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What Will Friday's Market Meltdown Mean For Monday
ZeroHedge· 2025-10-12 14:30
Submitted by QTR's Fringe FinanceIf you’ve been a long-time follower of mine, you know that I’ve consistently made two points over the last 10 years. First, technical analysis doesn’t mean shit—it’s a backward-looking tool that has limited use in predicting the future. Second, I’ve often said that some days you wake up and everything is just different than it was the day before.Today made both points. Along these lines, I didn’t see too many technical analysts, CNBC guests, or sell-side dildos predicting wh ...
Verde AgriTech Commences Drilling at District Scale Clay Hosted Rare Earths Discovery in Minas Gerais, Brazil
Globenewswire· 2025-10-09 12:37
Core Insights - Verde AgriTech Ltd. has commenced drilling at its rare earth discovery site in Brazil, aiming to define high-quality resources for rapid production [1][5] - The company has established a strong operational foundation in Minas Gerais, with a focus on efficient project execution without compromising its low carbon fertilizer business [3][4] Project Overview - Drilling began on October 7, 2025, with plans for a three-rig program to expedite resource definition [1][5] - The mineralized zone spans approximately 5,500 hectares and is characterized by high Total Rare Earth Oxides (TREO) and magnet grade Medium Rare Earth Oxides (MREO) [5][7] - A comprehensive Board assessment is scheduled for release on October 14, 2025, detailing the project name and milestones [4][5] Technical and Operational Highlights - The project benefits from in-house multidisciplinary teams, advanced equipment, and upgraded regional infrastructure, which enhances operational efficiency [6] - Recent assays revealed significant concentrations of TREO and MREO, with samples showing high levels of NdPr, dysprosium, and terbium, suitable for applications in electric vehicles and wind turbines [7][8]
Up 70% In A Year, Will Critical Metals Stock Continue Higher?
Forbes· 2025-10-09 12:25
Photo by DEA / C.BEVILACQUA/De Agostini via Getty ImagesDe Agostini via Getty ImagesCritical Metals stock (NASDAQ: CRML) has dramatically increased by nearly 65% over the last five trading days, fueled by reports of potential U.S. government involvement alongside significant funding developments. The company is engaged in mining exploration and development, concentrating on sourcing lithium and rare earth elements, which are vital materials utilized in electric vehicles, consumer electronics, and renewable ...
Martin van Wyk to Join Ramaco in Critical Minerals Leadership Role
Prnewswire· 2025-10-06 12:00
Core Insights - Ramaco Resources has appointed Martin van Wyk as Senior Vice President of Critical Minerals Processing, who will relocate from Australia to the U.S. to lead the development of the Brook Mine Project in Wyoming [1][5]. Group 1: Appointment and Expertise - Martin van Wyk brings over 23 years of global experience in mineral processing, hydrometallurgy, and rare earth elements (REEs) flowsheet development [1][2]. - His expertise includes a wide range of commodities such as iron ore, lithium, and uranium, with skills in geo-metallurgical analysis and process modeling [2][3]. Group 2: Contributions to Ramaco - Van Wyk has previously contributed to Ramaco's projects while working for an independent engineering firm, focusing on test work design and flowsheet optimization [3][4]. - His work has been integral to Ramaco's innovation program, particularly in developing process engineering solutions for rare earth and critical mineral separation [4]. Group 3: Company Overview - Ramaco Resources operates in high-quality metallurgical coal and is developing coal, rare earth, and critical minerals in Wyoming, with a significant discovery of primary magnetic rare earths announced in 2023 [7]. - The company holds approximately 76 intellectual property patents and is involved in advanced carbon product research related to coal [7].
11 Best Nuclear Energy Stocks to Invest in Right Now
Insider Monkey· 2025-09-24 01:06
Industry Overview - The US nuclear energy industry is experiencing a significant boost following President Trump's executive order aimed at reducing regulatory barriers and increasing nuclear capacity fourfold to enhance energy security amid rising electricity demand from AI-powered data centers [2][3] - The strategy emphasizes domestic nuclear fuel extraction and enrichment to reduce reliance on imports from China and Russia, with the International Atomic Energy Agency predicting a potential increase in global nuclear capacity by up to 2.5 times by 2050 [3] Government Initiatives - A new nuclear power agreement between the United States and Britain is set to be signed during President Trump's state visit, aimed at attracting investment and accelerating the construction of new nuclear plants [4] - The British government is supporting Rolls-Royce in its efforts to build the first compact modular reactors in the UK, with a commitment of £19 billion ($25 billion) for a new plant at Sizewell C [4] Company Highlights - Energy Fuels Inc. (NYSE:UUUU) reached a 52-week high of $14.42 on September 19, 2025, reflecting strong investor confidence in its ability to meet the growing demand for nuclear fuel and critical minerals [11] - The company has successfully produced high-purity neodymium-praseodymium oxide for electric vehicle magnets, enhancing its position in the "mine-to-magnet" rare earth supply chain [12] - Denison Mines Corp. (NYSE:DNN) acquired 485,000 shares of Foremost Clean Energy Ltd. for approximately $1.07 million, increasing its stake to about 19.17%, indicating strategic interest in uranium exploration [14][15] - Centrus Energy Corp. (NYSE:LEU) achieved a new 52-week high of $265.48 on September 19, 2025, showcasing its strong market position and liquidity, while also being well-positioned to capitalize on opportunities in the nuclear fuel supply chain [18][19]
Test Mining Completed at the Cowboy State Mine, Comminution Optimization Tests Underway
Globenewswire· 2025-09-23 12:03
Highlights ~3,080 tonnes of Halleck Creek ore mined and crushed~13.7 tonnes of ore samples sent to comminution vendors for optimization testing Tests will target low-effort, but high-yield opportunities to increase overall rare earth magnet element recoveries and strengthen project economicsRemaining ore will be stockpiled as feedstock for a demonstration plant DENVER, Sept. 23, 2025 (GLOBE NEWSWIRE) -- American Rare Earths (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) (“ARR” or the “Company”), through its subsidi ...
Ramaco Q2 Revenue Beats by 16%
The Motley Fool· 2025-08-05 19:24
Core Insights - Ramaco Resources reported Q2 2025 GAAP revenue of $152.96 million, exceeding analyst expectations by over $21 million, but posted a net loss with diluted GAAP EPS at ($0.29), worse than the expected ($0.18) loss [1][9] - The company achieved record production levels, but faced challenges from lower coal prices, compressed margins, and increased project expenses [1][5] Financial Performance - Q2 2025 diluted GAAP EPS was ($0.29), compared to the estimate of ($0.18) and a profit of $0.08 in Q2 2024 [2] - Revenue for Q2 2025 was $153.0 million, down 1.5% from $155.3 million in Q2 2024 [2] - Adjusted EBITDA fell 69% year-over-year to $9.0 million [2][9] - Non-GAAP revenue per ton sold decreased by 14% to $123, while non-GAAP cash cost per ton sold was $103, down 5% year-over-year [2][7] Production and Sales - Total coal production reached 999,000 tons, an 11% increase from Q2 2024, with sales volumes up 18% to 1,079,000 tons [5] - The Elk Creek Complex produced a record 688,000 tons, a 35% year-over-year increase, while output from other mines fell by 21% [5] - The realized price per ton dropped 14% from the previous year, contributing to margin pressure [6] Strategic Focus and Expansion - Ramaco is expanding into rare earth elements (REE), critical for electronics and energy transition technologies, with a focus on the Brook Mine REE project [4][8] - Mining at the Brook Mine began in June 2025, with initial commercial production of rare earth oxides targeted for 2027 [8] - The project has an estimated resource of approximately 1.7 million tons of total rare earth oxides [8] Operational Efficiency - Non-GAAP cash cost per ton sold was $103, indicating strong cost control, but non-GAAP cash margin per ton shrank by 43% to $20 [7] - The company has adjusted its 2025 production guidance to a range of 3.9 to 4.3 million tons and sales from 4.1 to 4.5 million tons [7][13] Market Conditions and Guidance - The company is facing a tough pricing environment, with management opting not to sell at a loss in a saturated market [11] - Guidance for cash costs per ton was slightly lowered to $96–$102, with annual capital spending expected between $55 million and $65 million [13] Dividend and Future Outlook - Ramaco declared a dividend of $0.1811 per share on Class B common stock, with no significant changes noted in the dividend trend [14] - Investors are monitoring the rare earth project's capital needs and execution risks, which could impact cash flow and strategic direction [14]
Energy Fuels Announces Appointment of President
Prnewswire· 2025-07-31 10:15
Core Viewpoint - Energy Fuels Inc. announces the appointment of Mr. Ross R. Bhappu as President effective August 4, 2025, while Mr. Mark S. Chalmers continues as CEO and Director, aligning with the company's long-term succession plans [1][2]. Company Overview - Energy Fuels is a leading U.S.-based critical minerals company focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [3]. - The company has been the leading U.S. producer of natural uranium concentrate for several years, supplying nuclear utilities for carbon-free nuclear energy production [3]. - Energy Fuels operates the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S., producing advanced rare earth element products and evaluating the recovery of medical isotopes [3]. Leadership Background - Mr. Ross R. Bhappu brings over 35 years of experience in mining and private equity, with significant expertise in project evaluation, development, and financing [2]. - Bhappu has a Ph.D. in Mineral Economics and has held various technical and financial roles in companies like Cyprus Minerals and Newmont Mining Corporation [2]. - His previous achievements include the acquisition of Mountain Pass, the only operating rare earth mine in the U.S., and serving as Chairman of Molycorp, Inc. [2].
American Resources seizes the moment as US doubles down on rare earth independence
Proactiveinvestors NA· 2025-07-30 16:56
Industry Overview - The global competition for critical minerals, particularly rare earth elements, is intensifying due to rising geopolitical tensions between the US and China [1] - The US is heavily reliant on China, which controls over 90% of the world's rare earth refining capacity, exposing vulnerabilities in the US supply chain [3][2] - Recent export controls imposed by Beijing on rare earth elements have highlighted the urgency for the US to develop its own supply chain [2] Company Strategy - American Resources Corp is positioning itself as a key player in the US rare earths market, focusing on innovation in mining, refining, and downstream manufacturing [3][12] - The company operates a vertically integrated business model, controlling over 30,000 acres of rare-earth-rich land and utilizing a proprietary refining method that is more efficient and environmentally friendly than traditional methods [7][8] - American Resources has established a network of subsidiaries and partnerships, including a commitment to build a $100 million refining facility in Africa and a $150 million letter of interest from the US Export-Import Bank for domestic expansion [9][10] Market Positioning - The company aims to challenge China's dominance in rare earth pricing by developing a decentralized, AI-driven pricing platform to enhance market transparency and efficiency [11] - American Resources focuses on lesser-known but strategically important materials, such as samarium, cobalt, and germanium, which are essential for defense applications [10] - The company plans to announce new partnerships and key customers in the coming months, expanding its footprint in both commercial and defense markets [12][13]
Appia Rare Earths & Uranium Corp. Receives $98,355.52 Saskatchewan TMEI Grant & $126,542.57 Deficiency Deposit Refund
Newsfile· 2025-07-23 11:30
Core Insights - Appia Rare Earths & Uranium Corp. has achieved significant funding milestones to support its 2025 exploration programs in Saskatchewan [1] Funding Achievements - The company received a grant of $98,355.52 from the Saskatchewan Targeted Mineral Exploration Incentive (TMEI) program, which covers 25% of qualifying exploration costs [2] - A full refund of $126,542.57 was received for a deficiency deposit related to the Otherside property, allowing the company to maintain 100% ownership [3] Use of Funds - The total funding of $224,898.09 from the TMEI grant and deficiency deposit will be allocated to follow-up drilling and geophysical surveys on the Otherside and Alces Lake properties [5] Company Overview - Appia is focused on rare earth elements and uranium exploration, holding rights to significant properties in Saskatchewan and Ontario, including the Alces Lake property and Otherside property [7] - The company has a total of 168.4 million common shares outstanding and 207.7 million shares fully diluted [8]