We recently published 10 Stocks Racking Up Big Gains. TMC the metals company Inc. (NASDAQ:TMC) is one of the top performers of last week. TMC the metals company rallied for a fourth straight day on Friday, soaring 19.38 percent to close at $6.96 apiece as investor sentiment was boosted by copper’s surge to a new record high. On Friday, copper prices on the London Metal Exchange jumped to a new all-time high of $11,200 before paring gains to end the day just up by 2.28 percent at $11,189 per ton amid tigh ...

Core Viewpoint - NioBay Metals Inc. has announced a private placement agreement with Red Cloud Securities Inc. to raise up to C$5,000,000 for its James Bay Niobium Project and general corporate purposes [1][4]. Group 1: Offering Details - The private placement will consist of Units, FT Units, and Charity FT Units, with each Unit comprising one common share and one warrant [2][3]. - The pricing for the Units is set at C$0.14, FT Units at C$0.16, and Charity FT Units at C$0.21 [8]. - An additional option allows Red Cloud to sell up to C$1,000,000 in any combination of Units, FT Units, and Charity FT Units prior to the closing [3]. Group 2: Use of Proceeds - The net proceeds from the Offering will be allocated to the exploration and advancement of the James Bay Niobium Project, as well as for working capital and general corporate purposes [4]. - Proceeds from the sale of FT Shares will specifically be used for eligible Canadian exploration expenses related to the James Bay Niobium Project [5]. Group 3: Regulatory and Compliance - The Offering will comply with applicable regulatory requirements and will be offered in several Canadian provinces under the Listed Issuer Financing Exemption [6][7]. - The Offering is scheduled to close on December 18, 2025, subject to necessary regulatory approvals [10]. Group 4: Company Overview - NioBay aims to lead in low carbon consumption mining practices while ensuring the participation of Indigenous communities in its operations [12]. - The company holds a 100% interest in the James Bay Niobium Project and a 72.5% interest in the Crevier Niobium and Tantalum project [12]. Group 5: Industry Context - Niobium is a highly valuable metal used in various sectors, enhancing material properties and reducing environmental impacts [13].

Core Viewpoint - Sun Peak Metals Corp. has successfully closed an oversubscribed non-brokered private placement, raising a total of $6,668,622.10 to fund its acquisition of Saudi Discovery Company SPV Limited and advance its Shire VMS Project [1] Group 1: Private Placement Details - The private placement consisted of 16,032,470 subscription receipts from a wholly owned subsidiary, FinCo, generating gross proceeds of $5,611,364.50 at a price of $0.35 per receipt [1] - Additionally, 3,020,736 subscription receipts of Sun Peak were issued, raising gross proceeds of $1,057,257.60, also at a price of $0.35 per receipt [1] Group 2: Use of Proceeds - The net proceeds from the offering are intended for the advancement of the Shire VMS Project, working capital, general corporate purposes, and initial exploration work at SDC's properties upon completion of the acquisition [1]

Core Viewpoint - TMC The Metals Company presents a potential solution to the global scarcity of essential metals needed for data centers and electric vehicles, which could lead to significant stock appreciation if regulatory approval is obtained [1][6]. Group 1: Company Overview - TMC aims to extract metals like copper, nickel, cobalt, and manganese by vacuuming nodules from the Pacific Ocean seafloor, offering an alternative to traditional mining methods [2]. - The company experienced a stock price increase of up to 854% in 2025, although it has since declined by approximately 49% from its all-time highs [2]. Group 2: Financial Potential - The estimated net value of the metals TMC expects to extract is around $23.6 billion, significantly higher than its current market valuation of about $2 billion [3]. - TMC ended the third quarter with approximately $115 million in cash, providing a financial runway for a couple of years based on its current cash burn rate [4]. Group 3: Regulatory Challenges - TMC currently lacks regulatory approval to mine the area under its exploratory control, and while progress has been made, the steps to obtain the necessary license remain unclear [6]. - If TMC secures the mining license, the stock's current gains could be just the beginning of a much larger upward trend [7].

Core Viewpoint - Sterling Metals Corp. has successfully closed a non-brokered private placement, raising a total of $14,000,098.10 through the issuance of units and charity flow-through units [1] Group 1: Private Placement Details - The company issued 5,244,517 units at a price of $1.50 per unit [1] - Additionally, 2,666,662 charity flow-through units were issued at a price of $2.30 per unit [1] - The total gross proceeds from the offering amounted to $14,000,098.10 [1] Group 2: Management Commentary - Mathew Wilson, CEO and Director of Sterling, expressed gratitude to all participants for their support in this financing [1]

Core Points - BTU Metals Corp. has successfully closed an over-subscribed non-brokered private placement of flow-through common shares [1] - The company issued 17,700,000 flow-through shares at a price of $0.05 per share [1] - The gross proceeds from this offering amounted to $885,000 [1]

Core Insights - Heliostar Metals Ltd is advancing its Ana Paula project in Guerrero, supported by a positive Preliminary Economic Assessment (PEA) released in early Q4 2025 [1][6] - The PEA indicates a total recovered production of approximately 875,000 ounces over a nine-year mine life, with an average mill feed of 5.37 g/t gold [1][6] - The project is expected to produce around 101,000 ounces per year at cash costs of approximately US$923 per ounce and an All-In Sustaining Cost (AISC) of about US$1,011 per ounce [1][6] - At a gold price of US$2,400 per ounce, the PEA shows a post-tax Net Present Value (NPV5) of US$426 million and an Internal Rate of Return (IRR) of 28%, with a payback period of 2.9 years [1][6] - Management is focused on engineering, metallurgical work, and a 15,000-meter drill program to upgrade Inferred resources and support a Feasibility Study targeted for mid-2026 [1][6] Financial Performance - The company reported quarterly revenue of US$26.8 million and a net income of US$1.3 million, primarily supported by operations at La Colorada and San Agustin [6] - The path forward includes targeting a feasibility study by mid-2026 and an underground permit amendment in Q1 2026, with early works planned to enable production in 2028 [6]

Core Insights - FireFly Metals Ltd reported a 51% increase in the mineral resource estimate at its Green Bay project, now totaling just under 80 million tonnes at 2.20% copper equivalent, equating to 1.70 million tonnes of copper equivalent [1][7]. Resource Classification - The updated resource classification includes 50 million tonnes in the measured and indicated category, while nearly 30 million tonnes remain in the inferred category [2][8]. - The inferred category contains 19.90 million tonnes grading nearly 4.00% copper equivalent, which is a focus for further drilling to convert into the measured and indicated category [3][9]. Metal Composition - Copper is the dominant metal in the updated resource, with an increase in gold as a by-product credit, while silver content remained largely unchanged [4][10]. - The company does not consider zinc or other metals to be present in significant quantities [4][11]. Ongoing Operations - Eight drill rigs are currently active on-site, with ongoing work to further grow the resource, particularly through regional testing of new gold and silver targets [5][8]. - The company aims to convert high-grade material into the measured and indicated category to support engineering studies planned for release between April and May 2026 [3][9].

Core Insights - TMC the metals company Inc. (NASDAQ:TMC) shares have shown significant upward movement, rising 7.38% to $5.82 in after-hours trading on Tuesday [1] Financial Position - TMC reported a total liquidity of $165 million, which includes $121 million in cash after warrant exercises and unused credit lines, indicating strong financial health [2] - CEO Gerard Barron stated that the company has "no need to come to the public markets anytime soon" [2] Regulatory and Economic Developments - The U.S. Department of the Interior and U.S. Geological Survey added copper to the Critical Minerals List, enhancing the strategic importance of all four metals in TMC's polymetallic nodules for the U.S. economy and national security [3] - TMC's economic studies revealed a project valuation of $23.6 billion, including 51 million tonnes of probable mineral reserves and a Net Present Value of $5.5 billion for the NORI-D area [4] - The National Oceanic and Atmospheric Administration (NOAA) has advanced regulatory progress by sending its draft deep-sea mining rule to the White House, which could streamline the license and permit review process for TMC [5] Stock Performance - TMC's stock has experienced a remarkable increase of 495.60% over the past year and is up 351.67% year-to-date, with a market capitalization of $2.24 billion [6] - The stock has traded between $0.72 and $11.35 over the past year, closing at $5.42, up 10.95% on Tuesday [6] Market Momentum - TMC is currently in the 98th percentile for momentum, indicating long-term upward movement alongside medium- and short-term consolidation [7]

Company Announcement - Total Metals Corp. has appointed Rita Theil as an Independent Board of Director effective November 18, 2025 [1] - Michael Dehn, Chairman of Total Metals, expressed confidence in Ms. Theil's leadership and governance experience, anticipating benefits from her extensive knowledge as the company advances its projects [2] Board Member Experience - Rita Theil brings over 35 years of advisory and board experience across various industries, particularly in power, energy, infrastructure, and clean tech [3] - She has held board positions in companies listed on TSX, NASDAQ, and other exchanges, and has a background in investment banking with Citibank and Dresdner Kleinwort Benson [3] Current Roles - Rita is currently an Independent Board Member for the Ontario Financing Authority, Maritime Launch Services, and Allstate Insurance Company of Canada, as well as serving on the Independent Review Committee for Franklin Templeton and NewGen Asset Management [4] Women's Mentor Initiative - Over 20 years ago, Rita's firm launched the Women's Mentor Initiative (WMI) aimed at attracting and retaining qualified women in the financial services sector, positively impacting organizational performance [5] Educational Background - Rita holds an LLB and an MBA from the University of Ottawa and is a Chartered Director, also being a member of the Law Society of Ontario and the Law Society in the United Kingdom [6] Stock Option Plan - Total Metals will grant 250,000 Restricted Stock Units (RSUs) to Ms. Theil, which will vest over 24 months, subject to TSX Venture Exchange approval [6] Project Focus - Total Metals Corp. is focused on its 100% owned Electrolode project, covering 3,000 contiguous hectares, targeting high-potential mineral resources in favorable geologic trends near major mines [7] - The Electrolode project is fully permitted for exploration drilling and hosts 10 historic mineralized zones with significant expansion potential [7] - The company also owns the High Lake and West Hawk Lake projects, with the Purex Zone on the High Lake project being a primary target for exploration [7]