Mineral Processing

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Perpetua Resources in talks with Glencore, others for US antimony processing
Reuters· 2025-09-26 01:08
Core Viewpoint - Perpetua Resources is in discussions with Glencore, Trafigura, and other companies to establish a partnership for refining antimony in the U.S., aiming to enhance Western supplies of this critical mineral due to China's export restrictions [1] Group 1 - Perpetua Resources is actively seeking partnerships to refine antimony [1] - The initiative is part of a broader strategy to increase Western supplies of antimony [1] - China's export restrictions on antimony have prompted this move [1]
Minerals Technologies: Investments Coming Online Towards End Of Year
Seeking Alpha· 2025-09-03 20:38
Group 1 - Minerals Technologies Inc. (NYSE: MTX) demonstrated resilience in its recent quarter despite facing pressures across most of its business segments [2] - The company is not immune to macroeconomic risks, but there is potential for top-line growth as various investment projects are set to commence [2] - The Value Lab, an investment group, focuses on long-only value ideas and aims for a portfolio yield of approximately 4%, indicating a strategy to identify mispriced international equities [1][2] Group 2 - The Valkyrie Trading Society consists of analysts who share high-conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic climate [3] - The society operates as long-only investors, emphasizing a strategy that limits downside risk while seeking significant returns [3]