Key Takeaways NioCorp shares jumped 56.4% in three months, outperforming the industry and S&P 500.Advancing drilling and land acquisition support the Elk Creek critical minerals project.Financing efforts, including $60M raised and EXIM discussions, aim to move the project forward.NioCorp Developments Ltd.’s (NB) investors have been witnessing some short-term gains from the stock of late. Shares of the mineral deposits explorer have surged 56.4% in the past three months, outpacing the industry and S&P 500 co ...

Core Insights - NioCorp Developments Ltd. is advancing its Elk Creek Project in Nebraska, aimed at producing critical minerals essential for electric vehicles, clean energy, and defense technologies [1] Group 1: Project Development - The company is focusing on drilling programs at Elk Creek to enhance resource estimates and improve feasibility study accuracy, which is crucial for future construction planning and attracting financing partners [2] - NioCorp completed the acquisition of additional land in Johnson County, securing all necessary surface and mineral rights for the planned underground mine and processing facility [4] Group 2: Funding and Financials - To support its progress, NioCorp raised approximately $60 million through two public offerings in fiscal 2025 and is pursuing a loan from the U.S. Export-Import Bank under the "Make More in America" program [3] - The company signed a $10 million agreement with the U.S. Department of Defense to support engineering and drilling work at Elk Creek [3] - The estimated capital required to move Elk Creek into construction and production exceeds $1.1 billion, which is critical for the company's future growth [5] Group 3: Market Performance - NioCorp's shares have increased by 335.4% over the past year, significantly outperforming the industry growth of 17.5% [8] - The company is currently trading at a forward price-to-earnings ratio of negative 19.58X, compared to the industry's average of 16.22X, indicating a lower valuation relative to peers [11]

Core Viewpoint - Ramaco Resources, Inc. has announced the pricing of a public offering of $300 million in 0% convertible senior notes due 2031, with net proceeds expected to be approximately $290.9 million, plus an additional $45 million for over-allotments [1][8]. Group 1: Offering Details - The offering consists of $300 million aggregate principal amount of convertible senior notes, with total net proceeds of approximately $290.9 million [1]. - The underwriters have the option to purchase up to an additional $45 million in notes to cover over-allotments [1]. - No new shares of Class A common stock will be issued in this offering, and Ramaco will not receive any proceeds from the concurrent delta offering [1]. Group 2: Concurrent Delta Offering - Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC will offer shares of Class A common stock borrowed from third parties to facilitate hedging transactions for purchasers of the notes [2]. - The initial offering price for the Class A common stock is set at $24.25 per share, with subsequent sales occurring at prevailing market prices [2]. - The concurrent delta offering is scheduled to settle on November 7, 2025, and is contingent upon the completion of the notes offering [2]. Group 3: Company Overview - Ramaco Resources, Inc. operates and develops metallurgical coal in southern West Virginia and southwestern Virginia, and is also involved in producing coal, rare earth elements, and critical minerals in Wyoming [4]. - The company has four active metallurgical coal mining complexes in Central Appalachia and is developing a rare earth and coal mine near Sheridan, Wyoming [4].

Core Points - Ramaco Resources, Inc. plans to offer $300 million in convertible senior notes due 2031, with an option for underwriters to purchase an additional $45 million for over-allotments [1][2] - Concurrently, Goldman Sachs and Morgan Stanley will facilitate a separate offering of Ramaco's Class A common stock to hedge transactions related to the notes offering [2][3] - The completion of both offerings is interdependent, meaning the notes offering is contingent on the successful completion of the concurrent stock offering [2][3] Company Overview - Ramaco Resources, Inc. operates and develops metallurgical coal in southern West Virginia and southwestern Virginia, and is also involved in producing coal, rare earth elements, and critical minerals in Wyoming [4] - The company has four active metallurgical coal mining complexes in Central Appalachia and is in the initial stages of production for a rare earth and coal mine near Sheridan, Wyoming [4]

Core Insights - Energy Fuels Inc. will hold a conference call on November 4, 2025, at 9:00 AM Mountain Time to discuss its Q3-2025 financial results [1][2] Company Overview - Energy Fuels is a leading U.S. producer of uranium, rare earth elements, and critical minerals, operating several uranium projects in the western United States [4] - The company has been the leading U.S. producer of natural uranium concentrate, which is sold to nuclear utilities for carbon-free nuclear energy production [4] - Energy Fuels owns the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S., and produces advanced rare earth element products and vanadium oxide [4] - The company is also exploring the recovery of medical isotopes for cancer treatments and is developing three heavy mineral sands projects in Madagascar, Brazil, and Australia [4]

Core Insights - Energy Fuels Inc. (NYSEAMERICAN:UUUU) experienced a significant share price increase of 24.31% from September 16 to September 23, 2025, marking it as one of the top-performing energy stocks during that week [1] - The company is recognized as a leading US-based critical minerals firm, focusing on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [2] - The surge in Energy Fuels' stock price is attributed to a rise in uranium futures, which exceeded $80 per pound, the highest level in ten months, following the US Energy Secretary's announcement regarding the enhancement of the strategic uranium stockpile [3] Company Performance - Energy Fuels Inc. has seen a remarkable gain of over 50% in its stock price over the past month, reflecting strong market interest and performance [4] - The recent price movements indicate a bullish sentiment towards uranium and nuclear energy stocks, driven by geopolitical factors and supply chain considerations [3][4] Market Context - The increase in uranium prices and the strategic moves by the US government to bolster its uranium stockpile are indicative of a broader trend in the energy sector, particularly in nuclear energy [3] - The company is positioned within a competitive landscape where other sectors, such as AI stocks, are also being highlighted for their potential upside, suggesting a diverse investment environment [4]

Core Insights - Locksley Resources Ltd. is significantly expanding its exploration program in the Mojave Desert, increasing its landholding to 491 claims over more than 40 sq km, which includes 249 new claims adjacent to MP Materials, the only Rare Earths producing mine in North America [1][4]. Group 1: Company Expansion - The expansion of landholding is a pivotal step for Locksley Resources, enhancing its strategic position in the Mojave Critical Minerals Corner [1]. - The company is focusing on both existing antimony and rare earth elements, as well as exploring additional commodities identified on its larger landholding [3]. Group 2: Exploration and Development - A substantial historical shaft, over 15 meters deep, has been discovered during recent geological mapping, and the company is evaluating the composition of historically mined commodities [3]. - Locksley Resources is advancing its U.S. asset, the Mojave Project, targeting rare earth elements and antimony, and has initiated a strategic collaboration with Rice University for domestic processing of antimony [4]. Group 3: Market Positioning - With the U.S. Government's focus on securing domestic supply chains for critical minerals, Locksley is positioned to provide a mine-to-market solution for antimony and rare earths [2].

Group 1 - Energy Fuels Inc. (NYSE:UUUU) has gained significant hedge fund interest and is listed among the 12 Best Uranium Stocks to Buy Right Now [1] - On August 26, 2025, Energy Fuels Inc. announced a Memorandum of Understanding with Vulcan Elements to establish a U.S.-based rare earth magnet supply chain, aiming to reduce reliance on China [2] - The company plans to deliver high-purity neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides from its White Mesa Mill in Utah for validation in Q4 2025 [2] - This initiative is intended to pave the way for long-term supply agreements and enhance supply resilience for critical technologies, including defense, AI, semiconductors, and electric vehicles [3] - Energy Fuels Inc. is the only U.S. producer of separated rare earth oxides, leveraging Vulcan's North Carolina magnet manufacturing facility [3] - The company produces uranium, rare earth elements, vanadium, heavy mineral sands, and medical isotopes for clean energy, defense, and healthcare applications [4]

Core Viewpoint - Energy Fuels Inc. will hold a conference call on August 7, 2025, to discuss its Q2-2025 financial results, with a press release to be issued prior to the call [1][2]. Company Overview - Energy Fuels is a leading U.S. producer of uranium, rare earth elements, and critical minerals, operating several uranium projects in the western United States [4]. - The company has been the leading U.S. producer of natural uranium concentrate, which is sold to nuclear utilities for carbon-free nuclear energy production [4]. - Energy Fuels owns the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S., where it also produces advanced rare earth element products and vanadium oxide [4]. - The company is evaluating the recovery of medical isotopes from uranium process streams for Targeted Alpha Therapy cancer treatments [4]. - Energy Fuels is developing three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia, with a potential 49% interest in a joint venture with Astron Corporation Limited [4]. Conference Call Details - The conference call will include a question-and-answer session hosted by Energy Fuels' management [2]. - Participants can join the call via a registration link or by dialing in through an operator [3]. - The conference replay will be available until August 14, 2025, with specific entry codes provided for access [5].

Company Overview - Ramaco Resources, Inc. operates and develops high-quality, low-cost metallurgical coal in southern West Virginia and southwestern Virginia, and is emerging as a producer of rare earth elements and critical minerals [3] - The company has active mining complexes in Central Appalachia and the Brook Mine in Sheridan, Wyoming, where significant deposits of rare earth elements have been discovered [3] - Ramaco holds approximately 50 intellectual property patents, pending applications, exclusive licensing agreements, and various trademarks related to its operations [3] Leadership Changes - Aurelia Skipwith Giacometto has joined Earth & Water Law, LLC as a partner while continuing her role on the Board of Directors of Ramaco Resources [1][2] - Aurelia has over 20 years of experience in agriculture, wildlife conservation, and energy development, including her recent position as the 14th Secretary of the Louisiana Department of Environmental Quality [1] - The leadership of Aurelia has been recognized for driving innovation and fostering collaboration within the company, contributing significantly to its direction and success [2]