Core Viewpoint - Westwater Resources, Inc. has received a significant patent for innovative graphite purification methods, marking a milestone in its technological advancement in the energy technology and critical minerals sector [1]. Company Summary - Westwater Resources, Inc. is focused on developing battery-grade natural graphite, positioning itself as a key player in the energy technology and critical minerals industry [1]. - The company has been awarded U.S. Patent Number 12,415,731 by the U.S. Patent and Trademark Office, highlighting its commitment to innovation and technological development [1].

Company Overview - Volato Group, Inc. is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access, utilizing its proprietary Mission Control software to enhance operational efficiency [2] - M2i Global, Inc. specializes in developing and executing a complete global value supply chain for critical minerals, aiming to ensure access to essential minerals and metals for national defense and economic security [3] Strategic Initiatives - M2i Global plans to establish a Strategic Mineral Reserve in partnership with the U.S. Federal Government to create a resilient supply chain addressing the global shortage of essential minerals and metals [3] - The upcoming Lithium & Strategic Minerals Forum will feature discussions on Strategic Capital & Supply Security, focusing on the importance of assured sourcing and strategic reserves for U.S. national and economic security [2][5] Industry Challenges and Solutions - The industry faces risks related to supply chain security, necessitating a focus on midstream processing capabilities and the development of a critical minerals exchange to stabilize the marketplace [5] - Emphasis on responsible mining practices is crucial to prevent abusive practices that lead to artificially low prices for mineral commodities, ensuring environmental and labor standards are upheld [5]

Core Insights - M2i Global President & CEO Major General (Ret) Alberto C. Rosende will address Strategic Capital & Supply Security at the Lithium & Strategic Minerals Forum in Nevada on September 18-19, 2025 [1][2] Company Overview Volato Group, Inc. - Volato is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access [2] - The proprietary Mission Control software enhances operational efficiency and supports various services including fractional ownership and charter [2] - The Vaunt platform connects travelers with available private flights, providing flexible options for on-demand travel [2] M2i Global, Inc. - M2i Global, through its subsidiary U.S. Minerals and Metals Corp., focuses on ensuring access to critical minerals and metals for national defense and economic security [3] - The company aims to establish a Strategic Mineral Reserve in collaboration with the U.S. Federal Government to create a resilient supply chain addressing global shortages of essential minerals [3] Industry Insights - Supply chain security is emphasized, requiring assured sourcing and strategic reserves of minerals critical for U.S. national and economic security [5] - There is a focus on enabling midstream processing capabilities by reducing capital investment risks [5] - Development of a critical minerals exchange is proposed to stabilize the mineral commodities marketplace and reduce dependency on current exchanges controlled by the PRC [5] - Responsible mining practices are advocated to prevent abusive practices that lead to artificially low prices for mineral commodities [5] - Domestic incentives announced since January 2025 aim to stabilize investments in extraction and processing [5]

Group 1 - Energy Fuels Inc. (NYSE:UUUU) has gained significant hedge fund interest and is listed among the 12 Best Uranium Stocks to Buy Right Now [1] - On August 26, 2025, Energy Fuels Inc. announced a Memorandum of Understanding with Vulcan Elements to establish a U.S.-based rare earth magnet supply chain, aiming to reduce reliance on China [2] - The company plans to deliver high-purity neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides from its White Mesa Mill in Utah for validation in Q4 2025 [2] - This initiative is intended to pave the way for long-term supply agreements and enhance supply resilience for critical technologies, including defense, AI, semiconductors, and electric vehicles [3] - Energy Fuels Inc. is the only U.S. producer of separated rare earth oxides, leveraging Vulcan's North Carolina magnet manufacturing facility [3] - The company produces uranium, rare earth elements, vanadium, heavy mineral sands, and medical isotopes for clean energy, defense, and healthcare applications [4]

Strategic Rationale & Deal Overview - Teck Resources is being acquired by British mining giant Anglo American to create Anglo Teck, a platform focused on copper [1][2] - The merger aims to create a large-scale, high-quality copper platform with six world-class assets and significant synergies [2] - The deal is structured as a "merger of equals," with no premium for Teck shareholders, emphasizing shared upside [9][12] Synergies & Financial Upside - The combined entity anticipates $800 million per annum in corporate synergies through marketing and consolidation [9] - An additional $14 billion (1.4% of what?) annual EBIT uplift is expected from the combination of the Quebrada Blanca mine in Chile and the adjacent Collahuasi mine [9] - The merger is expected to create the fifth-largest copper producer globally, with high-quality, long-life assets [10] Canadian Commitments & Regulatory Approval - Anglo Teck's global headquarters will be located in Vancouver, Canada, with a majority of senior executives based there [2][16] - Teck has committed to investing $45 billion (4.5% of what?) CAD over five years in the Canadian critical minerals sector [16] - The company is seeking regulatory approval from Ottawa for the transaction [1][18] Leadership & Integration - Teck Resources' Chair will become the Chair of Anglo Teck, and Anglo American's CEO will remain the CEO [20] - Teck's CEO will become the Deputy CEO, focusing on the integration of the two businesses [19][20] - Integration is considered critical to delivering the value promised to investors [20][21]

Core Viewpoint - Volato Group, Inc. and M2i Global, Inc. are launching a public-private initiative to establish the United States' first Strategic Minerals Reserve (SMR) to secure critical minerals essential for national defense and clean energy [2][4][5] Group 1: Strategic Minerals Reserve Overview - The SMR will be located at the Hawthorne Army Depot in Mineral County, Nevada, focusing on the storage, refining, and distribution of critical minerals such as gallium, graphite, and copper [3][6] - The initiative aims to address the U.S. supply chain for critical minerals, which are vital for defense systems, semiconductors, electric vehicles, and battery technology [3][5] Group 2: Economic and National Security Implications - The project is expected to revitalize the Hawthorne region, create high-quality jobs, and attract federal investment, thereby enhancing national security through a localized supply chain [6][7] - Nevada's rich resources in critical minerals present an opportunity for innovation and economic growth, while also addressing threats from international market manipulation [5][9] Group 3: Public-Private Partnership Model - The SMR is supported by federal agencies including the Department of Defense, the Defense Logistics Agency, and the Department of Energy, and is engaging with private-sector partners to enhance domestic refining and recycling capabilities [8][10] - This initiative serves as a model for how state governments can align with national priorities to foster innovation and attract long-term investments in emerging sectors [9][10]

Core Viewpoint - Volato Group, Inc. and M2i Global, Inc. are launching a public-private initiative to establish the United States' first Strategic Minerals Reserve (SMR) in Mineral County, Nevada, aimed at securing the supply of critical minerals essential for defense, clean energy, and industrial leadership [2][3]. Group 1: Strategic Minerals Reserve Overview - The SMR will be located at the Hawthorne Army Depot in Nevada and will focus on storing, refining, and distributing critical minerals such as gallium, graphite, and copper, which are vital for defense systems, semiconductors, electric vehicles, and battery technology [3][4]. - The initiative is backed by a report from the Hoover Institution advocating for a U.S.-led multilateral critical minerals stockpile and involves collaboration with federal and state agencies, including the Nevada Governor's Office of Economic Development [4][5]. Group 2: Economic and National Security Implications - The SMR is expected to revitalize the Hawthorne region, create high-quality jobs, and attract federal investment, thereby enhancing national security through a localized supply chain [6]. - The initiative is described as a strategic capability rather than a mere stockpile, emphasizing the importance of innovation, industry, and infrastructure in securing the U.S. economic and national future [7]. Group 3: Public-Private Partnership Model - The SMR is supported by federal agencies such as the Department of Defense, the Defense Logistics Agency, and the Department of Energy, and is actively engaging with private-sector and international partners to enhance domestic refining and recycling operations [8][9]. - This initiative serves as a model for how state governments can align with national priorities to foster innovation, attract long-term investment, and lead in emerging sectors [9]. Group 4: Operational Capabilities - The SMR will feature secure storage and logistics at a federally controlled site with access to rail and intermodal infrastructure, refining and recycling capabilities to address domestic processing gaps, and ethical sourcing from U.S.-allied nations [10]. - The initiative will also incorporate AI forecasting tools to predict future material needs and optimize inventory, alongside workforce development through partnerships with local universities and training centers [10].

Core Insights - M2i Global has appointed Jon Najarian to its Advisory Board, bringing significant expertise in capital markets and trading [1][3] - The collaboration aims to establish a complete global value supply chain for critical minerals, reducing reliance on foreign sources, particularly China [3] - The appointment coincides with M2i Global's merger with Volato Group, creating a dual-platform growth company focused on critical minerals and aviation software [3] Company Overview - M2i Global specializes in developing and executing a global value supply chain for critical minerals, ensuring access for national defense and economic security [9][10] - Volato Group is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access [8] - Both companies are working towards creating a Strategic Mineral Reserve in partnership with the U.S. Federal Government to address global shortages of essential minerals [10] Leadership Background - Jon Najarian has extensive experience in trading and capital markets, having founded Mercury Trading and co-founded optionMONSTER and tradeMONSTER [4][5][6] - He has been a prominent media personality, contributing to various financial news programs and is recognized as an options trading expert [7][6]

ZESTY For personal use only (Zero Emissions Steel TechnologY) 31 July 2025 Deep dive presentation Important Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) ("Company"). SUMMARY INFORMATION This presentation contains summary information about the Company and its subsidiaries ("Calix") and their activities current as at July 30, 2025. The information in this presentation is a general background and does not purport to be complete. NOT FINANCIAL PRODUCT ADVICE This presenta ...

Core Viewpoint - Avalon Advanced Materials Inc. has successfully closed a second drawdown of $1,300,000 from a convertible security funding agreement totaling up to $15,000,000 with Lind Global Fund II, LP, aimed at advancing strategic projects and corporate initiatives [1][2] Funding Agreement - The company has completed the second drawdown of $1,300,000 from a total funding agreement of $15,000,000 with Lind Global Fund II, LP [1] - The funds will be allocated towards advancing strategic projects, including byproduct innovation through its subsidiary Lake Superior Lithium Inc. [2] Analcime Research Project - Avalon is advancing its Analcime Utilization Project, which aims to enhance the value of byproducts from lithium processing, supported by Ontario's Critical Minerals Innovation Fund [3] - The project focuses on developing solutions for analcime, a byproduct from lithium hydroxide production, which may improve the durability and carbon profile of concrete [4] - Ongoing hydrometallurgical test work is being conducted to produce analcime samples from spodumene concentrate [5] Sustainability and Economic Impact - The analcime project is expected to provide sustainability benefits by reducing carbon emissions and creating new revenue opportunities [6] - Avalon aims to contribute to the repair and expansion of provincial highways while positioning itself as a leader in the global critical minerals economy [7] Company Overview - Avalon Advanced Materials Inc. is focused on developing strategic assets for secure, domestic supply chains in critical minerals, particularly lithium [9] - The company is advancing the Lake Superior Lithium Inc. facility, which will serve as a vital link between northern Ontario's lithium resources and the growing EV battery manufacturing base [9]