Core Viewpoint - Troilus Gold Corp. has signed a Memorandum of Agreement with Aurubis AG for the long-term offtake of copper-gold concentrate from the Troilus Project in Québec, Canada, marking a significant step in project financing and development [1][3][4] Group 1: Agreement Details - The MoA formalizes the offtake terms previously indicated on June 18, 2025, and establishes a framework for long-term concentrate supply [1][3] - The agreement was signed during Canada's Critical Minerals Mission to Germany, highlighting the international significance of the project [2][4] - The MoA covers a substantial portion of Troilus' concentrate to be delivered to Aurubis, aligning with a broader debt financing package of up to US$700 million announced on March 13, 2025 [3][4] Group 2: Strategic Importance - The partnership is seen as a step forward in enhancing Canada-Europe cooperation on critical minerals, reinforcing Canada's position as a reliable supplier of responsibly sourced copper and gold [4][6] - The agreement underscores the importance of Canadian critical mineral projects in strengthening global supply chains and positions Troilus as a future North American supplier to European markets [6] Group 3: Support and Advisory - Ocean Partners USA Inc. is acting as Troilus' independent third-party advisor, providing market insight and guidance for the concentrate offtake strategy [7] - Auramet International Inc. is assisting with structuring the debt package and engaging with potential lenders and strategic partners [8]

Group 1 - CleanTech Vanadium Mining Corp. has approved the grant of incentive stock options totaling 875,000 common shares at an exercise price of $0.06 [1] - The options are part of the Company's 10% rolling stock option plan and are subject to specific terms and conditions [1] - The options will vest at a rate of 12.5% per quarter for the first two years and are exercisable for a five-year term expiring on August 14, 2030 [1] Group 2 - CleanTech Vanadium Mining Corp. focuses on critical mineral resources in the USA, with an option to acquire 7,180 acres of mineral rights in the Illinois-Kentucky Fluorspar district [2] - The Company also owns a 100% interest in the Gibellini Vanadium Mine Project located in Nevada [2]

Core Viewpoint - CleanTech Vanadium Mining Corp. is proposing to reprice a total of 9,090,000 incentive stock options to encourage early exercise of these options [1][3]. Summary by Sections Option Repricing Details - The company plans to adjust the exercise price of various options, reducing them to $0.06 from higher prices ranging from $0.10 to $0.20 [2]. - A total of 8,230,000 of these options are held by insiders, and the completion of the repricing is subject to approval from the TSX Venture Exchange [2][4]. Related Party Transactions - The repricing of options held by related parties is classified as a "related party transaction" under Multilateral Instrument 61-101 [4]. - The company expects to be exempt from obtaining a formal valuation and minority approval since the fair market value of the repriced options is anticipated to be below 25% of the company's market capitalization [5]. Timeliness of Reporting - A material change report regarding the related party transaction may be filed less than 21 days prior to the closing of the option repricing to ensure timely completion [6]. Company Overview - CleanTech Vanadium Mining Corp. focuses on critical mineral resources in the USA, with an option to acquire 7,180 acres of mineral rights in the Illinois-Kentucky Fluorspar district and full ownership of the Gibellini Vanadium Mine Project in Nevada [7].

Company Overview - Oracle Commodity Holding Corp. and CleanTech Vanadium Mining Corp. have signed a royalty agreement on August 11, 2025, involving U.S. Fluorspar LLC, a subsidiary of CleanTech [1] - The agreement grants Oracle a 2% net smelter returns royalty with a minimum of $6 per tonne of minerals sold from the Fluorspar Projects in the Illinois-Kentucky Fluorspar District [2] Financial Terms - Oracle will pay USF non-refundable cash payments totaling $6,000,000 over four years, which is 20% of the cash consideration paid to the Vendor [3] - The first cash payment of $65,000 will be made by Oracle after the approval of the Royalty Agreement by TSX-V [3] Project Details - The Fluorspar Projects include several areas with significant historic resource estimates, such as Tabb, Babb-Barnes, and Robinson-Lasher, with varying CaF2 and Zn percentages [4][6] - The Illinois-Kentucky Fluorspar District has a rich mining history, having produced over 12.5 million tons of refined fluorspar since the late 1800s [6][7] Geological Context - The projects are located within the Kentucky-Illinois fluorspar district, characterized by Mississippian-age limestones and complex fault systems that control mineralization [8][9] - The primary deposits are associated with steeply-dipping normal faults, with significant mineralization potential indicated by over 720 historic drill holes [7][9] Market Overview - China produced over 60% of the world's fluorspar in 2024, with a production of 5.9 million tons, followed by Mexico and Mongolia [11] - China's fluorspar imports rose 32% year-on-year in 2024, while exports fell 35%, indicating a shift in market dynamics [13] - The US fluorspar price increased from approximately $300 per ton in 2020 to over $450 per ton in 2025 [13]

Core Viewpoint - Germanium Mining Corp. has successfully closed a non-brokered private placement, raising gross proceeds of $175,000 through the issuance of 1,750,000 units at a price of $0.10 per unit, which includes common shares and warrants [1] Group 1: Private Placement Details - Each unit in the private placement consists of one common share and one transferable common share purchase warrant, with each warrant allowing the purchase of an additional share at $0.12 for 24 months [1] - The company has settled $424,753 in accounts payable through the issuance of 4,247,533 common shares at $0.10 per share [1] Group 2: Regulatory Compliance - The company relied on an exception from the requirement to obtain shareholder approval for issuing more than 100% of its issued share capital on a fully diluted basis due to financial hardship and other conditions [2] - Independent Directors of the company determined that the offering is in the best interests of the company and that obtaining shareholder approval was not feasible [2] Group 3: Use of Proceeds - The net proceeds from the private placement will be allocated towards exploration activities and general corporate purposes, including arm's length payables [3] - All securities issued will be subject to a statutory hold period of four months and one day as required under applicable securities legislation [3]

Core Viewpoint - Antimony Resources Corp. has reported positive drilling results from the Bald Hill Antimony Project, indicating significant intersections of antimony mineralization, which may present investment opportunities for stakeholders in the mining sector [2][3][4]. Group 1: Drilling Results - Two drill holes, BH-25-3 and BH-25-4, successfully intersected the target antimony zone, with BH-25-03 showing 2.76% Sb over 2.8 m, including a peak of 19.0% Sb over 0.4 m [2][3]. - Hole BH-25-04 revealed 4.17% Sb over 7.40 m, with notable massive stibnite zones returning 28.8% Sb over 0.50 m, 21.9% Sb over 0.40 m, and 17.9% Sb over 0.40 m [3]. - A total of 10 drill holes have been completed, with additional assays pending for further mineralized intersections [3]. Group 2: Additional Mineralization - The drilling also encountered low-grade gold mineralization, with assays up to 2.15 g/t Au over 0.40 m as part of a wider intersection zone in Hole BH-25-04 [4]. Group 3: Market Context - Antimony prices have surged due to supply shortages exacerbated by geopolitical conflicts, which may enhance the project's economic viability [4]. Group 4: Project Terms - The option terms for the Bald Hill Antimony Project include $2,000,000 in cash payments, 1,100,000 shares of Antimony Resources, and a minimum of $5,000,000 in property expenditures over four years [5]. - Upon completion of the earn-in, Globex will retain a 3.5% Gross Metal Royalty, with the option to purchase 1% for $1,000,000 adjusted for inflation [5].

Company Overview - CleanTech Vanadium Mining Corp. has entered into a binding option to purchase agreement to acquire mineral rights for the Campbell Crotser Fluorspar Project, covering approximately 250 acres in Livingston County, Kentucky [1][7] - The company is focused on critical mineral resources in the USA, owning a 100% interest in the Gibellini Vanadium Mine Project in Nevada and an option for the Campbell Crotser Fluorspar Project [35] Project Details - The Campbell Crotser Fluorspar Project is located in the Illinois-Kentucky Fluorspar District, known for its historical fluorspar production, with commercial mining starting in the 1870s and approximately 3.5 million tons produced [2][4] - The project features a mineralization style consistent with a Magneto-Hydrothermal Mississippi Valley-Type system, with fluorspar-rich veins hosted in Mississippian-aged limestones [3][11] - A historic mineral resource estimate from 1974 reported 805,841 tons grading 37.10% CaF2, 3.23% Zn, and 0.99% Pb, although this data has not been validated by the company [4] Acquisition Terms - The total purchase price for the Campbell Crotser Fluorspar Project is US $2,000,000, with an initial payment of US $75,000 upon signing the option agreement and additional payments structured over time [7][9] - The company may exercise the option at any time by paying the purchase price less any amounts already paid under the agreement [7] Market Context - Fluorspar is a critical mineral used in various industries, including nuclear energy, lithium batteries, and semiconductors, with a significant increase in demand noted in recent years [5][20] - The global fluorspar market is currently dominated by China, which produced over 60% of the world's fluorspar in 2023, and has shifted from being a net exporter to a significant importer due to rising demand [18][19] - The price of US fluorspar has increased from approximately $300 per tonne in 2020 to over $450 per tonne in early 2025, indicating a growing market [19] Geological and Infrastructure Advantages - The project benefits from good infrastructure and nearby processing capacities, which are expected to expedite development [5][14] - The geological setting of the Campbell Crotser Project is favorable, with carbonate rocks and significant hydrothermal mineralization potential due to the presence of igneous activity in the region [11][15]

Core Viewpoint - Silvercorp (SVM) is anticipated to report a year-over-year increase in earnings due to higher revenues for the quarter ended March 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is expected to be released on May 22, 2025, with a consensus estimate of $0.09 per share, reflecting a year-over-year increase of 350% [3]. - Revenues are projected to reach $75.1 million, which is a 76% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 16.67% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [7][8]. - Silvercorp currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Silvercorp met the expected earnings of $0.10 per share, resulting in no surprise [12]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Conclusion - While Silvercorp does not appear to be a compelling earnings-beat candidate, investors should consider other factors when making decisions regarding the stock ahead of its earnings release [16].

Core Viewpoint - Koppers (KOP) reported quarterly earnings of $0.71 per share, exceeding the Zacks Consensus Estimate of $0.56 per share, and showing an increase from $0.62 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 26.79%, while the previous quarter saw a negative surprise of -15.38% with actual earnings of $0.77 compared to an expected $0.91 [2] - Koppers' revenues for the quarter were $456.5 million, missing the Zacks Consensus Estimate by 6.46%, and down from $497.6 million year-over-year [3] Stock Performance - Koppers shares have declined approximately 19.3% since the beginning of the year, contrasting with the S&P 500's decline of -3.7% [4] - The current Zacks Rank for Koppers is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.33 on revenues of $580 million, and for the current fiscal year, it is $4.25 on revenues of $2.17 billion [8] - The Chemical - Diversified industry, to which Koppers belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, which may impact stock performance [9]

Group 1 - Cleveland-Cliffs reported a quarterly loss of $0.92 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.78, and a decline from earnings of $0.18 per share a year ago, representing an earnings surprise of -17.95% [1] - The company posted revenues of $4.63 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.71%, but down from $5.2 billion in the same quarter last year [2] - Cleveland-Cliffs shares have declined approximately 8.4% since the beginning of the year, compared to a decline of -4.7% for the S&P 500 [3] Group 2 - The earnings outlook for Cleveland-Cliffs is mixed, with the current consensus EPS estimate for the coming quarter at -$0.20 on revenues of $5.07 billion, and -$0.88 on revenues of $20.02 billion for the current fiscal year [7] - The Steel - Producers industry, to which Cleveland-Cliffs belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]