Group 1 - NoHo, Inc. has announced that its CEO will advance up to $1 million to support the company's growth strategy, with an initial advance of $250,000 allocated to various investments [1][2] - The funds will be used to increase investment in AIEnglish, provide funding for Smog Armor, and support new acquisitions and working capital requirements [1][2] - The company aims to develop into a global holding company with diverse interests, including a California-based mine and a minority interest in an AI company [3] Group 2 - NoHo is committed to promoting environmentally conscious lifestyles and aims to drive a global movement for sustainable living and eco-friendly practices [4] - The company plans to meet the world's mineral needs through innovative and cleaner mining practices while acknowledging the essential role of mining in modern life [5] - NoHo is expanding its focus into the financial technology sector, targeting investments in revenue-positive companies with proprietary software solutions for long-term growth [5]

Group 1 - Proactive specializes in providing fast, accessible, and informative business and finance news content to a global investment audience [2][3] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team operates from key financial hubs around the world, including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company employs technology to enhance workflows and has a strong commitment to adopting innovative tools [4] - Proactive utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Summary of Huayou Cobalt (603799.SS) Earnings Review and Analyst Briefing Company Overview - **Company**: Huayou Cobalt (603799.SS) - **Industry**: Basic Materials, specifically focusing on battery metals including nickel, cobalt, and lithium Key Financial Results - **1H25 Net Profit**: Rmb2.7 billion, up 62% year-over-year (YoY) [1] - **Earnings Per Share (EPS)**: Rmb1.61, up 62% YoY [1] - **Recurring Profit**: Rmb2.5 billion, up 50% YoY, excluding one-off items [1] - **Revenue Growth**: Total revenue increased by 24% YoY in 1H25, driven by strong performance in nickel and ternary cathode segments [25] Segment Performance - **Nickel Products**: Revenue from nickel products more than doubled YoY, significantly contributing to overall profit [26] - **Ternary Cathode**: Gross profit from ternary cathode increased by 23% YoY, driven by better realized average selling price (ASP) and sales volume [27] - **Cobalt Products**: Revenue from cobalt products decreased by 44% YoY, indicating challenges in this segment [35] - **Copper Products**: Gross profit from copper was down 41% YoY, attributed to lower realized ASP [26] Market Dynamics - **Ternary Battery Market Share**: Declined to 21% in 1H25 from 27% in 2024 and 32% in 2023, impacting shipments and margins for Huayou's battery material business [2] - **Price Outlook**: Recent price recovery in lithium and cobalt is expected to be short-lived, with prices likely to remain depressed due to a global surplus [2] Valuation and Price Target - **Revised Price Target**: Rmb32.4 per share, up from Rmb28.7, based on a sum-of-the-parts (SOTP) valuation [2] - **Theoretical Valuation Range**: Rmb10.1 to Rmb15.7 per share based on bottom-of-the-cycle analysis [2] - **Current Share Price**: Rmb44.07, indicating a downside of 26.5% from the target price [1] Risks and Outlook - **Negative Risk-Reward**: The risk-reward profile remains negative, with potential for further declines in earnings due to market conditions [2] - **Operational Challenges**: The balance sheet remains stretched, with operating cash flow declining by 41% YoY in 1H25 [29] - **Future Projects**: Ongoing projects in Indonesia and Zimbabwe are expected to enhance production capacity, particularly in lithium and nickel [33] Key Takeaways from Analyst Briefing - **MHP Nickel Production**: Strong shipments expected to sustain in 2H25, with MHP shipment in 1H25 at 120kt, up 40% YoY [33] - **Lithium Production Plans**: Full-year lithium production plan maintained at 45kt-LCE for 2025, with expectations to increase to 60-80kt-LCE in 2026 [33] - **Ternary Cathode Shipment Guidance**: Expected to reach 100kt in 2025, indicating over 50% YoY increase [33] Conclusion - Huayou Cobalt's financial performance in 1H25 shows significant growth driven by nickel and ternary cathode segments, but challenges in cobalt and copper markets persist. The company's outlook remains cautious due to market dynamics and operational risks, leading to a maintained sell rating.

Core Points - Blue Moon Metals Inc. has entered into a memorandum of understanding with Hartree Partners and Oaktree Capital Management for a bridge loan and project financing package totaling up to US$140 million for the Nussir Copper Project in Norway [1][5] - The investment package includes a US$25 million bridge loan, a US$50 million senior secured term loan, a US$70 million precious metals stream, and up to US$20 million in equity investment [1][7][10] - The bridge loan and equity investment will provide US$30 million in available capital to support early works and pre-construction activities for the Nussir project [4][5] Investment Package Details - The bridge loan is structured to provide working capital for Blue Moon and Nussir activities ahead of the project finance package closing, with a maturity date of June 30, 2027 [8][12] - The senior secured term loan will have a 6.5-year term and will be drawn in defined tranches, with interest rates based on a 3-month term SOFR plus a margin [12][10] - The redeemable precious metals stream will involve payments based on a percentage of payable gold and silver production, with specific milestones for stream step-down provisions [19][11] Use of Proceeds - Proceeds from the bridge loan will be used for detailed engineering, procurement of long-lead items, underground development, and operational readiness for the Nussir Copper Project [4][12] - The equity investment will be utilized for general corporate and working capital purposes [12][10] Strategic Importance - The CEO of Blue Moon stated that securing this investment marks a major milestone for the company, reflecting confidence in the project and the team's ability to deliver [5] - The company anticipates announcing additional strategic financing packages in the coming months to cover investments across its portfolio of assets [5]

🎙️ On today’s Big Take Asia podcast, how a rebel army in Myanmar became a major player in the global supply for rare earths — and what its growing influence means for neighboring China. ⤵️ https://t.co/19k9JHEAIX ...

Core Insights - Jeremy Szafron has joined Kitco News as an anchor and producer, bringing a wealth of experience in journalism, particularly in finance and commodities [1][5] Background and Career Development - Jeremy began his journalism career in 2006 at CTV, initially focusing on entertainment before transitioning to business reporting, particularly in mining and small-cap companies [2] - He gained recognition for his macro-financial and market trends analysis, becoming a sought-after commentator on CTV Morning Live and CTV News Network [2] - A significant highlight of his career was covering the 2010 Vancouver Olympic Games, which led to the development of an online video news program for PressReader, a digital newsstand with 8,000 editions in 60 languages [3] Digital Media and Industry Engagement - In 2012, Jeremy launched The Green Scene Podcast, which quickly attracted over 400,000 subscribers, establishing him as a prominent voice in the cannabis industry [4] - Following this success, he created Investor Scene and Initiate Research, platforms that provide exclusive market insights and deal-flow opportunities in mining and Canadian small-cap sectors [4] Professional Expertise - Jeremy has experience as a market strategist and investor relations consultant for various publicly traded companies across mining, energy, consumer packaged goods (CPG), and technology industries [5] - He holds a BA in Journalism from Concordia University, which has supported his diverse career trajectory [5]

On today’s Big Take Asia podcast, how a rebel army in Myanmar became a major player in the global supply for rare earths — and what its growing influence means for neighboring China. https://t.co/37RBnI7RFP ...

Core Viewpoint - Nexa Resources has fully resumed operations at its Cerro Pasco Complex after resolving illegal protests, restoring access to the Atacocha and El Porvenir mines [1][2]. Group 1: Operational Updates - The temporary disruption led to an estimated zinc production loss of approximately 1.2 thousand tons, which is expected to be recovered in the upcoming month [2]. - Nexa's 2025 production guidance remains unchanged despite the recent disruptions [2]. Group 2: Company Overview - Nexa is a large-scale, low-cost, integrated polymetallic producer, primarily focused on zinc, with over 65 years of experience in mining and smelting in Latin America [3]. - The company operates four long-life underground polymetallic mines in Peru and Brazil, along with one low-cost open pit mine and three smelters [3]. Group 3: Market Position - In 2024, Nexa was among the top five producers of mined zinc globally and one of the top five metallic zinc producers according to Wood Mackenzie [4].

The $800 Million Rare Earths Portfolio Of Australia’s Richest Woman https://t.co/aeCu5whEyS https://t.co/aeCu5whEyS ...

Core Points - Canter Resources Corp. announced a consolidation of its issued and outstanding common shares at a ratio of one (1) post-consolidated common share for every seven (7) pre-consolidated common shares [1][2][3] - The total number of outstanding shares will be reduced to approximately 8,169,771 common shares following the consolidation [1][3] - The company's name and symbol will remain unchanged despite the consolidation [1][3] Trading Information - All open orders will be canceled at the close of business on August 21, 2025, and dealers are advised to re-enter their orders considering the share consolidation [2][3] - Trading on a consolidated basis will commence on August 22, 2025 [4] - The record date and anticipated payment date for the consolidation is also set for August 22, 2025 [4] - The new symbol for the shares will be CRC, with a new CUSIP of 13810W 20 1 and a new ISIN of CA 13810W 20 1 3 [4]