The US Interior Department said it’s merging two oversight agencies to create a Marine Minerals Administration and move toward a “more modern, coordinated approach” to managing offshore resources, including critical minerals https://t.co/ArYfDFcyv1 ...

Corporate Insights - Nike's earnings report is anticipated to provide valuable insights into consumer trends [4] - USA Rare Earth and Trilogy Metals are expected to offer a health check on the minerals industry [4] Industry Trends - Oil prices increased, with Brent and WTI crude holding above $107 and $103 per barrel respectively, influenced by President Trump's comments on US control over Iran's oil industry [2] - Upcoming labor market indicators, including the Job Openings and Labor Turnover Survey (JOLTS) and the ADP private payrolls report, are expected to be significant for market sentiment [3]

Greatland defines globally significant 70Mt tungsten resource at O’Callaghans Proactive uses images sourced from Shutterstock Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) has outlined a substantial new critical minerals asset within its Paterson Province portfolio, delivering a maiden mineral resource estimate for the O’Callaghans tungsten-copper-zinc-lead deposit in Western Australia. The resource totals 70 million tonnes (Mt) at 0.35% tungsten trioxide (WO₃), alongside 0.30% copper, 0. ...

Market Overview - US stock futures rose as Wall Street entered an Easter-shortened trading week, with Dow Jones Industrial Average futures up by 0.3%, S&P 500 and Nasdaq 100 futures both increasing by 0.4% [1] - Oil prices increased, with Brent crude rising by 3% to $108 per barrel and West Texas Intermediate gaining nearly 2% to trade just above $100 [1] Economic Indicators - Attention is focused on upcoming labor market indicators, including the Job Openings and Labor Turnover Survey (JOLTS) and the ADP private payrolls report, with the March jobs report expected to be significant due to recent job number volatility [6] Corporate Earnings - Earnings reports from Nike may provide insights into consumer trends, while USA Rare Earth and Trilogy Metals will offer a health check on the minerals industry [7] Stock Market Performance - The major stock indexes closed with significant losses, with the Dow dropping nearly 800 points and the S&P 500 reaching its lowest level in months, marking a fifth consecutive weekly decline [3] - The "Magnificent Seven" companies, previously favored for their AI focus, lost $850 billion in market value over the past week, primarily due to Meta and Google's legal challenges regarding social media addiction [5] Geopolitical Impact - Ongoing instability from the US-Israeli war with Iran has negatively affected market sentiment, pushing the Dow into correction territory alongside the Nasdaq [4]

Corporate Insights - Nike's earnings report is anticipated to provide valuable insights into consumer trends, which could influence market sentiment and investment strategies [5] - USA Rare Earth and Trilogy Metals are expected to report on the health of the minerals industry, offering a glimpse into sector performance and potential investment opportunities [5] Industry Trends - Oil prices have increased, with Brent crude holding above $107 per barrel and WTI crude above $103 per barrel, influenced by geopolitical statements regarding U.S. control over the Iranian oil industry [3] - The upcoming labor market indicators, including the Job Openings and Labor Turnover Survey (JOLTS) and the ADP private payrolls report, are crucial for understanding employment trends and their impact on the economy [4]

Core Insights - Purebase Corporation is transitioning from a single-product agricultural minerals supplier to a diversified resource platform through a Strategic Growth Initiative with CoreTer LLC [1][2] - The new structure will position Purebase as a Resource Development Company, with CoreTer LLC acting as the Operator and capital provider via a $1 million line of credit [2] - This transition marks a fundamental change for Purebase, making it more diversified, better capitalized, and aligned for performance and growth [3] Financial and Operational Changes - The funding from CoreTer LLC allows Purebase to execute its strategic growth plan without relying on traditional fundraising methods [2] - Funds drawn from the line of credit will convert into equity, aligning the interests of both companies through long-term performance-based value creation [2] - The initiative aims to provide Purebase with capital support, operational scale, and resource exposure that were previously inaccessible [4] Company Vision and Strategy - The CEO of Purebase emphasizes the goal of building a stronger, more diversified company capable of generating recurring industrial revenue while continuing to serve agricultural customers [4] - Purebase Corporation is now positioned as a diversified resource company focused on developing and acquiring high-value minerals for both domestic and global supply chains [4]

Core Insights - Lomiko Metals Inc. has announced positive results from the Preliminary Feasibility Study (PFS) for its La Loutre Graphite Project, indicating strong economic viability and potential for significant revenue generation [2][3]. Economic Evaluation - The PFS shows a pre-tax NPV of CAD$797.5 million and an after-tax NPV of CAD$617.4 million, with pre-tax and after-tax IRRs of 30.3% and 24.7%, respectively [2][10]. - The project has an initial capital cost (CAPEX) of CAD$504.6 million and a life of mine (LOM) processing period of 28 years [2][10]. - The average LOM strip ratio is 2.4:1, with total mined ore of 46.8 million tonnes at an average grade of 4.79% Cg [2][10]. Production and Reserves - The PFS estimates a total of 2,149 kilotons of graphite concentrate with a grade of 97.0% Cg over the life of the mine [2][10]. - Probable mineral reserves are estimated at 46.8 million tonnes with an average grade of 4.79% Cg, yielding a contained in-situ graphite quantity of 2.24 million tonnes [2][10]. Project Infrastructure and Community Engagement - The La Loutre Project is located in southeastern Quebec, covering 4,528 hectares and is positioned to create hundreds of jobs and significant contracting opportunities for local and Indigenous businesses [3][4]. - The company plans to work closely with local municipalities and the Kitigan Zibi First Nation to advance the project [4]. Next Steps - The PFS results indicate the project has technical and financial merit, with recommendations to advance to the next stage of development, including a feasibility study and an Environmental Impact Study [47]. Mineral Resource Estimate - The total mineral resource estimate includes measured, indicated, and inferred resources, with a focus on ensuring reasonable prospects for eventual economic extraction [21][22]. Capital and Operating Costs - Total operating costs are estimated at CAD$26.47 per tonne milled, with mining costs at CAD$12.43, processing costs at CAD$12.87, and general and administrative costs at CAD$1.17 [11][44]. Environmental and Water Management - The project includes a comprehensive water management plan to minimize environmental impact, with measures for sedimentation and recycling of water in processing circuits [38][39]. Graphite Price Forecast - The long-term weighted-average graphite price is projected at US$1,524 per tonne of graphite concentrate, with an exchange rate of CAD$1.00 = US$0.70 [6][9]. Sensitivity Analysis - A sensitivity analysis on the project's NPV and IRR was conducted, showing variations based on graphite price, capital expenditures, operating costs, and exchange rates [12][13].

Financial Data and Key Metrics Changes - The company closed the year with approximately $50 million in cash, having strengthened its cash position through various financing initiatives, including convertible note offerings and an ATM program [19][20] - The net loss from operations for 2025 was approximately $27 million, or $0.32 per share, compared to a net loss of $12.7 million, or $0.22 per share in the previous year, primarily driven by non-cash items related to convertible notes and increased stock-based compensation [23] - General and administrative expenses totaled approximately $12 million, reflecting an increase of about $2.4 million compared to the prior year [23] Business Line Data and Key Metrics Changes - The Kellyton Graphite Plant is central to the company's vertically integrated strategy, with significant progress made in construction and operational readiness, including the installation of micronization and spheroidization equipment [12][14] - The Coosa Graphite Deposit is positioned as a long-term feedstock for the Kellyton plant, with permitting activities initiated and a focus on securing necessary federal and state approvals [16][17] Market Data and Key Metrics Changes - Global EV sales are projected to reach 27 million by 2030, up from 14 million in 2025, with demand for natural graphite anode material expected to grow by approximately 185% over the next decade [5][6] - The U.S. is increasingly focused on building a secure domestic supply chain for critical minerals, with growing governmental support for domestic sources of battery materials [7][8] Company Strategy and Development Direction - The company aims to establish itself as America's source for battery-grade natural graphite through a vertically integrated mine-to-market approach, linking resource development at Coosa with processing at Kellyton [9][10] - The company is focused on completing the financing needed for Phase I at Kellyton, with a goal of delivering domestic battery-grade natural graphite within 12 months once financing is secured [10][11] Management's Comments on Operating Environment and Future Outlook - Management noted that while EV growth has moderated in the U.S., global adoption continues to rise, which bodes well for long-term demand for battery materials [4][5] - The current administration's support for critical minerals is seen as a positive shift, with significant funding available for projects like those of the company [34] Other Important Information - The company received a U.S. patent for its graphite purification process, which avoids the use of hydrofluoric acid, supporting environmentally friendly production [13] - The company has approximately $72 million of remaining capacity under its ATM and $26 million under its ELOC, providing access to capital markets while remaining disciplined to avoid dilution [22] Q&A Session Summary Question: How is the investor base looking at the domestic supply for graphite? - Management noted that customers are increasingly interested in domestic supply contracts to insulate against supply shocks and price volatility, positioning the company favorably due to its first-mover advantage [31][32] Question: How has governmental support manifested and changed in tone? - Management highlighted a shift in governmental support for critical minerals, with active engagement from various agencies and a letter of interest from the Ex-Im Bank indicating strong governmental backing [33][34] Question: What is the status of the permitting process? - The company anticipates that the NPDES permit will be issued within the year, supported by a well-experienced engineering firm engaged for the application [38]

Core Viewpoint - The inclusion of St George Mining in the S&P/ASX All Ordinaries Index is expected to enhance institutional investment and trading activity, as it opens the company to a broader range of institutional investors and index-tracking funds [1][3][11]. Company Developments - St George Mining's market capitalization has increased significantly from approximately $25 million at the time of acquiring the Araxá project to around $500 million following its admission to the All Ordinaries Index [4][6][10]. - The company raised $20 million shortly after acquiring the Araxá project to advance development activities, and subsequently secured $72.5 million in capital raising in October, with Hancock Prospecting becoming the largest shareholder [5][10]. Project Significance - The Araxá project contains globally significant deposits of niobium and rare earth elements, which are critical for advanced manufacturing, high-strength steel production, and defense applications [2][14]. - The demand for critical minerals, particularly niobium and rare earths, remains a strategic priority for major economies seeking secure supply chains, especially in light of ongoing global conflicts [1][15]. Future Outlook - The company is focused on advancing through the development pathway, with expectations of further announcements regarding resource upgrades, development milestones, and additional staffing to accelerate progress [17]. - The formal inclusion in the index is set to take effect on March 23, which is anticipated to increase trading activity and broaden the investor base [12][13].

Core Viewpoint - Eco Oro Minerals Corp. has completed the second tranche of a private placement of 2025 contingent value rights certificates, raising a total of US$4.5 million to support its arbitration proceedings against the Republic of Colombia [1][5]. Group 1: Private Placement Details - The private placement was completed in two tranches: the first tranche raised US$4,000,000 on August 7, 2025, and the second tranche raised US$500,000 on March 16, 2026 [1]. - The proceeds from the private placement will primarily be used to support the company's application to annul a damages award from an arbitration tribunal that awarded no monetary compensation to the company [1]. Group 2: Contingent Value Rights (CVRs) - The company has issued a new class of contingent value rights certificates (Replacement CVRs) in exchange for previously issued CVRs and promissory notes [2]. - The company is allowed to issue up to US$1,000,000 of additional 2025 CVRs after July 30, 2027, and up to US$7,000,000 of new Resubmission CVRs if additional funds are needed [2]. Group 3: Distribution of Claim Proceeds - Any proceeds from the arbitration proceedings will be distributed in a specific order: first to settle outstanding trade payables and legal fees, then to repay holders of 2025 CVRs and Resubmission CVRs, and finally to residual claimants [3]. - The distribution of the remaining claim proceeds will be allocated as follows: 5% to management incentive plan participants, 85% to 2025 CVR holders, 9.7% to Replacement CVR holders, and 0.3% to the company [3][4]. Group 4: Board Approval and Governance - The board of directors conducted a thorough review of the private placement, considering alternative financing options, and determined that the company was eligible to rely on exemptions from minority approval requirements [5]. Group 5: Company Profile - Eco Oro is a publicly traded company focused on its arbitration case against the Republic of Colombia, which is central to its operations [6].