Corporate Highlights - Stillwater Critical Minerals Corp. is advancing its flagship Stillwater West Ni-PGE-Cu-Co + Au critical minerals project, which is 100% owned by the company [1] - The Stillwater West project is recognized as a significant large-scale potential source of ten minerals that are currently listed as critical by the U.S. government [1]

Core Insights - Locksley Resources Limited has expanded its strategic footprint in the Mojave Critical Minerals Corridor by staking an additional 249 claims, bringing the total to 491 claims [1][2]. Group 1: Expansion and Strategic Positioning - The new claims are adjacent to Locksley's existing tenement position and MP Materials landholding, which includes the Mountain Pass Rare Earth Mine [2]. - The expansion strengthens Locksley's competitive positioning in a key critical minerals region in the U.S., with increasing demand for antimony and rare earth elements (REEs) driven by U.S. supply chain security initiatives [3]. - The southeast claims encompass favorable gneissic geology, which is significant for potential REE-bearing carbonatites and other mineralization styles [4]. Group 2: Exploration Opportunities - The northern claims are located 3 km from Dateline Resources' Colosseum Gold Project, indicating multiple commodity opportunities in the area [5]. - Several new claims directly adjoin the Mountain Pass larger claim package, enhancing exploration discovery potential and long-term commercialization pathways [5]. Group 3: Strategic Collaborations - Locksley Resources is focused on critical minerals and base metals, actively advancing its Mojave Project in California, targeting REEs and antimony [6]. - The company has announced a strategic collaboration with Rice University to develop DeepSolv™ for domestic processing of North American antimony, marking a step in its U.S. Critical Minerals and Energy Resilience Strategy [6].

Summary of Ecora Resources Investor Presentation Company Overview - **Company**: Ecora Resources PLC (OTCPK:ECRA.F) - **Date of Presentation**: September 09, 2025 - **Key Speakers**: Marc Bishop-Lafleche (CEO), Kevin Flynn (CFO) Key Industry and Company Insights Industry Focus - **Critical Minerals and Base Metals**: The presentation highlighted strong growth in the critical minerals sector, particularly in base metals, with a focus on cobalt and copper. Financial Performance - **Half-Year Results**: The company reported strong volume growth in its base metals portfolio, with an 81% increase in the first half of the year [2][6]. - **Revenue Expectations**: For 2025, it is expected that more than half of the revenue will come from critical minerals, a significant increase from less than $20 million in 2020 [3][4]. - **Income Projections**: Projected income from producing assets could reach $50 million, with potential growth to $100 million from development-stage assets by 2030 [4][5]. Asset Performance - **Voisey's Bay**: Cobalt deliveries increased significantly, with 140 tons delivered in the first half of the year compared to 56 tons previously. The ramp-up is expected to continue, with a steady-state production capacity of around 560 tons annually [9][21]. - **Mantos Blancos**: Achieved record quarterly production, with copper prices trading around $4.50 per pound, significantly higher than the acquisition price assumption of $3 per pound [11][24]. - **Mimbula Copper Stream**: The acquisition is expected to contribute to immediate cash flow, with $1.4 million recognized in Q2 [12][26]. Strategic Transactions - **Duke Bee Gold Royalty Sale**: The sale could realize up to $20 million, aiding in deleveraging efforts following the Mimbula acquisition [3][15]. - **Portfolio Management**: The company is focused on diversifying its revenue sources, reducing reliance on any single asset, with Kestrel expected to contribute less over time [42][51]. Market Dynamics - **Cobalt Pricing**: Cobalt prices have shown recovery, moving from $13 per pound to a range of $18.25 to $20 per pound due to supply constraints and demand growth [10][22]. - **Government Actions**: The U.S. Department of Defense is stockpiling critical minerals, including cobalt, which could benefit Ecora's assets [30][31]. Future Outlook - **Growth Strategy**: The company aims to expand its portfolio in critical minerals, particularly copper and base metals, to capitalize on increasing electricity demand driven by digital infrastructure and renewable energy [52][53]. - **Production Guidance**: The company anticipates a more linear growth trajectory for its producing portfolio, while development-stage assets may have lumpier contributions [64][66]. Dividend Policy - **Dividend Announcement**: An interim dividend of $0.0060 per share was declared, representing approximately 25% of free cash flow, with potential for growth as the portfolio expands [55][57]. Additional Insights - **ESG Considerations**: The company emphasizes responsible investment practices and the importance of jurisdiction in its investment decisions to ensure adherence to ESG standards [58][59]. - **Dual Listing**: Ecora is dual-listed on the London Stock Exchange and the TSX, enhancing its visibility to North American investors [60]. Conclusion - **Pivotal Year**: 2025 is viewed as a significant turning point for Ecora Resources, transitioning from reliance on Kestrel to a more diversified portfolio with strong cash generation potential from critical minerals [34][70].

Core Insights - Critical Metals Corp. announced that Tanbreez Mining Greenland A/S is approximately 70% complete on the final stages of the Bankable Feasibility Study (BFS) for a 500,000 tons per annum mining and processing operation at the Tanbreez Rare Earth Project in South Greenland, with submission expected in Q4 2025 [1][6][7] Project Development - The BFS is being led by Danish engineering firm NIRAS A/S, focusing on both technical and environmental aspects to ensure responsible development [1][2] - The engineering scope includes detailed design of open pit mining phases, logistics, crushing and magnetic separation circuits, and tailings deposition infrastructure [3][5] - Environmental fieldwork for the 2025 baseline sampling program has been completed, which included freshwater sampling, sediment coring, and marine fauna sampling [9][10][11] Environmental Commitment - The completion of the baseline sampling program supports the Environmental Impact Assessment (EIA) and reinforces the commitment to responsible development [11] - NIRAS is integrating hydrological modeling, dust dispersion controls, and closure planning into the final design to ensure long-term environmental compliance [3][5] Project Significance - The Tanbreez Rare Earth Project is one of the world's largest hard rock rare earth deposits, notable for its high concentration of heavy rare earth oxides (HREOs) and low levels of uranium and thorium, enhancing its environmental and political viability [14][18] - The project is expected to play a crucial role in supplying critical minerals essential for high-tech applications, clean energy, and defense industries [19][21]

Core Viewpoint - Locksley Resources has engaged GreenMet to advance its Mojave Critical Minerals Project, aiming to align with U.S. government initiatives and secure funding opportunities [1][2]. Group 1: Partnership and Strategic Importance - The partnership with GreenMet is expected to enhance Locksley's access to U.S. government grants, loans, and offtake programs, which are crucial for accelerating the Mojave Project's development [2]. - The U.S. Department of Energy has announced funding opportunities totaling $1 billion for critical minerals, which further validates the Mojave Project's significance in defense, technology, and energy markets [2][3]. Group 2: Leadership and Expertise - GreenMet is led by Drew Horn, a former U.S. official with expertise in critical minerals strategy and experience in securing funding for projects addressing strategic vulnerabilities [4]. - The leadership team also includes Mark Green and Retired General David Barrett, who bring extensive experience and relationships within the U.S. national security community, positioning GreenMet to effectively guide Locksley's government engagement [5]. Group 3: Project Overview and Market Context - Locksley Resources is focused on critical minerals and base metals, with the Mojave Project targeting rare earth elements and antimony, located in California's Mojave Desert [7]. - The Mojave Project is strategically positioned to support U.S. objectives for critical mineral independence, especially in light of rising geopolitical tensions and the need to diversify supply chains away from China [7].

Core Insights - Critical Metals Corp has published assay results from the Tanbreez Project in Greenland, highlighting the strategic value of the project as a source of rare earth elements and gallium [1][4][6]. Summary of Assay Results - The 2024 drilling program reported significant grades of total rare earth oxides (TREO) ranging from 0.48% to 0.55% across four drill holes, with a high proportion of heavy rare earth oxides (HREO) averaging 27% [2][5][14]. - The assay results for individual drill holes are as follows: - DDH-A1-24: 0.48% TREO, 27.1% HREO, 1.86% ZrO₂, 100 ppm Ga₂O₃ [2][11]. - DDH-A2-24: 0.52% TREO, 26.9% HREO, 1.96% ZrO₂, 95 ppm Ga₂O₃ [2][11]. - DDH-B-24: 0.50% TREO, 26.0% HREO, 1.99% ZrO₂, 100 ppm Ga₂O₃ [2][11]. - DDH-C-24: 0.55% TREO, 25.5% HREO, 1.98% ZrO₂, 90 ppm Ga₂O₃ [2][11]. - The mineralization remains open at depth in all reported holes, confirming continuity of grade and mineralogy across the Fjord Deposit [5][14][16]. Strategic Importance - The results from the Tanbreez Project are positioned as critical for Western supply chains, especially given the current global control of rare earth markets by China [6][7]. - The project is expected to enhance U.S. defense capabilities and national security by securing sources of critical minerals [6][7]. Future Prospects - The ongoing 2024-2025 drilling campaign aims to further delineate resources, with additional assay results from nine remaining drill holes expected in Q3 2025 [3][24]. - The company has already completed over 1,500 meters of drilling in 2025, indicating strong potential for resource expansion [5][7][24]. Company Overview - Critical Metals Corp is focused on critical metals and minerals, with the Tanbreez Project being one of the largest rare earth deposits globally, located in Southern Greenland [29][30]. - The company also holds the Wolfsberg Lithium Project in Austria, which is strategically positioned to support the European market for lithium products [30][31].

Core Insights - Critical Metals Corp has formed a new Advisory Board, including General Tim Ray, to assist in developing its critical minerals projects [1][2] - The company is advancing the Tanbreez project in southern Greenland, which is strategically important for North America and Europe to reduce reliance on China [2][4] - General Ray's expertise in defense and security will help the company enhance its strategic positioning and shareholder interests [2][4] Company Overview - Critical Metals Corp (Nasdaq: CRML) focuses on critical metals and minerals essential for electrification and next-generation technologies [4][6] - The flagship Tanbreez project is one of the largest rare earth deposits globally, located in southern Greenland with year-round shipping access [4][6] - The Wolfsberg Lithium Project in Austria is the first fully permitted lithium mine in Europe, strategically positioned to support the European market [5][6] Strategic Positioning - The company aims to become a reliable supplier of critical minerals for defense applications and the clean energy transition [6] - The strategic asset portfolio is designed to meet the needs of NATO and the United States, enhancing transatlantic defense cooperation [4][6]

Core Insights - Critical Metals Corp has appointed NIRAS A/S to conduct a Definitive Feasibility Study (DFS) for the Tanbreez Rare Earth Project, which aims for a mining and processing operation of 500,000 metric tons per annum in southern Greenland [1][3] - The company currently holds a controlling interest in the Tanbreez Project and has the option to increase its ownership to 92.5% with an investment of up to $10 million, expected to be completed in 2025 [2] - The DFS will cover all technical, environmental, and commercial aspects of the project, and is expected to be completed in the fourth quarter of 2025 [4][8] Project Details - The DFS will be a key component for updating the Exploitation License documentation, which will be submitted to the Mineral License and Safety Authority (MLSA) of Greenland [4] - The study will include final mine design, production scheduling, capital and operating cost estimates, and environmental and social impact assessments [8] - NIRAS will also facilitate stakeholder engagement with local authorities and the MLSA, leveraging their experience in permitting processes [5] Company Overview - Critical Metals Corp focuses on critical metals and minerals essential for electrification and next-generation technologies, with the Tanbreez Project being one of the largest rare earth deposits globally [9] - The company also has the Wolfsberg Lithium Project in Austria, which is the first fully permitted lithium mine in Europe, strategically positioned for key infrastructure access [10] - With its strategic asset portfolio, the company aims to become a reliable supplier of critical minerals for defense applications and the clean energy transition [11]

Core Insights - Critical Metals Corp has established an Advisory Board to support its strategic development in critical minerals projects [1][2] - The Advisory Board includes experienced professionals Christian Aramayo and Mathew August, who will provide expertise in project development and capital markets [3][4] Company Overview - Critical Metals Corp is focused on mining critical metals and minerals essential for electrification and next-generation technologies, with its flagship project, Tanbreez, located in Southern Greenland [5][6] - The Tanbreez project is one of the largest rare earth deposits globally, benefiting from year-round shipping access via deep water fjords [5] - The Wolfsberg Lithium Project in Austria is the first fully permitted lithium mine in Europe, strategically positioned to become a major producer for the European market [6][7] Advisory Board Contributions - Christian Aramayo brings over 20 years of international mining experience, focusing on project development and operations in challenging environments [3][4] - Mathew August has over 15 years of experience in long-term investing and business growth in the defense, technology, and natural resources sectors, focusing on U.S. capital markets and Department of Defense relations [4][5]

Core Viewpoint - Snow Lake Resources Ltd. is focusing on strategic investments in U.S.-based critical minerals projects to leverage new U.S. Administration policies aimed at accelerating domestic production of these minerals [1][4]. Investment Strategy - The company is actively seeking opportunities to acquire interests in U.S. critical minerals projects that can be fast-tracked into production, potentially creating substantial value for shareholders [3][5]. - CEO Frank Wheatley emphasized the alignment of Snow Lake's investments with U.S. strategic interests, particularly in uranium, antimony, and rare earths [4][5]. Specific Investments - **Uranium**: Snow Lake has committed AUD$1.4 million to GTi Energy's AUD$4.5 million equity financing to advance the Lo Herma uranium project in Wyoming, which has a resource estimate of 8.7 million pounds U3O8 and a projected annual production of 800,000 pounds U3O8 [6][7]. - **Antimony**: The company has acquired a strategic stake exceeding 5% in Resolution Minerals Ltd., which holds the Horse Heaven Project in Idaho, anticipated to meet approximately 35% of U.S. antimony requirements [8][11]. - **Rare Earths**: Snow Lake holds a cornerstone investment in Commerce Resources Corp., which is advancing the Ashram rare earth elements project in Quebec, one of the largest undeveloped rare earths projects in North America with a resource of 204.3 million tonnes averaging ~1.94% Total Rare Earth Oxides [13][15]. Government and Industry Support - There is unprecedented support from the U.S. government, industry, and public for domestic critical mineral production, highlighted by significant investments in MP Materials Corp, including USD$400 million from the U.S. Department of Defense and USD$500 million from Apple [18][19].