Core Insights - Nevada Lithium Resources Inc. has identified significant rubidium and cesium mineralization in its Bonnie Claire lithium project, which could enhance the project's economic viability and contribute to the U.S. supply of critical minerals [1][3][4] Company Developments - The CEO of Nevada Lithium, Stephen Rentschler, highlighted that the presence of rubidium and cesium aligns with the U.S. Department of the Interior's Draft 2025 Critical Minerals List, potentially increasing the revenue from boron by-products identified in the Preliminary Economic Assessment (PEA) [2][4] - Initial analysis of the Pregnant Leach Solution (PLS) indicates that rubidium and cesium are recoverable, and the company is exploring various recovery options [3][20] Project Details - The Bonnie Claire project has a mine life of 61 years and a processing rate of nearly 3 million tonnes of ore annually, suggesting a substantial contribution to the U.S. domestic supply of critical minerals [3][28] - The project consists of two mineral deposits: an Upper Zone with moderate-grade lithium and boron, and a Lower Zone characterized by high-grade lithium and boron [5][6] Mineralization Findings - Significant cesium and rubidium mineralization was confirmed in all drill holes from the 2023 and 2024 drilling programs, with notable grades including 248 ppm Cs over 318.5 ft and 313 ppm Rb over 298.5 ft [9][10] - A strong positive correlation was found between cesium, rubidium, lithium, and boron grades, indicating potential for enhanced recovery and economic returns [12][13] Economic Assessment - The recently released PEA indicates an after-tax net present value of $6.829 billion at an 8% discount rate, based on lithium and boron pricing [28] - The company aims to optimize the lithium flowsheet while investigating recovery options for rubidium and cesium to further enhance project economics [20][32]

Core Insights - Quantum Critical Metals Corp. has joined the 47G Institute to enhance North American critical materials supply chains in response to new U.S. defense sourcing regulations [1] - The partnership aligns with the U.S. law banning Chinese-sourced rare earth magnets in defense systems, effective January 1, 2027, prompting a shift in supply chain dynamics [1] - CEO Marcy Kiesman emphasizes the importance of collaboration and strategic partnerships to secure critical mineral resources for energy and security [1] Company Overview - Quantum Critical Metals Corp. is a Canadian mineral exploration company focused on advancing critical metals projects essential for next-generation technologies [2] - The company has a diverse portfolio, including projects in Québec and British Columbia, aimed at supporting a secure and sustainable critical metals supply for the West [2]

TORONTO, ON / ACCESS Newswire / September 11, 2025 / Grid Metals Corp. (TSXV:GRDM)(OTCQB:MSMGF) ("Grid" or the "Company") is pleased to announce that it has received an exploration drill permit from the Province of Manitoba for its 100% owned Falcon West Lithium/Cesium Property, located approximately 110 km east of Winnipeg, Manitoba. The Company plans to begin drilling at Falcon West in September. ...

Core Viewpoint - Lake Winn Resources Corp. has successfully closed the first tranche of its non-brokered private placement, raising gross proceeds of C$291,000 through the issuance of 5,290,909 units at a price of $0.055 per unit [1][2]. Group 1: Offering Details - Each unit consists of one common share and one share purchase warrant, with the warrant exercisable at $0.08 for a period of 24 months [2]. - The company paid cash finders fees of $15,620 and issued 284,000 broker warrants, each exercisable at $0.08 [3]. - All securities issued are subject to a statutory hold period of four months plus one day from September 8, 2025 [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated for exploration costs related to the Little Nahanni project and for general working capital and administrative expenses [5]. Group 3: Regulatory and Compliance - Closing of additional tranches is contingent upon approval from the TSX Venture Exchange and will be offered through private placement in specific Canadian provinces [6]. - The securities will not be registered under the U.S. Securities Act and cannot be offered or sold in the United States unless registered or exempt [7]. Group 4: Company Overview - Lake Winn Resources Corp. is focused on advancing the Little Nahanni Pegmatite project, which spans 9,682.5 hectares and includes a significant lithium, cesium, and tantalum pegmatite dyke swarm [9].

Core Viewpoint - Ophir Metals Corp. has announced significant assay results from its 2025 drill program at the Pilipas Lithium Property, highlighting the presence of high-grade cesium and tantalum mineralization, indicating strong multi-commodity potential in the region [1][2][4]. Group 1: Drill Program Results - The 2025 drill program included 16 drill holes totaling 936 meters at the HW3 Cesium Pegmatite, confirming the presence of cesium mineralization with an intercept of 0.92% Cs₂O over 1.0 meter [4][5]. - Multiple samples returned elevated cesium values, with 16 samples exceeding 0.06% Cs₂O, demonstrating a highly anomalous system across various horizons [5][6]. - Tantalum results were also notable, with 31 samples returning over 50 ppm Ta₂O₅, including a peak of 1,248 ppm Ta₂O₅ over 0.5 meters [6][8]. Group 2: Geological Significance - The presence of pollucite, a rare cesium mineral, was visually noted in drill core, supporting the continuity of cesium mineralization from surface to subsurface [9]. - The pegmatites at Pilipas are described as highly fractionated, which is consistent with the processes that concentrate cesium, lithium, and tantalum [9]. - The 4.2 km corridor between HW1 and HW3 shows limited outcrop exposure, suggesting potential for additional discoveries along the pegmatite trend [9]. Group 3: Future Exploration Potential - Other areas of the Pilipas Property are considered highly prospective for Lithium-Cesium-Tantalum (LCT) mineralization, supported by strong geochemical fertility ratios from pegmatite grab samples collected in 2024 [10]. - Fertility criteria ratios such as K/Rb, Nb/Ta, Zr/Hf, and Mg/Li indicate a higher likelihood of hosting LCT mineralization in the region [10].

Core Viewpoint - Quantum Critical Metals Corp. is advancing its Babine copper projects in British Columbia, focusing on site visits to establish access, verify previous showings, and conduct geological mapping and sampling [1][8]. Group 1: Project Details - The Babine North property includes the historic Friday Red copper showing, featuring disseminated chalcopyrite within volcanic rocks, located 90 km east of Hazelton, B.C. [2] - The Babine East property hosts the Adda showing, with historical assays reporting 5.49 g/t silver and 10.6% copper from chalcopyrite veins [3]. - The Babine South property covers the Bol showing, where historical sampling yielded silver values up to 2,790 g/t (99.6 oz/t) [4]. - The Babine Swift property spans 487 hectares and features various mineralization styles, with grab samples returning 0.46–1.28% copper, 11.6–14.8 g/t silver, and 0.13–2.15 g/t gold [5]. - The Babine West property covers 2,300 hectares and borders significant deposits, with exploration results reported in March 2025 [6]. Group 2: Company Strategy and Goals - The company aims to supply North America with critical minerals while exploring opportunities for joint ventures and collaborations with other mining companies [8]. - Geological mapping and outcrop sampling are identified as essential early-stage exploration activities that will lead to further geophysics and drilling [8]. - Quantum Critical Metals Corp. is strategically positioned to support the transition to a secure and sustainable critical metals supply, with a growing portfolio of projects [10].

Core Viewpoint - Lake Winn Resources Corp. is proceeding with a non-brokered private placement to raise up to $650,000 for exploration and working capital, with the first tranche expected to close in the week of August 18, 2025 [1][2]. Group 1: Private Placement Details - The company plans to offer up to 11,818,182 units at a price of $0.055 per unit, aiming for gross proceeds of up to $650,000 [1]. - The net proceeds from the offering will be allocated for exploration costs related to the Little Nahanni project and for general working capital [2]. - The closing of the first tranche is subject to approval from the TSX Venture Exchange, with the final acceptance date extended until August 2025 [2]. Group 2: Update on Jaxon Mining Inc. - On July 24, 2025, the company announced a binding letter of intent with Jaxon Mining Inc. regarding a property transaction, which led to a halt in trading [4]. - The letter of intent has been terminated as of August 18, 2025, due to the time and expense associated with the potential acquisition [5]. - The company will continue to focus on its key critical mineral project, the Little Nahanni Pegmatite swarm, which contains significant lithium, cesium, tantalum, and tin mineralization [5][8]. Group 3: Trading Resumption - The company expects to resume trading in the week of August 18, 2025, potentially as soon as August 20, 2025 [6].

Financial Data and Key Metrics Changes - Total revenues for Q2 2025 were $364 million, up 10% year over year on a reported basis and 9% on a constant currency basis [26] - Subscription revenues now represent 92% of total revenues, up two percentage points from the same period last year, with subscription revenues growing 12% year over year [27] - The company ended Q2 with an Annual Recurring Revenue (ARR) of $1.379 billion, with a year-over-year growth rate of 11.5% on a constant currency basis [29] - Free cash flow was $57 million for the quarter and $273 million year to date, with an increased full-year free cash flow outlook raised to a range of $430 to $470 million [33] Business Line Data and Key Metrics Changes - The company added 300 basis points of ARR growth from new logos, primarily within the SMB segment, and added more than 600 new SMB logos for the fourteenth consecutive quarter [18] - Subscription revenues grew 12% year over year, while perpetual license revenues decreased to $10 million, down $1 million year over year [27][28] - Professional services revenues declined 7% for the quarter, now representing 6% of total revenues [28] Market Data and Key Metrics Changes - The Americas region showed solid growth, particularly in Latin America, while the US accounts remained confident despite uncertainties related to tariffs and policy shifts [20] - EMEA delivered solid growth, with the Middle East leading the region, and investment remains strong across transportation, energy, and water infrastructure [21] - In Asia Pacific, India showed positive sentiment across strategic national programs, while Australia experienced a slowdown in transportation spending [23] Company Strategy and Development Direction - The company is focused on going digital as a long-term growth driver, emphasizing the need for enhanced software utilization and AI in infrastructure engineering [4] - The acquisition of Cesium is aimed at expanding capabilities in 3D geospatial technology and integrating it with existing platforms [24][62] - The company is prioritizing AI and asset analytics in its R&D efforts, indicating a strategic shift towards leveraging AI to enhance productivity in engineering tasks [61][92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting the full-year outlook based on low double-digit ARR growth and continued margin expansion [16] - The demand for resilient infrastructure continues to outpace available engineering resources, positioning the company's software as crucial for productivity [16] - There is optimism regarding legislative changes that could enhance infrastructure investment, particularly in the US [20] Other Important Information - The company is well-positioned to benefit from upcoming infrastructure funding initiatives in the UK and Europe, with significant long-term funding earmarked for infrastructure projects [22] - The company’s net debt leverage was reduced to 2.4 times adjusted EBITDA, down from 2.9 times in 2024, indicating improved financial health [34] Q&A Session Summary Question: Did you notice an improvement sequentially now that we're past some of the initial tariff uncertainty? - Management indicated a consistent environment with positive outlooks from accounts, highlighting a demand problem rather than a capacity issue [40] Question: Do you have the right product set to reach engineers spending below a thousand? - The company confirmed that its traditional product, MicroStation, serves as an entry point for engineers and remains a growth driver in the SMB segment [43] Question: Can you elaborate on the data center opportunity? - Management noted that data centers represent a significant infrastructure opportunity, with software designed for both the data center and its surrounding infrastructure [49] Question: What drove the slight downtick in net retention rate (NRR)? - The NRR is fluctuating between 109% and 110%, with historical pressures from China affecting the overall figure [82] Question: How is the company leveraging AI in its products? - AI is seen as a key area for enhancing productivity in engineering tasks, with ongoing efforts to integrate AI capabilities into the company's software offerings [92]

Summary of Conference Call Records Company: Patriot Battery Metals (PMET.F) Key Points - **Project Overview**: The Shaka Jawanan project in North Central Quebec is highlighted as a significant lithium and critical mineral development project, benefiting from proximity to infrastructure such as hydro dams and roads [1][2][3] - **Resource Discovery**: The project boasts the largest hard rock lithium resource in the Americas, with high-grade subsets. The total resource includes approximately 25 million tons at 2% lithium [4][9] - **Cesium Discovery**: A significant cesium discovery has been made, with a resource of about 2.3 million tons, including a high-grade pod of 10.5% cesium oxide, which is larger than the current largest resource globally [5][6][13] - **Tantalum Co-Product**: Tantalum is also identified as a high-grade co-product, contributing to the project's overall value [7] - **Market Dynamics**: The cesium market is currently supply constrained, with China controlling 80-90% of the chemical capacity. The discovery at Shaka Jawanan presents an opportunity to create a more independent Western supply chain [13][14] - **Solar Efficiency**: The potential for cesium in enhancing solar panel efficiency through perovskite structures is discussed, with a projected market growth of 10 to 20 times in cesium demand due to this technology [15][16] - **Feasibility Study**: A lithium-only feasibility study is expected to be delivered soon, with further optimization to include cesium and tantalum in later phases [7][18] - **Regulatory Environment**: Quebec is described as a favorable mining jurisdiction, with strong First Nations engagement and a streamlined approval process [19][27] - **Lithium Demand Outlook**: The company believes that current forecasts for lithium demand are too cautious, particularly in stationary energy storage applications, which are expected to grow significantly [20][21][25] Company: Australian Strategic Materials (ASM) Key Points - **Industry Context**: ASM operates in the rare earths and critical minerals sector, which is experiencing increased urgency for alternative supply chains due to geopolitical tensions and supply chain vulnerabilities dominated by Chinese production [31][32] - **Project Development**: The Dubbo project in New South Wales is highlighted as a key asset, with plans to refine and separate materials for downstream markets. The company has an operational metals plant in Korea and is planning to replicate this capacity in the U.S. [34][36] - **Financial Position**: ASM has secured approximately $25 million in funding, adding to a strong cash position to support project development [36] - **Production Capacity**: The Korean metals plant has been producing light rare earth metals since 2022, with plans for expansion and increased production capabilities [36][41] - **Supply Agreements**: ASM has established supply agreements with various producers, including a five-year agreement with USA Rare Earths for 60% of their raw material needs [39] - **Project Economics**: The company is working on a heap leach option for the Dubbo project, which is expected to significantly reduce initial capital costs and improve financial returns [46][47] - **Regulatory Approvals**: The Dubbo project has received necessary approvals and is on track for construction to commence in 2027 [48] Company: Rox Resources Key Points - **Transformation and Growth**: Rox Resources has undergone significant transformation, with a focus on becoming a near-term gold producer. The company has reported strong cash flows and a high-grade resource base [51][52] - **Resource Update**: A recent mineral resource statement indicated an 11% increase in overall grade, with a substantial increase in underground resources [53][61] - **Project Economics**: The project is expected to yield over $3,000 per ounce margin at current gold prices, with a strong cash position of $50.5 million [56][62] - **Infrastructure and Permitting**: The project benefits from existing infrastructure and a simplified permitting process due to previous mining activities [55][56] - **Drilling Campaign**: Rox is actively drilling to expand its resource base, with plans for a definitive feasibility study (DFS) to be delivered in November [57][83] - **Path to Production**: The company is on track to commence mining operations in early 2027, with ongoing work on dewatering and approvals [75][76] - **Team and Experience**: The management team has extensive experience in developing mining assets, which is crucial for the project's success [80][82]

Core Insights - Surge Battery Metals Inc. has identified significant rubidium (Rb) and cesium (Cs) mineralization within its Nevada North Lithium Project, indicating a potential substantial domestic resource for these critical minerals [1][3][5] Group 1: Mineralization Findings - Initial assay results from eight drilled holes show consistent rubidium grades averaging 303 ppm and cesium grades averaging 124 ppm, confirming a strong correlation with lithium mineralization [3][8] - The mineralization of rubidium and cesium is present throughout the main mineralized horizons of the deposit, suggesting their potential as valuable by-products [3][8] Group 2: Future Plans - The company plans to re-submit pulp samples from the 2022 and 2023 drill programs for further assays to evaluate the potential for a formal resource calculation for rubidium and cesium [4][5] - The presence of these critical minerals could significantly impact the project's future economics, as outlined in the Preliminary Economic Assessment, which includes a Life of Mine plan for processing over 200 million tonnes of material [5] Group 3: Industry Context - Rubidium and cesium are considered critical high-value minerals with applications in specialized electronics, telecommunications, and medical technologies, typically produced as by-products from a limited number of lithium and pollucite mines globally [6]