Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) is making progress toward becoming a key domestic supplier of battery-grade lithium carbonate, and a recent collaboration highlights the company's momentum. First Phosphate, a Canadian developer of LFP battery materials, successfully used Century Lithium’s lithium carbonate in the production of lithium iron phosphate (LFP) batteries—demonstrating real-world application of the Nevada-based company’s process. In this interview, CEO Bill Willoughby joins Proactive ...

Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]

Core Insights - First Phosphate Corp. has achieved a significant milestone in establishing a North American supply chain for lithium iron phosphate (LFP) batteries [1][5] - The company successfully produced commercial-grade LFP battery cells using 100% North American-sourced critical minerals, emphasizing domestic manufacturing independence in the energy storage sector [2][5] Company Developments - The production of LFP battery cells has been a three-year pilot project, starting with igneous phosphate rock from the company's property in Saguenay–Lac-Saint-Jean, Quebec [6] - The company plans to develop a phosphate mine by 2029, with a feasibility study currently underway [6] - The process involves producing phosphate concentrate, which is reacted with sulfuric acid to yield purified phosphoric acid, crucial for industrial applications [6] Supply Chain and Partnerships - The iron phosphate used in the batteries is sourced from the Bégin-Lamarche property, while lithium carbonate is obtained from Century Lithium in Nevada, and graphite is provided by Nouveau Monde Graphite in Quebec [7] - The company has partnered with Ultion Technologies in Nevada for the manufacturing of LFP battery cells, which are suitable for small mobility applications and can scale for large energy storage and electric vehicles [8] Future Plans - The company aims to transition from pilot to commercial scale production, with the LFP cathode plant expected to be operational by late 2026 or 2027, and the mine and phosphoric acid plant by 2029 or 2030 [8] - The goal is to produce fully North American LFP battery cells primarily from Quebec on a commercial scale by the end of the decade [8] Industry Context - The development of LFP technology originated in North America, with historical partnerships involving universities and research centers, but production shifted to China over the past two decades [9] - The recent achievement marks a reclaiming of energy storage independence for North America, showcasing the potential for domestic manufacturing using local critical minerals [9]

Core Viewpoint - Enovix's share price has surged due to improving production, strong demand, a surprise buyback authorization, and optimistic guidance, with expectations for significant growth in the coming years [1][3][6]. Group 1: Company Performance and Outlook - Enovix's revenue outlook has improved by approximately 35%, with a forecasted revenue of around $7.5 million, marking the beginning of anticipated substantial growth [1]. - The company is projected to grow at a hyper pace of 260% in fiscal year 2026, with expectations to exceed $2 billion in sales by 2035, representing over 6000% total growth [1]. - The decision to repurchase $60 million in shares reflects confidence in future revenue and cash flow, indicating a healthy balance sheet [3][4]. Group 2: Market Sentiment and Analyst Ratings - Analyst sentiment has shifted positively, with increasing coverage and a bullish outlook, despite earlier price target reductions [6][7]. - The current 12-month stock price forecast is $17.09, indicating a 24.57% upside potential based on 12 analyst ratings [7]. - Enovix is identified as a short-squeeze candidate, with nearly 30% of the stock shorted, which could lead to a price surge driven by short-covering [8]. Group 3: Industry Context and Applications - Enovix specializes in next-generation silicon anode lithium-ion batteries, which are suitable for various applications including electric vehicles, aerospace, IoT, and consumer products [2].

Core Insights - Quantum Computing Inc. (QUBT) has established its Quantum Photonic Chip Foundry in Tempe, AZ, enhancing its ability to produce thin-film lithium niobate (TFLN) photonic integrated circuits (PICs) for advanced technologies [1][2] - The in-house manufacturing capability reduces reliance on overseas suppliers, allowing for better control over design, quality, and scalability [2] - QUBT has received five purchase orders, including one from a leading Canadian research institute, and is expected to generate revenues from the foundry starting in 2025, with a stronger production ramp-up anticipated in 2026 [2][8] Industry Positioning - The foundry positions QUBT to cater to rapidly growing sectors such as data communications, telecom, AI acceleration, and quantum applications, providing a competitive edge in a field traditionally dominated by foreign players [3] - QUBT's domestic facility enhances U.S. capabilities in nanophotonics manufacturing, aligning with national tech priorities [3] Competitive Landscape - Rigetti Computing (RGTI) focuses on superconducting qubits but struggles with commercialization, posting modest revenue and ongoing losses, while QUBT is already generating revenue from its chip foundry [4] - Arqit Quantum has shifted to software-defined, quantum-safe encryption but lacks strong commercial uptake, contrasting with QUBT's active hardware shipments and patented QKD architecture [5] Stock Performance - QUBT's stock has surged 182.5% over the past three months, significantly outperforming the industry growth of 32% and the sector's rise of 28.4% [6][8] - The S&P 500 index has increased by 18.6% during the same period [6] Price Target Analysis - Quantum Computing is currently trading 6.94% above its average Zacks price target, indicating limited near-term upside [9]

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He's headed to Ghana, is heading to Namibia. Can you tell us bit more the significance of the Prime Minister's visits. Hi, Yvonne.So this this comes 30 years later after former heads of states have visited Africa, particularly from India, and several ways to look at this significance. One of them is that China is the world's largest producer of rare earth minerals, and in the recent past, we've seen them starting to restrict exports for geopolitical leverage. And that leaves players like India looking for a ...

Core Points - Lithium Argentina AG will release its second quarter 2025 earnings results on August 11, 2025, before market open [1] - A webcast and conference call will be held on the same day at 10:00am ET to discuss the earnings results [1] - The webcast will be accessible through the Investor Relations section of the company's website [1] Company Overview - Lithium Argentina operates the Cauchari-Olaroz lithium brine operation in Argentina in partnership with Ganfeng [2] - The company is advancing additional lithium resources in the region [2] - Lithium Argentina is listed on both the TSX and NYSE [2]

Beijing, China, July 08, 2025 (GLOBE NEWSWIRE) -- Elong Power Holding Limited (“Elong Power” or the “Company”) (Nasdaq: ELPW), a Nasdaq-listed company engaged in both high-power battery and energy storage system sectors, today announced that it has entered into a strategic cooperation agreement with the Consumer Protection Agency of the Republic of Indonesia (BPKN). The agreement aims to address electricity access issues in Indonesia and promote the development of the country’s new energy industry. The agre ...

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