Meanwhile, drones are becoming a “necessity” for both productivity and safety as miners move into deeper and more remote terrain, says GlobalData strategic intelligence analyst Aidan Knight. With 95,000 historic and active mineral extraction sites, most of which are in remote areas, Australia is actively investing in drones to optimise mining operations.Mine communication and management systems are essential for productivity because they provide the potential to fully upgrade a mining site rather than simpl ...

欧洲天然资源基金特约分析师李冈峰表示，至12月初为止，各金属的基金多头上涨，当中钯金合约经历了164周(自2022年10月23日起)基金净空后，终于 恢复净多头。银价急起直追，至上周五为止今年已经升达132%，金银比更从90.84跌至64.6。但基金于美国期货白银净多年初至今仅升66%，说明实物需 求推高所致。某知名金属交易商调查结果显示，51%受访者认为白银会继续在2026年跑赢市场，29%认为黄金会再度领先，11%认为2026年最看好铜，剩 余10%看好铂金。铂金今年升幅亦达120%，但历史上，一安士铂金平均能换60多安士白银，而最近1安士铂金才能换29安士白银处于历史最低水平，反映 相对白银，铂金现在的估值是历史中最便宜的。 另外值得留意，市场已经有人开始赌2027年美联储会开始加息了(虽然现时几率还很少)。李冈峰之前指出，这次商品大牛市，可能会被美国的加息周期干 掉，所以非常重要。 | | | COMEX黄金 | COMEX白银 | | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ( ...

Core Viewpoint - Cascade Copper Corp. has successfully closed the final tranche of its non-brokered private placement, raising a total of $659,728 (CDN) through the issuance of units [1] Group 1: Offering Details - The Offering included 8,462,500 Critical Minerals Flow-Through units at a price of $0.04 each and 8,923,002 Non-Flow-Through Units at a price of $0.036 each [2] - Each unit consists of one common share and one-half common share purchase warrant, with each full warrant exercisable at $0.05 for 36 months from the closing date [2] - The Offering is subject to regulatory approvals, including acceptance from the Canadian Securities Exchange, and all securities issued will have a four-month hold period [3][6] Group 2: Use of Proceeds - Proceeds from the sale of Flow-Through Shares will primarily fund eligible Critical Mineral Canadian Exploration Expenses and exploration programs in Ontario and British Columbia [5] - Proceeds from Non-Flow-Through shares will be allocated for the general working capital of the Company [5] Group 3: Insider Participation - The Offering included participation from insiders, which is classified as a related party transaction under Multilateral Instrument 61-101 [4] - The Company is relying on exemptions from valuation requirements and minority approval as the value of the subscribed Units does not exceed 25% of the Company's market capitalization [4] Group 4: Company Overview - Cascade Copper is an exploration stage natural resource company focused on the evaluation, acquisition, and exploration of copper-based mineral resource properties [8] - The Company is engaged in exploring copper and gold deposits in British Columbia and Ontario, utilizing modern technology for exploration [8] - Cascade has five projects, including the Copper Plateau Copper-Moly Project and the Centrefire Copper Project, with drilling planned for several projects this year [8]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Freeport-McMoRan Inc. securities between February 15, 2022, and September 24, 2025, of the January 12, 2026, deadline to become a lead plaintiff in a securities class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Freeport-McMoRan securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The lead plaintiff must file a motion with the Court by January 12, 2026, to represent other class members in the litigation [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. Group 3: Case Allegations - The lawsuit alleges that Freeport-McMoRan made false and misleading statements regarding safety at the Grasberg Block Cave mine in Indonesia, which posed a heightened risk to workers [5]. - It is claimed that the lack of proper safety measures led to undisclosed regulatory, litigation, and reputational risks, resulting in materially false statements about the company's business and operations [5].

Core Points - First Canadian Graphite Inc. held its annual and special general meeting on December 9, 2025, with 5,212,511 common shares represented, approximately 20.37% of the outstanding shares [1] Group 1: Number of Directors - Shareholders approved the number of directors to be set at four, with 5,185,929 votes (99.49%) in favor and 26,582 votes (0.51%) against [2] Group 2: Election of Directors - Thomas Yingling, Brijender (Binny) Jassal, and Florent Baril were elected as directors, each receiving over 99% of votes in favor, while Charn Deol did not stand for re-election [3] Group 3: Appointment of Auditor - Smythe LLP was appointed as the auditor of the Company, with 5,179,791 votes (99.37%) in favor and 32,720 votes (0.63%) withheld or abstained [4] Group 4: Approval of Share Incentive Plan - The 2025 Omnibus Share Incentive Plan was approved with 3,353,710 votes (98.58%) in favor and 48,349 votes (1.42%) against [5] Group 5: Re-pricing of Options - The re-pricing of outstanding eligible options was approved with 3,349,545 votes (98.46%) in favor and 52,514 votes (1.54%) against, amending the exercise price to $0.18 [6] Group 6: Company Overview - First Canadian Graphite is managed by a team with over 150 years of collective experience in mining, with a recent success in discovering the Berkwood graphite resource in Northern Quebec, which the Company owns 100% [7]

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When I posted my first article about Sociedad Química y Minera de Chile ( SQM ) back in June, lithium context was clearly negative: prices were decreasing strongly, and the market was already discounting an actuallyI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local ass ...

Core Viewpoint - The Portnoy Law Firm has initiated an investigation into Ramaco Resources, Inc. for possible securities fraud, potentially leading to a class action lawsuit on behalf of investors [1]. Group 1: Investigation and Legal Actions - The Portnoy Law Firm is encouraging investors to contact them to discuss their legal rights and options for pursuing claims to recover losses [2]. - The investigation follows a report by Wolfpack Research, which alleged that Ramaco's Brook Mine project was a "hoax" and that the company manipulated data to misrepresent profitability [3]. Group 2: Stock Price Impact - Following the allegations from Wolfpack Research, Ramaco's stock price dropped by $3.81, or 9.5%, closing at $36.01 per share on October 23, 2025, resulting in financial harm to investors [3]. Group 3: Firm's Background - The Portnoy Law Firm has a history of representing investors in claims related to corporate wrongdoing, having recovered over $5.5 billion for aggrieved investors [4].

Core Viewpoint - First Quantum Minerals Ltd. has announced a binding agreement to sell its Las Cruces mine in Spain for up to $190 million, including a profitability-linked earn-out provision, to Global Panduro, paving the way for the development of a polymetallic primary sulphide project [1][2] Transaction Summary - The transaction includes $45 million in cash at closing, a loan note of approximately $65 million, and up to $80 million in deferred payments tied to project development milestones [2] - Additionally, there is a contingent deferred earn-out payment tied to exit and liquidity events, amounting to 10% of proceeds above an agreed internal rate of return threshold [2] Regulatory and Closing Information - The transaction is subject to customary conditions and regulatory approvals, with an expected closing during the first half of 2026 [3] About Las Cruces - The Las Cruces site, located approximately 20 kilometers northwest of Seville, produced copper cathodes from 2009 to 2021 and completed tailings reprocessing from 2021 to 2023 [4] - An updated NI 43-101 Technical Report published in February 2024 outlines plans for a next-phase redevelopment via a new underground mine to produce copper, zinc, lead, and silver [4] About Resource Capital Funds - Resource Capital Funds is a group of private equity funds established in 1998, focusing on mining sector investments across various commodities and regions [5] - RCF has supported over 235 mining companies with projects in more than 55 countries [5] Advisors - BMO Capital Markets acted as the financial advisor, while Simmons & Simmons served as the legal advisor for First Quantum in this transaction [6] - Norton Rose Fulbright provided legal advisory services to Resource Capital Funds [6]

Group 1: Healthcare Sector - The healthcare sector is highlighted as the best performing sector of the quarter, with a focus on the FDA's approval of the first GLP-1 pill from Novo [1] - Zoetis has been trading at a discount compared to Elanco since March 2021, with current trading at 19 times earnings, while Elanco trades at 23 times [2] - The total addressable market for the veterinary sector is projected to reach $100 billion by 2035, with Zoetis holding a 20% market share but facing execution challenges [4] Group 2: Company Performance - Zoetis has underperformed due to the CEO's inability to execute effectively, leading to a lower stock performance despite a favorable market [2][4] - The last three quarters have seen Zoetis meet expectations but lower future guidance, contributing to its stock struggles [3] - Piper Sandler suggests a mean reversion for Zoetis, indicating potential future rewards for supporting new product launches in 2026 and 2027 [5] Group 3: Metals and Mining - Metals, particularly gold and silver, have reached new record highs, with copper having its best year since 2009 [6] - Freeport-McMoRan is noted for its low trading multiple of 17 times earnings and a 7% free cash flow yield, making it a pure play on copper [7] - Execution issues at Freeport have affected its stock performance, while Aagasta is recognized as a better operator with significant production growth [8]