Industry Update - The Canadian government has announced a C$2 billion critical minerals sovereign fund over five years to support equity investments, loan guarantees, and offtake agreements for eligible projects and companies [2] - Natural Resources Canada and the Department of Innovation, Science, and Economic Development will receive C$443 million over five years to enhance processing technologies and stockpile critical minerals, which will benefit companies like Lomiko focusing on graphite and antimony [2] - The government's initiatives signal a strategic approach to treating critical minerals as national assets, potentially stabilizing long-term demand and pricing for developers with locally controlled resources [6] Corporate Update - Lomiko Metals is finalizing the engineering work on the La Loutre prefeasibility study, expected to be released by the end of Q1 2026, contingent on capital availability [4] - The company is in the permitting stage for a 38-hole drill program to define the Rune and La Roche zones, with grades tested in Quebec reaching up to 27.9% carbon content [5] - Lomiko has reported a social engineering incident affecting the receipt of $500,000 for shares related to a hard dollar financing, with total gross proceeds of $845,000 from the financing announced on October 6 and October 15, 2025 [5][7] Strategic Positioning - Lomiko's focus on stockpiling and its graphite portfolio in Quebec positions it well to contribute to the Federal Government and G7 goals in developing the critical minerals supply chain [4] - The equity-and-loan guarantee fund provides emerging resource companies with alternative financing pathways, which could support Lomiko's progress with its prefeasibility study [6] - The support for innovation and processing technologies addresses key challenges in advancing from exploration to value-added processing, which is crucial for Lomiko's ongoing studies [6] Mineral Resource Estimate - Lomiko published an updated Mineral Resource Estimate for the La Loutre Project, estimating 64.7 million tonnes of Indicated Mineral Resources averaging 4.59% carbon content per tonne, representing a 184% increase in tonnage [11] - The estimate includes an additional 17.5 million tonnes of Inferred Mineral Resources averaging 3.51% carbon content per tonne, resulting from the 2022 drilling campaign [11] Project Interests - Lomiko holds interests in seven early-stage projects in southern Quebec, covering 328 claims and 18,622 hectares, in addition to its La Loutre graphite development [12] - The company has a 49% stake in the Bourier Project, located in Quebec's lithium triangle, which consists of 203 claims covering 10,252.20 hectares [15]

Core Viewpoint - Electric Royalties Ltd. has successfully closed a private placement financing of approximately $1,000,000, which will be utilized for working capital and potential strategic transactions [1][5]. Financing Details - The private placement consisted of 7,142,855 common shares priced at $0.14 each, resulting in total gross proceeds of $999,999.70 [1]. - The company paid $33,457.20 in cash and issued 238,980 common share purchase warrants to finders, with each warrant exercisable for one common share at an exercise price of $0.16 for 12 months [4]. Company Strategy and Growth - The company has focused on reducing overhead costs while building a diverse portfolio of 43 royalties in stable jurisdictions, including a copper royalty that is ramping up and several others advancing through feasibility studies [3]. - Over 60% of the outstanding shares are held by board members, their families, and the founding partner, indicating a tight share structure and alignment with shareholders [4]. Market Position and Future Outlook - Electric Royalties is positioned to benefit from the increasing demand for commodities essential for electrification, including lithium, vanadium, and copper, driven by trends in artificial intelligence, electric vehicles, and renewable energy [8][10]. - The company aims to acquire royalties on advanced stage and operating projects, focusing on jurisdictions with low geopolitical risk to provide exposure to the clean energy transition [11].

Trade Policy - The US government exempted graphite, tungsten, uranium, and gold bullion from country-based tariffs [1] - The US government subjected silicone products to tariffs [1]

Core Insights - Graphjet Technology has significantly increased its production capacity by 7 times through the commissioning of new machinery and equipment, enabling the production of various types of graphite and graphene for multiple industries, including semiconductors [1][4][5] - The completion of a new laboratory enhances the company's ability to customize product properties, improve quality control, and conduct future research and development [2][3] - The company is well-positioned to benefit from the growing demand in the semiconductor industry, particularly for AI chip production, amid a recent graphite shortage [4][5] Company Developments - The new machinery and laboratory are expected to attract larger and more sophisticated customers, enhancing Graphjet's market position [2][3] - Graphjet's patented technology utilizes palm kernel shells, a waste product, to produce single-layer graphene and artificial graphite, promoting sustainable production methods [6] Industry Context - The semiconductor industry is experiencing a shift towards in-house AI chip manufacturing, with significant investments, such as SoftBank's $2 billion equity investment in Intel, indicating a favorable outlook for chip manufacturing in the U.S. [4][5] - Graphite and graphene are critical materials in semiconductor manufacturing, especially for processes requiring high temperature and precise control, positioning Graphjet to capitalize on this trend [5]

Core Insights - Focus Graphite Inc. is advancing its Environmental and Social Impact Assessment (ESIA) for the Lac Knife graphite project and accelerating mineral resource expansion at Lac Tétépisca [2][3][4] Group 1: ESIA Progress - The company has re-engaged IOS Geosciences Inc. to complete 16 technical reports necessary for submission to Québec's environmental authorities, marking a significant step towards permitting and mine construction [3][4] - The ESIA program, initially launched in 2020, faced delays due to funding constraints but is now back on track, with report completion expected by early 2026 [4][5] Group 2: Mineral Resource Expansion - Focus Graphite has initiated geochemical analysis of over 1,000 drill core samples from its 2022 exploration program at Lac Tétépisca, which will support an updated NI 43-101 Mineral Resource Estimate anticipated in Fall 2025 [6][8] - The updated resource estimate will further define the development potential of Tétépisca alongside Lac Knife [8] Group 3: Incentives and Future Plans - The company has granted stock options to purchase up to 4,215,000 common shares at an exercise price of $0.14 per share, expiring on August 13, 2030, and has also issued 1,350,000 restricted stock units to its directors and consultants [9] - The CEO emphasized that resuming the ESIA is a pivotal milestone towards full permitting and mine development at Lac Knife, reflecting the company's commitment to building value across its asset base in Québec [9]

Company Overview - Graphjet Technology is an innovative producer of graphene and graphite, founded in 2019 in Malaysia, utilizing patented technology to recycle palm kernel shells into single-layer graphene and artificial graphite [5] Recent Developments - The company successfully received new machinery and equipment at its factory in Malaysia, which is expected to enhance production capabilities significantly [1][2] - A specialist from the supplier is on-site to install and commission the new equipment, with installation expected to be completed within a week [2] Production Capacity and Market Demand - The new machinery is projected to increase production capacity by approximately seven times, aligning with the growing demand for graphite and graphene, particularly in the semiconductor industry [4] - The expansion of advanced semiconductor manufacturing, driven by the demand for specialized chips, presents a favorable market environment for Graphjet [3][4] Strategic Positioning - Graphjet's sustainable production methods using agricultural waste position the company to potentially transform the global graphite and graphene supply chain [5]

Industry Insights - The semiconductor manufacturing industry in the United States is experiencing significant expansion, particularly in the production of AI chips, driven by investments from various chip manufacturers [1][3]. - Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest an additional $100 billion in advanced semiconductor manufacturing in the U.S., while Nvidia is establishing supercomputer manufacturing plants in Texas to meet the surging demand for specialized chips [3]. Company Developments - Graphjet Technology is positioned to benefit from the growth in AI chip production, as graphite and graphene are essential materials in semiconductor manufacturing processes that require high temperature and precise control [4]. - The company is planning to expand its operations by building a production plant in Nevada, capitalizing on the current growth in the semiconductor industry [4]. - Graphjet has begun generating revenue and is experiencing increased interest in its products, evidenced by a growing number of visits from corporate representatives and requests for samples [4]. Company Background - Graphjet Technology, founded in 2019 in Malaysia, specializes in producing graphene and graphite using patented technology that recycles palm kernel shells, a waste product from palm seed oil production [5]. - The company's sustainable production methods aim to transform the global supply chain for graphite and graphene [5].

Group 1 - AMG Critical Materials N.V. will release its second quarter 2025 financial results on July 30, 2025, at approximately 18:00 CEST, followed by a conference call on July 31, 2025, at 09:00 CEST to discuss these results [1] - The company focuses on providing critical materials and related process technologies aimed at advancing a less carbon-intensive world, particularly in energy storage materials such as lithium, vanadium, and tantalum [2] - AMG operates globally with approximately 3,600 employees and has production facilities in multiple countries including Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, India, and Sri Lanka [4] Group 2 - AMG's Lithium segment aims to reduce the CO2 footprint across the lithium value chain, while the Vanadium segment is a market leader in recycling vanadium from oil refining residues [3] - The Technologies segment is recognized as a world market leader in advanced metallurgy, providing engineering services to the aerospace engine sector and supporting the development of LIVA batteries and NewMOX SAS for the nuclear fuel market [3]

Core Insights - Graphjet Technology, a developer of patented technologies for producing graphite and graphene from agricultural waste, is currently undergoing a hearing with the Hearing Panel regarding its compliance with Nasdaq listing requirements [1][3] - CEO Chris Lai has committed to filing the Company's Forms 10Q for the periods ending December 31, 2024, March 31, 2025, and June 30, 2025 by mid-September 2025 [2] - The Hearing Panel is expected to make a decision on the Company's continued listing within two weeks following the hearing [3] Company Overview - Graphjet Technology Sdn. Bhd. was founded in 2019 in Malaysia and is recognized for its innovative approach to producing graphene and graphite [4] - The Company utilizes a patented technology to recycle palm kernel shells, a waste product from palm seed oil production, to create single-layer graphene and artificial graphite [4] - Graphjet's sustainable production methods aim to transform the global graphite and graphene supply chain [4]

Company Overview - Graphjet Technology is a leading developer of patented technologies to produce graphite and graphene directly from agricultural waste, specifically palm kernel shells [1][2] - The company was founded in 2019 in Malaysia and has developed the world's first patented technology for recycling palm kernel shells generated in palm seed oil production [2] Recent Developments - Graphjet has filed its Annual Report on Form 10-K for the year ended September 30, 2024, and is working with accountants and auditors to finalize its Quarterly Reports on Form 10-Q [1] - The company is focused on bringing itself back to full compliance with regulatory requirements [1] Industry Impact - Graphjet's sustainable production methods utilizing agricultural waste are expected to shift the graphite and graphene supply chain globally [2]