Core Insights - North American Niobium and Critical Minerals Corp. has entered into a marketing services agreement with Gold Standard Media for three months, compensating GSM with US$350,000 [1] - The company focuses on the acquisition and development of precious, base, and critical mineral assets, including properties in British Columbia and Quebec [2] Company Overview - North American Niobium and Critical Minerals Corp. is engaged in mineral exploration, with a portfolio that includes the Silver Lake property in British Columbia and a newly acquired land package in Quebec [2] - The Quebec properties enhance the company's exposure to rare earth elements, niobium, and nickel-copper occurrences, which are critical for energy and defense applications [2]

Core Viewpoint - Energy Fuels Inc. will hold a conference call and webcast on February 27, 2026, to discuss its financial results for 2025, highlighting its position as a leading U.S. producer of uranium and rare earth elements [1] Company Overview - Energy Fuels is a U.S.-based critical minerals company focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [1] - The company has been the leading U.S. producer of natural uranium concentrate for several years, supplying nuclear utilities for carbon-free energy production [1] - Energy Fuels operates the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S. [1] Project Developments - The company is developing three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia, where it can earn up to a 49% interest in a joint venture with Astron Corporation Limited [1] - Energy Fuels is also evaluating the recovery of medical isotopes from existing uranium process streams for Targeted Alpha Therapy cancer treatments [1]

Core Viewpoint - Meta Critical Minerals Inc. is initiating a non-brokered private placement offering of up to 30,000,000 units at a price of $0.20 per unit, aiming to raise up to $6,000,000, with Revere Securities LLC acting as a strategic advisor [1][4]. Group 1: Offering Details - Each unit consists of one common share and one transferable common share purchase warrant, with each warrant allowing the purchase of an additional common share at $0.30 for two years [2]. - The company holds an acceleration right for the warrants, which can be triggered if the common shares close at $0.45 or above for 10 consecutive trading days, allowing the company to notify warrant holders of an expiration date [3]. - Finder's fees may be paid to eligible finders in accordance with applicable securities laws and Canadian Securities Exchange policies [4]. Group 2: Use of Proceeds - Proceeds from the offering are intended to advance the company's various projects, marketing efforts, and general working capital [4]. Group 3: Company Overview - Meta Critical Minerals Inc. focuses on acquiring, exploring, and developing critical-mineral assets, targeting commodities essential for advanced manufacturing and electrification [7]. - The company's assets are located in regions with strong demand for critical minerals, including North America and Central-East Asia, emphasizing near-term production potential and disciplined capital allocation [7].

Core Viewpoint - Energy Fuels Inc. has experienced significant volatility in its share price, influenced by market sentiment and government initiatives related to nuclear fuel supply [1][3][5]. Group 1: Share Price Movement - The share price of Energy Fuels Inc. fell by 12% between January 23 and January 30, 2026, making it one of the energy stocks that lost the most during that week [1]. - Despite the recent decline, the share price has increased by over 34% since the beginning of 2026 [5]. Group 2: Government Initiatives - On January 28, Energy Fuels Inc. saw a share price increase of over 14% following the U.S. Department of Energy's announcement of an initiative to develop the domestic nuclear fuel supply chain [3]. - The initiative includes the establishment of 'Nuclear Lifecycle Innovation Campuses' for uranium enrichment and aims to reduce reliance on imports from Russia [3]. Group 3: Analyst Ratings - Roth Capital analyst Joe Reagor upgraded Energy Fuels Inc. from 'Sell' to 'Neutral' on January 28, raising the price target from $13 to $15.50 [4]. - The analyst noted that while the company's valuation appears stretched, strong market sentiment and rising uranium prices could mitigate any near-term value correction [4].

Core Points - Tronox Holdings plc has received non-binding Letters of Support/Interest from Export Finance Australia (EFA) and Export-Import Bank of the United States (EXIM) for up to US$600 million in financing to develop a rare earth elements supply chain [1][2] - The financing will support mine extensions, infrastructure, and cracking and leaching capacity, aligning with the U.S.-Australia Framework for Securing Supply in Critical Minerals and Rare Earths [1][2] - Tronox is progressing from a pre-feasibility study to a definitive feasibility study for a proposed facility in Western Australia to produce mixed rare earth carbonate [2][3] Company Overview - Tronox is a leading integrated manufacturer of titanium dioxide pigment and is involved in mining titanium-bearing mineral sands and producing high-grade titanium feedstock materials [5] - The company employs approximately 6,500 people globally and is recognized for its vertical integration and operational expertise [5] Support from Financial Institutions - The Letters from EFA and EXIM indicate a strong interest in collaborating with Tronox to leverage its existing mining and processing capabilities for rare earth elements [2][3] - EFA's support is contingent upon satisfactory completion of due diligence, including environmental and financial assessments [3] Strategic Importance - The initiative is seen as a significant milestone for Tronox, positioning the company as a key supplier of rare earth elements critical for industries such as permanent magnets, defense, and advanced technology [3] - The project aligns with the critical mineral strategies of both Australia and the United States, highlighting the importance of securing supply chains in these sectors [3]

Core Insights - NioCorp Developments Ltd. has seen a significant stock increase of 56.4% over the past three months, outperforming both the industry and the S&P 500 [1][9] - The company is advancing its Elk Creek critical minerals project, which is essential for producing niobium, scandium, titanium, and rare earth elements [10][14] - NioCorp has raised approximately $60 million in fiscal 2025 to support its project and is in discussions with the U.S. Export-Import Bank for additional financing [12][14] Company Performance - NioCorp's stock closed at $5.83, below its 52-week high of $12.58 but above its low of $1.30, and is currently trading below its 50-day moving average but above its 200-day moving average [4][9] - The company's earnings estimates for fiscal 2026 have increased by 24.3% over the past 60 days, indicating a year-over-year growth of 20% [16] Industry Context - NioCorp operates in the mineral exploration market, competing with major players like B2Gold Corp. and Barrick Mining Corporation, and has outperformed them in stock returns over the same period [2][9] - The forward 12-month price-to-earnings ratio for NioCorp is 18.51X, higher than the industry average of 15.78X, and compared to B2Gold and Barrick Mining at 5.22X and 12.02X, respectively [15] Project Development - The Elk Creek project is expected to enhance domestic supply chains for critical minerals and transition NioCorp from a development-stage company to a leading U.S. producer [14] - The company has acquired additional land in Johnson County, which is sufficient for its planned underground mine and surface processing facility [13]

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]