ENDEAVOUR TO ANNOUNCE ITS Q3 RESULTS ON 13 NOVEMBER 2025 London, 13 October 2025 – Endeavour Mining plc (LSE:EDV, TSX:EDV, OTCQX:EDVMF) expects to release its Q3 2025 financial results on Thursday 13 November 2025, before the LSE market open. Management will host a conference call and webcast on the same day, Thursday 13 November, at 8:30 am EST/ 1:30 pm GMT to discuss the Company's financial results. The conference call and webcast are scheduled at: 5:30am in Vancouver 8:30am in Toronto and New Yo ...

Core Insights - Locksley Resources Limited has qualified to trade on the OTCQX Best Market, upgrading from the OTCQB Venture Market, which enhances its visibility and accessibility to U.S. investors [1][3][4] Company Overview - Locksley Resources Limited focuses on critical minerals, particularly rare earth elements and antimony, with its flagship Mojave Project located in California adjacent to MP Materials' Mountain Pass Mine [5][6] - The company is executing a mine-to-market strategy for antimony, aiming to re-establish domestic supply chains for critical materials through partnerships with U.S. research institutions and industry partners [6] Market Context - The OTCQX Market is designed for established, investor-focused companies that meet high financial standards and corporate governance practices, marking a significant milestone for companies that graduate to this market [3][4]

Market Overview - The U.K. market is experiencing a marginal increase, with the benchmark FTSE 100 up 6.06 points or 0.06% at 9,433.53, following an earlier high of 9,460.76 [2] - Mining stocks are performing well, driven by rising metal prices amid easing U.S.-China trade tensions [1][2] Mining Sector - Fresnillo shares are soaring nearly 8%, while Endeavour Mining is gaining nearly 6% [2] - Other notable increases include Antofagasta rising 3.7%, Anglo American Plc advancing 2.75%, Glencore up 2.1%, and Rio Tinto increasing by 1.3% [2] Other Companies - British retailer Pets At Home is up 2.3% following the launch of the second tranche of its £25 million share buyback program [4] - Companies such as Persimmon, M&G, and Berkeley Group Holdings are also seeing gains between 1.3% to 2.7% [3] - Conversely, Babcock International is declining by about 2.6%, and AstraZeneca is down nearly 1% after reaching an agreement with the Trump administration regarding drug prices [4][5]

Core Insights - Anfield Energy Inc. (NASDAQ:AEC) experienced a share price increase of 6.96% from October 3 to October 10, 2025, making it one of the top-performing energy stocks during that week [1][2]. Company Overview - Anfield Energy Inc. is involved in the exploration, evaluation, development, and production of mineral properties in the United States, focusing primarily on vanadium, uranium, and gold deposits [3]. Recent Developments - The company received approval from the Utah Department of Oil, Gas, and Mining to commence construction on its Velvet-Wood uranium project, which had previously obtained an environmental permit from the U.S. Department of Interior as part of a response to an energy emergency declared by President Trump [4]. - CEO Corey Dias expressed satisfaction with the approval, indicating that this milestone allows Anfield to advance the Velvet-Wood mine towards construction and production, highlighting its past production status and small environmental footprint as advantageous for near-term production [4].

Core Insights - The strategic value of critical minerals such as lithium, cobalt, nickel, graphite, and rare earths is increasingly highlighted as essential for achieving carbon neutrality and supporting industries like electric vehicles and renewable energy [1][5]. Group 1: EU's Challenges in Critical Minerals - The EU faces a "triple dilemma" in the critical minerals sector, including high external dependency, weak processing capabilities, and an inadequate recycling system [2][3][4]. - Over 80% of lithium is sourced from Chile and Argentina, while more than 60% of cobalt comes from the Democratic Republic of Congo, and over 90% of rare earth processing relies on China [2]. Group 2: Legislative and Strategic Initiatives - The EU's Critical Raw Materials Act (CRMA), effective from May 2024, aims to enhance domestic mining and processing of critical minerals, marking a significant legislative shift [5][10]. - The first batch of 47 strategic projects, with an investment of approximately €22.5 billion, spans 13 member states and focuses on key minerals for electric vehicles and clean energy [5][20]. Group 3: International Cooperation and Supply Chain Diversification - The EU is expanding its strategic partnerships outside its borders to mitigate reliance on China, with 13 additional projects announced in June 2025 [6][21]. - The EU's strategic projects are designed to enhance supply chain security and reduce dependency on single sources, particularly from China [8][14]. Group 4: Policy Framework and Goals - The CRMA outlines a framework with specific targets for domestic mining, processing, and recycling by 2030, aiming for at least 10% of mining, 40% of processing, and 25% of recycling to be sourced locally [10][11]. - The EU aims to shift from being a passive buyer of raw materials to actively constructing its supply chain, thereby increasing its control over strategic resources [10][11]. Group 5: Geopolitical Implications and Competitive Landscape - The EU's initiatives reflect a broader geopolitical strategy to counterbalance China's dominance in the critical minerals market, particularly in the context of the U.S.-led "de-risking" agenda [14][30]. - The competition for critical minerals is intensifying, with the EU and U.S. collaborating to limit China's influence in resource-rich countries [30][39]. Group 6: Future Trends and Industry Dynamics - The EU's strategic projects are expected to reshape the global governance of critical minerals, promoting a multi-polar supply chain system that includes the EU, U.S., and Japan [28][29]. - The evolving landscape may lead to increased bargaining power for resource-rich developing countries, altering traditional supply chain dynamics [32][33].

#数据 中国9月稀土出口4000.3吨，8月出口5791.8吨，环比减少31%，同比减少4.3%。中国1至9月稀土出口48355.7吨，同比增12.6%。 ...

Market Overview - Asian stock markets experienced significant declines, influenced by negative cues from Wall Street and escalating U.S.-China trade tensions, particularly regarding tariffs on rare earth minerals [1][2][9] - The Australian stock market saw the S&P/ASX 200 index fall slightly, closing just above the 8,900 level, with most sectors, especially energy and technology, showing weakness [3][4] Sector Performance - Major miners in Australia, including BHP Group and Rio Tinto, reported losses exceeding 1%, while Fortescue and Mineral Resources declined nearly 2% and over 3%, respectively [4] - Oil stocks, such as Woodside Energy and Santos, fell more than 2%, while Origin Energy lost over 1% [5] - Technology stocks faced significant declines, with Afterpay owner Block dropping more than 5% and other companies like Xero and Appen also experiencing losses [5] Notable Company News - Toro Energy's shares surged over 38% following news that Canada's IsoEnergy would increase its stake in a $75 million deal [7] - Treasury Wines Estates saw its shares tumble nearly 13% after withdrawing earnings guidance due to weaker trading in China and halting a $200 million share buyback [8] Currency and Commodity Markets - The Australian dollar traded at $0.653, while the U.S. dollar was in the higher 151 yen range [8] - Crude oil prices fell sharply, with West Texas Intermediate crude down $2.69 or 4.37% to $58.82 per barrel, influenced by the trade war escalation [11]

Core Viewpoint - MP Materials has experienced a significant stock price increase of 130% over the past three months, primarily driven by substantial funding news and strategic partnerships, making it a potential long-term hold for aggressive investors [1][6]. Company Overview - MP Materials specializes in mining and processing rare earth metals, which are essential for modern technology and national defense [3]. - The company operates mainly in the United States, providing a stable and reliable source of rare earth metals, reducing dependency on China, the largest global supplier [5]. Recent Developments - The U.S. government made a significant investment in MP Materials, followed by a supply agreement with Apple, which contributed to the stock's price surge and a successful public sale that raised approximately $1.5 billion [6]. - The capital raised will primarily be allocated towards necessary capital investments to grow the business, as MP Materials is currently operating at a loss [7]. Long-Term Growth Potential - While the recent stock price increase reflects positive developments, the actual growth opportunity for MP Materials will take years to materialize as the company builds its mining and processing capabilities [8][11]. - The influx of capital enhances the company's balance sheet, positioning it to capitalize on the long-term demand for rare earth metals and potentially gain market share as it expands operations [9]. Investment Considerations - Investors' decisions to hold or sell MP Materials stock may depend on their investment time frame, with long-term investors likely to benefit from the company's future growth potential [10][11].

Rare Earth Industry Overview - China's dominance in rare earths is attributed to a combination of geological advantages, historical policy decisions, and industrial strategy, not just geological monopoly [1] - In the 1980s, China designated rare earths as a "strategic resource" and heavily subsidized production, tolerating pollution and low margins to achieve global supply dominance [2] - By the late 1990s, Chinese rare earth output became so inexpensive that Western mines closed, and investment in exploration elsewhere ceased [2] - China has built the entire rare earth supply chain, from ore to refined oxides to magnet and component manufacturing, while other countries offshored these stages [3] - Rare earth separation and processing are chemically complex and generate toxic and radioactive waste, which Western companies avoided, while China tolerated [3] Competitive Landscape - Even when rare earth ore is mined in Australia or the U S, much of it is still sent to China for processing [3] - China's infrastructure, workforce, and state support make its rare earth deposits economically viable, unlike comparable deposits elsewhere due to Western environmental and labor costs [4] - Since 2015, China has consolidated dozens of companies into a few giant state-owned groups to regulate output and pricing, transforming the industry into a strategic tool [5] - This consolidation has resulted in centralized control of supply and export policy, giving China political leverage and industrial dominance [5] - China's dominance in "reserves" reflects economic reality, not geological monopoly; other nations could change the global "reserve" map by building comparable processing capacity and accepting the associated costs [6]

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 accurate [1] Industry Focus - The research primarily concentrates on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The analysis also extends to various other industries such as mining, chemicals, and luxury goods [1]