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THE INFRASTRUCTURE REALIGNMENT: 5 Stocks Positioning for the 2026 Supply Imperative
Markets.Businessinsider.Com· 2026-02-20 15:10
Market Overview - Gold prices have surpassed $5,000 per ounce, indicating a significant increase in value [1] - The White House has allocated $12 billion for critical mineral stockpiling, reflecting a strategic move towards resource security [2] - The FDA approved over 50 oncology treatments in 2025, showcasing rapid advancements in the healthcare sector [3] Company Highlights - **VisionWave Holdings (NASDAQ: VWAV)**: The company is developing an AI-controlled intelligent radar system with a distributed mesh decoy architecture, which could enhance operational efficiency compared to traditional radar systems [3][4] - **Starfighters Space (NYSE-A: FJET)**: The company is progressing to the Critical Design Review for STARLAUNCH 1, supported by GE Aerospace. This follows successful wind tunnel tests at speeds of Mach 0.85 and Mach 1.3 [5][6] - **Ares Strategic Mining (CSE: ARS / OTCQX: ARSMF)**: Ares holds the only permitted domestic source of fluorspar in the U.S. and has secured a $168.9 million contract with the Pentagon, with potential task orders reaching $250 million [6][7] - **Lake Victoria Gold (TSXV: LVG / OTCQB: LVGLF)**: The company reported drilling results confirming mineralization at its Imwelo Gold Project, with notable gold grades of 11.88 g/t over 1.33m and continuity extending beyond historical limits [8][9] - **Oncolytics Biotech (NASDAQ: ONCY)**: The company received FDA Fast Track Designation for its treatment in colorectal cancer, showing a 33% response rate compared to ~10% with standard chemotherapy, significantly improving patient outcomes [10][11]
Earnings Strong, But El Domo Project Costs Weigh On Silvercorp Metals (SVM) Stock
Yahoo Finance· 2026-02-13 16:17
Core Viewpoint - Silvercorp Metals Inc. is identified as one of the 10 undervalued growth stocks for the next 5 years, with recent earnings exceeding Wall Street estimates [1]. Financial Performance - The company reported a quarterly EPS of $0.22 per share and revenue of $126.11 million, which is $3.56 million above Wall Street estimates [1]. Project Budget Update - The construction budget for the El Domo project has been revised to $284 million, reflecting a $44 million increase from the previous estimate of $240 million [2]. - The increase in budget is attributed to a rise in the value-added tax (VAT) rate from 10% to 15%, raising the VAT component from $19 million to $35 million, which adds $16 million to the overall cost [2]. - Additional costs related to equipment and material purchases for the process plant have risen by $15 million, further contributing to the budget increase [3]. Tax Recovery - The VAT amount is expected to be recovered as a tax credit during the first year of operations once concentrate exports begin [3]. Analyst Ratings - Canaccord Genuity raised its price target on Silvercorp Metals Inc. from $10.98 to $14.64 while maintaining a Buy rating on January 23 [3]. Company Overview - Silvercorp Metals Inc. operates as an explorer, acquirer, developer, and miner of mineral properties in China, focusing on gold, copper, zinc, silver, and lead [4].
New Discovery of Massive Stibnite (Antimony) on Globex's Bald Hill Property
Globenewswire· 2026-02-12 17:07
TORONTO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange, G1MN – Frankfurt, Stuttgart, Berlin, Munich, Tradegate, Lang & Schwarz, LS Exchange, TTMzero, Düsseldorf and Quotrix Düsseldorf Stock Exchanges and GLBXF – OTCQX International in the US) is pleased to report that Antimony Resources Corp. (CSE-ATMY, OTCQB-ATMYF, FSE-K8JO) have announced the discovery of massive stibnite (antimony) on the now labeled Marcus (West) Zone of the Bald Hill property in New Brun ...
Americas Gold and Silver, US Antimony form JV for Idaho facility
Yahoo Finance· 2026-02-11 10:04
Core Viewpoint - Americas Gold and Silver has entered into a joint venture with United States Antimony to build an antimony processing plant in Silver Valley, Idaho, aimed at boosting domestic antimony production, which is critical for national security [1]. Group 1: Joint Venture Details - The joint venture will have Americas Gold and Silver holding a 51% stake and US Antimony holding 49% [1]. - The processing facility will be located on permitted land at Americas' Galena Complex, with Americas supplying antimony feedstock from its operations and the option to process material from other sources [2]. Group 2: Strategic Importance - The joint venture allows Americas to leverage its position as the largest antimony producer in the US, aiming to become a significant player in the downstream antimony market and capture value currently left unrealized under existing offtake terms [3]. - Once operational, the JV facility will enable Americas to be compensated for mined antimony at market terms [3]. Group 3: Profit Sharing and Governance - Americas will capture 51% of the profits from the processing side of the joint venture, enhancing shareholder exposure to downstream profits from antimony production [4]. - The governance structure includes a six-member management committee, equally divided between both companies, with US Antimony overseeing operations [4]. Group 4: Partnership Terms - The partnership includes provisions for either company to buy or sell interests after an 18-month construction period, with specific conditions for valuation [5]. - US Antimony has the right to sell its interests to Americas at either fair market value or 100% of its capital contributions, whichever is greater [6].
United States Antimony Corporation CEO to be Featured on FOX News
Accessnewswire· 2026-02-10 12:45
Core Viewpoint - United States Antimony Corporation (USAC) is a leading producer and processor of critical minerals, specifically antimony, zeolite, and others, and is the only fully integrated antimony company outside of China and Russia [1] Company Highlights - USAC's Chairman and CEO, Mr. Gary C. Evans, is scheduled to appear live on FOX News with Maria Bartiromo on February 10, 2026, at approximately 8:30 am Eastern Time [1]
Rare earth potential discovered in eight Indonesian blocks
Yahoo Finance· 2026-02-10 11:29
Indonesia has identified eight mining blocks that hold significant potential for rare earth elements (REEs), with plans for two research initiatives aimed at enhancing rare earth processing technology. This development was announced by Brian Yuliarto, the head of Indonesia's Mineral Industry Agency, reported Reuters. The South East Asian nation, the largest economy in the region, possesses extensive reserves of various critical minerals including rare earths. REEs, comprising 17 elements with 15 silver ...
Spartan Metal's New Land Package includes Past Producing Yellow Jacket Tungsten Mine
Thenewswire· 2026-02-05 13:00
Core Insights - Spartan Metals Corp. has expanded its land holdings by acquiring the past-producing Yellow Jacket Tungsten Mine, enhancing its Eagle Project in eastern Nevada [1][2] - The acquisition allows for exploration of both the vein system at Tungstonia and skarn-type mineralization at Yellow Jacket, indicating a significant tungsten endowment in the district [2][3] Company Developments - The Yellow Jacket Tungsten Mine historically produced material averaging 1.12% WO3 from 1943 to 1944, with two known mineralized zones [3] - Planned activities for 2026 include additional soil sampling, geophysics over the entire Tungstonia Claim block, and diamond core drilling of high-potential targets [4] Project Overview - The Eagle Project is approximately 36.5 km² and located 120 kilometers northeast of Ely, Nevada, covering 9,033 acres with 445 Bureau of Land Management unpatented lode mining claims [10] - The project includes three deposit types: Porphyry, Skarn, and Carbonate Replacement, containing significant grades of Tungsten, Silver, and Rubidium [11] Historical Context - The Eagle Project consists of past-producing high-grade tungsten mines, with operations occurring from 1915 to 1942 and intermittent production until 1956, totaling 8,379 units at grades between 0.6%-0.9% WO3 [8][10]
Ares Strategic Mining Expedites Company Roadmap and Production Plan Ahead of Government Contract
Thenewswire· 2026-02-05 12:30
Core Insights - Ares Strategic Mining Inc. is accelerating its roadmap for acidspar production to fulfill its Pentagon contract obligations, which includes expanding mining activities and fast-tracking the construction of a flotation plant [1][2] - The Department of Defense (DoD) contract has a ceiling of USD $250 million, requiring delivery of quality products from December 30, 2025, to December 29, 2030, necessitating a revision of Ares' production plan [2] - Ares has secured $10 million in funding, allowing for a revision of its production plan and focusing on the completion of the lumps plant [4][7] Funding and Financials - Ares has closed an offering of 16,666,666 units at CAD $0.60 per unit, generating gross proceeds of $10 million [7] - The company has entered into multiple financing arrangements with Sorbie Bornholm LP, with varying benchmark amounts and proceeds received [8] - Total proceeds received to date exceed the aggregate benchmark amount by $269,758.66, indicating a positive variance in funding [12]
Mineros S.A. Recognized in the 2025 TSX30® Ranking and as a Top Performer on the Colombian Stock Exchange
Businesswire· 2026-01-26 13:01
BVC:MINEROS) ("Mineros†or the "Company) announces its inclusion in the 2025 TSX30®, an annual ranking of the 30 top-performing issuers on the Toronto Stock Exchange ("TSX†). The ranking is based on dividend-adjusted share price appreciation over a three-year period. Daniel Henao, President and Chief Executive Officer, commented, "Our inclusion in the TSX30® Ranking is a powerful validation of our execution and strategic r. MEDELLà N, Colombia--(BUSINESS WIRE)--Mineros S.A. (TSX:MSA, OTCQX:MNSAF, ...
Globex Current Cash and Share Position
Globenewswire· 2026-01-22 14:00
TORONTO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange, G1MN – Frankfurt, Stuttgart, Berlin, Munich, Tradegate, Lang & Schwarz, LS Exchange, TTMzero, Düsseldorf and Quotrix Düsseldorf Stock Exchanges and GLBXF – OTCQX International in the US) is pleased to inform shareholders that Emperor Metals Inc. has renewed the Duquesne West option by paying Duparquet Assets Ltd. (50% owned by Globex) $1,000,000 CAD (one million dollars) and 3,263,133 Emperor shares (cur ...