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Dreadnought Resources (DRE) Conference Transcript
2025-07-25 03:45
Dreadnought Resources (DRE) Conference July 24, 2025 10:45 PM ET Speaker0Excellent. Lucky last, Mike. That was a great presentation, but clearly, they wanted to save the best for last. So certainly looking forward. Greatly appreciate everyone being here today and hanging around.As I've as I've said before and and as I'll as I'll say every single time, I'm as long as I'm in this industry, every junior resource company and every investor in a junior resource company should have the same objective in mind. Tha ...
Atlas Lithium's Critical Minerals Subsidiary Reports Strong Rare Earths, Titanium, and Graphite Results
Newsfile· 2025-07-24 12:00
Atlas Lithium's Critical Minerals Subsidiary Reports Strong Rare Earths, Titanium, and Graphite ResultsJuly 24, 2025 8:00 AM EDT | Source: Atlas Lithium CorporationAtlas Critical Minerals reports high-grade, near-surface rare earths mineralization with grades up to 28,870 ppm TREO, 23.2% TiO₂; achieves 96.6% graphite concentrate Boca Raton, Florida--(Newsfile Corp. - July 24, 2025) - Atlas Lithium Corporation (NASDAQ: ATLX) ("Atlas Lithium" or the "Company"), a leading lithium exploration and ...
Belmont Resources Appoints Patrick Brandl as Interim President and CEO
Thenewswire· 2025-07-23 13:20
This appointment supports Belmont's ongoing commitment to advancing its key exploration projects, strengthening its capital position, and creating long-term value for shareholders. Mr. Brandl will serve in the interim capacity while the Board undertakes a formal search for a permanent President and CEO. Vancouver, B.C. – TheNewswire - July 23, 2025 – Belmont Resources Inc. (TSX.V: BEA; FSE: L3L2) ("Belmont" or the "Company") announces the appointment of Patrick Brandl as Interim President and Chief Executiv ...
Red Metal (RDM) Conference Transcript
2025-07-23 02:50
Red Metal (RDM) Conference July 22, 2025 09:50 PM ET Speaker0Thank you very much. I'll I only got ten minutes, but I've got a quite a few things I really wanna run past you. Really wanted to really just highlight what we're gonna be doing in a 2025 field season and what's underway, and really try to emphasize why you should be getting into red metal, particularly at this point with all the dual programs that are about to kick off. I'll also go into the rare earths as well. But, basically, we've about 360,00 ...
LSEG跟“宗” | 美国数据改善 美汇连续两周回升
Refinitiv路孚特· 2025-07-23 01:59
李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署,继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。 美国每周五收市后公布的CFTC数据,记录日为刚 过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 除了黄金避险外,原油(政局风险)、中国具垄断供应的物料(稀土、锑、钨等)国际价(不是国内价) 理论上应可看高一线。 最近美国政府不单入股MP Materials,还和他们签了10年供应合约,以高 于中国售价近一倍为地板价(每公斤110美元)去买钕镨。 股价受消息刺激急升。 在美国经济数据利好(消费信心、就业和通胀预期)下(哪怕数据失真),美汇指数在过去2周反弹 1.54%,间接限制了金价的升幅。 笔者坦言,现在比较难判断后市金融资产方向,并列出部分可 能性。 LSEG Workspace用户可以搜寻CFTC寻找最新数据: | | COMEX黄金 | | COMEX白银 | | Nymex铂金 | | Nymex把金 | | | --- | --- | ...
American Rare Earths (1BH0) Earnings Call Presentation
2025-07-21 22:00
Project Overview - Halleck Creek deposit has a JORC resource estimate of 2.63 billion tonnes with grades of 3,292 ppm TREO[18] - The project's 2025 Updated CSM Scoping Study showed a post-tax NPV10% of US$558 million and ~24% IRR[18] - Phase 1 is a 3 Mtpa separate and independent case that will mine ~62.3Mt of ore over 20 years, utilizing just ~2.4% of the 2.63 bn tonnes JORC resource[15] Cowboy State Mine (CSM) Production - CSM outlines a life of mine average annual production of 1,833 tonnes of NdPr Oxide, 98 tonnes of Dy Oxide and 24 tonnes of Tb Oxide[29] - The Cowboy State Mine resource only accounts for ~20% of the larger Halleck Creek deposit[37] - CSM accounts for ~20% of the overall Halleck Creek deposit[40] Financials and Economics - Scalable project with post-tax NPV10% of US$558 million, IRR of 24%, and a ~2.5-year payback period[14] - Competitive average LOM NdPr Eq cost of ~US$36 / kg[14] - Initial Capex is US$456 million[30, 39] Resource Base - Current JORC resource of 2.63 billion tonnes and grade of 3,292 ppm TREO[14] - Magnet elements account for ~26% of the total rare earth oxide ("TREO") content, with heavy rare earths accounting for ~11% of the TREO[32]
Atlas Critical Minerals Reports Strong Initial Rare Earth and Titanium Results from Alto do Paranaiba Project
Newsfile· 2025-07-17 11:30
Atlas Critical Minerals Reports Strong Initial Rare Earth and Titanium Results from Alto do Paranaiba ProjectObserved Surface Sample Grades up to 28,870ppm TREO and 23.2% TiO2July 17, 2025 7:30 AM EDT | Source: Atlas Critical Minerals CorporationBelo Horizonte, Brazil--(Newsfile Corp. - July 17, 2025) - Atlas Critical Minerals Corporation (OTCQB: JUPGF) ("Atlas Critical Minerals" or the "Company") is pleased to report strong initial rare earth and titanium results from its Alto do Paranaíba Pr ...
X @Forbes
Forbes· 2025-07-16 11:06
Apple’s $500 Million Deal With MP Materials — Only Rare Earths Mine In U.S. — Sends Stock Soaring https://t.co/r2sA8q86fn ...
LSEG跟“宗” | 关税令美元铜价急升 9月美减息几率下降
Refinitiv路孚特· 2025-07-16 03:00
Core Insights - The article discusses the current sentiment and price predictions for precious metals, particularly focusing on gold, silver, and copper, influenced by U.S. market conditions and geopolitical factors [2][25]. Group 1: Market Sentiment and Predictions - The prediction for copper has changed due to the U.S. stock market reaching historical highs, which has increased speculative sentiment and supported copper prices despite potential tariffs [2][18]. - The World Gold Council reported a significant inflow into gold ETFs, with a net inflow of $380 billion in the first half of the year, the highest since the pandemic began [2][26]. - The gold price has accumulated a 25.7% increase year-to-date, while fund long positions have decreased by 13.3% [7][9]. Group 2: Fund Positions and Market Dynamics - As of July 8, net long positions in COMEX gold decreased by 1.4% to 419 tons, while net long positions in silver decreased to 6,781 tons, marking a 4.4% decline [3][7]. - The gold/silver ratio indicates market sentiment, with a current ratio of 87.46, reflecting a decline of 3.3% week-over-week, suggesting high risk awareness in the market [22]. - The article highlights that the market is anticipating a potential interest rate cut by the U.S. Federal Reserve in September, which is influencing stock market dynamics and precious metal prices [23][25]. Group 3: Geopolitical Influences - The potential imposition of a 50% tariff on copper imports by the U.S. has created uncertainty, leading to a temporary spike in copper prices, but fundamentally could reduce demand [2][25]. - The article notes that geopolitical risks, including U.S.-China relations and the ongoing Ukraine conflict, are likely to impact market conditions and investor sentiment in the coming months [29][30]. Group 4: Investment Trends - The article suggests that the investment community is increasingly focused on ESG (Environmental, Social, and Governance) factors, which may be affecting the performance of mining stocks relative to the underlying commodities [20]. - The North American region has seen a strong increase in gold ETF inflows, contrasting with a modest 1.7% increase in Asia, indicating shifting investment patterns [26].
Belmont Resources Completes Over 2,000 Meters of Diamond Drilling at 100%-Owned Come By Chance Property in Southern British Columbia
Thenewswire· 2025-07-15 14:20
Core Viewpoint - Belmont Resources Inc. has successfully completed its 2025 diamond drilling campaign at the Come By Chance project, totaling over 2,000 meters, indicating potential for significant mineralization in the area [1][6]. Geological Features - The Come By Chance property shows geological characteristics of both a copper-gold porphyry system and a high-grade carbonate replacement deposit (CRD) within the Quesnel Terrane [3]. - 2022 drilling confirmed widespread porphyry-style alteration and mineralization, with up to 20% pyrite observed, suggesting a concealed porphyry core [5]. - High-grade surface samples were recorded, including values up to 17.05 g/t Au and 6.74% Cu [5]. Drilling Program - The 2025 drilling program was designed to follow up on promising results from 2022, with five key target areas selected based on geological and geophysical modeling [6]. - All drill holes were completed on schedule and within budget [7]. Next Steps - The geological team is currently logging and processing core samples, with assay results expected within approximately eight weeks [8]. Company Portfolio - Belmont has a diverse portfolio of projects, including copper, gold, lithium, uranium, and rare earth elements located in British Columbia, Saskatchewan, Washington, and Nevada [11]. - The Come By Chance project is highlighted as a compelling porphyry-CRD system, while other projects like Athelstan-Jackpot Gold and Crackingstone Uranium also show significant potential [13][15]. Exploration Focus - The Athelstan-Jackpot Gold project has identified a potential resource of 2,000 to 5,000 ounces of gold in surface and near-surface mineralized areas [14]. - The Crackingstone Uranium property has demonstrated historic high-grade uranium potential, with grab sample grades of up to 15.6% U₃O₈ [16]. Infrastructure and Strategic Importance - The Crackingstone property benefits from excellent infrastructure, including road access and power availability, enhancing its strategic importance for exploration [18].