Group 1 - The U.S. government may take a 10% stake in Lithium Americas in exchange for renegotiating a $2.3 billion loan, which could provide financial security for the company [3][5] - Following the news about Lithium Americas, Energy Fuels saw a 10.8% increase in stock price, indicating investor interest in strategic minerals [1][3] - Both Lithium Americas and Energy Fuels are involved in mining strategic minerals, with the potential for government interest in Energy Fuels due to its American base [3][5] Group 2 - Lithium Americas is currently unprofitable and is not expected to generate revenue before 2027, raising questions about its financial viability [3] - Energy Fuels is expected to report a profit next year, but it remains unprofitable at present, which presents investment risks [4] - The strategic importance of uranium, similar to lithium, may lead to future government involvement in Energy Fuels [3][4]

Key Points Reuters reports that the U.S. government may take a 10% stake in Lithium Americas stock. Shares of the Canadian lithium miner nearly doubled on the news. Lithium Americas is a start-up that won't begin producing lithium for years. 10 stocks we like better than Lithium Americas › Lithium Americas (NYSE: LAC) stock soared 90.9% through 10 a.m. ET this morning after Reuters reported the start-up miner of lithium for electric car batteries may be in line for a big investment from the U.S. g ...

Core Viewpoint - Appian Capital has sold two royalty and streaming assets to Versamet Royalties for up to $170 million, with $125 million paid upfront, indicating strong market interest in quality mining assets [1][2]. Group 1: Sale Details - The sale includes a 2.75% net smelter return (NSR) royalty on the Santa Rita polymetallic mine in Brazil and a 90% silver stream on the Rosh Pinah mine in Namibia [2]. - A portion of the sale consideration, $45 million, is contingent on expansion milestones at Santa Rita, including payments tied to processing underground ore and achieving specific throughput rates [7]. Group 2: Asset Overview - Santa Rita is a large open-pit polymetallic mine in Brazil, currently transitioning to underground mining, which is expected to extend its mine life to over 20 years and improve production efficiency [4][6]. - The Rosh Pinah mine in Namibia has been operational for over 55 years, producing significant quantities of zinc, lead, and silver [8]. Group 3: Future Prospects - Versamet plans to fund the acquisition through $180 million in credit facilities from the Bank of Montreal and National Bank of Canada [3]. - Both mines have significant growth catalysts, with the RP2.0 expansion at Rosh Pinah expected to double mill throughput and the Santa Rita underground project nearing a construction decision [12].

Let's get to Jim and stop trading. >> The uh there's some very bad news out both in terms of human life and money. I don't mean to conflate them, but on Freeport FCX, they reported two fatalities from September 18th of Mud Rush incident.But they also are saying that third quarter sales were much lower for gold, 6% lower for copper, 4%. And just keep in mind that gold is one of the reasons why people have been buying this because gold is is red hot but also copper is used in the data center. So that stock's ...

Let's get to Jim and stop trading. The uh there's some very bad news out both in terms of human life and money. I don't mean to conflate them, but on Freeport FCX, they reported two fatalities from September 18th of Mud Rush incident.But they also are saying that third quarter sales were much lower for gold, 6% lower for copper, 4%. And just keep in mind that gold is one of the reasons why people have been buying this because gold is is red hot but also copper is used in the data center. So that stock's dow ...

Core Insights - Lithium Americas (LAC) stock surged over 90% in premarket trading following reports of the Trump administration's interest in acquiring a stake in the company, which operates the largest lithium mine in the U.S. [1] Company Summary - The Trump administration is reportedly seeking a stake of up to 10% in Lithium Americas as part of renegotiations for a $2.26 billion loan from the Department of Energy for the Thacker Pass lithium mine [2][3] - Lithium Americas has offered no-cost warrants on up to 10% of its common shares to the administration, which is also looking for purchase guarantees from General Motors, a stakeholder in the project [3] - The Thacker Pass project is expected to produce over 40,000 metric tons of lithium carbonate annually, enough to manufacture 800,000 electric vehicles, with production slated to begin in 2028 [4] Industry Summary - Currently, Albemarle's Silver Peak project is the only operating lithium mine in the U.S., producing less than 5,000 metric tons per year, highlighting the significant potential of the Thacker Pass project [5] - The U.S. has a minimal share of lithium refining, processing less than 3% of the world's lithium, while China refines over 65%, indicating a critical need for domestic supply chain development [6] - The administration's interest in Lithium Americas aligns with broader efforts to strengthen domestic production capabilities in key industries, including mining and semiconductor manufacturing [6]

Copper prices jumped after Freeport McMoRan said force majeure was declared on contracted supplies from its giant Grasberg mine in Indonesia https://t.co/ZV2SUgro4K ...

  Vancouver, BC – TheNewswire - September 24, 2025 – Fidelity Minerals Corp. (TSX-V: FMN | FSE: S5GM | SSE: MNYC) (“Fidelity Minerals” or the “Company”) is pleased to announce an increase in the size of the previously announced non-brokered private placement financing (the "Financing") of units of the Company (“Units”) at a price of $0.10 per Unit. The size of the Financing has been increased from 12,500,000 Units to 15,000,000 Units for aggregate gross proceeds of $1,50 0,000. Each unit will consist of on ...

Group 1 - ReElement Technologies Corporation has been accepted as a member of the Consortium for Rare Earth Technologies (CREate) [1] - This membership enhances ReElement's role in supporting U.S. national security by providing ultra-pure critical minerals for high-value applications [1] - ReElement recently received a $2 million award under the Department of Defense's Industrial Base Analysis and Sustainment Program [1]

Core Insights - Asia Broadband Inc. (AABB) is making significant progress in the installation and integration of its Phase 2 production line at its new facility in Etzatlan, Mexico, aiming to enhance production capacity and extraction efficiencies [1][4] Group 1: Facility and Equipment - The new plant is designed to utilize advanced mining equipment automation to maximize processing throughput and metals extraction while minimizing production costs [2] - AABB received six containers of equipment from Mecru Heavy Industry Technology Co. Ltd., which includes various processing and thickening equipment, with additional deliveries expected soon [3] Group 2: Management and Operations - AABB's installation crews and plant management are rapidly integrating the new Phase 2 equipment, with anticipation for operational readiness to expand facility output [4] Group 3: Company Overview - Asia Broadband Inc. focuses on precious metals production and physical gold holdings, leveraging geographic expertise and industry contacts to enhance its operations in Mexico [5] - The company also has a digital assets segment, including a gold-backed cryptocurrency and NFT collections, aiming to establish a stable and trusted standard of exchange [5]