Core Viewpoint - Taseko Mines Ltd. (NYSEAmerican:TGB) has shown significant stock performance, increasing by 14.53% to close at $8.83, driven by investor interest in mining stocks and anticipation of upcoming earnings results for Q4 and full-year 2025 [1][4]. Group 1: Financial Performance and Outlook - Taseko Mines is expected to announce its financial and operational highlights between the third and fourth weeks of the current month [2]. - The company has an optimistic outlook for Q4, targeting increases in copper head grades and recoveries [3]. - For the full year 2025, Taseko Mines aims to report copper production between 100 million and 105 million pounds, with improvements in molybdenum production anticipated [3]. Group 2: Market Position and Strategic Agreements - Taseko Mines has secured offtake agreements covering nearly all of Gibraltar's copper concentrate production for 2025 and 2026 [4]. - The company's stock performance has been positively influenced by the US government's Project Vault program, which aims to stockpile critical mineral resources, including copper [4].

Group 1 - Energy Fuels Inc. (NYSEAmerican:UUUU) experienced a significant stock increase of 16.75% as investors showed interest in rare earth stocks following President Trump's stockpiling initiative [1][4]. - The Project Vault aims to create a stockpile of rare earth minerals essential for various industries, including semiconductors, automotive, and military applications, to enhance domestic production and reduce reliance on China [2][4]. - Under the Project Vault, companies will pay upfront fees for materials and agree to repurchase the same amount at the same price in the future, indicating a structured approach to inventory management [3]. Group 2 - Energy Fuels Inc. has acquired a 100% stake in Australian Strategic Materials Ltd. for $299 million, positioning itself as a leading fully-integrated rare earth elements producer outside of China [5]. - The Project Vault is expected to include over 50 minerals classified as "critical" by the Interior Department, which could further benefit companies like Energy Fuels [4][8].

Core Insights - Glencore has agreed to sell a 40% stake in its copper and cobalt mines in the Democratic Republic of Congo (DRC) to a U.S. government-backed consortium, highlighting the strategic appeal of its mining operations [1] Group 1: Transaction Details - The stake is being sold in two DRC assets, Mutanda Mining and Kamoto Copper, to a consortium led by U.K. private-equity firm Orion Resource Partners, which includes the U.S. International Development Finance Corporation [1] - Abu Dhabi's sovereign wealth fund ADQ is also a partner in this transaction [1] Group 2: Strategic Implications - The sale may not only provide financial benefits but could also lower the risk premium associated with Glencore's mining operations due to the perceived backing from the U.S. government [1] - This deal reflects a new era of resource nationalism, indicating a shift in how mining assets are valued and perceived in the market [1]

Vancouver, British Columbia – TheNewswire - February 4, 2026 – MindBio Therapeutics Corp. (CSE: MBIO; Frankfurt: WF6; OTCQB: MBQIF), (the “Company” or “MindBio”), is pleased to report following its recent success in meeting with mining and health executives in South America, it has deployed a team of software engineers to the mining industry in country. The team deployed will be working with health and mining officials to build a protocol for practical implementation of drug and alcohol screening by voice. ...

Core Viewpoint - REV Exploration Corp. has entered into a non-binding Letter of Intent to acquire oil and gas leasehold interests in Montana, significantly expanding its landholdings and focusing on helium and natural hydrogen exploration [1][3]. Group 1: Transaction Details - The acquisition is subject to the execution of a definitive agreement, customary closing conditions, and regulatory approvals, including acceptance by the TSX Venture Exchange [2]. - The transaction involves a cash payment of USD $250,000 and the issuance of common shares valued at USD $300,000 to the Vendor upon closing [7]. Group 2: Strategic Implications - The Montana land package will increase REV's total landholdings from 4,845 acres to approximately 18,998 acres, nearly quadrupling its size [3]. - This acquisition aligns with REV's strategic focus on the Northern Great Plains states, enhancing its position in the helium and natural hydrogen sectors [3][8]. Group 3: Company Background - REV Exploration Corp. is primarily a mineral exploration company with a portfolio that includes gold properties in Quebec and significant exposure to the Natural Hydrogen sector in Alberta and Saskatchewan [5][8].

Core Insights - Kazakhstan possesses significant rare earth deposits, and the partnership between REalloys Inc. and AltynGroup aims to integrate these resources into North American supply chains, addressing both economic and national security interests for the West [1][6]. Group 1: Partnership and Project Details - The Kokbulak project, covering 127,000 square kilometers, contains over 350 million tonnes of iron ore reserves and will produce a rare earth-rich byproduct concentrate from iron tailings, including dysprosium and terbium [2]. - REalloys and AltynGroup plan to identify producing mines in Kazakhstan, secure offtake agreements, and process the resulting materials through REalloys' North American platform [4]. - The partnership includes a 10-year offtake framework and a non-binding investment commitment from AltynGroup to scale REalloys' U.S. processing capabilities [5]. Group 2: Supply Chain and Processing Strategy - Historically, North America has processed foreign rare earth feedstock only at early stages, but this new structure aims to integrate heavy rare earths into domestic metal and alloy production, reducing reliance on offshore processing [3][8]. - REalloys is focused on converting Kazakhstan's rare earth feedstock within its North American supply chain, ensuring that the materials are processed domestically rather than shipped abroad [8][10]. - The operational strategy is to create a comprehensive supply chain that secures feedstock and enhances domestic production capabilities, crucial for U.S. defense needs [10][11]. Group 3: Strategic Importance and Market Context - The partnership is timely, as U.S. defense planners are increasingly concerned about supply risks associated with foreign sources of rare earth materials [6]. - REalloys' existing operations, including a rare earth metallization facility in the U.S., position the company to meet government demand while enhancing supply chain resilience [7][9]. - The integration of upstream resources from Kazakhstan with REalloys' processing capabilities in North America is seen as a critical step in addressing supply chain vulnerabilities [9][11].

Core Viewpoint - Osisko Metals Incorporated successfully closed a bought-deal private placement financing, issuing 11,812,000 flow-through shares at C$1.27 per share, raising gross proceeds of C$15,001,240 for Canadian exploration expenses [1][2]. Group 1: Financing Details - The financing will fund eligible "Canadian exploration expenses" classified as "flow-through critical mineral mining expenditures" for the company's projects in Canada, to be incurred by December 31, 2027 [2]. - The offering was co-led by Canaccord Genuity Corp. and BMO Capital Markets, with strategic investors Agnico Eagle Mines Limited and Hudbay Minerals Inc. purchasing shares at C$0.85 per common share for approximately C$10 million [3]. Group 2: Regulatory and Compliance Information - The flow-through shares are subject to a hold period of four months and one day from the closing date, in accordance with Canadian securities laws, and the offering is pending final acceptance by the Toronto Stock Exchange [4]. Group 3: Company Overview - Osisko Metals is focused on the critical metals sector, particularly copper and zinc, and has a 100% interest in the Gaspé Copper project, which has indicated mineral resources of 824 million tonnes grading 0.34% CuEq [6]. - The company is also advancing the Pine Point project, with indicated mineral resources of 49.5 million tonnes at 5.52% ZnEq, located in the Northwest Territories [7].

Core Viewpoint - The article discusses the recent fluctuations in precious metal prices, particularly focusing on profit-taking activities and market sentiment regarding gold and silver, while also analyzing the implications of potential changes in U.S. monetary policy under the new Federal Reserve chair [2][27][28]. Group 1: Market Performance - Gold mining stocks have outperformed the metals themselves, with a notable decline in prices following a significant rise in January [2][19]. - Silver prices surged from $71.26 to $116.58 in January, marking a 63.6% increase within a month, following a 147% rise in the previous year [2][27]. - The net long positions in U.S. futures for gold, silver, and platinum have decreased significantly, indicating a shift in market sentiment [6][10][12]. Group 2: CFTC Data Analysis - As of January 27, net long positions for gold fell by 12.8% to 378 tons, the lowest in eight weeks, while silver's net long positions dropped by 35.6% to 1,134 tons, the lowest since March 2024 [3][6]. - Platinum's net long positions decreased by 62.1% to 3 tons, marking the lowest level in 37 weeks [6][10]. - The overall sentiment among speculators in the U.S. futures market suggests that silver prices are perceived as excessively high, leading to increased short positions [6][10]. Group 3: Economic and Geopolitical Factors - The geopolitical tensions and the U.S. government's strategic investments in critical materials are expected to support international prices of commodities like rare earths [17]. - The market is currently experiencing confusion regarding the Federal Reserve's interest rate decisions, with varying probabilities for future rate cuts [24][26]. - The article suggests that the transition from a globalized economy to a more fragmented "Warring States" era may influence commodity prices positively in the long term [30][31]. Group 4: Investment Sentiment and Strategies - The article emphasizes the importance of monitoring gold mining stocks as a leading indicator for gold prices, suggesting that a divergence between the two could signal caution for investors [19]. - The gold-to-silver ratio, a measure of market sentiment, has fluctuated significantly, indicating varying levels of fear and optimism in the market [21][22]. - The article warns against the misconception that rising prices will continue indefinitely, highlighting the cyclical nature of investment tools [27].

Australia is weighing a price floor for critical minerals, including rare earths, to help its producers counter China’s dominance and draw foreign investment to build new mines and processing projects https://t.co/Ba0qtyaKSo ...

Core Viewpoint - Perseus Mining Limited is set to host an investor webinar and conference call to discuss its H1 FY26 results, scheduled for release on February 20, 2026 [1]. Group 1: Webinar Details - The investor webinar will take place at 8:30am AEDT on February 20, 2026, in Perth, Australia [1]. - The corresponding times for other regions are: Vancouver at 3:00pm on February 19, Toronto at 6:00pm on February 19, and London at 11:00pm on February 19 [2]. Group 2: Registration and Participation - Interested participants can register for the webinar through a provided link, and a confirmation email will be sent with joining information [2]. - For those joining via telephone, specific dial-in numbers for various locations are provided, including Australia, Singapore, Canada, USA, New Zealand, and the UK [3]. Group 3: Company Information - Perseus Mining Limited is listed on ASX/TSX under the code PRU, with a capital structure that includes 1,351,230,319 ordinary shares and 8,654,248 performance rights [3]. - The announcement regarding the webinar was approved for release by Craig Jones, the Managing Director and CEO of Perseus Mining [5].