Core Viewpoint - Western Ridge Resources (ASX: WRX) has qualified to trade on the OTCQB market to enhance its U.S. growth, particularly focusing on its high-grade silver-dominant polymetallic Keystone project in Nevada and niobium-tantalum projects in Brazil [1][4]. Group 1: OTCQB Listing - The dual listing on the OTCQB allows for greater engagement with U.S. markets and media, providing direct access to high-quality information for U.S. investors [2][4]. - This move is seen as a significant step for the company, enhancing its ability to establish partnerships with international investors and raising awareness of its critical metal supply efforts in the U.S. [3][4]. Group 2: Keystone Project Development - Western Ridge is ramping up work at the Keystone project, having received approval for its maiden drilling in Q2, marking the first significant exploration in over 80 years [5]. - The company plans to conduct 19 RC drillholes to test extensions of the vein complex at Keystone, which historically produced 36,000 ounces of silver between 1937 and 1943 [6]. Group 3: Geophysical Survey and Future Plans - A recent geophysical survey at Keystone has identified at least 10 priority areas for further exploration, many linked to historic workings [7]. - The company aims to progress these targets for testing throughout the upcoming CY26 field season [7].

Core Points - AMG Critical Materials N.V. has announced its 2026 Annual General Meeting (AGM) scheduled for May 7, 2026, in Amsterdam, providing shareholders with voting instructions [1][2] - The company focuses on critical materials and technologies aimed at reducing carbon intensity, particularly in energy storage and aerospace sectors [3][4] Company Overview - AMG's mission is to advance a less carbon-intensive world through the production of energy storage materials such as lithium, vanadium, and tantalum [3] - The Lithium segment aims to reduce the CO2 footprint across the lithium value chain, while the Vanadium segment leads in recycling vanadium from oil refining residues [4] - AMG's Technologies segment is a leader in advanced metallurgy, providing engineering solutions for the aerospace engine sector and developing LIVA batteries and nuclear fuel solutions [4] Global Operations - AMG employs approximately 3,600 people and operates production facilities in multiple countries including Germany, the UK, France, the US, China, Mexico, Brazil, India, and Sri Lanka, with sales offices in Japan [5]

Core Insights - The company reported the widest caesium drill intercept to date at the Helios Caesium Zone, indicating a new mineralized lens north of the Vega Zone with strong caesium grades [1][8][9] - A total of 57,024 meters of drilling was completed in 2025, with results for lithium, caesium, and tantalum now fully reported [1][9] - The Helios Caesium Zone is a new discovery with high-grade caesium, including an intercept of 1.0 m at 21.52% Cs2O [8][9] - The company plans to integrate new datasets into its exploration strategy and update geological models, which will support future feasibility studies [2][10] Drilling Results - The final batch of drill core assays reported results from 1,176 meters across 7 holes at the CV13 Pegmatite, confirming high-grade caesium mineralization [1][8] - Significant intercepts include 2.3 m at 4.65% Cs2O from drill hole CV25-999, located approximately 70 m north of the Vega Zone [1][8] - The CV13 Pegmatite hosts the world's largest in-situ pollucite-hosted caesium pegmatite Mineral Resource, comprising 0.69 million tonnes at 4.40% Cs2O (Indicated) and 1.70 million tonnes at 2.40% Cs2O (Inferred) [4][30] Future Plans - The company is focused on advancing its exploration strategy and updating the feasibility study for the CV5 Pegmatite, incorporating tantalum as a co-product [2][10] - An updated Preliminary Economic Assessment for the broader project covering lithium, caesium, and tantalum is also planned [2][10] - The geology team is interpreting the data to enhance geological models for the CV5 and CV13 pegmatites, including the Vega, Rigel, and Helios caesium zones [9][10] Market Context - Caesium mineral deposits are rare and represent a critical component of LCT pegmatite systems, which are the primary economic source of caesium supply [21][23] - The market for caesium compounds is largely opaque, with prices for caesium carbonate currently exceeding US$200/kg [22][23] - The discovery at Shaakichiuwaanaan has the potential to become a primary source of caesium supply for global markets, with applications in various industries including oil/gas drilling and solar panel technology [23]

Core Insights - AMG Critical Materials N.V. has published its 2025 Annual Report, which is accessible on the company's website for investors and interested parties [1] Company Overview - AMG's mission focuses on providing critical materials and related process technologies to promote a less carbon-intensive world, emphasizing energy storage materials like lithium, vanadium, and tantalum [2] - The company also produces highly engineered systems aimed at reducing CO2 emissions in aerospace engines and other markets [2] Business Segments - AMG's Lithium segment covers the entire lithium value chain, aiming to lower the CO2 footprint for both suppliers and customers [3] - The Vanadium segment is a global leader in recycling vanadium from oil refining residues, encompassing the company's operations in vanadium, titanium, and chrome [3] - The Technologies segment is recognized as the world market leader in advanced metallurgy, providing engineering solutions for the aerospace engine sector and supporting the development of LIVA batteries and NewMOX SAS for the nuclear fuel market [3] Global Operations - AMG employs approximately 3,600 individuals and operates production facilities across multiple countries, including Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, India, and Sri Lanka, with sales and customer service offices in Japan [4]

Core Viewpoint - NioBay Metals Inc. will participate in the PDAC International Convention, showcasing its projects and strategy to strengthen the North American critical minerals supply chain, particularly in niobium production [1][3][4]. Company Participation - NioBay will have a presence at Booth 3015 during the PDAC convention from March 1-4, 2026, inviting shareholders, investors, and industry partners to engage [1]. - CEO Jean-Sébastien David will be available for discussions with investors and stakeholders and will present on Quebec Day, March 3, at 11:15 am [2]. Project Focus - The company aims to become a secure supplier of niobium through its James Bay Niobium Project in Ontario and Crevier Niobium-Tantalum Project in Québec, addressing the growing demand for critical metals [3]. - The James Bay Niobium Project is located 40 km south of Moose Factory, while the Crevier project is situated in the Nitassinan territory of the Pekuakamiulnuatsh First Nation [7]. Industry Context - PDAC is recognized as the leading convention for mineral exploration and mining, attracting significant participation from exhibitors and investors, which enhances networking and industry engagement opportunities [5][6].

Core Insights - Nuinsco Resources Limited announced a new subset of the mineral resource estimate at its Prairie Lake Project, highlighting significantly higher grades of phosphate and rare earth elements compared to the previous estimate, which may enhance the project's development potential [1][2][3] Group 1: Mineral Resource Estimate - The MRE Subset indicates a domain of mineralization with higher phosphate (P2O5) and rare earth element (REE) grades, suggesting a potential starter pit location [1][2] - The indicated mineral resource is 3.54 million tonnes at 4.59% P2O5 (+24%) and 2,204 g/t total rare earth oxides (TREO) (+32%), while the inferred mineral resource is 53.45 million tonnes at 5.11% P2O5 (+51%) and 2,355 g/t TREO (+17%) [6][4] - The MRE Subset provides evidence of high-grade mineralized domains that are economically significant, with favorable technical and logistical characteristics [2][4] Group 2: Economic Viability - Internal economic studies show that phosphate and REEs are key drivers of the project's economic viability, with the potential for substantial economic importance from the identified high-grade domains [2][3] - The project benefits from exceptional logistical advantages, including proximity to transportation networks and skilled labor, which enhance its development flexibility [3][19] Group 3: Ongoing Development - Ongoing work at the Prairie Lake Project continues to yield encouraging results, with further exploration expected to define additional mineralized material [3][4] - Metallurgical studies indicate the potential to produce a clean phosphate concentrate with a grade of 26% P2O5 at a 76% process recovery rate, with ongoing efforts to optimize these recoveries [10][4]

Core Viewpoint - Grid Metals Corp. has announced the final drill results from its Phase 1 cesium-focused drill program at the Falcon West cesium property, indicating significant findings in the Lucy South cesium target [1] Group 1: Drill Results - The drilling has outlined a highly fractionated lithium/cesium/tantalum enriched (LCT) pegmatite [1] - Cesium is largely contained in pollucite, while lithium is primarily found in coarse-grained spodumene [1]

Core Viewpoint - Lion Rock Resources Inc. has reported significant drill results from the Giant Volney target area at its Volney Project, indicating a well-developed lithium-tin-tantalum pegmatite system with multiple critical minerals present, which is strategically important for North America's supply chain of these minerals [1][5]. Group 1: Drill Results - The Phase 1 drill program involved approximately 3,600 meters of diamond drilling across 15 drillholes, with initial results showing significant lithium-tin-tantalum mineralization [2][3]. - Notable lithium intercepts include: - 0.8% Li2O over 25.4 meters in drillhole VOL25-004, with 1.3% Li2O over 14.3 meters [7]. - 1.5% Li2O over 10.3 meters in drillhole VOL25-005, which ended in pegmatite [7]. - 1.6% Li2O over 10.6 meters in drillhole VOL25-007 [7]. - Additional critical minerals identified include gallium (up to 67 ppm), rubidium (up to 3,948 ppm), cesium (up to 938 ppm), and tantalum (up to 301 ppm) [3][4]. Group 2: Project Overview - The Volney Project is located in South Dakota's Black Hills, a historically significant mining region, and features the Giant Volney pegmatite, which is 635 meters long and remains untested at depth [18]. - The project hosts a multi-commodity critical mineral profile, including lithium, tin, tantalum, gallium, cesium, rubidium, and gold, all of which are on the current US Critical Minerals List [4][5]. - The project is accessible year-round and consists of private claims with surface and mineral rights, facilitating rapid permitting and advancement [18].

Core Insights - AMG Critical Materials N.V. reported a full year adjusted EBITDA of $235 million for 2025, a 40% increase from $168 million in 2024, primarily driven by the Antimony and Engineering businesses [1][12] - The company ended 2025 with a strong balance sheet, showcasing total liquidity of $484 million as of December 31, 2025 [1][37] Financial Performance - Revenue for FY 2025 was $1.708 billion, a 19% increase from $1.440 billion in FY 2024 [11] - Gross profit for FY 2025 was $308 million, up 35% from $228 million in FY 2024 [12] - Adjusted gross profit for FY 2025 was $337 million, a 31% increase compared to $257 million in FY 2024 [12] - The company recorded a net loss of $18.6 million for FY 2025, an improvement from a loss of $33.4 million in FY 2024 [13][48] Segment Performance - AMG Lithium's revenue increased by 16% in Q4 2025 compared to Q4 2024, driven by higher lithium and tantalum market prices [16] - AMG Vanadium's revenue for Q4 2025 was $156 million, an 8% increase from Q4 2024, attributed to increased volumes of chrome metal and titanium alloys [21] - AMG Technologies saw a 40% increase in revenue for Q4 2025, reaching $229 million, largely due to higher antimony sales prices and strong sales in Engineering [24] Strategic Initiatives - The company is expanding its footprint in US critical materials with a new high-purity chrome metal facility expected to come online in H1 2026 [3] - AMG plans to enhance its critical materials recycling franchise through several projects, including a circular high-purity molybdenum processing facility by 2029 and a lithium hydroxide conversion plant in Germany [3] - Phase I of the "Supercenter" project in Saudi Arabia is under construction, with commissioning targeted for H2 2028 [3] Outlook - For 2026, AMG anticipates adjusted EBITDA in the range of $210 to $240 million, with expectations of higher pricing and volume increases in vanadium and lithium businesses [4][42] - The company expects the first quarter of 2026 to be the trough of its earnings cycle, with improvements anticipated in subsequent quarters [4][42]

Core Viewpoint - NioBay Metals Inc. has released a new resource estimate for the Crevier niobium and tantalum project, marking a significant update from the previous estimate in 2010, with improved resource classification and economic modeling [1][2][9]. Overview of the 2026 MRE - The 2026 Mineral Resource Estimate (MRE) was conducted by IOS Geoscientific Services and adheres to NI 43-101 regulations, incorporating updated drilling data and metallurgical tests from 2022 to 2025 [2][8]. - The estimate includes a major revision of production costs and various selling price scenarios, focusing on marketing niobium as a specialty product [2][7]. Resource Classification - The new estimate has converted 16,257,000 tons at 0.17% Nb₂O₅ and 201 ppm Ta₂O₅ into measured resources, a category that was previously undefined in the 2010 estimate [3][5]. - The comparative parameters show that the total measured and indicated resources have increased to 20,733,000 tons with a consistent Nb₂O₅ grade of 0.17% [5]. Economic Considerations - The resource estimate is based on an optimized pit shell and includes a preliminary production cost estimate derived from metallurgical tests [7][14]. - The cut-off grade for reporting was calculated using a niobium price of US$82/kg, with a corresponding cut-off grade of 0.1124% Nb₂O₅ equivalent [14]. Future Prospects - The Crevier project is positioned to potentially focus exclusively on producing niobium oxide for battery and superalloy manufacturers, indicating a strategic direction for the company [10]. - The updated resource estimate is seen as a key milestone for NioBay in discussions with potential clients and partners, enhancing the foundation for future fieldwork [9]. Company Background - NioBay Metals aims to lead in low carbon consumption mining practices while ensuring the participation of Indigenous communities in its operational territories [13]. - The company holds a 72.5% interest in the Crevier project and a 100% interest in the James Bay Niobium Project [13].