Core Viewpoint - NexMetals Mining has secured unencumbered title to its Selebi and Selkirk copper, nickel, cobalt, and platinum group element assets, marking a significant milestone for the company [1][2]. Financing and Institutional Support - NexMetals raised CDN $80 million at $5.70 per unit through equity financing, with a lead order from Condire Investors LLC [2]. - The financing increased institutional ownership from 30% to 75% and eliminated legacy debt, which had previously created market overhang [6]. - The funds will be used to meet a US$25 million contingent milestone payment and to accelerate growth and project derisking [5]. Operational Developments - NexMetals has made significant progress in metallurgical breakthroughs at its Selebi Mines, allowing for the production of both copper and nickel concentrates [9][11]. - The copper concentrate has a grade of 27.6% with an 87% recovery rate, providing a strategic advantage with lower capital and operational expenditures [11][12]. - The company has drilled 231 meters at Selkirk, establishing scale and grade potential with a 1.09% CuEq average, including 97 meters of 1.28% CuEq [13][14]. Market Context and Strategic Importance - The demand for critical metals, particularly for green energy transformation, has surged, with copper prices increasing by 115% over the last five years [19]. - Botswana's government, under President Duma Boko, is focused on diversifying its mining sector beyond diamonds, which have historically dominated its economy [17]. - NexMetals aims to play a significant role in Botswana's economic evolution through its copper-nickel projects [17].

Core Insights - Verity Resources has completed the acquisition of 100% ownership of its copper-silver and copper-nickel projects in Botswana, enhancing its strategic position in the region [1][2] Acquisition Details - The acquisition involved purchasing the remaining 34% joint venture interest from BCL Investments for $206,060, following a pre-emptive right exercised by Verity [2] - This strategic move is expected to streamline operational control by eliminating a liquidating joint venture partner [2] Strategic Implications - The acquisition allows Verity to pursue various corporate strategies, including farm-ins, project financing, spin-outs, or asset sales from a fully owned position [3] - It enhances the company's ability to leverage its portfolio of supply-critical metals, particularly high-grade copper and silver, located near the Selebi nickel/copper mine [3] Project Portfolio Overview - Verity's Botswana project portfolio spans 1,800 km² and includes high-grade copper-silver prospects such as Airstrip and Dibete, as well as the Maibele North nickel-copper-cobalt-PGE deposit [4] - The main prospects are situated approximately 50–80 km northeast of the Selebi mine and account for nearly 10% of the total portfolio [4] Market Context - The Selebi mine was recently acquired by NexMetals Mining, which has received significant financial backing to support the redevelopment of nickel-copper-cobalt-PGE mines in Botswana [5]

Core Viewpoint - Total Metals Corp. has successfully closed the first tranche of its non-brokered private placement financing, raising gross proceeds of C$2,713,500 [1]. Financing Details - Under Tranche 1, the Company issued 3,015,000 units at a price of C$0.90 per unit, with each unit consisting of one common share and one warrant [2]. - Each warrant allows the holder to acquire an additional common share at an exercise price of C$1.15 for a period of 36 months [2]. - The Company paid cash finder's fees totaling C$62,064 and issued 68,960 finder warrants to eligible finders [4]. Use of Proceeds - The net proceeds from the offering are intended for advancing the Electrolode Project, High Lake and West Hawk Lake Projects, as well as for working capital and general corporate purposes [3]. Project Overview - Total Metals Corp. focuses on its 100% owned Electrolode project, which covers 3,000 contiguous hectares and targets high-potential mineral resources in favorable geologic trends [5]. - The Electrolode project is strategically located near major mines and is fully permitted for exploration drilling, hosting 10 historic mineralized zones with significant expansion potential [5]. - The High Lake project has significant exploration potential, particularly in the Purex Zone, while the West Hawk Lake project consists of 23 mining claims totaling 336 hectares [5].

Core Insights - Coeur Mining (CDE) is a mid-cap firm engaged in the exploration and sale of gold, silver, zinc, lead, and other related metals through off-take agreements [1] Company Overview - CDE stock experienced an upward trend throughout 2025, indicating positive market momentum for the company [1] Investment Analysis - Oakoff Investments, a personal portfolio manager and quantitative research analyst, provides insights aimed at balancing growth and value for investors [1] - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1]

Core Viewpoint - Power Metallic Mines Inc. has reported positive results from its summer drilling program, indicating significant mineralization extensions in the Lion Zone and outlining future exploration objectives for the fall and winter seasons [1][5][20]. Summer Drilling Results - The summer drilling program focused on extending the Lion Zone and infilling to define the zone geometry for future mineral resource estimates. High-grade intersections were reported, including 4.40m at 14.34% CuEqRec in hole PML-25-029b and 1.59m at 27.92% CuEqRec in hole PML-25-025 [2][3][5]. - The drilling confirmed the grade of the Lion zone and increased the size of the interpreted high-grade lodes [2]. Nisk East Drilling - Drilling at the Nisk East target revealed modest intersections of Ni-Cu-Pd mineralization, with hole PMN-25-005 reporting 4.00m of 2.34% CuEqRec. The area is being reassessed following recent land acquisitions [6][7]. Future Exploration Plans - The company plans to target three strategic areas for further exploration, including the Deep Tiger anomaly and the Hydro Lands, with drilling expected to commence in 2026 [5][6]. - The exploration team is optimistic about the potential for new discoveries and is well-funded for upcoming work programs [6]. Geological Insights - The Deep Tiger target is based on reinterpretation of previous drilling, suggesting the presence of massive Ni-Cu sulphides in tonalitic intrusions. Recent surface mapping supports this hypothesis [8][14]. - The company is currently assessing logistical options for drilling into a significant off-hole anomaly identified in previous surveys [15]. Company Overview - Power Metallic is focused on advancing the Nisk Project Area, which includes high-grade Copper-PGE, Nickel, gold, and silver systems, aiming to develop Canada's next polymetallic mine [20][21]. - The company has expanded its land holdings significantly, now controlling approximately 212.86 km² of prospective basin margins [21].

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]