direction - The company is focused on advancing federal financing engagement and aligning with U.S. industrial policy, leveraging the critical mineral designation to access larger pools of capital [6][7] - The Fort Cady project is positioned as a next-generation boron producer, with ongoing efforts to strengthen mineral tenure and expand resources [9][11] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of security of supply and reliability in the current market, which aligns with the company's strengths [5][6] - The company is committed to methodically de-risking each stage of development and building a scalable project aligned with U.S. priorities, aiming to become a major U.S. boron producer [11][14] Other Important Information - The company is engaged with various federal programs, including the Department of Energy's Loan Programs Office, to secure non-dilutive funding for advanced mining technologies [7][8] - An omnibus patent has been filed covering the in-situ leaching mining process, aimed at protecting competitive advantages and supporting long-term growth [9] Q&A Session Summary Question: No questions were posed during the Q&A session - There were no questions in the queue during the Q&A session, indicating a lack of immediate inquiries from participants [13]
5E Advanced Materials FEAM Earnings Transcript
Yahoo Finance· 2026-02-17 23:01
Core Insights - The global borates market is tightly controlled by Turkey, which holds about 70% of global reserves and 65% of production, making it a critical player in the industry [1] - The U.S. boron supply faces challenges such as rising costs and declining grades, while demand for boron in various sectors is increasing, highlighting the importance of supply security and reliability [1] - Fort Katy is positioned as a long-life, scalable U.S.-based asset that aligns with national supply chain priorities, enhancing its attractiveness in the current market [1] Market Dynamics - Boron has been designated as a critical mineral in the U.S., leading to increased engagement with federal agencies and a shift in discussions towards national supply chain security [5][6] - The demand for boron-based materials is expanding across sectors like energy transition technologies, advanced manufacturing, and national defense [1][5] Company Developments - 5E Advanced Materials Inc. is making significant progress towards a final investment decision (FID) for the Fort Katy project, with advancements in engineering and mineral resource estimates [2][8] - The company has filed a patent for its in-situ leaching mining process, which differentiates it as a next-generation boron producer [2][10] - Successful trials and customer validations have led to ongoing commercial discussions, indicating a shift towards structured offtake agreements rather than just technical qualifications [10][11] Financing and Strategic Engagement - The company is actively pursuing federal financing opportunities, leveraging the critical minerals designation to access larger capital pools [3][6][11] - Engagement with the U.S. Export-Import Bank and the Department of Energy is ongoing, with applications submitted for funding under programs supporting advanced mining technologies [6][7] Project Readiness and Future Outlook - The Fort Katy project is on track with a nearly 40-year mine life based on proven reserves, and the company is focused on ensuring it is construction-ready [8][9] - The company aims to convert customer engagement into structured agreements and continue advancing its pre-FID and FEED work streams [11][12] - The strategic focus includes developing a specialty boron stream, particularly ferroboron, to meet market demands [11]
5E Advanced Materials(FEAM) - 2026 Q2 - Earnings Call Transcript
2026-02-17 23:00
Financial Data and Key Metrics Changes - The second fiscal quarter of 2026 marked a transformational period for the company, with significant progress in financing, customer engagement, and project readiness [3][4] - The pre-feasibility study confirmed a strong economic foundation for the Fort Cady project, indicating a nearly 40-year mine life based on proven and probable mineral reserves [9] Business Line Data and Key Metrics Changes - The company successfully completed a full-scale glass trial, which has advanced commercial discussions with future customers [4][11] - Engagement with additional customers has expanded, particularly in specialty applications such as Ferroboron, a critical component in permanent magnet manufacturing [11] Market Data and Key Metrics Changes - The global borates market remains tight, with Turkey controlling approximately 70% of global reserves and 65% of global production [5] - Demand for boron-based materials is increasing across various sectors, including energy transition technologies and advanced manufacturing [5] Company Strategy and Development Direction - The company is focused on progressing customer engagement towards structured offtake agreements and executing pre-FID and FEED work streams [11][12] - The strategic positioning of Fort Cady as a long-life, scalable U.S.-based asset aligns with national supply chain priorities and enhances its competitive advantage [5][10] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of security of supply and jurisdiction diversification in the current market, which plays to Fort Cady's strengths [5] - The company is positioned to become a major U.S. boron producer, creating long-term value for shareholders [12][15] Other Important Information - The company is engaged with various federal financing pathways, leveraging the critical minerals designation to access larger pools of capital [8][9] - An omnibus patent has been filed covering the in-situ leaching mining process, which is expected to enhance the company's competitive position [10] Q&A Session Summary - There were no questions from participants during the Q&A session, indicating a lack of immediate inquiries from investors or analysts [14]
Verisk Maplecroft:南美可能会锚定西方关键矿产供应
Wen Hua Cai Jing· 2026-02-12 01:05
Core Insights - South America is positioned to become a cornerstone for the West's strategic realignment of critical mineral supply chains [1] - The research highlights the potential of Argentina, Brazil, Chile, and Peru in the context of supply chain rebalancing opportunities [1] Industry Analysis - Verisk Maplecroft's study evaluates ten emerging markets with significant reserves of cobalt, copper, graphite, lithium, nickel, and rare earth elements [1] - The region possesses abundant critical mineral reserves, which are essential for various industries, including technology and renewable energy [1] Political and Economic Considerations - The study notes the presence of resource nationalism and political risks in South America, which could impact the stability of mineral supply chains [1]