Core Viewpoint - Energy Fuels Inc. will hold a conference call on August 7, 2025, to discuss its Q2-2025 financial results, with a press release to be issued prior to the call [1][2]. Company Overview - Energy Fuels is a leading U.S. producer of uranium, rare earth elements, and critical minerals, operating several uranium projects in the western United States [4]. - The company has been the leading U.S. producer of natural uranium concentrate, which is sold to nuclear utilities for carbon-free nuclear energy production [4]. - Energy Fuels owns the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S., where it also produces advanced rare earth element products and vanadium oxide [4]. - The company is evaluating the recovery of medical isotopes from uranium process streams for Targeted Alpha Therapy cancer treatments [4]. - Energy Fuels is developing three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia, with a potential 49% interest in a joint venture with Astron Corporation Limited [4]. Conference Call Details - The conference call will include a question-and-answer session hosted by Energy Fuels' management [2]. - Participants can join the call via a registration link or by dialing in through an operator [3]. - The conference replay will be available until August 14, 2025, with specific entry codes provided for access [5].

Core Viewpoint - Forum Energy Metals Corp. is moving forward with a special meeting for shareholders to approve a plan of arrangement with Baselode Energy Corp., which involves the exchange of shares at a specified ratio [1][2][3]. Group 1: Arrangement Details - Baselode Energy Corp. will acquire all issued and outstanding shares of Forum at an exchange ratio of 0.3535 Baselode shares for each Forum share held [2]. - Outstanding stock options and warrants will also be adjusted according to the exchange ratio, allowing holders to receive Baselode shares [2]. - An interim order from the Supreme Court of British Columbia has been obtained to facilitate the meeting and related procedural matters [2]. Group 2: Meeting Information - The special meeting is scheduled for August 19, 2025, at 10:00 a.m. Vancouver time, where shareholders will vote on the arrangement [1]. - The management information circular contains essential details about the arrangement, voting procedures, and the implications for shareholders [3][4]. - Shareholders are encouraged to review the meeting materials thoroughly as they contain critical information regarding the arrangement [3]. Group 3: Voting Instructions - Shareholders can vote in person or through various methods, including online, telephone, facsimile, and mail [4][5][8]. - Beneficial shareholders must follow specific instructions provided in the voting materials to ensure their votes are counted [5]. Group 4: Company Overview - Forum Energy Metals focuses on discovering high-grade uranium deposits in Canada, particularly in the Athabasca Basin and Thelon Basin [9]. - The company holds significant land positions, with 153,838 hectares in Saskatchewan and 95,519 hectares in Nunavut [9]. - The flagship asset, the Aberdeen Project, features high-grade uranium discoveries and numerous exploration targets that require further drilling [10][11].

Rescue under way for three workers trapped by Canada mine collapse https://t.co/X1wIZ9ATvo ...

Core Viewpoint - American Tungsten Corp. successfully closed an oversubscribed non-brokered private placement, raising gross proceeds of C$7,000,000 by issuing 14,000,000 common shares at C$0.50 per share, indicating strong investor confidence in the company's strategy and vision in the critical metals sector [1][6]. Group 1: Offering Details - The private placement involved the issuance of 14,000,000 common shares at a price of C$0.50 per share, raising gross proceeds of C$7,000,000 [1]. - The company paid cash finder's fees totaling C$253,421.35, which is 3.6% of the gross proceeds, and issued 502,293 common share purchase warrants to finders [2]. - All securities issued are subject to a statutory hold period of four months plus a day, ending on November 25, 2025, with net proceeds allocated for exploration, option payments, mineral property acquisitions, marketing, and general working capital [3]. Group 2: Management Changes - Dennis Logan has been appointed as Chief Financial Officer, bringing over 25 years of experience in financial services and the resource sector [4]. - Ali Haji, the CEO, will also join the Board of Directors, enhancing the company's governance and strategic oversight [5]. Group 3: Strategic Outlook - The financing will accelerate the development plans for the flagship Ima Mine asset in Idaho towards commercial production, reflecting the company's commitment to addressing critical metal scarcity in North America [6][7]. - The Ima Mine Project is a historic underground tungsten property, with the company holding an option for full ownership and expanding its land position with 113 additional federal claims covering nearly 2,000 acres [7].

Company Overview - Cabral Gold Inc. is a junior resource company focused on the identification, exploration, and development of mineral properties, primarily gold properties in Brazil [4] - The company holds a 100% interest in the Cuiú Cuiú gold district located in the Tapajós Region of Pará, Brazil, which has defined three main gold deposits [4] Resource Estimates - The Cuiú Cuiú project contains National Instrument ("NI") 43-101 compliant Indicated resources of 12.29 million tonnes (Mt) at 1.14 grams per tonne (g/t) gold, totaling approximately 450,200 ounces [4] - Additionally, it has Indicated resources of 11.11 Mt at 0.48 g/t gold, amounting to about 171,883 ounces [4] - Inferred resources include 13.63 Mt at 1.04 g/t gold (approximately 455,100 ounces) and 12.22 Mt at 0.39 g/t gold (about 151,608 ounces) [4] Market Listing - Cabral Gold's common shares have begun trading on the OTCQB marketplace under the symbol "CBGZF," while continuing to trade on the TSX Venture Exchange under the symbol "CBR" [1][2] - The listing on OTCQB is expected to enhance visibility and liquidity for US investors, facilitating easier access to Cabral shares [2][3] CEO Statement - Alan Carter, CEO of Cabral, emphasized that the OTCQB listing will introduce the company to a larger audience and improve stock liquidity, which is crucial for the company's development [3] - He noted the importance of the US market for accessing larger pools of capital [3] Historical Context - The Tapajós Gold Province experienced the largest gold rush in Brazil's history, producing an estimated 30 to 50 million ounces of placer gold from 1978 to 1995 [5] - Cuiú Cuiú was the largest area of placer gold workings in the Tapajós, historically producing around 2 million ounces of placer gold [5]

Core Viewpoint - The Chinese government is intensifying efforts to combat the illegal export of strategic minerals, emphasizing a "zero tolerance" policy and collaboration among various governmental departments to ensure national security and interests [1][2]. Group 1: Government Actions - A special action meeting was held on July 19 in Nanning, organized by multiple government agencies, to address the issue of strategic mineral smuggling [1]. - The meeting served as a progress summary and a re-deployment of efforts following a similar meeting held on May 9 in Shenzhen [1]. - The government has reported the arrest of several suspects involved in illegal export cases, showcasing a strong enforcement presence [1]. Group 2: Future Initiatives - The next phase of the special action will include establishing a joint law enforcement coordination center for dual-use items and publishing typical enforcement cases [2]. - A compliance export guideline for strategic minerals will be developed to assist companies in conducting due diligence and preventing misuse for military purposes [2]. - The government aims to include non-compliant foreign entities in an export control list to enhance regulatory measures [2]. Group 3: Importance of Strategic Minerals - Strategic minerals are crucial for national security and the development of emerging industries, with examples including gallium, germanium, lithium, tungsten, and rare earth elements [2]. - China holds a significant advantage in the global supply of strategic minerals, with reserves of tungsten, antimony, and gallium ranking first in the world [2].

新世纪期货： 近期交易重心在"反内卷+稳增长"，黑色市场情绪受到提振，盘面大幅拉涨后高位震荡盘整。全球铁矿 石发运总量3109.1万吨，环比增加122.0万吨，后续供应依然宽松。产业端淡季，五大钢材产量降，但铁 水产量环比涨2.63万吨至242.44万吨，铁矿港口库存小幅累库，铁矿基本面短期尚可。供给侧改革消息 扰动叠加钢铁行业稳增长预期带动黑色价格上涨，原料跟涨。中长期看，铁矿石中长期看整体呈现供应 逐步回升、需求相对低位、港口库存步入累库通道的局面，供需过剩格局不变，介于短期政策和情绪扰 动，铁矿跟随成材走势为主，铁矿关注800元/吨一线的支撑。 消息面 7月23日：全国主港铁矿石成交86.4万吨，环比下跌29.93%；远期现货成交123万吨。 6月份，澳大利亚最大的散装出口码头的铁矿石出货量飙升至创纪录的水平，表明铁矿石的海运供应充 足。皮尔巴拉港务局周四公布的数据显示，上个月黑德兰港的铁矿石出口量增至5460万吨，超过了一年 前创下的峰值。年初至今的出口量增至约2.88亿吨，略高于去年创下的2.869亿吨的半年纪录。 大利亚矿业公司FMG发布2025年第二季度（2025澳大利亚财年Q4）运营报告，报告 ...

Summary of Diatreme Resources (DRX) Conference Call - July 24, 2025 Company Overview - Diatreme Resources is a developer of high purity silica sand located in Far North Queensland, Australia, with a focus on the Northern Silica project [4][5] - The company has over 500 million tons of silica sand resources, with purity exceeding 99% [4][26] - The market capitalization is approximately AUD 100 million, with cash reserves around AUD 18 million [6][7] Industry Context - The demand for silica sand is driven by the global solar energy boom, particularly for photovoltaic (PV) panels, where silica sand is a key component [5][21] - The company aims to supply 3 million tons of high purity silica sand at startup, with potential to increase to 5 million tons over time [9][15][22] - The solar industry is experiencing significant growth, with investments in solar surpassing those in oil for the first time [23] Key Projects and Developments - The Northern Silica project is advancing through permitting and approvals, with a Pre-Feasibility Study (PFS) expected to be finalized in two months [6][12] - The company has received major project status from the federal government, indicating strong governmental support [14][29] - The Cape Flattery silica project was acquired through the takeover of Metallica Minerals, enhancing the company's position in the silica market [5][11] Financial Metrics - The scoping study for the Northern Silica project indicates a capital expenditure (CapEx) of AUD 356 million, with a net present value (NPV) of AUD 1.4 billion and an internal rate of return (IRR) of over 33% [16] - The projected cash operating margin is nearly AUD 300 million per annum [16] Market Dynamics - The company is closely monitoring the Chinese market, which dominates global solar panel supply, and is also observing growth in the Indian market [24][25] - There is some pressure on margins due to oversupply in China, but this is not expected to significantly impact pricing for silica sand [25] Community and Environmental Considerations - Diatreme Resources emphasizes its commitment to community engagement and environmental rehabilitation, aiming to create over 120 full-time jobs and 200 jobs during the construction phase [19][20] - The mining process is described as clean, primarily using gravity and water, with minimal chemical use [21] Strategic Partnerships - The company has established joint ventures, notably with Subalco, a leading provider of industrial minerals, which provides technical expertise and market access [26] - The partnership with Mitsui and Flat Glass, a major glass manufacturer in China, is also highlighted as a significant offtake agreement [13][11] Future Outlook - The company is optimistic about the future, with a clear path towards mining activity and potential for downstream processing opportunities [22][28] - The board of directors has extensive experience in international commodities and silica processing, which is expected to support the project's success [27]

Production Expansion - MP Materials will significantly increase magnet production for fighter jets, electric vehicles, smartphones, and more [1] - The funding supports MP Materials' operations, including a mine in California and a factory in Texas [1]

Project Overview - The AusPozz Project focuses on producing High-Reactivity Metakaolin (HRM) from high-purity kaolin for low-carbon, high-performance concrete[15, 16] - AusPozz can replace up to 40% of Ordinary Portland Cement (OPC) in concrete, significantly reducing the carbon footprint[19] - Life Cycle Analysis indicates that AusPozz has an embodied carbon value approximately 79% less than cement binder[19] Financial Highlights - The Preliminary Feasibility Study (PFS) shows a robust after-tax NPV of $406 million and an IRR of 42% over a 20-year Life of Mine (LOM)[26] - The project anticipates after-tax cash flow of $1.01 billion and EBITDA of $1.60 billion over the 20-year project life[27] - Initial capital expenditure is approximately $95 million, reduced by early cash flows from Direct Shipping Ore (DSO) kaolin operations[28, 32] Production and Operations - The project targets a nameplate production of 300,000 tonnes per annum (tpa) of AusPozz from Train 1, with potential for Train 2 expansion to double capacity[27, 49] - A production target of 151,000 tpa of Kaolin DSO is set for export markets[27] - The Toondoon Kaolin Project has a JORC resource of 10.9 million tonnes (Measured 4.03Mt, Indicated 6.84Mt) within 5% of the tenement footprint, supporting the 20-year LOM[46] Market and Commercial Opportunities - The project aims to address the cement production industry, which accounts for 8% of global CO2 emissions[55] - The application of nameplate annual AusPozz production could avoid an estimated 229,800 tonnes of CO₂-e emissions per year[57] - A Memorandum of Understanding (MOU) is in place with Jiangsu Mineral Sources International Trading Co (MSI) for potential offtake of low-iron kaolin (800,000 tonnes), pink cosmetic grade kaolin (150,000 tonnes), and bauxitic clay (1,500,000 tonnes) over a 5-year term[51]