Critical Metals (NASDAQ: CRML) stock, a start-up miner of lithium and rare-earth elements in Greenland, jumped 3.7% through 11:40 a.m. ET on some news that... ordinarily many investors would consider bad: Critical Metals insiders are selling stock. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » A lot of stock. 2.8 million shares of stock -- about 2.4% of all shares outstanding. Imag ...

Core Viewpoint - The U.S. Department of Commerce has finalized antidumping and countervailing duties of at least 160% on certain Chinese graphite imports, indicating a structural shift in the U.S. graphite market and highlighting the need for a secure domestic supply of natural graphite [1][2][4]. Industry Summary - The U.S. currently imports 100% of its natural graphite requirements, with China being the dominant supplier, which poses a strategic vulnerability in sectors such as defense, advanced manufacturing, energy storage, and industrial applications [4]. - The imposition of these duties is expected to significantly alter the economics of Chinese graphite imports, reinforcing the importance of developing a domestic supply chain for natural graphite [4][8]. Company Summary - Titan Mining Corporation is the only U.S. company producing end-to-end natural flake graphite and is scaling up its Kilbourne graphite demonstration facility to achieve a planned production capacity of 40,000 metric tonnes per annum, which aims to supply close to 50% of U.S. demand [5][8]. - The company emphasizes its commitment to enhancing the security of the domestic supply chain for critical minerals, particularly in light of the new duties imposed on Chinese imports [6][8].

Core Viewpoint - Silvercorp (SVM) is anticipated to report a year-over-year increase in earnings due to higher revenues, with the actual results being a significant factor that could influence its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on February 9, with a consensus estimate of quarterly earnings at $0.17 per share, reflecting a year-over-year increase of +70% [3]. - Revenues are projected to reach $126.1 million, which is an increase of 50.8% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 22.73% higher in the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - However, the Most Accurate Estimate for Silvercorp is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -21.21%, suggesting a bearish outlook from analysts [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 positive readings being more reliable [8][9]. - Silvercorp currently holds a Zacks Rank of 2, which typically indicates a buy recommendation, but the negative Earnings ESP complicates predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, Silvercorp exceeded the consensus EPS estimate by delivering earnings of $0.10 per share against an expectation of $0.09, resulting in a surprise of +11.11% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [13]. Conclusion - While Silvercorp is not positioned as a compelling earnings-beat candidate, it is essential for investors to consider various factors beyond earnings results when making investment decisions [14][16].

Core Viewpoint - Northstar Gold Corp. has received approval for up to $4.0 million in co-investment funding from DIGITAL to support its Cam Copper Surgical Mining for Critical Minerals Project, which aims to utilize innovative mining technology for sustainable mineral extraction [1][2]. Funding and Financials - The project is expected to receive approximately $1.8 million net of fees, representing about 30% of the total project-approved expenditures of approximately $11.0 million [2]. - Northstar anticipates receiving its first reimbursement of eligible project expenditures of around $300,000 by mid-April 2026 [2]. Project Details - The project will apply Novamera's Surgical Mining technology at Northstar's 100%-owned Cam Copper Project in Ontario, focusing on low-impact, precision mining to reduce waste and surface disturbance [3]. - The project aims to generate direct-shipping copper mill feed while minimizing capital intensity and permitting timelines compared to conventional mining methods [3]. Strategic Importance - The co-investment is seen as a significant milestone for Northstar as it advances the Cam Copper Surgical Mining pilot towards permitting and potential deployment [4]. - The project will proceed in phases, focusing on advanced subsurface imaging, real-time orebody modeling, metallurgical validation, and regulatory engagement under Ontario's critical minerals framework [4]. Company Overview - Northstar Gold Corp. is focused on advancing exploration and development of its 100%-owned Miller Copper-Gold Property, which includes the Cam Copper VMS exploration project [6]. - The company has reported exploration target studies indicating potential resources of 75,000 to 140,000 tonnes of copper at grades between 9% and 18% [6].

Core Viewpoint - Titan Mining Corporation has commenced graphite concentrate production at its Kilbourne demonstration facility, marking a significant step in re-establishing a domestic natural graphite supply chain in the U.S. for the first time in over 70 years [2][4]. Group 1: Production and Capacity - The Kilbourne facility is designed to produce approximately 1,200 tonnes per year of graphite concentrate, which is a critical bridge to achieving a targeted production profile of 40,000 tonnes per year [5]. - This production aligns with the U.S. government's policy to rebuild secure supply chains for critical minerals, particularly in response to import dependence and supply-chain vulnerabilities [4][5]. Group 2: Financing and Support - Titan is advancing discussions with the U.S. Export-Import Bank regarding a $120 million loan facility to support the Kilbourne project's development, with updates expected soon [3]. - The company is also engaging with other federal agencies for additional funding solutions to complement its financing efforts [3]. Group 3: Strategic Importance - The phased development strategy of Titan positions the company to meet U.S. demand across various sectors, including defense, industrial, and energy-related applications, as processing and refining capacities are expanded [6]. - The recent Executive Order from the White House emphasizes the importance of domestic production and processing of critical minerals, which Titan's operations directly support [4][6].

Core Insights - Kenmare Resources reported a strong safety performance in 2025 with only three lost time injuries and highlighted its significant community investment of over $25 million since 2004, including a nearly 80% completion of a new district hospital [1][2] - The company emphasized its economic importance in Mozambique, contributing approximately 6% to the national GDP and being the largest employer in Nampula province [2] - Kenmare's Moma mine is described as a long-life asset with nearly 100 years of mineral resources at current production rates, producing titanium minerals that account for about 6% of global ilmenite supply [3][4] 2025 Operational Performance - The WCP A upgrade, costing $341 million with over 80% spent, is aimed at accessing the Nataka orebody, which holds more than 70% of the mine's resources, although it led to a 15% decline in concentrate output for 2025 [5][12] - Production in 2025 was affected by the WCP A upgrade and poor weather, resulting in lower shipments and a deliberate decision not to offset production shortfalls with higher-cost mining [9][11] - Kenmare introduced a new product, "ZirTi," from stockpiled material, which is expected to continue into 2026 [10] 2026 Guidance and Financial Outlook - For 2026, Kenmare aims for 1.1 million tonnes of finished product shipments, over 800,000 tonnes of production, and operating costs between $215 million and $225 million, with a capital expenditure of approximately $60 million [6][16] - The company anticipates a non-cash impairment of $250 million to $300 million for full-year 2025 due to weaker pricing, alongside a $15 million inventory write-down [7][15] - Kenmare is shifting focus from production targets to cash generation and reducing high finished-product inventories, with a strong order book for early 2026 [14][16] Market Conditions and Strategic Initiatives - Demand for Kenmare's products remains stable, but oversupply in ilmenite has led to weaker pricing [14] - The company is working on renewing its implementation agreement with the Mozambican government, proposing an increase in royalties from 2.5% to 3.5% [18]

Core Viewpoint - The U.S. interest in acquiring Greenland has raised questions among tech investors regarding the implications for critical and rare earth minerals mining in the region, highlighting both geopolitical tensions and commercial opportunities [1]. Group 1: Company Developments - Critical Metals Corp, which is developing a mining project in Greenland, has received inquiries from tech investors about the potential impact of U.S. acquisition on its asset and development strategy, with its stock rising 116% since the start of 2026 [2]. - The company is in the early stages of constructing a plant to extract heavy rare earth elements (HREE), essential for advanced technologies such as electric vehicles and AI infrastructure [3]. - The CEO of Critical Metals Corp noted that the heightened interest from investors was partly due to U.S. President Trump's comments about Greenland, attracting attention from backers associated with major U.S. tech firms [3]. Group 2: Industry Context - Amaroq, another mining company with projects in Greenland, is engaging with U.S. government entities regarding potential investment opportunities in the territory [4]. - The White House has indicated that it is actively discussing a potential offer to purchase Greenland, and military action has not been ruled out as a means to acquire the territory, coinciding with upcoming talks between U.S. Secretary of State Marco Rubio and Danish officials [4].

Core Viewpoint - Gratomic Inc. has successfully renewed its Mining Licence ML215 for an additional 15 years, effective through March 2040, following positive engagement with the Namibian Ministry of Mines and Energy [1] Group 1 - The renewal of Mining Licence ML215 was officially confirmed on September 10, 2025 [1] - The licence upgrade and renewal process involved constructive engagement with the Namibian Ministry [1] - The renewed licence will allow Gratomic to continue its mining operations in Namibia for a significant period [1]

Core Viewpoint - American Antimony Corporation, operating as Xtra Energy Corporation, has successfully completed an internal technical visit and delivered a significant shipment of high-grade antimony ore sourced from Nevada, marking a milestone under the Metallurgical Testing Agreement [1] Group 1 - The company delivered a 400-kilogram super sack of antimony ore [1] - This delivery is the first material shipment completed under the Metallurgical Testing Agreement announced previously [1] - The announcement follows a press release dated December 8, 2025, indicating ongoing developments in the company's operations [1]

Core Viewpoint - Golden Minerals completed the sale of its wholly owned Mexican subsidiaries for approximately $65,000, which included various liabilities and a mining concession [1] Group 1: Transaction Details - The sale involved the subsidiaries Servicios Velardena and GMC Equipos, finalized on December 30 [1] - The total consideration for the transaction was approximately $65,000 [1] Group 2: Financial Implications - Upon completion, the subsidiaries held net operating losses and inflation-adjusted capital contributions [1] - Liabilities included approximately $60,000 in past-due accounts payable and a labor claim in Mexico of about $56,000 [1] - The Rodeo mining concession, a mined-out project, had an associated asset retirement obligation with a book liability value of approximately $450,000 [1] Group 3: Legal and Regulatory Aspects - Under Mexican law, the balance of the subsidiaries' capital contribution accounts can be bought and sold [1] - All funds related to the sale have been received [1]