Highlights:Prospecting has identified six NEW spodumene mineralized zones that are outside the known resource envelope.Expansion of the Jackpot lithium mineralization through geological mapping and surface rock sampling.Sample results include 4.155% Li2O, 3.918% Li2O and 3.596% Li2O from 145 samples throughout the property.The Jackpot Property consists of 297 mineral claims covering 18,800 hectares.Vancouver, British Columbia--(Newsfile Corp. - October 3, 2025) - IMAGINE LITHIUM INC. (TSXV: ILI) (OTCQB: AR ...

Good afternoon, and welcome to the HotCopper HotList Top 10. Every week, hundreds of companies go through the ups and downs of the ASX trading rollercoaster, with fortunes made and equity lost each time the Aussie bourse opens – which is why keeping an eye on all the trending stocks is so key.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.We’ve put together the HotCopper HotList: The top ten ASX-listed ...

Group 1 - BMO Capital raised its price target on Lithium Americas Corp. to $5.00 from $3.50 while maintaining a Market Perform rating [1] - The increase in price target is supported by the confirmation that the U.S. Department of Energy will receive free equity stakes in Thacker Pass and LAC in exchange for loan repayment deferrals [1] - The firm's 10% NAV estimate was lowered to about $3.40 per share [1] Group 2 - BMO noted that high-quality, funded developers in scarce commodities could trade at 1.0–1.5x NAV, with the increased price target reflecting the high end of that valuation range [2] - The rising media profile of Lithium Americas supports the valuation increase [2] - Analysts flagged risks including potential capital expenditure inflation, operating cost challenges, and reliance on assumptions of $16,000 per ton lithium carbonate equivalent prices in 2028, compared to current spot prices near $10,000 per ton [2]

Core Insights - Lithium Americas (NYSE:LAC) is a significant player in the lithium mining industry, focusing on developing major lithium projects in North and South America, particularly a large lithium mine in northern Nevada, which is essential for battery production [1][6] - The U.S. government has acquired a 5% equity stake in Lithium Americas, emphasizing the strategic importance of lithium resources for future energy needs and enhancing LAC's market position [3][6] - Following the announcement of the U.S. Department of Energy's stake, LAC's stock price surged by 23.29%, indicating strong market interest in the company [4][6] Market Performance - BMO Capital set a price target of $5 for NYSE:LAC, suggesting a potential decrease of approximately -28.98% from the current trading price of $7.04 [2] - LAC's stock has shown volatility, trading between $6.58 and $7.575, with a 52-week high of $7.55 and a low of $2.31, reflecting growing investor interest in lithium resources [4] - The company's market capitalization is approximately $1.57 billion, with a high trading volume of 211.54 million shares, indicating robust investor engagement [5]

Lithium Americas Corp (NYSE: LAC) is in the red this morning after a senior Canaccord Genuity analyst said the Trump administration's stake in the lithium miner is not a reason to load up on its stock... ...

Core Viewpoint - Rock Tech Lithium Inc. has signed a letter of intent with ArcelorMittal Eisenhüttenstadt GmbH to enhance regional synergies in East Brandenburg, focusing on sustainable development and industrial competitiveness [1][5]. Group 1: Cooperation Focus Areas - The agreement emphasizes securing and qualifying skilled workers, as well as collaboration in laboratory services and quality assurance [5][6]. - Additional cooperation opportunities include local services and rail logistics at the Guben site [5][6]. Group 2: Commitment to Regional Development - The partnership aims to increase local industrial value creation and foster innovation, making East Brandenburg an attractive site for industry and employees [2][3]. - Rock Tech's Managing Director highlighted the importance of this cooperation in addressing regional skilled labor shortages and promoting sustainable development [3]. Group 3: Rock Tech's Strategic Goals - Rock Tech aims to ensure a stable supply of high-quality, locally produced lithium, supporting a resilient and sustainable value chain from mining to battery-grade material [4][7]. - The company is focused on responsible sourcing and integrating recycled materials to close the local battery loop, contributing to battery-grade material sovereignty [7]. Group 4: ArcelorMittal's Role - ArcelorMittal, as a traditional partner, aims to strengthen East Brandenburg as a modern industrial location with qualified skilled workers, benefiting from mutual expertise [4][3]. - The company generated revenues of $62.4 billion in 2024 and produced 57.9 million metric tonnes of crude steel, emphasizing its significant role in the industry [8].

Core Viewpoint - American Salars Lithium Inc. is seeking approval from the Canadian Securities Exchange to consolidate its common shares on a 10:1 basis, reducing the number of outstanding shares significantly [1][2]. Share Consolidation Details - The consolidation will decrease the number of issued and outstanding common shares from 36,130,605 to approximately 3,613,060 [2]. - The company has 3,500,000 outstanding warrants, which will equate to about 350,000 common shares post-consolidation, and stock options for 3,620,000 common shares, translating to approximately 326,000 common shares post-consolidation [2]. Fractional Shares Policy - No fractional shares will be issued; any resulting fractional shares will be rounded down to the nearest whole share, with no cash compensation provided for these fractions [3]. Strategic Rationale - The board believes the share consolidation will enhance the company's flexibility for business development and financing arrangements, with no associated changes to the business model, name, or stock symbol [4]. Future Communications - The company will issue a further news release to announce the effective date of the consolidation along with new CUSIP and ISIN numbers [5]. Company Overview - American Salars Lithium is focused on exploring and developing high-value battery metals projects to cater to the growing electric vehicle market [6].

Core Insights - Lithium Americas' stock surged 23.3% to $7.04 after the US Department of Energy (DOE) acquired a 5% equity stake in the company and its joint venture with General Motors (GM) for the Thacker Pass lithium project [1] - The agreement allows for the first $435 million drawdown from a previously announced $2.3 billion loan from the DOE and enables the joint venture to enter new third-party offtake agreements for lithium not contracted to GM [1] Group 1 - CEO Jonathan Evans emphasized the strategic importance of the deal, stating it strengthens America's supply chain and enhances long-term energy security [2] - The DOE's revised structure includes over $100 million of new equity and offers additional protections for US taxpayers [2] - The US government is shifting towards direct equity co-investments in critical minerals and advanced manufacturing projects, moving beyond loans and grants [3] Group 2 - Lithium Americas' stock has increased by 91% in the past month, driven by speculation regarding government involvement [5] - The US government's stake in Thacker Pass marks a new era of policy-backed equity capital for critical minerals, reducing financing hurdles and strengthening offtake confidence for developers [5] - The DOE's equity and funding significantly reduce financing risk ahead of the project's first production, targeted for 2028 [6] Group 3 - The deal allows Lithium Americas and GM to attract new strategic partners through offtake agreements [6] - The government's direct involvement provides a "policy put," reinforcing market confidence and supporting higher development-stage multiples [6] - The confirmation of government equity participation validates expectations for blended financing packages among ASX-listed lithium developers with North American projects [6]

Core Insights - The U.S. government is transitioning from providing subsidies to taking equity stakes in companies like Intel and Lithium Americas, indicating a shift in industrial policy [2][3][4] Group 1: Government Actions - The U.S. government has acquired a nearly 10% stake in Intel by converting $8.9 billion in CHIPS Act grants into common stock [2] - Additionally, the government has taken a 5% equity position in Lithium Americas' Thacker Pass project, supported by a $2.26 billion Department of Energy loan [2] - This approach marks a significant change in U.S. policy towards strategic sectors, moving from passive support to active investment [3][4] Group 2: Implications for Companies - The government's equity stakes can de-risk companies by providing political backing, which may enhance their chances of success [5] - However, this raises concerns about potential government influence on corporate decisions and the risk of dilution for private shareholders [5] - The strategy reflects a broader trend where the government is assembling a new type of index focused on strategic leverage rather than traditional financial metrics [5] Group 3: Future Outlook - The current investments in Intel and Lithium Americas may be just the beginning, with potential for more companies across the supply chain to be included in this "Uncle Sam ETF" [6]

Market Overview - Wall Street remains largely unfazed by the U.S. government shutdown, with the S&P 500 rising 0.2%, the Dow Jones Industrial Average adding 20 points, and the Nasdaq composite increasing by 0.3% [1] - The bond market saw a significant drop in Treasury yields, influenced by disappointing employment data [2][11] Employment Data - The ADP Research survey indicated a loss of 32,000 jobs outside the government, with the Midwest particularly affected, and a downward revision of August's employment figures from a gain of 54,000 to a loss of 3,000 [2][4] - The upcoming Labor Department report is expected to be delayed due to the government shutdown, increasing uncertainty in the job market [4][5] Company Performance - Peloton Interactive's stock fell by 8.6% following a lukewarm reception to its new AI and computer vision system [6] - Corteva's shares dropped 8.3% after announcing a split into two companies, one focusing on seeds and the other on crop protection [7] - Cal-Maine Foods experienced a 2.4% decline as its quarterly profit and revenue fell short of analysts' expectations [7] - Conversely, Nike's stock rose 4.9% after exceeding profit expectations, driven by strong apparel sales in North America [8] - Lithium Americas saw a significant stock increase of 26.1% after the U.S. government approved a $2.26 billion loan, with the Department of Energy taking an ownership stake [9] Economic Indicators - The yield on the 10-year Treasury fell to 4.11% from 4.16%, reflecting expectations for potential interest rate cuts by the Federal Reserve due to weaker-than-expected payroll and manufacturing data [11]