Core Viewpoint - First Phosphate Corp. welcomes the inclusion of phosphate in the U.S. Final 2025 List of Critical Minerals, highlighting its significance for defense and energy sectors, particularly in relation to lithium iron phosphate (LFP) batteries [1][3][4]. Group 1: Company Overview - First Phosphate is a mineral development and cleantech company focused on establishing a vertically integrated mine-to-market supply chain for LFP batteries in North America [9]. - The company's flagship Bégin-Lamarche Property in Quebec is noted for being one of North America's rare igneous phosphate resources, producing high-purity phosphate suitable for LFP battery cathode materials [5][9]. Group 2: Industry Implications - The U.S. joins Canada, South Korea, the European Union, and specific Canadian provinces in recognizing phosphate as a critical mineral, indicating a growing global emphasis on phosphate's importance [2]. - The decision to classify phosphate as a critical mineral was influenced by recommendations from various U.S. departments, underscoring its strategic value [3]. Group 3: Recent Developments - First Phosphate has successfully produced commercial-grade LFP 18650 battery cells using North American critical minerals, demonstrating the practical application of its phosphate resources [6]. - The company received a "Met" rating from the Defense Industrial Base Consortium for its white paper on securing North American phosphate supply for LFP cathode materials, reinforcing its commitment to national security and energy storage solutions [4][5].

Core Viewpoint - Falco Resources Ltd. has entered into binding agreements to extend the maturity dates of its existing debts with OR Royalties Inc. and Glencore Canada Corporation, providing the company with additional flexibility for the development of the Horne 5 Project [1][2]. Summary by Sections Agreements and Extensions - The maturity date of the OR Royalties Loan has been extended from December 31, 2025, to December 31, 2026 [1]. - The maturity date of the Glencore Debenture has also been extended from December 31, 2025, to December 31, 2026 [1]. Amendments to Loans - For the OR Royalties Loan, the principal amount will be approximately $26,098,521, with a conversion price maintained at $0.45 per Common Share and an interest rate of 9% [2]. - For the Glencore Debenture, the principal amount will be approximately $15,433,754, with a conversion price maintained at $0.37 per Common Share and an interest rate of 10% [3]. Warrants Issuance - Falco will issue 19,332,237 New OR Royalties Warrants to OR Royalties, exercisable at $0.58 per Common Share, expiring on December 31, 2026 [2]. - Falco will issue 21,381,422 New Glencore Warrants, with exercise prices of $0.38 and $0.42 per Common Share, expiring on December 31, 2026 [3]. Related Party Transactions - The transactions with OR Royalties are considered "related party transactions" and require minority approval from shareholders [4][5]. - The closing of these transactions is conditional upon obtaining minority approval, TSX Venture Exchange approval, and concurrent closing of the Glencore Debenture Amendments [5][6]. Company Background - Falco is one of the largest mineral claim holders in Québec, with rights to approximately 67,000 hectares in the Noranda Mining Camp, including the Horne 5 project, which has historical production of 11.6 million ounces of gold and 2.5 billion pounds of copper [9].

Core Insights - Titan Mining Corporation has discovered significant concentrations of germanium at its Empire State Mine, enhancing its position in the critical metals sector [1][4][5] - Germanium is classified as a critical mineral by the U.S. and is essential for various high-tech applications, with the U.S. currently relying on imports for nearly all its supply [2][5] Company Overview - Titan Mining Corporation is a zinc concentrate producer and an emerging natural flake graphite producer, aiming to enhance the domestic supply chain for critical minerals [1][10] - The company operates the Empire State Mine in New York, which has an annual plant feed of 474,000 metric tons [7] Germanium Discovery - Initial sampling revealed germanium grades of 21 g/t in plant feed, enriched to 77 g/t in the pre-float stream [7] - The current market price for germanium is approximately US$6,000/kg, with global supply largely dominated by China [7] Strategic Importance - The discovery of germanium is seen as a new value driver for Titan and a strategic asset for the U.S., potentially reducing reliance on foreign imports [4][5] - Titan's existing processing infrastructure allows for the recovery of germanium with minimal additional capital requirements [7][8] Next Steps - Titan has initiated a focused test program to determine the most cost-effective recovery methods for germanium from its zinc operations [8] - A four-week survey was conducted to collect samples and measure germanium levels throughout the processing circuit [8]

Core Viewpoint - The proposed acquisition of Larvotto Resources Limited by United States Antimony Corporation aims to create one of the largest antimony producers outside of China, enhancing the company's position in the critical minerals market [1]. Group 1: Acquisition Details - United States Antimony Corporation has submitted a confidential, non-binding proposal to acquire 100% of the share capital of Larvotto Resources Limited [1]. - The proposal includes a scheme of arrangement under the Australian Corporations Act 2001 [1]. - Larvotto shareholders would receive six (6) USAC shares for every one hundred (100) Larvotto shares, indicating a significant premium compared to Larvotto's last equity capital raise and recent stock trading prices [1].

Core Points - Ares Strategic Mining Inc. has successfully closed the first tranche of its offering, issuing 11,111,112 Units at a price of $0.45 per Unit, resulting in gross proceeds of $5,000,000.40 [1] - Each Unit consists of one common share and one-half of a non-transferable Common Share purchase warrant, with the warrants exercisable at $0.55 for two years [2] - The company has filed an amended offering document to increase the total offering to 12,222,220 Units, aiming for gross proceeds of up to $5,499,999 [4][7] Financial Details - A total of $300,000.02 was paid in cash as finder's fees, along with the issuance of 666,667 finder's warrants to Ventum Financial Corp. [3] - The net proceeds from the offering will be used for the development of a fluorspar manufacturing facility in Delta, Utah, general working capital, and repayment of outstanding debts [7] Regulatory Information - The securities issued will not be registered under the United States Securities Act of 1933 and cannot be offered or sold in the U.S. without registration or an exemption [8] - Completion of any tranches under the amended offering is subject to necessary regulatory approvals [6]

Core Viewpoint - CleanTech Vanadium Mining Corp. and Oracle Commodity Holding Corp. have amended their royalty agreement to include the Quarant Fluorspar Project in Kentucky, enhancing their partnership and financial arrangements [1][2]. Summary by Sections Royalty Agreement Details - The Second Amending Agreement expands the Royalty Agreement to include the Quarant Fluorspar Project, with Oracle entitled to a 2% net smelter return royalty on minerals produced and sold from the properties, subject to a minimum of US$6 per tonne of minerals sold [2][3]. Financial Arrangements - Oracle will make non-refundable cash payments equal to 20% of the cash consideration that USF has paid or will pay to acquire the properties, contingent upon TSX Venture Exchange approval [3][4]. - For the Quarant Fluorspar Project, Oracle will pay USF 20% of US$210,000 over two years, with payment schedules detailed in CleanTech's acquisition news release [4]. Related Party Transactions - Oracle is a control person of CleanTech, holding 42,799,502 common shares, making them related parties under Multilateral Instrument 61-101 [5].

Core Insights - Taseko Mines Limited (NYSE:TGB) is recognized as one of the 10 cheapest penny stocks to buy currently [1][4] Financial Performance - For Q2 2025, Taseko reported revenue of $116 million and an adjusted net loss of $0.04 per share, slightly below analyst expectations [2] - Despite the revenue shortfall, the stock price increased by 0.7% after hours to $4.26, indicating investor confidence in the company's operational progress [2] Key Developments - The company has restarted the Gibraltar SXEW plant in British Columbia and made significant advancements in the Florence Copper project in Arizona [3] - The Florence Copper project is projected to produce 40-50 million pounds of copper in its first year and has an after-tax NPV of $930 million at a copper price of $3.75 per pound [3] Future Outlook - Taseko is well-positioned for growth with a strong cash balance of $122 million and total liquidity nearing $200 million, despite facing short-term revenue challenges [4] - The company focuses on acquiring, developing, and operating mineral properties, particularly in copper, molybdenum, gold, niobium, and silver [4]

Core Points - Falco Resources Ltd. has entered into an agreement with Cantor Fitzgerald Canada Corporation for a bought deal private placement of 31,250,000 units at a price of $0.32 per unit, aiming for total gross proceeds of $10,000,000 [1][4] - Each unit consists of one common share and one half of a common share purchase warrant, with the whole warrant allowing the purchase of one common share at $0.46 within 18 months after the closing date [2] - The corporation may increase the offering size by up to 4,687,500 units for additional gross proceeds of $1,500,000 [3] Use of Proceeds - The net proceeds from the sale of units will be used for advancing the Horne 5 Project in Québec, as well as for working capital and general corporate purposes [4] Offering Details - The offering is expected to close around October 17, 2025, subject to necessary approvals including that of the TSX Venture Exchange [4] - The units are being offered via private placement to accredited investors in Canada and may also be offered in the United States under certain exemptions [5] Company Overview - Falco Resources is one of the largest mineral claim holders in Quebec, with approximately 67,000 hectares of land in the Noranda Mining Camp, representing 67% of the camp [8] - The main asset is the Horne 5 project, located beneath the former Horne mine, which historically produced 11.6 million ounces of gold and 2.5 billion pounds of copper [8] - Osisko Development Corp. is the largest shareholder of Falco, holding a 16% interest in the corporation [8]

Core Insights - Perpetua Resources Corp. (NASDAQ:PPTA) experienced a significant increase in share price, rising by 15.56% week-on-week, reaching a record high due to positive investor sentiment stemming from a new partnership aimed at increasing the supply of critical minerals [1][2] Group 1: Company Developments - The company’s shares peaked at $22.62, marking a 52-week high before closing at $21.16, reflecting an 11.37% increase for the day [2] - Perpetua Resources is in discussions with major firms including Glencore, Trafigura, Clarios, and Sunshine Silver to refine antimony, enhancing Western supplies of this mineral, which has faced export restrictions from China [3] - The U.S. government recently approved the construction of Perpetua's antimony and gold mine in Idaho, which is expected to become the largest antimony supplier in the U.S. [4] Group 2: Market Context - The CEO of Perpetua Resources expressed optimism about expanding domestic mineral processing capacity in the U.S. and emphasized the importance of making informed, market-based decisions when selecting partners [4]

Core Points - United States Antimony Corporation (USAC) operates the only two antimony smelters in North America [1] - The company will host Montana Governor Greg Gianforte and other state officials for a groundbreaking ceremony on September 25, 2025 [1] - The ceremony marks the kickoff of an expansion project at the Thompson Falls, Montana antimony processing facility [1]