GOUVERNEUR, N.Y., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Titan Mining Corporation (NYSE-A:TII, TSX:TI), (“Titan” or the “Company”) an existing zinc concentrate producer in upstate New York and an emerging natural flake graphite producer (a key component of the broader rare earths and critical minerals ecosystem), is pleased to provide production results for the year ended December 31, 2025, and production, cost and capital expenditure guidance for 2026. The Company achieved record production in 2025 and met full ...

We came across a bullish thesis on Peabody Energy Corporation on Valueinvestorsclub.com by mana12. In this article, we will summarize the bulls’ thesis on BTU. Peabody Energy Corporation's share was trading at $35.26 as of January 30th. BTU’s trailing and forward P/E were 26.89 and 25.19 respectively according to Yahoo Finance. Peabody Energy Corporation engages in coal mining business. BTU presents a compelling bullish investment case driven by a combination of undervalued core operations, emerging crit ...

Core Insights - Ivanhoe Mines is in advanced discussions with Gécamines and Mercuria to supply the U.S. with critical minerals from the Kipushi Mine, which is known for its ultra-high-grade zinc-copper-lead-germanium-gallium production [1][5] - Project Vault, a $12 billion initiative, aims to build a strategic reserve of critical minerals in the U.S., combining $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank [2][3] Group 1: Project Vault and Its Implications - Project Vault was officially launched on February 2, 2026, in the Oval Office, with key figures from the mining and manufacturing sectors in attendance, including Robert Friedland and Mary Barra [3][4] - The initiative is designed to enhance supply chain security for critical minerals, which are essential for various industries [2] Group 2: Kipushi Mine Production and Resources - The Kipushi Mine's 2026 production guidance is set at 240,000 to 290,000 tonnes of zinc concentrate, which also includes significant quantities of germanium and gallium [8] - The mine's 2018 Measured and Indicated Mineral Resources are estimated at 11.78 million tonnes, with a zinc grade of 35.34%, and contain approximately 9.2 billion pounds of zinc and 24.4 million ounces of germanium [9] Group 3: Strategic Importance of Minerals - Germanium and gallium are identified as strategic metals used in various high-tech applications, including electronic devices and solar power arrays [10] - The demand for these critical minerals has surged due to advancements in technology, particularly in AI and big data centers [9]

Core Viewpoint - Germanium Mining Corp. is advancing its exploration program at the Lac Du Km 35 Germanium Property in Québec, aiming to unlock its full germanium potential through modern geological tools and systematic work [2][3]. Company Overview - Germanium Mining Corp. is a publicly traded mineral exploration company focused on discovery-stage mineral properties in North America and is a member of various mining and defense associations [11]. Property Details - The Lac Du Km 35 Property features the Faribault Shear Zone (FSZ), which has not been extensively explored since its discovery in 1998. The Laganière germanium showing within the property has reported a value of 0.02% (186 ppm) germanium, the highest in Québec [3][4]. - The property is strategically located near a cluster of electromagnetic anomalies that have not been tested, which will be a focus for the company [4]. Planned Work Program - A modern magnetic and electromagnetic airborne survey will be conducted over the entire property to identify the FSZ and potential additional shear zones, which may serve as conduits for hydrothermal fluids [5]. - Following the survey, a comprehensive outcrop sampling and assaying program is planned for Summer 2026, with the aim of verifying features of interest [6]. - The first priority area for exploration is a 6 km x 2.5 km section along the FSZ, which includes the Laganière showing and the electromagnetic anomalies [7]. Market Context - Germanium is a critical metal with growing applications in electronics, solar technology, and optics, and is currently priced over US$5,000 per kilogram due to export restrictions from China, the largest producer [8][9].

Core Viewpoint - Germanium Mining Corp. will participate in the Vancouver Resource Investment Conference (VRIC) on January 25-26, 2026, to engage with investors and showcase its projects [1][4]. Company Overview - Germanium Mining Corp. is a publicly traded mineral exploration company focused on discovery-stage mineral properties in top-tier mining jurisdictions across North America [8]. - The company is a member of the Nevada Mining Association, National Defense Industrial Association (NDIA), and the Canadian Association of Defense and Security Industries (CADSI) [8]. Conference Details - The Vancouver Resource Investment Conference is a premier global event for the mining and resource investment sector, attracting exploration and development companies, investors, analysts, and industry experts [3]. - The conference serves as a platform for companies to showcase projects, engage with the investment community, and discuss macro trends in the commodities markets [3]. Project Highlights - The Lac du Km 35 Property, located 40 kilometers east of Chibougamau in Quebec, features excellent road access and covers significant geological formations [4]. - The key target is the historical Laganiere Germanium showing, which returned 0.02 percent (186 parts per million) Germanium from peridotite hosted within gneissic rocks [5]. - Recent prospecting in 2024 returned encouraging values in nickel, cobalt, copper, and gold, indicating potential for a broader polymetallic system [6].

Core Viewpoint - Germanium Mining Corp. has joined the Canadian Association of Defence and Security Industries (CADSI), enhancing its commitment to the development of critical minerals in Canada and aligning with national security interests [1][2]. Group 1: Membership and Strategic Importance - Membership in CADSI allows the company to engage with defense industry forums, policy roundtables, and technical workshops, facilitating collaboration within Canada's defense and security community [2]. - The company aims to understand evolving defense priorities and contribute to national supply chain resilience through its engagement with CADSI [2]. Group 2: Project Overview - The Lac du Km 35 Property, located 40 kilometers east of Chibougamau in Quebec, is accessible via Highway 167 and forestry roads, covering significant geological formations [3][4]. - The key target is the historical Laganiere Germanium showing, which returned 0.02 percent (186 parts per million) Germanium, and is near untested electromagnetic anomalies [5]. - Recent prospecting in 2024 has shown promising values in nickel, cobalt, copper, and gold, indicating potential for a broader polymetallic system [6]. Group 3: Company Background - Germanium Mining Corp. is focused on the exploration and advancement of discovery-stage mineral properties in top-tier mining jurisdictions across North America [7]. - The company is a member of multiple industry associations, including the Nevada Mining Association and the National Defense Industrial Association (NDIA) [7].

Core Insights - AXT emphasizes the growing demand for indium phosphide wafers, driven by the increasing optical connectivity needs in AI data centers, with expectations for significant order growth in the coming years [5][7][10] Company Overview - AXT, founded in 1986 and publicly listed since 1998, specializes in producing compound semiconductor wafers, particularly for applications where silicon wafers are inadequate, with manufacturing based in China and headquarters in Fremont, California [4][21] - The company manufactures three core semiconductor substrate materials: germanium, gallium arsenide, and indium phosphide, with indium phosphide being highlighted as a key growth driver [3][21] Market Demand - Indium phosphide is identified as a critical substrate material for optical transceivers, with demand expected to double in 2026 and again in 2027, particularly as data center connectivity shifts from copper to optical links [7][10] - Current revenue from AI data center connectivity is estimated to be in the single digits, approaching 10%, but is anticipated to grow rapidly, with data center-related demand representing approximately 30%-35% of the total addressable market for indium phosphide substrates [8] Capacity Expansion - AXT plans to double its indium phosphide capacity by 2026 through repurposing existing facilities, which allows for a cost-effective and timely expansion compared to competitors [6][17] - Competitors like Sumitomo are also expanding capacity but may take longer, positioning AXT favorably to gain market share [18] Supply Chain and Vertical Integration - AXT's vertically integrated supply chain in China includes multiple raw material-related companies, which helps mitigate supply chain risks and control costs [11][12] - The company focuses on supplying bare substrates rather than epitaxial wafers, serving various epi vendors and laser manufacturers [13] Export Controls and Geographic Exposure - Export controls pose a significant risk, as indium phosphide was added to China's export control list, requiring AXT to secure permits for overseas shipments, which can lead to unpredictable delays [14][15] - Historically, AXT's revenue has been approximately 40%-50% from China, with a growing share of indium phosphide revenue coming from outside China, currently estimated at over 70%-75% [16] Pricing Strategy - AXT expects pricing to remain stable across most applications, although it is reassessing pricing strategies to establish a standardized baseline, avoiding broad price increases while competitors have pursued significant hikes [19]

Summary of AXT Conference Call Company Overview - AXT is a specialized manufacturer of compound semiconductor materials, particularly indium phosphide, gallium arsenide, and germanium, with a focus on applications in data centers and optical transceivers [3][5][6] - The company was founded in 1986 and went public in 1998, with manufacturing operations based in China [3] Industry Insights - The demand for indium phosphide is significantly increasing due to its critical role in AI data center infrastructure and optical connectivity [4][12] - AXT is the only pure-play indium phosphide company listed on NASDAQ, positioning it uniquely in the market [4] - The company anticipates a doubling of demand for indium phosphide in 2026 and again in 2027, driven by scale-out and scale-up opportunities in data centers [22][23] Market Position and Competition - AXT holds approximately 40% of the global merchant market share for indium phosphide, with Sumitomo as its main competitor [20] - The company is expanding its capacity, aiming to double it by the end of 2025, while competitors like Sumitomo are expected to take longer to achieve similar expansions [21][23] - AXT's vertical integration in the supply chain allows it to control costs and mitigate risks associated with raw material supply [10] Financial and Operational Highlights - AXT's subsidiary in China, Tongmei, is in the process of going public on the STAR Market of the Shanghai Stock Exchange, although the process has faced delays [12] - The company reported that 70-75% of its indium phosphide revenue currently comes from outside China, with expectations for growth in the Chinese market [18] - The permitting process for exports from China is a significant risk factor, with the company working closely with the Ministry of Commerce to navigate this [15][16] Customer Base and Applications - AXT sells its products to EPI vendors and laser manufacturers, including well-known companies like Intel, Broadcom, and Lumentum [40] - The current revenue from data center connectivity is estimated to be around 10%, with significant growth potential as the market evolves [46] Challenges and Risks - The export control regulations in China pose a risk to AXT's operations, as indium phosphide was added to the export control list, requiring permits for international orders [15][16] - The company faces challenges in understanding the variability of the permit approval process, which can impact revenue recognition [33][36] Conclusion - AXT is well-positioned to capitalize on the growing demand for indium phosphide in the data center market, with a strong supply chain and expansion plans in place. However, regulatory challenges and competition remain key factors to monitor moving forward [4][10][12]

Core Viewpoint - Germanium Mining Corp. has expanded its Lac du Km 35 Germanium property by adding 4 mineral claims, increasing the total area to 4,371.28 hectares, which is expected to enhance future exploration opportunities [1][2]. Property Description - The Lac du Km 35 property is located approximately 40 kilometers east of Chibougamau, Quebec, with good access via Highway 167 and a main lumber road [2]. - The property is underlain by the Roy group volcano-sedimentary sequence and the Laganiere gneissic complex, which are part of the Abitibi greenstone belt [3]. Geological Features - A significant structural feature is the Faribault shear zone (FSZ), which could serve as a conduit for hydrothermal fluids [4]. - The Laganiere Germanium showing, discovered in 1998, returned a historical value of 0.02% (186 parts per million) Germanium [5]. Exploration and Sampling - Recent exploration in 2024 involved collecting 39 outcrop samples, yielding values of up to 0.27% nickel, 0.04% cobalt, 0.24% copper, and 0.21 grams per tonne gold [7]. - The area around the Laganiere showing remains largely unexplored, presenting a prime focus for the company [6]. Agreement and Financials - The company has amended its Mineral Property Option and Purchase Agreement, agreeing to issue 200,000 units to the vendor after work is acknowledged by the Ministry of Natural Resources of Quebec [8]. - Each unit consists of one common share and one common share purchase warrant, with an exercise price of $0.60 per share for 24 months [8]. Company Overview - Germanium Mining Corp. is a publicly traded mineral exploration company focused on discovery-stage mineral properties in North America [11].

Core Insights - Amaroq (AMRQF) is gaining attention due to the U.S. government's strategic focus on Greenland, particularly regarding strategic materials and energy security [1][3] - The company is not seeking future investments as it is actively developing its metal and gold-producing assets in South Greenland [1] - Institutional interest in AMRQF has increased, with the stock price rising 13% in the past five days despite market volatility [2] Company Overview - Amaroq is a mining and exploration company primarily operating in Greenland, with its key asset being the Nalunaq gold deposit [4] - The company is headquartered in Toronto and trades under the AMRQF ticker [4] - Currently trading at approximately $1.68, AMRQF has a small-cap market capitalization, reflecting its status as a frontier miner rather than a strategic supplier [5] Market Performance - The stock price of AMRQF has fluctuated between $0.71 and $8.51 over the past 52 weeks, indicating significant volatility [5] - Amaroq has outperformed other junior mining companies due to increased visibility and favorable geopolitical factors [5] Transition Phase - Amaroq is in a transition from a development-stage company to a production-stage company, which affects the financial metrics typically used for evaluation [6]