5E Advanced Materials (NasdaqGS:FEAM) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsPaul Weibel - CEOOperatorGood afternoon. Thank you for joining us today for 5E Advanced Materials fiscal second quarter conference call. During this call, management will be referencing our Form 10-Q that can be found in the Investor Relations section of our website. For a copy of our Form 10-Q, you may contact PRA Communications at team@pracommunications.com or go to our Investor Relations page on ...

5E Advanced Materials (NasdaqGS:FEAM) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Speaker0Good afternoon. Thank you for joining us today for 5E Advanced Materials fiscal second quarter conference call. During this call, management will be referencing our Form 10-Q that can be found in the Investor Relations section of our website. For a copy of our Form 10-Q, you may contact PRA Communications at team@pracommunications.com or go to our Investor Relations page on our website. As a reminder, the remar ...

Core Viewpoint - Boron One Holdings Inc. has successfully accepted subscriptions for 10,135,000 units at a price of $0.05 per unit, resulting in gross proceeds of $506,750, which will be used for working capital requirements [1][3]. Group 1: Financial Details - Each unit consists of one common share and one common share purchase warrant, with an exercise price of $0.05 in the first year and $0.10 in the subsequent two years [1]. - The total gross proceeds from the private placement amount to $506,750 [1]. - The company paid finder's fees of $19,250 and issued 231,000 broker warrants as part of the private placement [4]. Group 2: Related Party Transactions - A total of 240,000 units will be issued to one insider, qualifying this as a related party transaction [3]. - The company is relying on exemptions under sections 5.5(a) and 5.7(a) of MI 61-101, as the fair market value of the shares issued to the insider is less than 25% of the company's market capitalization [3]. Group 3: Regulatory Compliance - The common shares and warrants will be subject to a four-month and one-day hold period in accordance with TSX Venture Exchange policies [2]. - The private placement is contingent upon receiving all necessary approvals, including those from the TSX Venture Exchange [4]. Group 4: Company Overview - Boron One Holdings Inc. is an international mineral exploration and development company with boron assets located in Serbia [4]. - The company is headquartered in Victoria, B.C., Canada, and its shares are traded on the TSX Venture Exchange under the symbol "BONE" [4].

Australian mining firm Ioneer is interested in bidding on a bundle of Rio Tinto’s US assets that produce boron, a critical mineral used in fertilizer, according to its top executive https://t.co/3YHTPVt2cP ...

Core Viewpoint - Nevada Lithium Resources Inc. has initiated a winter work program at its 100% owned Bonnie Claire lithium project to address questions from the 2025 Preliminary Economic Assessment (PEA) and evaluate the potential for additional critical mineral recovery, particularly cesium and rubidium, alongside lithium and boron [1][2][5]. Group 1: Project Development - The company is progressing with several recommendations from its PEA to establish a foundation for a larger work program in 2026 aimed at advancing the project towards a Pre-Feasibility Study [5]. - The CEO highlighted the multi-faceted nature of the work program, which is expected to yield valuable technical information with positive economic implications [2]. Group 2: Mineral Recovery Potential - Significant cesium (Cs) and rubidium (Rb) mineralization has been identified at Bonnie Claire, with initial tests indicating their presence in the pregnant leach solution (PLS) [6][7]. - A proof-of-concept study has been commissioned to evaluate the recovery potential of cesium and rubidium, which could enhance the project's economic viability [7][8]. Group 3: Technical Due Diligence - The company is conducting due diligence on the Hydraulic Borehole Mining Method (HBHM) to validate its suitability for extracting high-grade lithium and boron at Bonnie Claire [3][9]. - A global engineering firm has been retained to review the mine design and geotechnical conditions, ensuring the HBHM method is applicable to the geology of Bonnie Claire [11][12]. Group 4: Lithium Residency Research - The company has signed a research agreement with the University of Naples Federico II to investigate lithium distribution in clay minerals at Bonnie Claire [14]. - The research will utilize advanced techniques such as X-ray diffraction and Scanning Electron Microscopy to analyze ore textures and mineralogy, aiming to improve resource modeling [15][16]. Group 5: Economic Assessment - The 2025 PEA indicates a $6.829 billion after-tax net present value at an 8% discount rate, based on lithium carbonate priced at $24,000 per tonne and boric acid at $950 per tonne, with a projected after-tax internal rate of return of 32.3% [19].

Core Viewpoint - Rio Tinto is planning to sell its boron assets in California as part of its strategy to simplify operations under new CEO Simon Trott, with the sale expected to generate up to $2 billion [1][6]. Group 1: Company Strategy - The sale of the boron mine aligns with Rio Tinto's efforts to reorganize its operations into three divisions and review its minerals unit, which includes borates [5]. - The company has been focusing on maximizing earnings from its core businesses, primarily iron ore, copper, and aluminum [5]. Group 2: Asset Details - Rio Tinto's California boron assets include a mine and processing operations in the Mojave Desert, a refinery and shipping facility in Los Angeles, and the Owens Lake mining operation [1]. - These assets account for approximately 30% of global boron demand [2]. - The California boron mine has been operational for nearly 100 years and is a leading producer of borates and boron chemicals, with reserves expected to support production through the early 2040s [4]. Group 3: Market Context - Boron is utilized in various industrial applications, including fertilizers, glass and ceramics manufacturing, fiberglass insulation, and strengthening metal alloys [3]. - The U.S. has recognized boron as a critical mineral, highlighting its importance in economic and national security-related products [3]. Group 4: Sales Process - Rio Tinto has engaged UBS Group AG and JPMorgan Chase to assist with the sales process, which is anticipated to commence within the next two weeks [6]. - Potential bidders for the boron assets are likely to include private equity firms and chemical producers [6].

Rio Tinto is seeking to divest its US assets that produce boron, a critical mineral used in various applications ranging from fertilizers to glass making, say people familiar with the matter https://t.co/mBK2JD1KnU ...

Core Insights - American Lithium Minerals, Inc. (AMLM) has undergone a significant change in control with Worldwide Diversified Holdings, Inc. acquiring a controlling interest, marking a strategic shift towards building a diversified portfolio of minerals and rare earth assets globally, particularly outside of China [2][4] - The acquisition includes a flagship 1,730-acre property in Nevada, rich in lithium and boron, which are essential for electric vehicle batteries and advanced manufacturing, positioning AMLM to lead in mineral development [3][4] - AMLM aims to transition from a small-cap lithium explorer to a Nasdaq-listed commodity acquisition vehicle, integrating a Real-World Asset (RWA) tokenization suite to create a hybrid model for acquiring and consolidating commodity assets [5][6] Company Strategy - The company is focused on securing and expanding access to strategic mineral resources in North America, Australia, Canada, and Europe, aligning with recent U.S. and Australian initiatives to invest in minerals and rare earth development [3][4] - AMLM has formed a new subsidiary, American Mineral Resources, Inc., to launch a global mineral and rare earth development program, actively evaluating properties in mineral-rich zones and rare earth corridors across multiple continents [9] Market Positioning - The strategic acquisition is seen as a launchpad for reshaping the mineral and rare earth supply chain, driven by increasing demand for energy technologies and the need to diversify supply sources for national security and economic resilience [4] - By uplisting to Nasdaq and implementing a bifurcated tokenization platform, AMLM aims to bridge traditional public markets with asset-backed tokenization, enhancing liquidity and creating new revenue channels [6]

Core Viewpoint - Canter Resources Corp. announces the addition of boron to the U.S. Geological Survey's 2025 List of Critical Minerals, enhancing the strategic importance of its Columbus Lithium-Boron Project in Nevada [1][2]. Group 1: Strategic Importance of Boron - Boron is now classified as a critical mineral, expected to accelerate domestic investment in boron projects across the U.S., similar to the nearly $1 billion funding for Ioneer's Rhyolite Ridge Lithium-Boron Project [2]. - The U.S. government's recognition of boron as critical underscores its essential role in various sectors, including technology, energy, and advanced manufacturing [1][3]. Group 2: Columbus Lithium-Boron Project Highlights - The Columbus Basin features a broad lithium-boron mineralized system, extending approximately 8 km by 6.5 km, with significant boron enrichment observed in both sediment and brine samples [6]. - Field programs have reported boron values up to 30,000 ppm in solid sediment samples and up to 1,730 mg/L in shallow brine samples, indicating strong mineralization [6]. - Geochemical mapping shows a clear trend of increasing boron concentrations toward the northern structural corridor, aligning with the company's highest-priority exploration targets [6]. Group 3: Future Exploration and Development - The structural and hydrological characteristics of the Columbus Basin suggest potential for higher-grade lithium at depth, with evidence of structural traps indicating a maturing lithium-boron brine basin [7]. - The strategic importance of the Columbus Project is enhanced by its eligibility for federal funding and streamlined permitting processes due to the new critical mineral status of boron [6].

Core Insights - The article discusses various vitamins and supplements, emphasizing their health benefits and potential for disease prevention, particularly in relation to aging and chronic conditions [1][2][3][4][5][6][7][8][9][10][11] Group 1: Vitamins and Their Benefits - Vitamins were originally discovered to prevent disease and optimize health, with Vitamin D being highlighted for its importance despite the lack of acute deficiency syndrome [1] - Spermidine, found in foods like wheat germ and beans, is associated with longevity and anti-aging effects, with Sweden having a recommended daily allowance (RDA) of 25-30mg [2] - Coenzyme Q10 (CoQ10) is noted for its cardioprotective and anti-aging properties, particularly beneficial for older individuals and those on statins [3] - Menaquinone-7 (MK-7), part of the K vitamin family, is linked to longevity and cardiovascular health, with natto being a significant source [4] - Ergothioneine, found in mushrooms and beans, is recognized for its anti-aging properties and overall health benefits [5] Group 2: Minerals and Other Supplements - Boron, although lacking a US RDA, is suggested to have various health benefits, particularly for older adults [6] - Sunlight exposure is emphasized for its role in vitamin D synthesis and overall health, with artificial light being a potential substitute for those lacking natural sunlight [7][8] - L-Carnosine, a dipeptide found in meats, is noted for its anti-aging and protective effects on various bodily systems, with potential applications in eye health [9] - Astaxanthin, an antioxidant found in seafood, is highlighted for its broad health benefits, including skin and cardiovascular health [10] - Curcumin, primarily found in Indian cuisine, is suggested as a natural alternative to OTC painkillers, with numerous health benefits [10] - Betaine is mentioned for its digestive aid properties and potential anabolic effects, particularly after heavy meals [11]