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].

Company Performance - Energy Fuels (UUUU) stock increased by 2.29% to $18.76, outperforming the S&P 500's daily loss of 0.34% [1] - Over the past month, shares of Energy Fuels appreciated by 19.09%, significantly higher than the Basic Materials sector's gain of 6.26% and the S&P 500's gain of 1.19% [1] Earnings Expectations - The upcoming earnings disclosure is expected to report an EPS of -$0.08, which represents a 57.89% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $21.9 million, reflecting a decrease of 45.14% from the previous year [2] Full Year Projections - For the full year, the Zacks Consensus Estimates project an EPS of -$0.34 and revenue of $52.67 million, indicating a change of -21.43% for earnings and no change for revenue compared to the prior year [3] Analyst Estimates and Market Sentiment - Recent adjustments to analyst estimates for Energy Fuels are crucial as they reflect short-term business trends, with positive revisions indicating optimism about the business outlook [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Energy Fuels at 2 (Buy), with a 41.67% increase in the consensus EPS estimate over the past month [5] Industry Context - The Mining - Non Ferrous industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 17, placing it in the top 7% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Insights - Muzhu Mining Ltd. has signed a definitive option agreement to acquire the Everett property from Romaine River Titanium Inc., with Romaine mobilizing a sampling crew to the site for metallurgical testing [1][5] Collaboration and Program Details - Romaine has a collaboration agreement with Centre technologique des résidus industriels (CTRI), Impact Global Solutions (IGS), and Corem to support metallurgical testing at the Everett titanium-vanadium project [2] - The program includes a budget of $462,000, with up to $323,000 provided as non-dilutive funding from the Elements08 Strategic Metals Excellence Centre [5] Sampling and Testing - Romaine's crews are collecting a representative 1200 kg metallurgical sample from the Everett oxide body, which will be used to test advanced grinding, magnetic, and gravity separation techniques [7] - The program employs advanced characterization techniques, including automated mineralogy analysis, to examine mineral morphology and quantify concentrations of titanium, vanadium, iron, and other critical minerals [3][4] Objectives and Outcomes - The program aims to investigate the extraction of titanium and vanadium from the Everett hemo-ilmenite oxide body and verify historical metallurgy [5] - The efficacy of various separation methods is being evaluated to produce high-quality ilmenite concentrates, with subsequent testing for innovations in vanadium leachability [4]

Core Viewpoint - SMX (NASDAQ:SMX) positions itself as a new standard for aerospace metals, emphasizing the importance of consistency in origin, purity, and processing of titanium, vanadium, and specialty alloys [1] Company Summary - SMX specializes in aerospace metals, particularly titanium, vanadium, and specialty alloys, which are critical for industries that require high reliability [1] - The company highlights its commitment to eliminating uncertainty in the supply chain, which is essential for maintaining industry standards [1] Industry Summary - The aerospace industry relies heavily on materials like titanium and specialty alloys, where any inconsistency can lead to significant operational risks [1] - The demand for high-quality aerospace metals is driven by the need for reliability and performance in critical applications [1]

Core Insights - Anfield Energy Inc. has completed its first major procurement of specialized underground mining equipment, ordering eight custom-built underground haul trucks from Young's Machine Company, marking a significant milestone in its production ramp-up at the Velvet-Wood uranium-vanadium mine [1][2] - The partnership with Young's Machine, a local manufacturer, is expected to enhance operational efficiency and support Anfield's strategy for near-term production while contributing to local economic development [2][4] Purchase Details - The order includes multiple units from Young's 960 Series dump trucks, designed specifically for underground mining operations, known for their durability and low operational costs [6] - Delivery of the trucks is projected to begin in the second quarter of 2026, aligning with Anfield's development timeline for the Velvet-Wood Mine [6] Strategic Context - Anfield aims to position itself as a leading supplier of clean energy inputs, with plans to restart the Shootaring Canyon Mill and scale production to 3 million pounds of uranium annually [4] - The Velvet-Wood Mine will supply material to the Shootaring Canyon Mill, supporting a "hub-and-spoke" production model that aligns with U.S. energy independence goals [4][5] Historical Context and Production Potential - The Velvet-Wood Mine targets historical materials from past operations that produced approximately 4 million pounds of U₃O₈ and 5 million pounds of V₂O₅ [5] - A 2023 Preliminary Economic Assessment (PEA) indicated positive production potential, with recent regulatory approvals accelerating development [5] Operational Readiness and Local Economic Impact - The procurement of trucks complements recent operational activities, including a completed confirmation drill program at the JD-7 Mine [7] - Partnering with Young's Machine is expected to create jobs in San Juan County and strengthen local supply chains [7] Market Momentum - Anfield's share price reflects investor confidence in its expedited permitting process under federal energy initiatives, indicating strong market momentum for the company [7]

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].

Core Insights - AMG Critical Materials N.V. reported a strong performance in Q3 2025, with revenue of $435 million, a 22% increase from $356 million in Q3 2024, and an adjusted EBITDA of $64 million, up 58% from $40 million in the same period last year, primarily driven by the AMG Technologies segment [1][15][35] Financial Performance - Revenue for Q3 2025 was $434.7 million, compared to $356 million in Q3 2024, reflecting a 22% increase [12] - Adjusted gross profit rose to $88 million, a 38% increase from $63.7 million in Q3 2024 [15][31] - Net income attributable to shareholders was $13 million, the highest since Q2 2023, yielding a diluted EPS of $0.39 [15][37] - AMG's liquidity as of September 30, 2025, was $419 million, with $220 million in unrestricted cash and $199 million in revolving credit availability [15][33] Segment Performance - AMG Technologies achieved a revenue increase of 59% to $248 million in Q3 2025, driven by higher antimony sales prices and strong sales in engineering [24][27] - AMG Vanadium's revenue increased by 2% to $154 million, supported by higher sales prices in ferrovanadium and chrome metal [21][23] - AMG Lithium's revenue decreased by 33% to $32.7 million, primarily due to an 8% reduction in lithium market prices and a 32% decrease in sales volumes [16][19] Strategic Developments - The divestment of the natural graphite business is a key strategic move, expected to close later this year, allowing the company to focus on core growth areas [2] - AMG is expanding its production capabilities in the U.S., including becoming the only chrome metal producer in the country and targeting niobium metal and antimony oxide [4] - A memorandum of understanding was signed with Beijing Easpring Material Technology Co., Ltd. for the supply and offtake of battery-grade lithium hydroxide, emphasizing a commitment to a localized battery supply chain [8] Market Outlook - The company anticipates a recovery in the lithium and vanadium markets, positioning itself for long-term value creation despite current low-price environments [3] - AMG Technologies is expected to continue performing well, with an updated adjusted EBITDA outlook for 2025 increased from $200 million to over $220 million [35]

Core Insights - SAGA Metals Corp. is advancing its Radar Project with preparations for Phase 1 of the 2025–2026 drill program at the Trapper Zone, aiming for a maiden Mineral Resource Estimate [1][15][19] Drilling Program Preparation - Drill crews are set to mobilize in early November for a 15,000 m diamond drilling program targeting a 3 km strike length and oxide layering to depths of approximately 200 meters [3][5][6] - The initial drilling will consist of 1,500-2,500 m across 6-10 holes, each around 250 m deep, with continuous core logging and assay results throughout the program [6][9] Metallurgical Testing - SAGA has commissioned Impact Global Solutions Inc. to conduct metallurgical tests on diamond drill core and surface samples, focusing on the correlation between various assays and yields from vanadiferous titanomagnetite [7][8] - Preliminary tests will assess the quality and yields of potential VTM concentrates from different intrusive layers [8][12] Project Outlook - The Radar Property spans 24,175 hectares and hosts the Dykes River intrusive complex, with geological mapping confirming oxide layering over more than 20 km [10][11] - The project is positioned as a potential strategic supplier of titanium, vanadium, and iron to North American markets, comparable to global Fe–Ti–V systems [11][19] Financial and Strategic Position - The company recently completed a fully subscribed financing of approximately $3 million, enhancing its capacity for the drilling program and resource estimation efforts [16][19] - The successful drilling at the Hawkeye Zone in early 2025 has confirmed broad zones of titano-magnetite-rich oxide layering, supporting ongoing exploration momentum [17][19]

Core Insights - Energy Fuels (UUUU) shares increased by 9.4% to close at $19.7, with a notable 42.5% gain over the past four weeks, driven by strong trading volume [1][2] Company Developments - An analyst at B. Riley raised Energy Fuels' target price from $11 to $22, contributing to the stock's upward momentum [2] - China's new export controls on rare earths, aimed at national security, have positively impacted U.S. producers like Energy Fuels, which is expanding its rare earth capabilities [2][3] - Energy Fuels is producing high-purity separated neodymium-praseodymium (NdPr) oxide at commercial scale from monazite and is piloting the separation of heavy rare earth elements [3] Financial Performance - The company is expected to report a quarterly loss of $0.08 per share, a year-over-year decline of 14.3%, while revenues are projected to be $9.85 million, reflecting a 143.2% increase from the previous year [4] - The consensus EPS estimate for Energy Fuels has remained unchanged over the last 30 days, indicating a potential stabilization in stock price movements [5] Industry Context - Energy Fuels is part of the Zacks Mining - Non Ferrous industry, which includes Coeur Mining (CDE), another player in the sector that has seen a 40.6% return in the past month [6] - Coeur Mining's consensus EPS estimate has increased by 26.8% over the past month, indicating strong performance expectations within the industry [7]