Core Viewpoint - Makenita Resources Inc. has joined the Canadian Association of Defence and Security Industries (CADSI) to enhance its critical and strategic mineral portfolio, particularly in light of the increasing focus on domestically sourced critical minerals [1][3]. Company Overview - Makenita Resources Inc. operates several projects in Canada, including the Sisson West Tungsten Project, which spans approximately 9,845 contiguous acres in New Brunswick, adjacent to the Sisson Tungsten Mine [7]. - The company also holds the NTX Rare Earth Project in Quebec, covering about 9,000 acres, and the Hector Property in Ontario, which is prospective for cobalt, silver, and diamonds [7]. Industry Context - CADSI serves as the national voice for Canada's defence, security, and cyber sectors, facilitating collaboration among industry, government, and military stakeholders [2]. - The emphasis on critical minerals is growing within the mining sector, with Makenita's President highlighting the importance of these resources for national and allied security [3]. Membership Benefits - Membership in CADSI provides Makenita access to defence industry forums, policy roundtables, technical workshops, and networking opportunities, which will aid in understanding emerging needs and procurement trends related to critical minerals [3].

Core Viewpoint - Makenita Resources Inc. has engaged New-Sense Geophysics Ltd. to assist with the exploration program for its 100-percent owned Sisson West Tungsten Project, with operations expected to commence shortly [1][3]. Company Overview - Makenita Resources Inc. owns several projects in Canada, including the Sisson West Tungsten Project, which spans approximately 9,845 contiguous acres and is located in New Brunswick, adjacent to Northcliff Resources Ltd.'s Sisson Tungsten Mine [6]. - The company also holds the NTX Rare Earth Project in Quebec, covering about 9,000 acres, and the Hector Property in Ontario, which is prospective for cobalt, silver, and diamonds, spanning 5,542 acres [6]. Management Insights - Makenita's President, Jason Gigliotti, expressed enthusiasm about starting operations in New Brunswick and highlighted the strategic location of the tungsten project next to a significant mining operation [3]. - Gigliotti noted a positive discussion with the Premier of New Brunswick, Susan Holt, emphasizing her vision for the province's growth in the mining sector and the company's strong position for future growth due to its tight share structure of over 30 million shares outstanding [3][6].

Core Viewpoint - American Rare Earths Ltd has appointed Nick Lissolo as vice president of corporate development and strategy, enhancing its leadership as it advances the Halleck Creek rare earths project in Wyoming [1][6]. Group 1: Appointment and Role - Nick Lissolo will play a central role in shaping corporate strategy, capital markets initiatives, and portfolio development, focusing on partnerships, project evaluation, and long-term value creation [2]. - The appointment is significant as American Rare Earths progresses Halleck Creek as a potential large-scale, domestically sourced rare earths asset in the U.S., amid efforts to secure supply chains outside China [3]. Group 2: Experience and Background - Lissolo brings 17 years of experience in global mining operations, most recently as head of evaluation modelling at Newmont, where he led financial modelling and capital allocation analysis [4]. - His experience includes senior roles in project evaluation, financial reporting, and regional finance leadership, working on projects ranging from US$100 million to US$5 billion [5]. Group 3: Strategic Alignment - The CEO of American Rare Earths emphasized that Lissolo's experience in large-scale project evaluation and capital allocation will be invaluable for the development of the Halleck Creek project and the broader portfolio [6]. - Lissolo, a Wyoming native, expressed excitement about the potential of the Halleck Creek project to contribute to a secure domestic rare earths supply chain [7][8].

Core Insights - The global supply of essential commodities for economies and military capabilities has been significantly disrupted over the past year [1] - Control over resources such as oil, critical minerals, and rare earths is now viewed as crucial for maintaining military strength and economic stability [2][3] Group 1: Supply Chain Disruptions - China's restrictions on rare earths and critical minerals have highlighted the importance of resource control in the context of military and economic power [2] - The Strait of Hormuz, a critical chokepoint for oil and LNG, has been effectively closed for tanker traffic, impacting global energy supply [4] - The disruption in oil supply has led to a historic spike in oil prices, exceeding $100 per barrel, and a doubling of natural gas prices in Europe [5] Group 2: Regional Impacts - The energy supply crisis is particularly affecting Asia, where refiners are facing high premiums for non-Middle Eastern crude and are considering cuts to processing rates [6] - European countries are struggling to secure LNG supplies as Asian markets outbid them, complicating the gas refilling season [7] - The United States, despite being the top oil producer, is not insulated from global supply shocks of this scale [7]

Core Viewpoint - Zijin Mining's subsidiary, Zijin Gold, is acquiring a significant stake in Chifeng Gold, which will enable Zijin Gold to gain control over Chifeng Gold and consolidate its financial statements into the group [1][3]. Group 1: Acquisition Details - Zijin Gold will acquire 242 million A shares from Chifeng Gold's largest shareholder for 41.36 yuan ($6) per share, totaling approximately 10 billion yuan ($1.45 billion) [1]. - Zijin Gold has also agreed to subscribe for 311 million new H shares at HK$30.19 ($3.85) per share, amounting to HK$9.38 billion, or about 8.25 billion yuan [2]. Group 2: Ownership and Control - Following the acquisitions, Zijin Gold's ownership in Chifeng will rise to 572 million shares, representing approximately 25.85% of Chifeng's total shares post-issuance of new H shares [3]. - This increased ownership will grant Zijin Gold controlling authority over Chifeng Gold [3]. Group 3: Company Operations and Resources - Chifeng Gold operates six gold mines and one polymetallic mine across China, Southeast Asia, and West Africa [4]. - The company has reported resources of 583 tons of gold with an average grade of 1.54 grams per tonne, along with copper, zinc, molybdenum, and rare earth resources [5].

Core Viewpoint - Amaroq Ltd. is set to release its Full Year Results for the year ended December 31, 2025, on March 26, 2026, and will hold a remote presentation for investors and analysts on the same day [2]. Company Overview - Amaroq Ltd. is an independent mine development corporation focused on unlocking Greenland's mineral potential, particularly in gold and strategic metals [4]. - The company's principal asset is a 100% interest in the Nalunaq Gold mine, along with a portfolio of gold and strategic metal assets in Southern Greenland [4]. - Amaroq is engaged in the exploration and development of properties in two known gold belts in the region, as well as advanced exploration projects at Stendalen and the Sava Copper Belt, targeting strategic metals such as Copper, Nickel, and Rare Earths [4].

Core Viewpoint - Amaroq Ltd. is proceeding with the voluntary delisting of its common shares from the TSX Venture Exchange, effective March 19, 2026, while continuing to trade on other exchanges [2][3]. Company Information - Amaroq Ltd. is an independent mine development corporation focused on mineral exploration in Greenland, particularly gold and strategic metals [9]. - The company holds a 100% interest in the Nalunaq Gold mine and has a portfolio that includes advanced exploration projects for copper, nickel, rare earths, and other minerals in Southern Greenland [9]. Shareholder Information - Canadian shareholders wishing to trade shares on AIM or Nasdaq Iceland must ensure their shares are eligible for transfer and settlement through CREST, the UK-based share transfer system [4]. - Shareholders can initiate the transfer process through their brokers or by contacting Computershare Trust Company of Canada [5][6]. - The company will maintain CDS eligibility for its shares until April 30, 2026, to facilitate this transition for Canadian shareholders [6]. Ongoing Obligations - Despite the delisting from the TSXV, Amaroq Ltd. will continue to meet ongoing disclosure and other obligations as a reporting issuer under Canadian securities legislation [7].

Group 1 - Energy Fuels Inc. is identified as a rare earth stock with a potential upside of 25% [1] - H.C. Wainwright raised the price target for Energy Fuels Inc. to $27.25 from $26.75, maintaining a Buy rating, highlighting 2025 as a transformational year for the company [2] - In 2025, Energy Fuels Inc. reported revenue of $65.9 million and a net loss of $86.1 million, ending the year with $927.4 million in working capital, including $64.7 million in cash [3] Group 2 - The company is undergoing senior executive changes, with CEO Mark Chalmers set to retire on April 15, to be succeeded by current president Ross Bhappu, while Chalmers will remain as a consultant for two years [4] - Energy Fuels Inc. is primarily a uranium producer and one of the largest suppliers in the U.S., having diversified into the rare-earths business through a partnership with Vulcan Elements [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Viewpoint - Harena Rare Earths is pursuing expansion into the US by acquiring critical minerals exploration projects in California, specifically targeting heavy rare earth and uranium assets in San Bernardino County, which is home to the only producing rare earth mine in the country [1][2]. Group 1: Acquisition Details - The company has entered an exclusivity agreement to purchase a portfolio of assets currently held by Paradigm Critical Minerals, strategically located near MP Materials' Mountain Pass mine [2]. - The assets are expected to enhance Harena's role in the US government's critical minerals strategy [2]. Group 2: Geological and Historical Context - San Bernardino County has the highest number of mines and mining claims in California, attributed to its favorable geology and supportive regulatory environment [3]. - The assets were initially developed for gold and silver but have shown potential for uranium and rare earths, with historical drilling results indicating high-grade rare earth potential [6][9]. Group 3: Exploration Potential - The area remains largely underexplored, lacking modern systematic exploration, which presents opportunities for advancement through various geological methods [7]. - Historical drill intercepts for uranium have shown promising results, including 30.3 meters at 0.37% U₃O₈e, with higher-grade zones reaching up to 10% U₃O₈e [8]. Group 4: Company Strategy and Future Steps - Harena aims to broaden its exposure to international critical minerals exploration and development, moving beyond its focus on the Ampasindava project in Madagascar [4]. - The company will conduct technical, legal, and commercial due diligence on the acquired assets to determine the feasibility of a definitive transaction [9].