About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - NovaGold Resources Inc. is positioned as a top stock to buy amid rising gold prices, bolstered by its strategic partnership with Paulson Advisers [1] - The company completed a significant $1 billion acquisition of Barrick Gold's 50% stake in the Donlin Gold Project, increasing its ownership to 60% [1][2] - NovaGold anticipates that the Donlin Gold Project could become the largest single gold mine in the US, with projected annual production of 1.1–1.5 million ounces of gold for decades [3] Financial Performance - In Q3 2025, NovaGold reported a net loss of $15.6 million, an increase from $10.7 million in Q3 2024, primarily due to a $39.6 million warrant expense [2] - The company raised $286 million through public and private offerings post-acquisition and reported a treasury position of $125.2 million as of August 31, 2025 [2] - Post-acquisition, NovaGold spent $210.1 million on the Donlin Gold Project, reflecting increased funding and operating costs [2]

Core Viewpoint - AngloGold Ashanti PLC is highlighted as a top stock to buy amid a rally in gold prices, with a recent appointment of Marcus Randolph as an independent non-executive director expected to enhance the company's governance and strategic capabilities [1][3]. Company Overview - AngloGold Ashanti PLC operates as a global mining company focused on acquiring, exploring, developing, and operating gold properties, primarily in Africa, Australia, and the Americas, with gold bullion as its main product [3]. Appointment of Marcus Randolph - Marcus Randolph has over 40 years of experience in the mining and processing industries, previously serving as CEO and President of Ecobat and Executive Chairman of Boart Longyear, as well as holding senior leadership roles at BHP Billiton from 1999 to 2013 [2][3]. - Randolph will join the Compensation and Human Resources Committee and the Social, Ethics, and Sustainability Committee, which is expected to leverage his expertise in governance and corporate strategy [1][2][3]. Chairman's Comment - Chairman Jochen Tilk expressed confidence that Randolph's extensive experience will significantly benefit the board and the company, particularly in governance and the mining value chain [3].

Core Viewpoint - Barrick Mining Corporation is positioned as a strong investment opportunity as gold prices rise, highlighted by its recent agreement to sell its stake in the Tongon gold mine for up to $305 million [1][2]. Group 1: Transaction Details - Barrick agreed to sell its interest in the Tongon gold mine and associated exploration properties in Côte d'Ivoire to Atlantic Group for up to $305 million, with an initial cash payment of $192 million [1]. - The deal includes a repayment of a $23 million shareholder loan due within six months after the transaction closes, along with contingent payments of up to $113 million over the next five years, contingent on gold prices and resource conversions [1]. - The transaction is expected to close by the end of 2025, pending regulatory approvals from the Ivorian government and other customary closing conditions [1]. Group 2: Ownership Structure - Following the transaction, Atlantic Group will become the full owner of the Tongon mine, which has been operational since 2010 [2]. - Prior to the sale, Barrick held an 89.7% stake in the Tongon mine, while the Ivorian government owned 10% and local investors held approximately 0.3% [2]. Group 3: Company Overview - Barrick Mining Corporation, formerly known as Barrick Gold Corporation until May 2025, is a Canadian mining company focused on acquiring, exploring, developing, and operating gold and copper properties [3]. - The company primarily operates through its Nevada Gold Mines joint venture in the United States, the Pueblo Viejo mine in the Dominican Republic, and the Loulo-Gounkoto and Kibali mines in Africa [3]. - Barrick's main products include gold bullion and copper concentrate, extracted from both open-pit and underground mining operations [3].

Agnico Eagle Mines Limited (NYSE:AEM) is one of the top stocks to buy as gold rallies. On October 6, Collective Mining – a Canadian mineral exploration company – launched a C$125 million ($89.63 million) public offering of common shares. The offering was structured as a “bought deal” and was led by BMO Capital Markets and Scotiabank. Agnico Eagle, which has contractual participation rights in Collective Mining’s equity financings, intends to subscribe for 789,473 Common Shares at an issue price of C$19.00 ...

Group 1 - Ramaco Resources, Inc. (NASDAQ:METC) experienced a significant drop of 12.29% on Wednesday, ending a 12-day winning streak, attributed to profit-taking after a 73.56% gain during that period [1][4]. - The company has been approved to join the Defense Industrial Base Consortium (DIBC), which aims to enhance the U.S. defense industrial base through collaboration among government, industry, and academia [2][4]. - Ramaco's CEO, Randall Atkins, emphasized the importance of the company's inclusion in the DIBC for contributing to the domestic supply of critical minerals necessary for defense and energy technologies [3][4].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - The Vaneck Rare Earth Strategic Metals ETF (REMX) has more than doubled in value since April, raising questions about its future performance and sustainability of returns for shareholders [1] - The political dynamics surrounding rare earth metals have created a supply-demand imbalance, with the U.S. having high demand and China controlling the supply [3] Industry Overview - Rare earth metals are not necessarily rare in abundance but are difficult to mine due to their diffuse distribution across the globe [2] - These metals are essential for various technologies, including smartphones, computers, electric vehicles, and wind turbines, highlighting their critical role in modern industries [2] ETF Performance - REMX, despite its significant growth, has only $1.3 billion in assets, indicating potential for further investment and growth in the sector [4] - The ETF's price has room to grow, with a potential rally of 50% still not reaching its five-year high of around $130 per share [5] - Historical performance shows that REMX is recovering to levels seen about a decade ago, suggesting further upside potential, albeit with expected volatility [6]

Industry Trend - A major UK rare earths refinery project has been scrapped in favor of a US alternative [1]

Core Insights - Voltalia has signed a strategic partnership with IFC to promote renewable energy solutions in the mining sector across Africa, addressing the industry's heavy reliance on fossil fuels [1][2] - The partnership aims to develop Power-to-Mine (PtM) projects that will integrate renewable energy sources, focusing on short- to medium-term infrastructure deployment in selected African countries [2][3] - Voltalia will leverage its expertise to provide integrated renewable energy solutions tailored for mining operations, including hybrid solar-wind systems and battery storage [3][4] Company Overview - Voltalia is an international player in renewable energies, producing and selling electricity from various sources, with a total operational and under-construction capacity of 3.3 GW and a project portfolio of 17.4 GW [5][6] - The company offers a comprehensive range of services, supporting clients from project design to operation and maintenance, and is recognized for its commitment to environmental improvement and local development [6][7] - Voltalia employs over 2,000 people across 20 countries, enabling it to operate globally and serve its customers effectively [7][8] Industry Context - The partnership supports the broader decarbonization goals of the mineral industry and aligns with the Mission 300 initiative, which aims to connect 300 million people in Africa to sustainable electricity by 2030 [5] - The mining sector is identified as a key area for enhancing energy sustainability, given its significant mineral resources and the current reliance on carbon-intensive energy sources [1][2]