HYPROMAG USA PURCHASES INSERMA PRE- PROCESSING UNITS FOR TEXAS, NEVADA AND SOUTH CAROLINA RARE EARTH MAGNET RECYCLING HUBS IN THE UNITED STATES CALGARY, AB / ACCESS Newswire / September 30, 2025 / Mkango Resources Ltd (AIM:MKA)(TSX-V:MKA) (the "Company" or "Mkango") is pleased to announce that HyProMag USA, LLC ("HyProMag USA") has purchased three skid-mounted Inserma Anoia S.L ("Inserma") magnet and Printed Circuit Board ("PCB") separation units. The Inserma and PCB units can be co-located at hyperscale da ...

Summary of Key Points from the Capex Tracker Industry Overview - The Capex Tracker indicates a trend of capital expenditure (Capex) cuts across various industries, with notable exceptions in Technology and Utilities [3][4]. Core Observations - General Industrial Capex is projected to have a compound annual growth rate (CAGR) of 5.5% for the period 2024-2028, which is a slight decrease of 0.4 percentage points compared to the previous update in July [3][4]. - Positive growth in Capex is observed in the following sectors: - **Datacenters**: 26.5% CAGR, an increase of 3.5 percentage points from July [4]. - **Pulp & Paper**: Improvement noted, but specific growth figures not provided [3]. - **Conventional Power Generation**: Positive outlook with companies like Wartsila and Accelleron showing growth [3]. - **Mining**: Companies such as Epiroc and FLSmidth are expected to benefit [3]. - Conversely, significant declines are noted in: - **Vehicles/Autos**: Negative growth, with a decrease of 1.8 percentage points to 2.0% CAGR [4]. - **Pharma and Biotech**: Both sectors are experiencing negative trends, with Biotech showing a decline of 8.6% [4]. Detailed Capex Growth by Sector - **Datacenters**: - 2025 Capex growth projected at 51.7%, a significant increase of 15.2 percentage points [4]. - **Renewables and T&D**: - 2025 Capex growth at 17.5%, down by 8.0 percentage points [4]. - **Semiconductors**: - 2025 Capex growth at 15.7%, a decrease of 1.2 percentage points [4]. - **Healthcare**: - 2025 Capex growth projected at 0.0%, indicating stagnation [4]. - **Consumer Sector**: - 2025 Capex growth at 0.7%, reflecting a decline of 1.1 percentage points [4]. Additional Insights - The Capex Tracker highlights a robust growth trajectory in Datacenters, Renewables, and Mining, while traditional sectors like Vehicles and Pharma are facing headwinds [4]. - The report emphasizes the importance of monitoring these trends for potential investment opportunities and risks in the respective sectors [3][4]. Conclusion - The Capex Tracker serves as a critical tool for understanding industry trends and making informed investment decisions, particularly in identifying sectors poised for growth versus those facing challenges [3][4].

印尼政府近日暂停190家违规矿企，下令关停1000个非法采矿点，并严抓锡矿走私，这引发锡矿供应担忧，刺激锡价飙升，沪锡攀升至28万元/吨，伦锡涨至3.55万美元/吨水平，均创4月中旬以来新高。 ...

Alcoa said it will permanently shut its Kwinana alumina refinery in Western Australia, citing negative market conditions and falling ore grades from nearby mines https://t.co/Qj9xbHSC1l ...

Core Points - Cascade Copper Corp. has successfully closed the final tranche of a non-brokered private placement, raising a total of $401,255 across three tranches [1][2] - The final tranche raised $123,255, consisting of 1,000,000 Critical Minerals Flow-Through units at $0.04 each and 2,378,714 Non-Flow-Through Units at $0.035 each [1][2] - The proceeds from the Flow-Through Shares will be used for eligible Critical Mineral Canadian Exploration Expenses, primarily funding exploration programs in Ontario and British Columbia [5] Offering Details - The Offering included 2,875,000 Critical Minerals FT Units and 8,178,713 NFT Units across all tranches [2] - Each unit consists of one common share and one-half common share purchase warrant, with full warrants exercisable at $0.07 for 24 months [2] - The Offering is subject to regulatory approvals and a four-month hold period on the issued securities [3][6] Insider Participation - The Offering included participation from insiders, which is classified as a related party transaction [4] - The Company is relying on exemptions from valuation requirements and minority approval due to the subscription value being less than 25% of the Company's market capitalization [4] Company Overview - Cascade Copper is focused on the exploration of copper and gold mineral resources, with projects in British Columbia and Ontario [8] - The Company employs modern technology for exploration, including 3D inversion modeling and AI-enhanced predictive modeling [8] - Cascade has five key projects, including the Copper Plateau Copper-Moly Project and the Rogers Creek Copper-Gold Project [8]

Government Policy & National Security - The U.S government is considering equity investments in critical mineral producers to strengthen supply chains deemed vital to national security [1] - The U.S government is exploring quasi-equity investments, potentially including warrants to purchase company shares [1] - A forum hosted by the Australian Ambassador to the U.S attracted key officials involved in the Trump administration's critical minerals policy [1] International Cooperation - Over ten Australian mining companies met with U.S officials in Washington to discuss potential investments [1] - The discussions did not focus on specific transactions but explored financial techniques the government could utilize [1]

Core Viewpoint - Freeport-McMoRan Inc. is facing scrutiny due to a potential securities fraud investigation following a significant incident at its Grasberg mine, which has impacted its stock performance and market outlook [2][5]. Group 1: Company Overview - Freeport-McMoRan Inc. is a major mining company with operations in copper, gold, and molybdenum, and has significant mining sites in North America, South America, and Indonesia [1]. - The Grasberg Block Cave operation in Indonesia is one of the largest gold and copper mines globally [1]. - The company competes with other major mining firms such as BHP and Rio Tinto [1]. Group 2: Incident and Stock Impact - On September 9, 2025, Freeport suspended mining activities at the Grasberg mine due to a large flow of wet material, which trapped seven workers and blocked access to parts of the mine [2]. - Following this incident, Freeport's stock price dropped by $2.80, or 5.99%, closing at $43.87 per share [2][5]. Group 3: Market Response and Stock Rating - Despite the challenges, Raymond James adjusted Freeport's stock rating to "Outperform" on September 25, 2025, with a revised price target from $55 to $46 [3]. - At the time of the rating adjustment, Freeport's stock was priced at $37.67, and it has since shown a recovery of approximately 5.76% or $2.06, with a current stock price of $37.81 [3]. - Freeport's stock has exhibited volatility, trading between $36.05 and $38.11, with a market capitalization of approximately $54.28 billion and a trading volume of 24.46 million shares on the NYSE [4].

Group 1: Company Overview - Mineral Resources Limited (MIN) is a diversified Australian mining company focused on lithium and iron ore extraction in Western Australia [1][2] - ResMed (RMD) specializes in medical equipment, particularly cloud-connectable CPAP machines for treating obstructive sleep apnea, and is headquartered in San Diego, California [3][4] Group 2: Business Operations - MIN provides mining and engineering services through its subsidiary, CSI Mining Services, which operates across Western Australia, Queensland, and the Northern Territory [2] - ResMed operates two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS), offering both medical equipment and software solutions for out-of-hospital care [4][5] Group 3: Financial Performance - MIN has experienced a revenue growth rate of 12.2% per year since 2021, reaching $5,278 million in FY24, but net profit has decreased from $1,270 million to $125 million, with a reported ROE of 3.2% [6][7] - RMD has seen a revenue growth rate of 13.6% per year since 2021, achieving $4,685 million in FY24, with net profit increasing from $475 million to $1,021 million, and a reported ROE of 22.7% [7]

Company Overview & Strategy - Wheaton Precious Metals focuses on delivering profitable precious metals production to shareholders [2] - The company created the streaming business model 21 years ago to reduce risk in traditional mining investments while retaining upside potential [2] - Wheaton is a financing company that supplies capital to the mining industry in exchange for access to byproduct production, primarily gold and silver [4] - The company has 42 employees [4] Investment & Risk Management - Wheaton focuses on the technical aspects of investments, particularly the main commodities produced by the mines [7] - The company prioritizes investments in assets within the bottom half (lower quartiles) of the respective cost curves to ensure profitability even during low price times [7][8] - Wheaton assesses where a copper mine fits on the worldwide copper cost curve before investing [8] Production & Sourcing - The bulk of Wheaton's production comes as a byproduct, particularly gold from copper mines [5] - The company focuses purely on precious metals [5]

Core Viewpoint - Energy Fuels Inc. plans to offer $550 million in Convertible Senior Notes due 2031 to enhance financial flexibility and fund various development projects [1][3]. Group 1: Convertible Notes Offering - The company intends to offer $550 million aggregate principal amount of Convertible Senior Notes in a private placement, with an option for initial purchasers to buy an additional $82.5 million [1]. - The notes will be general senior unsecured obligations, accruing interest payable semiannually, and will be convertible into cash, common shares, or a combination thereof [2]. Group 2: Use of Proceeds - Net proceeds from the offering will be used for capped call transactions, funding development expenditures for the Phase 2 rare earth separations circuit expansion at the White Mesa Mill, and general corporate needs [3]. - Additional proceeds from any exercised options will also be allocated for capped call transactions and general corporate purposes [3]. Group 3: Capped Call Transactions - Energy Fuels plans to enter into capped call transactions to reduce potential dilution of common shares upon conversion of the notes [4]. - These transactions will cover the number of common shares initially underlying the notes and are subject to anti-dilution adjustments [4]. Group 4: Market Impact - The initial hedging activities related to the capped call transactions may influence the market price of common shares and the trading price of the notes [5][6]. - The option counterparties may adjust their hedge positions, which could further affect the market price of common shares and the notes [6]. Group 5: Company Overview - Energy Fuels is a leading U.S. producer of uranium, rare earth elements, and critical minerals, operating several uranium projects and the only licensed conventional uranium processing facility in the U.S. [11]. - The company is also involved in developing heavy mineral sands projects in Madagascar, Brazil, and Australia, and is exploring the recovery of medical isotopes for cancer treatments [11].