Core Thesis - United States Antimony Corporation (UAMY) is undergoing a strategic transition to become a fully vertically integrated domestic producer, which is expected to significantly enhance profit margins from 20% to approximately 60% [2][4] Financial Performance - UAMY's share price was $8.29 as of January 16th, with trailing and forward P/E ratios of 33.93 and 30.67 respectively [1] - The company's revenue guidance for 2026 has been raised to $125 million, driven by the expansion of the Thompson Falls smelter, which will increase output fivefold [2] Market Sentiment - Wall Street maintains a consensus "Strong Buy" rating for UAMY, with an average price target range of $9.86 to $17, indicating a potential upside of 30% to 120% from current levels [3] - The stock has a short interest of 17.86%, but institutional accumulation suggests that maintaining price levels in the $7–$8 range could lead to a gamma- or short-squeeze scenario, potentially pushing shares above $11 [3] Strategic Positioning - UAMY benefits from a constrained supply of Western Antimony, making it a strategically important domestic player, especially for defense applications where U.S. regulations require non-Chinese sourced antimony [4] - The company operates the only active smelter and refiner in the U.S., providing a significant competitive advantage and reinforcing long-term upside potential [4]

Core Viewpoint - McFarlane Lake Mining Limited is participating in the Vancouver Resource Investment Conference (VRIC) and has engaged marketing firms for digital marketing services to enhance investor awareness and engagement [1][4][5]. Group 1: Conference Participation - The Vancouver Resource Investment Conference (VRIC) is a prominent event in North America focused on the global resource sector, attracting mining companies, institutional investors, analysts, and retail investors [2]. - McFarlane Lake's management team will be present at the conference to discuss developments and objectives related to the Juby Gold Project [3]. Group 2: Marketing Engagements - McFarlane has signed a four-month agreement with The Market Link for an advertising campaign, which includes various digital marketing services [4]. - The Company has also engaged Emerging Markets Consulting for digital marketing and investor awareness campaigns, with a total cash compensation of US$100,000 [5]. Group 3: Juby Gold Project Overview - McFarlane Lake Mining is focused on its flagship Juby Gold Project, which has a Mineral Resource Estimate of 1.01 million ounces of gold in the Indicated category and 3.17 million ounces in the Inferred category, based on a long-term gold price of US$2,500 per ounce [6]. - A sensitivity analysis at a higher gold price of US$3,750 per ounce indicates an increase in the Indicated Mineral Resource to 1.20 million ounces and Inferred Mineral Resource to 4.23 million ounces [7]. Group 4: Additional Assets - In addition to the Juby Gold Project, McFarlane holds a portfolio of 100%-owned gold assets in Ontario, including the past-producing McMillan Gold Mine and Mongowin properties [10].

Core Insights - Kinross Gold Corporation (KGC) is advancing three organic growth projects in the U.S. to enhance its portfolio, aiming for mine life extension and cost optimization [1][8] Project Details - The three projects include Round Mountain Phase X and Bald Mountain Redbird 2 in Nevada, and the Kettle River–Curlew project in Washington, expected to significantly boost KGC's U.S. production profile with a combined Internal Rate of Return (IRR) of 55% and a post-tax Net Present Value (NPV) of $4.1 billion [2][8] - Round Mountain Phase X is projected to add 1.4 million gold equivalent ounces (Au eq. oz.) to its life-of-mine production, with promising mineralization discovered [3] - The Kettle River mill will restart to process high-grade mineralization, targeting approximately 100,000 gold ounces (Au oz.) annually for the first five years, with an initial mine life of 11 years starting in 2028 [4] - Bald Mountain Redbird 2 and five satellite pits are expected to contribute 643,000 Au oz. of production, extending the mine life to early 2032 [4] Financial Strategy - Kinross Gold plans to fully self-fund these growth projects from operating cash flows, reflecting a disciplined financial strategy [5] - In 2025, the company repaid $700 million in debt and returned over $750 million to shareholders, ending the year with approximately $1 billion in net cash [5] - With $1.6 billion in available credit as of September 30, 2025, and no debt maturities until 2033, Kinross is well-positioned for growth while enhancing its balance sheet [5] Stock Performance - KGC stock has increased by 226.5% over the past year, outperforming the industry average growth of 153.8% [6]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Key Information - Dimensional Fund Advisors Ltd. disclosed its interests in Rio Tinto PLC and Rio Tinto Limited, holding 4,625,346 shares (0.37%) in Rio Tinto PLC and 6,769,457 shares (1.82%) in Rio Tinto Limited as of January 15, 2026 [3][5][8] - The disclosure indicates that Dimensional does not have beneficial ownership of the shares and does not have discretion regarding voting decisions for a portion of the shares held [5][8] Positions - In Rio Tinto PLC, Dimensional holds 4,625,346 shares, representing 0.37% of the total relevant securities [5] - In Rio Tinto Limited, Dimensional holds 6,769,457 shares, representing 1.82% of the total relevant securities [8] Dealings - Dimensional sold 7,504 shares of Rio Tinto PLC at a price of 62.9016 GBP per unit [13] - A transfer of 3,731 shares of Rio Tinto PLC was also noted [13]

Core Insights - CEO.CA is a leading investor social network focused on venture stocks, providing exclusive updates and insights from CEOs and executives globally [1] - Founded in 2012, CEO.CA is a wholly owned subsidiary of EarthLabs, Inc., and is recognized as one of the most popular free financial websites and apps in Canada, attracting millions of users annually [2][5] - The platform facilitates connections among investors, enabling them to share knowledge and discuss impactful stories related to stocks, commodities, and emerging companies [2][5] Company Overview - CEO.CA serves as a community for investors and traders in junior resource and venture stocks, boasting industry-leading audience engagement and mobile functionality [5] - The platform has successfully brought together millions of investors from over 164 countries since its inception [5] - Users can access the platform via its app available on iOS and Android, or through its website to set up free accounts [5] Executive Engagement - The 'Inside the Boardroom' series offers interviews with industry leaders, providing insights into their vision, challenges, and strategies [3] - Recent interviews include Tim Coughlin, President & CEO of Royal Road Minerals Ltd., highlighting the importance of executive perspectives in shaping the mining landscape [3] Marketing and Opportunities - Companies interested in showcasing their profiles on 'Inside the Boardroom' can reach out to CEO.CA for collaboration opportunities [4]

Core Insights - Torr Metals Inc. will participate in the Vancouver Resource Investment Conference (VRIC) on January 25-26, 2026, at the Vancouver Convention Centre West [1] - The conference will feature over 120 expert speakers and is expected to attract more than 5,000 industry professionals and investors [2][4] Company Participation - Torr Metals Inc. invites attendees to visit their booth (810) during the conference [1] - The company aims to engage with potential investors and industry stakeholders at this prominent event [1] Conference Overview - The VRIC has been a key event for junior mining investment in Canada for 25 years, showcasing over 300 investment opportunities in the mining sector [4] - The conference will include keynote sessions, networking opportunities, and interactive exhibits focused on innovations in the resource sector [2][4]

Core Insights - First Canadian Graphite has expanded its airborne electromagnetic and magnetic surveys for the Berkwood Graphite Project in Northern Quebec, following the acquisition of new claims [2][12] - Volt Carbon Technologies has completed successful dry separation and metallurgical testing on grab samples from the Berkwood Graphite Zone 3 property, indicating high-grade graphite content [3][5] Survey and Testing Results - The airborne geophysical surveys are being increased in size to enhance exploration efforts [12][13] - Preliminary testing results from Zone 3 show graphitic carbon (Cg) content ranging from 6.43% to 39.66%, with an average total carbon (Ct) of 32.47% and average graphitic carbon (Cg) of 22.90% across eight grab samples [5][9] - More than 85% of the graphite flakes separated were greater than 80 mesh, indicating a large-flake graphite potential [9] Methodology and Future Plans - The dry separation and metallurgical testing utilized Volt Carbon's proprietary dry air classification process, which achieved graphite purity levels between 95% and 98.5% in previous tests [14][15] - The company plans to use the results from the airborne surveys and metallurgical findings to guide further exploration and optimize processing methods [12][13] - Additional testing is planned to advance discussions with potential partners interested in high-purity, large-flake graphite [12] Project Background - The Berkwood Graphite Project is located in Quebec, with easy access via major and minor roads, and has a current mineral resource estimate of 1,755,300 tonnes of indicated resources at 17.00% Cgr [19][20] - The project is situated within the traditional territory of the Pessamit Innu First Nation, and the company is committed to fostering respectful relationships with local Indigenous communities [19]

Core Viewpoint - Shine Minerals Corp. has successfully closed a private placement for gross proceeds of $1.5 million, which will be utilized for transaction costs, reactivation expenses, initial exploration on the Project, and general working capital [1]. Group 1: Private Placement and Financial Details - The private placement raised a total of $1.5 million, which will fund various expenses including transaction costs and initial exploration [1][7]. - Certain insiders participated in the offering, contributing $56,340, which is classified as a related party transaction [3]. - The company plans to rely on exemptions from formal valuation and minority shareholder approval requirements due to insider participation not exceeding 25% of the fair market value of the company's market capitalization [3]. Group 2: Proposed Transaction Structure - Shine Minerals has acquired the right to purchase all 11,100,000 shares of Red Cloud Silver (RCS) by issuing 6,500,000 post-consolidation common shares to RCS shareholders [4]. - Following the completion of $2 million in exploration expenditures on the Project within one year, the company may exercise its option to acquire 100% of RCS shares by issuing an additional 14,200,000 shares and paying $650,000 in cash [5]. Group 3: RCS Option and Project Details - RCS holds an option to acquire a 100% interest in the Silver District Exploration Project by making staged cash and share payments totaling $1.4 million by October 31, 2028 [6]. - If the RCS option is exercised, Gulf + Western Industries will retain a 2% net smelter return royalty [6]. Group 4: Share Consolidation and Conditions - Prior to closing the proposed transaction, the company will complete a 5-for-1 share consolidation and a non-brokered private placement for approximately C$1,500,000 at C$0.06 per pre-consolidation share [7]. - The completion of the proposed transaction is subject to TSXV acceptance and satisfaction of all conditions outlined in the Definitive Agreement [8][9].

Core Insights - The precious metals rally that began in 2024 has continued into 2026, with gold gaining over 70% and silver gaining over 194% in the past year [2][5] - Global catalysts for gold's rise include geopolitical conflicts, increased central bank and institutional buying, and concerns over monetary policy and fiscal debts [2] - Silver's price surge is attributed to a multi-year supply deficit and strong industrial demand across various applications [3] Gold Market Analysis - In December 2025, gold set 53 record prices, with annual inflows into physically backed gold ETFs reaching $89 billion, the highest on record [4] - The World Gold Council reported that global gold ETFs' assets under management doubled to an all-time high of $559 billion in 2025 [4] Silver Market Analysis - Inflows into silver ETFs in the first half of last year surpassed the total for 2024, indicating strong investor interest [4] - The demand for silver is driven by its industrial applications, including solar panels and aerospace systems [3] Investment Opportunities - ETFs such as GLTR and GBUG, which provide exposure to both gold and silver, have posted one-year gains of 108% and 138%, respectively [5] - Investors are encouraged to consider ETFs that hold both metals to capitalize on the ongoing precious metals rally [3][5]