TORONTO, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Dundee Corporation (TSX: DC.A) (“Dundee” or the “Corporation”) is pleased to announce it has been successful in its appeals to the Tax Court of Canada, which disputed reassessments issued by the Canada Revenue Agency (“CRA”) for the 2014 tax year for both the Corporation and its wholly owned subsidiary Dundee Resources Limited. The Department of Justice consented to judgments allowing both appeals. Details of the appeals are included in Dundee’s Consolidated Financ ...

Core Insights - First Tellurium Corp's subsidiary, PyroDelta Energy Inc, has secured an agreement with Fenix Advanced Materials to supply high-purity tellurium and other critical minerals for thermoelectric generator manufacturing, addressing potential supply chain issues [2][4] - Fenix Advanced Materials is recognized for its ultra-high purity tellurium (99.9999%) and is part of the MetalTechAlley cluster in the West Kootenay / Lower Columbia region [3] - The agreement aims to ensure a stable supply of critical minerals amidst fluctuating foreign supply chains, which have become increasingly politicized [4] Company Overview - First Tellurium Corp focuses on generating revenue through mineral discovery, project development, and the advancement of tellurium-based technologies [5] - The company is publicly traded on the Canadian Securities Exchange under the symbol "FTEL" and on the OTC under "FSTTF" [5] Marketing and Distribution - First Tellurium has engaged Hillside Consulting and Media Inc. for marketing and distribution services from October 23, 2025, to October 29, 2025, with a cash fee of $20,000 plus applicable taxes [4]

Group 1 - The event is being held in Melbourne, also known as Naarm, which is a significant location for the First Peoples of the Yalukit Willam of the Boonwurrung [1] - Acknowledgment of the traditional lands of the Eastern Kulin and the five major language groups that comprise the Kulin nation [2] - Recognition of the historical significance of the Yarra River, referred to as Birrarung by the First Peoples, highlighting its importance as a source of food, transport, and cultural identity [3]

Core Insights - Anfield Energy Inc. is set to hold a ceremonial groundbreaking on November 6, 2025, at its Velvet-Wood uranium-vanadium mine in Utah, marking the official start of construction following expedited federal and state approvals [2][3] - The event will highlight Anfield's commitment to supporting the U.S. nuclear fuel supply and its role in the resurgence of critical minerals [3][4] Company Developments - The groundbreaking ceremony will feature Anfield executives, local community leaders, and representatives from federal and state agencies, emphasizing the importance of the Velvet-Wood project in the context of U.S. energy security [3][4] - Anfield's Velvet-Wood mine has historical production of 4 million pounds of U3O8 and 5 million pounds of V2O5 from 1979 to 1984, with current resources estimated at 4.6 million pounds eU3O8 at 0.29% grade and 552,000 pounds eU3O8 at 0.32% grade [4][7] Economic Potential - The Preliminary Economic Assessment (PEA) for the Velvet-Wood project forecasts a pre-tax NPV8% of US$238 million and an IRR of 40% at US$70 per pound U3O8 and US$12 per pound V2O5, indicating strong economic potential amid rising commodity prices [4][7] - Anfield aims to increase its mill license upgrades to achieve an annual capacity of 3 million pounds, aligning with the growing demand from utilities and advanced reactors [4][7] Strategic Alignment - The project aligns with the Trump Administration's Executive Orders aimed at revitalizing the nuclear fuel cycle and reducing reliance on uranium imports, which stood at 99% in 2023 [4][7] - Anfield's fully U.S.-based assets, including Slick Rock, Frank M, and the Paradox Mine Complex, support a hub-and-spoke model to enhance domestic mineral security [4][7]

Core Viewpoint - Vast Resources plc has successfully raised £2,000,000 through a placing of new ordinary shares, which will be utilized for debt repayment, operational due diligence, and enhancing cash position prior to annual accounts finalization [2][7]. Fundraising Details - The company raised gross proceeds of £2,000,000 by placing 1,111,111,111 new ordinary shares at a price of 0.18p per share [2]. - The placing will occur in two tranches, with the first admission expected around 29 October 2025 and the second around 6 November 2025 [3]. Share Capital Changes - Following the first admission, the total issued share capital will be 4,415,492,276 ordinary shares, and after the second admission, it will increase to 4,997,575,609 ordinary shares [4]. Use of Proceeds - The net cash raised will be allocated to repay US$1 million of debt to Alpha and Mercuria, enabling the company to receive diamond proceeds to settle outstanding debts [7]. - Funds will also support operational and technical due diligence for resuming operations at Baita Plai mine and reopening Manaila mine [7]. - Additionally, the company aims to strengthen its cash position while awaiting proceeds from the sale of a historic diamond parcel [7]. Company Overview - Vast Resources plc is an AIM-listed mining company with operations in Romania, Tajikistan, and Zimbabwe, focusing on advancing high-quality projects and resuming production at previously operating mines [8]. - The company holds a 100% interest in the Baita Plai Polymetallic Mine, which has a mineral resource of 15,695 tonnes copper equivalent and an exploration target of up to 5.8 million tonnes [9]. - The Manaila Polymetallic Mine is also targeted for resumption of production, with an extended exploitation license granted for further examination of mineral resources [10]. - In Tajikistan, the company is involved in the Takob Mine processing facility, which is fully financed and will provide a 12.25% royalty on sales [12]. - The company is also contracted to manage the Aprelevka gold mines, aiming to increase production towards historical peak levels [13].

BHP has sold sold several iron ore cargoes to Chinese traders this week, despite a dispute with the nation’s powerful state buyer that risks disrupting shipments from the world’s largest miner to its main market https://t.co/vdWybRRQ6P ...

Report Industry Investment Rating - Not provided in the content Core Viewpoints - The lead market shows a situation of increasing supply and demand. The uncertainty of the start - up of secondary lead due to raw material issues provides some support for lead prices, and short - term lead prices are expected to remain range - bound. For zinc, the fundamental situation of SHFE zinc continues to be weak with strong supply and weak demand, and the price is under pressure. Additionally, attention should be paid to the increasing LME 0 - 3 back structure as LME zinc inventories are continuously depleted [1] Summary by Relevant Catalogs Lead Market - **Price and Market Indicators**: The average price of SMM1 lead ingots remained unchanged from the previous day at 17,000 yuan/ton, and the closing price of the SHFE lead main contract also remained unchanged at 17,160 yuan/ton. The trading volume of the active futures contract decreased by 33.36% to 29,011 lots, and the open interest decreased by 20.89% to 26,547 lots. The LME inventory remained unchanged at 244,125 tons, and the SHFE lead warrant inventory decreased by 11.22% to 24,977 tons [1] - **Fundamentals**: There is no expected increase in lead concentrate imports, and processing fees are likely to rise but difficult to fall, which has not had a substantial impact on smelter operations. Some primary lead smelters have maintenance plans, with a slight fluctuation in the start - up rate. For secondary lead, previously shut - down smelters are gradually resuming production, increasing supply. On the demand side, the terminal market has improved, and lead - acid battery enterprises are operating well, with an increase in demand [1] - **Company News**: Boliden reduced its annual planned grinding volume from 1.8 million tons to 1.6 million tons. SMM expects the annual zinc concentrate production to be reduced by about 0.5 - 10,000 metric tons and lead concentrate production to be reduced by about 2,000 metric tons. MMG's zinc mine production in Q3 2025 was 58,700 tons, a year - on - year increase of 26% [1] - **Investment Strategy**: Temporarily hold off on trading and continue to monitor the start - up of upstream and downstream enterprises and changes in macro - sentiment [1] Zinc Market - **Price and Market Indicators**: The average price of SMM1 zinc ingots decreased by 0.18% to 21,830 yuan/ton, while the closing price of the SHFE zinc main contract increased by 0.14% to 22,000 yuan/ton. The trading volume of the active futures contract decreased by 5.76% to 102,274 lots, and the open interest increased by 1.72% to 132,692 lots. The LME inventory remained unchanged at 35,300 tons, and the SHFE zinc warrant inventory decreased by 1.60% to 65,209 tons [1] - **Fundamentals**: Smelters have sufficient raw material inventories, and zinc concentrate processing fees are continuously rising. The domestic zinc concentrate processing fee decreased to 3,400 yuan/metal ton last week, and the import zinc concentrate processing fee index increased to 118.75 dollars/dry ton. The profit and production enthusiasm of smelters have improved, and the monthly production is expected to remain at around 600,000 tons. There is no significant improvement in demand, and the zinc ingot export window is expected to open as the SHFE - LME ratio continues to deteriorate [1] - **Company News**: MMG's zinc mine production in Q3 2025 was 58,700 tons, a year - on - year increase of 26%. Boliden's Odda smelter's refined zinc production decreased compared to the previous quarter, affected by a shortage of intermediate materials, and SMM expects its 2025 actual output to be about 170,000 - 180,000 tons [1] - **Investment Strategy**: Temporarily hold off on trading and be vigilant about overseas structural risks [1]

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - It highlights the significance of analyzing Free Cash Flow and Return on Capital for deeper investment insights beyond basic profit and sales analysis [1] - The author acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1] Industry Focus - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is a primary focus area for investment analysis [1] - The article also covers a variety of other industries, including mining, chemicals, and luxury goods, indicating a broad approach to investment research [1]

Fortescue’s shipments of iron ore increased 4% in its first quarter, as Chinese demand for the steel-making product shows resilience despite concerns of a possible supply glut https://t.co/MJQnRFOoF8 ...

Core Thesis - United States Antimony Corporation (UAMY) is positioned to benefit significantly from structural supply constraints in the antimony market due to China's export restrictions, making it a strategic asset for investors [2][5]. Company Positioning - UAMY operates the only primary antimony smelter in the U.S., located in Thompson Falls, Montana, which grants it a domestic-processing monopoly as the U.S. is approximately 80% import-dependent [3]. - The company is set to capture a disproportionate share of U.S. demand for antimony at attractive margins due to its unique market position [3]. Strategic Partnerships - UAMY is collaborating with Perpetua Resources on metallurgical testing to utilize antimony as a byproduct from gold mining, which could supply approximately 35% of U.S. demand in the early years [4]. - This partnership aligns UAMY with strategic national priorities, enhancing its long-term growth and pricing power [5]. Market Dynamics - The collapse of Western supply of antimony, driven by China's export restrictions, has led to increased demand for UAMY's products as buyers seek alternatives [2]. - UAMY is viewed as an underappreciated asset with significant upside potential due to the current market dynamics and its strategic positioning [5].