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巴西矿业公司Atlas(JUPGF.US)完成反向拆股,IPO定价9-11美元拟募资800万美元
Zhi Tong Cai Jing· 2025-10-10 06:55
专注于巴西关键矿产开发的矿业公司Atlas Critical Minerals(JUPGF.US)向美国证券交易委员会(SEC)提交 修正案,披露已完成反向股票分割操作,为其后续资本市场动作铺路。该公司当前计划发行80万股股 票,发行价区间设定为每股9至11美元,预计融资总额达800万美元。若按区间中间价计算,反向分割后 公司市值将攀升至约9300万美元,这一数值已超过部分机构设定的5000万美元市值门槛,满足纳入IPO 统计数据的资格条件。 Atlas Critical Minerals的核心业务聚焦于巴西多类战略矿产资源的勘探与开发,具体项目包括:戈亚斯 州和米纳斯吉拉斯州的稀土及钛矿前景区、米纳斯吉拉斯州的石墨矿藏、戈亚斯州与皮奥伊州的铜镍矿 权,以及遍布巴西六个州的铀矿区域。此外,公司还持有铁矿石、黄金及石英岩资产,其中铁矿石业务 计划于2025年底恢复运营。 公司总部位于巴西贝洛奥里藏特,成立于2016年。据其披露的财务数据显示,截至2025年6月30日的12 个月内,公司实现营收41.3万美元。目前,Atlas Critical Minerals正推进纳斯达克上市进程,拟使用股票 代码ATCX,交 ...
Why Rare Earths and Miner Stocks Soared Thursday
Investopedia· 2025-10-09 22:15
Core Insights - Rare earths and mineral miner stocks experienced significant gains following China's decision to tighten export restrictions on these critical materials, citing national security reasons [1][3] - The U.S. mining sector has seen a surge in stock prices, with companies like USA Rare Earth and MP Materials benefiting from China's export limitations [2][7] Company Performance - USA Rare Earth (USAR) shares increased by 15%, while MP Materials (MP) saw a nearly 3% rise [2] - Albemarle (ALB), the largest lithium producer, led the S&P 500 with a 5% increase, and Lithium Americas (LAC) gained 2% [2] - Since the beginning of October, Lithium Americas shares have risen over 40%, MP Materials has increased close to 10%, and Albemarle has gained nearly 20% [5] Market Context - The gains in the mining sector occurred on a day when major U.S. stock indexes were down due to a federal government shutdown, highlighting the relative strength of the rare earths sector [3] - The Trump administration's investments in strategically significant companies like Lithium Americas and MP Materials aim to reduce U.S. reliance on Chinese rare earths [4][7]
Deepseek预测:10月有色金属,要紧盯好这两个方向
Sou Hu Cai Jing· 2025-10-07 16:32
在全球能源革命的浪潮下,有色金属正经历一场前所未有的变革。传统定价模型在美联储2025年开启的降息周期中被彻底颠覆,流动性驱动的溢价与供 需基本面的博弈日趋激烈。然而,隐藏在乐观预期之下的摩擦成本,以及结构性错配的风险,同样不容忽视。 有色金属:能源革命下的新炼金术,风险与机遇并存 让我们首先聚焦在"新能源时代的石油"——铜。全球铜矿品位持续下降,新矿发现锐减,而长达8-10年的开发周期使得供给弹性严重不足。2025年印尼 Grasberg铜矿事故更是雪上加霜,导致全球铜精矿供需缺口扩大至26.8万吨。与此同时,传统电力、建筑领域的需求保持稳健,而AI数据中心散热系统 单机用铜量高达传统设备的6倍,新能源汽车充电桩电网每千瓦装机需0.8公斤铜,爆发性需求与刚性供给约束的碰撞,推动LME铜价在2025年一季度同 比上涨11.4%。尽管如此,金融属性的放大也带来了风险。2025年5月,LME铜价在创下10857美元/吨的历史高点后,迅速回落19%,这正是对降息预期 过度透支的修正。 对于稀土、锑、钨等小金属而言,其定价逻辑已超越供需范畴,成为大国竞争的战略筹码。中国稀土整合完成后,六大集团控制全球90%的供应量, ...
Avalon Cancels Special Meeting of Shareholders
Newsfile· 2025-10-06 22:00
Toronto, Ontario--(Newsfile Corp. - October 6, 2025) - Avalon Advanced Materials Inc. (TSX: AVL) (OTCQB: AVLNF) ("Avalon" or the "Company") today announced that its special meeting of shareholders (the "Special Meeting") scheduled for October 7, 2025 has been canceled. The decision follows the Company's determination that quorum requirements (i.e., not less than 20% of the issued and outstanding shares of the Company carrying voting rights) for the Special Meeting had not been met by the extended proxy vot ...
Amaroq Ltd to Present at the Metals & Mining Virtual Investor Conference October 8th
Globenewswire· 2025-10-06 12:35
TORONTO, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Amaroq Ltd. (AIM, TSX-V, NASDAQ Iceland: AMRQ, OTCQX: AMRQF), an independent mine development corporation focused on unlocking Greenland’s mineral potential, is pleased to announce that Eldur Olafsson, CEO and Director, will present live at the Metals & Mining Virtual Investor Conference hosted by VirtualInvestorConferences.com, on October 8th, 2025 at 9:00 ET. DATE: October 8th TIME: 9:00 AM ETLINK: REGISTER HEREAvailable for 1x1 meetings: October 8th 10.00 – 1300 ...
Atlas Critical Minerals Files Technical Report for Its Ipora Rare Earths Project
Newsfile· 2025-10-06 12:00
Atlas Critical Minerals Files Technical Report for Its Ipora Rare Earths ProjectCompany Has Two High Potential Types of Rare Earths DepositsOctober 06, 2025 8:00 AM EDT | Source: Atlas Critical Minerals CorporationBelo Horizonte, Brazil--(Newsfile Corp. - October 6, 2025) - Atlas Critical Minerals Corporation (OTCQB: JUPGF) ("Atlas Critical Minerals" or the "Company"), an exploration company focused on critical minerals for defense applications and energy security, is pleased to announce the f ...
Trump administration mulls stake in Greenland rare earth miner
MINING.COM· 2025-10-05 15:46
The US government is said to be interested in buying a stake in Critical Metals (NASDAQ: CRML), part of the Trump administration’s broader strategy to expand its control over the world’s supply of critical minerals, Reuters reported on Friday.The deal, if finalized, would give Washington a direct interest in the Tanbreez project in southern Greenland, one of the largest rare earth deposits in the world. The Reuters report comes a day after Critical Metals more than doubled its interest in the project from 4 ...
USA Rare Earth (USAR) Climbs to New High on Talks with US Govt
Yahoo Finance· 2025-10-04 14:33
We recently published 10 Stocks With Eye-Popping Double-Digit Gains. ABCUSA Rare Earth, Inc. (NASDAQ:USAR) is one of the top performers on Friday. USA Rare Earth soared to a new all-time high on Friday, jumping 14.31 percent to finish at $25.96 apiece as investors continued to gobble up shares following the company’s confirmation of talks with the Trump administration for a potential partnership. In intra-day trading, USA Rare Earth, Inc. (NASDAQ:USAR) hit a new 52-week high of $28.25, but pared gains to ...
US Pushes Equity Stakes In Australia's Critical Minerals Sector - iShares MSCI Global Select Metals & Mining Producers Fund (BATS:PICK), Cobalt Blue Holdings (OTC:CBBHF)
Benzinga· 2025-10-03 10:27
The United States has offered to invest in Australian critical minerals companies as part of a broader effort to secure alternative supply chains and reduce its reliance on China. With this effort, Washington is taking a next step in its urgency to expand access to lithium, cobalt, rare earths, and other resources vital for clean energy, semiconductors, and defense."U.S. government officials were saying to companies, you come to us with a proposal and we'll assess it and try and make it work through those v ...
Mkango Resources Limited Announces Project Development Funding of US$ 4.6 Million
Accessnewswire· 2025-09-29 06:00
U.S. International Development Finance Corporation Provides Project Development Funding of US$ 4.6 Million to the Songwe Hill Rare Earth Mining Project in Malawi CALGARY, AB / ACCESS Newswire / September 29, 2025 / Mkango Resources Ltd (AIM:MKA)(TSX-V:MKA) ("Mkango" or the "Company") is pleased to announce that its indirect wholly owned subsidiary, Lancaster Exploration Limited ("MKAR," to be renamed Mkango Rare Earths Limited) has entered into a Project Development Funding Agreement (the "Agreement") with ...