Core Viewpoint - Apex Critical Metals Corp. has been accepted into the U.S. Defense Industrial Base Consortium, which aims to enhance collaboration among industry, academia, and government to improve technologies and supply chains vital for U.S. national security [1] Group 1: Company Developments - Apex has joined the U.S. Defense Industrial Base Consortium, a U.S. Department of Defense-supported initiative [1] - The consortium focuses on advancing technologies and supply chains critical to national security [1] Group 2: Industry Implications - The DIBC supports the development and security of strategic and critical material supply chains, including rare earth elements, niobium, and other essential materials [1] - These materials are crucial for advanced manufacturing, aerospace systems, energy transition technologies, and defense applications [1]

Rare earth elements have become one of the hottest topics in U.S. politics. These 17 metallic elements are challenging to obtain yet crucial to a variety of high-tech products, including defense and aerospace applications. Currently, China dominates this market, accounting for nearly 70% of the world's supply of these resources. The United States is moving quickly to hedge against the risks of relying on a potential adversary for such scarce materials, recently announcing a significant investment in USA ...

Core Viewpoint - Amaroq Ltd. has announced the vesting of restricted share units (RSUs) and new awards under its RSU Plan, indicating ongoing commitment to incentivizing key personnel and aligning their interests with shareholders [1][2]. Group 1: Vesting of RSUs - A total of 1,792,236 RSUs, representing 50% of the awarded shares, have vested as of February 12, 2026 [2]. - Key personnel, including CEO Eldur Olafsson and Interim COO Joan Plant, have seen their total holdings increase to 17,055,825 and 551,007 shares, respectively [2]. - The remaining 50% of the shares will vest on the second anniversary of the grant date [2]. Group 2: Trading and Voting Rights - Application for the admission of the RSU Shares to trading on AIM has been made, with expected trading commencement on February 17, 2026 [4]. - Following the admission, the total issued share capital of the company will consist of 465,441,058 common shares, all with voting rights [4]. Group 3: New Awards under RSU Plan - On February 12, 2026, new awards were granted to directors and employees under the RSU Plan, with specific allocations detailed for key personnel [8]. - The initial price for the awards is set at CAD 1.04 for one participant and CAD 0.552 for others, with a hurdle rate of 10% per annum above the initial price [9]. - A total of 69,476 additional RSUs were granted to personnel, all of which will vest on the first anniversary of the grant date [9]. Group 4: Company Overview - Amaroq Ltd. focuses on the identification, acquisition, exploration, and development of gold and strategic metal assets in Greenland, with its flagship asset being the 100%-owned Nalunaq Gold Mine [13]. - The company has also acquired a 100% interest in the Black Angel zinc-lead-silver project and is advancing studies for potential redevelopment [14]. - Amaroq controls a broad portfolio of strategic metal licenses across South Greenland, including projects for copper, nickel, and rare earth elements [15].

Indonesia has identified eight mining blocks that hold significant potential for rare earth elements (REEs), with plans for two research initiatives aimed at enhancing rare earth processing technology. This development was announced by Brian Yuliarto, the head of Indonesia's Mineral Industry Agency, reported Reuters. The South East Asian nation, the largest economy in the region, possesses extensive reserves of various critical minerals including rare earths. REEs, comprising 17 elements with 15 silver ...

Core Viewpoint - North American Niobium and Critical Minerals Corp. has submitted an initial application for an Authorization for Impact-Causing Exploration Work (ATI) to the Québec government, marking a significant step towards potential diamond drilling at its Bardy and Blanchette projects [1][3]. Permitting Process - The submission of the ATI application is crucial for executing a diamond drilling program at the Bardy and Blanchette projects, as it initiates the review process by Québec's Ministère des Ressources naturelles et des Forêts (MRNF) [3]. - The ATI process is iterative, and timelines may vary based on feedback and project logistics, with no assurance on the timing of the MRNF review or the receipt of the ATI permit [4]. Stakeholder Engagement - The company emphasizes stakeholder engagement as a core aspect of responsible exploration in Québec, with ongoing discussions with four identified stakeholder groups [5]. - An open-door information meeting is planned with the Atikamekw of Wemotaci to ensure transparency regarding potential drilling locations [6][8]. - The CEO of North American Niobium highlighted the importance of building constructive relationships with stakeholders as part of the ATI permitting framework [7]. Next Steps - The company will continue to engage with stakeholders, respond to feedback, and support the MRNF review process as required, with future exploration work contingent on receiving necessary approvals [7]. Company Overview - North American Niobium and Critical Minerals Corp. focuses on acquiring and developing mineral assets, including properties in British Columbia and Québec, which are significant for rare earth elements, niobium, and nickel-copper occurrences [9].

Group 1 - Energy Fuels Inc. (NYSEAmerican:UUUU) experienced a significant stock increase of 16.75% as investors showed interest in rare earth stocks following President Trump's stockpiling initiative [1][4]. - The Project Vault aims to create a stockpile of rare earth minerals essential for various industries, including semiconductors, automotive, and military applications, to enhance domestic production and reduce reliance on China [2][4]. - Under the Project Vault, companies will pay upfront fees for materials and agree to repurchase the same amount at the same price in the future, indicating a structured approach to inventory management [3]. Group 2 - Energy Fuels Inc. has acquired a 100% stake in Australian Strategic Materials Ltd. for $299 million, positioning itself as a leading fully-integrated rare earth elements producer outside of China [5]. - The Project Vault is expected to include over 50 minerals classified as "critical" by the Interior Department, which could further benefit companies like Energy Fuels [4][8].

Core Thesis - Peabody Energy Corporation (BTU) presents a bullish investment case driven by undervalued core operations, critical minerals optionality, and a cyclical rebound in coal demand linked to AI-driven power needs [3][7] Financial Metrics - As of January 30th, BTU's share was trading at $35.26, with trailing and forward P/E ratios of 26.89 and 25.19 respectively [1] - The core business is expected to generate approximately $900 million of EBITDA by FY27, implying an equity value of around $30–35 per share [4] Coal Business Valuation - The Centurion metallurgical coal project is valued at approximately $1.5 billion, supported by peer transactions and prior third-party interest [3] - Management believes potential liabilities related to the Anglo transaction are manageable and will not materially affect earnings power [4] Critical Minerals Exposure - BTU has identified significant concentrations of rare earth elements and critical minerals within its Powder River Basin mines, which are a priority for the U.S. Department of Energy [5] - Management claims these concentrations are competitive with peers, positioning BTU as a favored domestic supplier with potential value estimated at roughly $25 per share [6] Market Dynamics - AI-driven electricity demand is increasing coal generation and improving plant utilization, with delays in gas-fired capacity leading to greater reliance on coal [7] - Higher natural gas prices and urgent power needs make Powder River Basin coal a cost-effective solution, potentially driving an additional ~$700 million of EBITDA and ~$25 per share in value [7]

Core Viewpoint - Apex Critical Metals Corp. has granted 200,000 incentive stock options to a consultant, which are exercisable at $2.75 per share for two years, indicating the company's commitment to incentivizing key personnel and aligning interests with shareholders [1] Company Overview - Apex Critical Metals is a Canadian mineral exploration company focused on critical and strategic metals, particularly rare earth elements (REE) and niobium [1] - The company's flagship Rift Project is located in the Elk Creek Carbonatite Complex in Nebraska, U.S.A., which hosts significant REE and niobium deposits [1] - Historical drilling in the Rift Project has reported high-grade REE mineralization, including 155.5 meters of 2.70% REO and 68.2 meters of 3.32% REO [1] Project Developments - The Cap Project, located 85 kilometers northeast of Prince George, British Columbia, has confirmed a significant niobium discovery with 0.59% NbO over 36 meters, including 1.08% NbO over 10 meters [1] - The Cap Project demonstrates strong potential for niobium mineralization within a large carbonatite system, indicating the company's growth prospects in the critical minerals sector [1] Strategic Positioning - Apex Critical Metals is strategically positioned to strengthen domestic supply chains for minerals essential to advanced technologies, clean energy, and national security [1] - The company is publicly listed on the Canadian Securities Exchange under the symbol APXC and also trades on the OTCQX market in the U.S. and the Frankfurt Stock Exchange [1]

Core Viewpoint - USA Rare Earth, Inc. (NASDAQ:USAR) is currently viewed unfavorably by investment analysts, with concerns about its financial performance and future prospects [1]. Company Overview - USA Rare Earth, Inc. supplies rare earth elements and critical minerals, including neodymium, dysprosium, terbium, gallium, beryllium, and lithium [1]. Analyst Commentary - Jim Cramer advised investors to avoid USA Rare Earth, indicating that the favorable conditions that previously supported the stock have ended, and the company is currently losing significant amounts of money [1]. - Cramer emphasized that the potential for a long-term deal in the rare earth sector may not lead to a recovery for USA Rare Earth, given its current financial losses [1]. Investment Alternatives - The article suggests that while USA Rare Earth has potential, there are AI stocks that may offer better upside potential and lower downside risk, particularly those benefiting from Trump-era tariffs and the trend of onshoring [1].

Core Viewpoint - Critical Metals Corp. (NASDAQ:CRML) has experienced an 80% stock rally over the past week, driven by geopolitical speculation regarding President Donald Trump's interest in Greenland [1][9]. Company Overview - Critical Metals is positioned as a dual investment opportunity, capitalizing on Trump's Arctic ambitions and federal support for the rare earths industry [2]. - The company's Tanbreez Rare Earth Project in Greenland is one of the largest rare earth deposits outside of China, containing an estimated 4.7 billion tons of rare-earth-bearing rock [3]. Industry Context - The Tanbreez project is critical for breaking China's monopoly on the rare earth market, as it is rich in heavy rare earth elements (HREEs) and gallium, essential for defense systems, electric vehicles, and semiconductors [4]. - The Trump administration has shown support for the domestic rare earth industry, investing in companies like MP Materials Corp, Trilogy Metals Inc, and Lithium Americas Corp [4]. Recent Developments - Market enthusiasm surged following Trump's comments about potentially acquiring Greenland, with investors anticipating that a focus on the Arctic will expedite permitting and financing for the Tanbreez project, which aims for initial production by 2026 [6]. - Critical Metals has announced the formal approval to begin construction of a multi-use storage and pilot-plant facility in Qaqortoq, Greenland, which is crucial for the Tanbreez project [7][8]. Price Action - The stock has gained 80% in the last five days, reflecting investor confidence in the company's alignment with national security and critical mineral independence strategies [9].