Core Insights - MineralRite Corporation (RITE) has reported significant progress in its operational and capital-market initiatives for Q3 2025, focusing on mineral recovery and asset monetization [1] Operational Developments - The Arizona State Land Department has requested minor adjustments to RITE's Mine Operating Plan for the Skull Valley lease, with the lease renewal process expected to conclude soon, allowing the company to advance preparatory operations for mine tailings recovery [2] - RITE is in discussions with a U.S. affiliate of an international mining group regarding a joint venture to operate at the Skull Valley site and expand into urban-mining and precious-metal recovery initiatives [12] Regulatory and Compliance Updates - RITE has completed three rounds of responses to SEC comments on its Form 10 registration statement and is preparing for a fourth response, with the filing remaining effective during the current federal government shutdown [3] - The company has achieved a "Penny Stock Exempt" designation from OTC Markets, improving liquidity due to its $432 million in processed mine tailings and over three years of sustained operations [10] Capital Structure and Shareholder Value - Following the announcement of share-reclamation initiatives, RITE reports that an additional 296 million shares are in the process of being returned to treasury, which will reduce potential dilution and enhance shareholder value [4] - RITE's Regulation D offering of Series D Convertible Preferred Shares has been fully subscribed, primarily by long-term investors who are aligned with the company's strategic direction [6][7] Management and Future Strategy - The management team continues to demonstrate confidence through direct share purchases, aligning their financial interests with those of shareholders [5] - The company is currently focused on strengthening market value and limiting dilution before considering future Regulation A offerings [11]

Core Insights - Energy Fuels (UUUU) is experiencing significant stock price increases due to rising interest in rare earth minerals amid ongoing U.S.-China trade tensions [1][3] - The company is leveraging its existing infrastructure to produce six rare earth oxides, positioning itself to capitalize on the U.S. need for a more robust supply chain for critical minerals [2][3] - The stock has shown remarkable performance, gaining 334% over the past 52 weeks and 487% over the past six months, with a current "Buy" opinion from Barchart [4][6] Company Overview - Energy Fuels is valued at $5.5 billion and primarily focuses on mining, processing, and developing uranium and vanadium in the U.S., supplying uranium for nuclear power facilities [1] - The company aims to be at the forefront of the rare earth minerals market, which is currently dominated by China [2] Market Context - The U.S. is seeking to enhance its supply chain for rare earth minerals due to China's increased restrictions on exports, creating a favorable environment for companies like Energy Fuels [3] - The demand for energy, particularly from nuclear sources, is being driven by advancements in artificial intelligence, further boosting investor interest in the sector [1] Technical Performance - Energy Fuels has been identified as a stock with strong technical buy signals, having gained 132% since a "Buy" signal was issued on August 22 [4] - The stock is currently trading above key moving averages and has a 100% "Buy" opinion from Barchart, indicating strong market momentum [6]

Core Insights - Three stocks with strong momentum and buy rankings are highlighted for investors: HudBay Minerals, Byrna Technologies, and Jackson Financial [1][2][3][4] Group 1: HudBay Minerals - HudBay Minerals is engaged in the discovery, production, and marketing of base metals in North and Central America [1] - The company has a Zacks Rank of 1 (Strong Buy) and a 5% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - HudBay's shares gained 67.9% over the last three months, significantly outperforming the S&P 500's gain of 6.1% [2] - The company possesses a Momentum Score of A [2] Group 2: Byrna Technologies - Byrna Technologies develops and manufactures innovative non-lethal equipment and munitions [2] - The company also has a Zacks Rank of 1 and an 11.1% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2] - Byrna's shares gained 9.2% over the last three months, again outperforming the S&P 500's gain of 6.1% [2] - The company possesses a Momentum Score of A [2] Group 3: Jackson Financial - Jackson Financial is a U.S. retirement services provider with a diverse portfolio of differentiated products [3] - The company has a Zacks Rank of 1 and a 4.8% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3] - Jackson Financial's shares gained 9.3% over the last three months, also outperforming the S&P 500's gain of 6.1% [4] - The company possesses a Momentum Score of A [4]

Geopolitical Strategy - China's new rare earth export restrictions represent a significant move to control the global supply of these critical minerals [1] - This strategy mirrors the US approach to exert influence beyond its borders [1] Industry Impact - The restrictions mark China's first major effort to regulate the global flow of critical minerals it dominates [1]

Core Viewpoint - Critical Metals (CRML.US) experienced a significant stock price increase of 22% on Tuesday, reaching an all-time high, and has surged 357% within the month due to a new agreement [1] Group 1: Company Developments - The company signed a 10-year purchase agreement letter of intent with Realloys on October 13, involving 15% of the Tanbreez project's output, approximately 6.75 million tons of rare earth concentrates [1] - Critical Metals holds a 42% stake in Tanbreez Mining Greenland A/S, which is one of the largest heavy rare earth deposits globally, focusing on rare earth mining development [1]

Core Insights - Rare earth stocks are experiencing significant growth due to renewed trade tensions with China and strong support from the Trump administration for the industry [1][2] - China has implemented additional export restrictions on rare earth materials, leading the U.S. and other nations to seek independent supply chains for these critical resources [1] Rare Earth Producers - Notable companies in the rare earth sector include MP Materials Corp., Trilogy Metals Inc., and Lithium Americas Corp., which have gained attention following investments from the Trump administration [2] - Lesser-known companies such as ASP Isotopes Inc., Aqua Metals, Inc., and Ramaco Resources, Inc. are also positioned to benefit from increased investor interest in the rare earth market [2] Thematic Highlights - Companies like ASP Isotopes, Idaho Strategic Resources, and Texas Mineral Resources are actively exploring or processing rare earths in North America, contributing to supply chain diversification [3] - Specialized recyclers such as Aqua Metals are innovating in refining technologies for battery metals, which are essential for electric vehicles and energy storage solutions [3] Strategic Exposure - Lesser-known stocks provide strategic exposure to the booming rare earth sector and related themes like artificial intelligence and tech sovereignty [4] - Firms like NioCorp and IperionX are focusing on materials crucial for aerospace and advanced manufacturing, including niobium, scandium, and titanium [5] - Diversified mining companies such as American Resources and United States Antimony are integrating rare earth and battery metals into their growth strategies [5]

Company Overview - MP Materials operates one of the few rare earth metal mines and processing facilities in the U.S., specifically the Mountain Pass Mine in California, which is essential for producing neodymium-iron-boron magnets used in various applications including consumer electronics and electric vehicles [1][9] Market Position - No other U.S. company can match the scale of MP Materials, contributing to a significant stock price increase of 330% over the year, with potential for further growth supported by U.S. government initiatives [2][7] Industry Context - China dominates the rare earth metal supply chain, accounting for approximately 65% of global production in 2024, while the U.S. only accounts for about 11%, highlighting the strategic importance of MP Materials in the U.S. market [3][4] Government Support - The U.S. Department of Defense has entered into a multibillion-dollar deal with MP Materials, granting a 15% stake in exchange for benefits including a price floor of $110 per kilogram of neodymium-praseodymium, which will aid in expanding its production capabilities [5][6] Strategic Partnerships - MP Materials has secured a $500 million agreement with Apple to supply magnets made from recycled materials, with shipments expected to commence in 2027, further solidifying its market position [6][9] Valuation and Investment Outlook - The stock currently trades at approximately 81 times forward earnings, indicating high expectations from investors, suggesting potential volatility in the near term, with long-term investors likely to benefit the most [7]

Core Insights - Sprott Critical Materials ETF (SETM) has reached $100 million in assets under management as of September 23, 2025, and is the only ETF providing pure-play exposure to critical materials and mining equities essential for energy generation, transmission, and storage [1][2]. Investment Opportunity - The growing gap between supply and demand for materials essential to electrification is prompting nations to focus on energy security and resource nationalism, creating investment opportunities in the critical materials sector [2]. - SETM's index methodology ensures that only companies with a majority of their business operations related to critical materials are included, focusing on those involved in mining, exploration, development, production, recycling, refining, or smelting [2]. ETF Suite Overview - SETM is part of a suite of seven Sprott Critical Materials ETFs, which combine the benefits of ETFs with exposure to various critical materials and their miners [3]. - The suite includes ETFs focused on uranium, copper, lithium, nickel, and other critical materials, each designed to track specific indices related to their respective sectors [3][4]. Company Background - Sprott Asset Management USA, Inc. is a global asset manager specializing in precious metals and critical materials investments, with a focus on providing in-depth knowledge and experience in the sector [6].

Market Trends & Industry Dynamics - Battery makers are likely to accelerate the transition away from cobalt if its price increases further due to export restrictions in the Democratic Republic of Congo [1] Raw Material & Supply Chain - The largest miner of cobalt anticipates a shift away from the metal if prices continue to rise [1]

Geopolitics & Trade - The US government needs to increase its involvement in challenging China's dominance in rare-earth minerals [1]