The American Rare Earths Mine You Haven’t Heard Of–Yet https://t.co/q9EmJgpH8J https://t.co/q9EmJgpH8J ...

Supply Chain Dynamics - China increased rare earth magnet shipments in June following a global supply squeeze [1] - Shipments included exports to the US [1]

摘要 湖南 鸡脚山探明碳酸锂当量超过Greenbush 2025 年，中国公布的一系列锂矿勘探成果，正从根本上改写其在全球锂资源格局中的地位。 自然资源部在年初宣布，国内新增锂资源量超 3000 万吨 、 覆盖 辉石型、盐湖型、锂云母型 三 种类型 ，使中国锂资源储量占全球的比重从 6% 跃升至 16.5% ，排名升至世界第二。 这一宏观数据 揭示后 ， 国内又进一步迎来了 数个世界级矿藏的发现。 在湖南省南部的临武县，鸡脚山矿区已探明一座超大型锂矿。根据湖南省自然资源厅 7 月公布的数 据，该矿区拥有 4.9 亿吨矿石量， 其中 氧化锂资源量达 131.35 万吨。按标准系数折算， 这相当 于超过 324 万吨碳酸锂当量。 其开发商大中矿业已启动采、选、冶一体化项目建设，规划年产 8 万吨碳酸锂， 一期项目预计 2026 年投产。 与此同时，在数千公里外的四川省马尔康市，加达锂矿的勘探也取得重大进展。截至今年 2 月，其 首采区探明氧化锂资源量约 23 万吨， 折合碳酸锂当量约 60.4 万吨。 该储量已在 6 月通过国家 评审备案，预计首期产能将在 2026 至 2027 年间释放。 这些新发现的规模极具 ...

China vowed “zero tolerance” on strategic mineral smuggling, pledging tighter enforcement and faster export approvals. Amid global supply concerns, authorities were urged to blacklist violators https://t.co/tGOwuoLSiu ...

America relies on China for around four-fifths of its rare-earth products, giving its rival a worrying chokehold over various industries. To reduce this dependence, the government is betting big on America’s sole producer of rare-earth metals https://t.co/D9ixQRGOTl ...

Core Viewpoint - Goldgroup Mining Inc. has announced a non-brokered private placement of up to 15,000,000 units at a price of $0.80 per unit, aiming to raise up to $12,000,000 for strategic acquisitions in the mining sector [1][3]. Group 1: Private Placement Details - The private placement will consist of units, each comprising one common share and one-half common share purchase warrant, with full warrants exercisable at $1.10 for 24 months [1]. - If the closing price of the common shares reaches $1.25 or higher for 10 consecutive trading days, the expiry date of the warrants will be accelerated [1]. - The private placement is subject to approval from the TSX Venture Exchange, and all securities will be subject to a statutory hold period of four months and one day from closing [2]. Group 2: Strategic Vision and Use of Proceeds - The net proceeds from the private placement will be primarily used for assessing and pursuing acquisition opportunities in the mining sector [3]. - The company is focused on enhancing shareholder value through potential acquisitions of operating mines or strategic stakes in other mining companies [3]. - The company has been conducting due diligence on mineral projects but has not yet completed any acquisition transactions [3]. Group 3: Leadership Perspective - CEO Ralph Shearing emphasized that the private placement is a pivotal step in the company's growth strategy, aiming to deploy capital effectively to secure complementary assets [4]. - The company is particularly interested in opportunities within Mexico that align with its operational expertise [4]. Group 4: Company Background - Goldgroup Mining is a Canadian-based mining company that operates the Cerro Prieto heap-leach gold mine in Sonora, Mexico [5]. - The company is led by a team with extensive expertise in mine development, corporate finance, and exploration in Mexico [6].

Company Overview - Alcoa Corp. is a leading global producer of primary aluminum ingots and sheets, and it is one of the oldest companies in the industry [1] - The company operates as a vertically integrated entity, which enhances its operational efficiency and market positioning [1] Investment Focus - The analysis emphasizes a preference for value companies linked to commodity production, particularly those with sustained free cash flows, low leverage, and sustainable debt levels [1] - There is a focus on companies undergoing distress but with high recovery potential, especially in sectors like oil & gas, metals, and mining [1] - The analysis highlights the importance of companies in emerging markets that exhibit high margins and present good medium to long-term investment opportunities [1] Shareholder Value - The company is noted for maintaining a solid pro-shareholder attitude, which includes sustained buyback programs and dividend distributions over time [1]

Company Performance - 3M Company reported second-quarter 2025 results with GAAP sales of $6.3 billion, reflecting a year-over-year increase of 1.4% and adjusted sales of $6.2 billion, which beat the consensus estimate of $6.09 billion [2] - Adjusted earnings per share rose 12% year over year to $2.16, surpassing the Street estimate of $2.01 [2] Future Guidance - 3M raised its 2025 Adjusted EPS guidance to a range of $7.75-$8.00 from a prior range of $7.60-$7.90, compared to the consensus of $7.68 [3] - The company expects 2025 adjusted sales organic growth of approximately 2%, with operating cash flow projected between $5.1 billion and $5.5 billion, indicating over 100% free cash flow conversion [3] Stock Movements - Telomir Pharmaceuticals, Inc. saw its shares increase by 81% to $2.19 following the announcement of gene silencing data [8] - MEI Pharma, Inc. shares surged 33% to $5.99 after announcing a $100 million private placement [8] - Blaize Holdings, Inc. shares rose 45% to $4.39 after a $120 million agreement for deploying its hybrid AI platform [8] - LQR House Inc. shares dropped 65% to $2.29 due to plans to integrate cryptocurrency and blockchain technology [8] - Northern Dynasty Minerals Ltd. shares fell 48% to $0.8398 after insider trading disclosures [8] - Draganfly Inc. shares decreased by 23% to $5.55 following a $25 million registered direct offering [8]

Colombian gold miners rescued after about 18 hours trapped underground https://t.co/4ZvGIVFBaU ...

Wall Street analysts expect Freeport-McMoRan (FCX) to post quarterly earnings of $0.46 per share in its upcoming report, which indicates no change from the year-ago quarter. Revenues are expected to be $7.12 billion, up 7.5% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 11% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earning ...