Reshaping Mining Investment
Joined September 2013
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Jun 12
.@MajorDrilling announced financial results for Q4 and full year 2026, ending Apr 30, 2026. Q4/26 EPS of C$0.10 was in line with both RCS and consensus estimates of C$0.10 and C$0.09, respectively. Revenue increased by 25% YoY to C$233.7M (vs RCS est. of $230.8M) with slightly higher utilization rates of 53%. The demand backdrop remains strong with higher gold and copper prices, translating to increased exploration activity, particularly in North America. With strong metal prices, healthy junior financing activity and expanding exploration budgets from the majors, we continue to like the Major Drilling story. $MDI.TO Read more: ow.ly/GF3M50Zb7sq
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Jun 12
.@GoldMiningInc announced the result of a PEA on its São Jorge gold project in Para State, Brazil. The study featured conventional open pit processing 5,500tpd over a 10.6-year mine life, producing 543.2k oz Au at AISC averaging US$1,464/oz. Despite the modest size of São Jorge, this PEA elevates the project to the front of the queue as the GMI continues to pursue its value enhancement strategy from its portfolio of high-quality assets. $GOLD Read more: ow.ly/77NZ50Zb7qr
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Jun 12
.@Energy_Fuels announced they are on track to hit ~1.6Mlbs of finished U3O8 production by June 30, already falling in its FY26 guidance range of 1.5-2.5Mlbs. The Phase 1 REE circuit timing slip to late/27 to early/28 (vs. 2027 in our model) reflects added scope, heavies capacity, and the MREC feed circuit, rather than execution risk. The MREC circuit is significant as it allows White Mesa to process globally sourced, heavy-REE-enriched ionic clay feedstock, reducing reliance on captive monazite and expands the potential feed base for the planned Phase 2 expansion. $EFR Read more: ow.ly/Vm3750Zb7lZ
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Jun 11
US business group says some critical minerals are ‘nearly unobtainable’ from China
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Jun 11
.@LtdPanoro released results from CB-228-26, the first hole of the 2026 drill program at their wholly owned Cotabambas Cu-Au-Ag project in Peru. The hole was a step-out at the South pit with the goal of testing the down-dip extension of high-grade mineralization, and intersected 1.04% CuEq over 317.6m starting at 404.1m, extending the high-grade envelope ~350m down dip and ~300m deeper than previously known. Following these results, $PML upsized their drill program to 45,000m, and five rigs. Learn more: ow.ly/sm8h50ZarVC
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Jun 11
.@galwaymetals reported assay results from 34 diamond drill holes at the North Deposit of its 100%-owned Clarence Stream gold project in New Brunswick. Although most of the new holes intersected narrow veins with modest grades, due to a few standout intercepts, including ND-52, which returned 40.3 g/t Au over 1.55m, the average grade of the 45 mineralized intervals was 2.88 g/t Au. Four rigs are continuing to infill and expand the deposit. In our view, the more exciting event is the updated MRE, which is expected at the end of this month. More: ow.ly/BYCl50ZarSo $GWM
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Jun 11
Brunswick Exploration Inc. reported final results from its Phase 2 drill program completed at the Anatacau Main project in James Bay, Quebec, located 22km east of @RioTinto's Galaxy project. The objective of the final holes was to step out and test the lateral extent of the Anais Li pegmatite dyke system, discovered in 2023. Step out hole AN-26-12 encountered 1.13% Li2O over 27.4m, ~80M SW of the Anais Main dyke, extending the mineralized dyke system over an area of 350m x 600m, with all dykes remaining open. Details: ow.ly/9xMW50ZarPH $BRW
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Jun 10
.@ongweminerals announced the discovery of Nguni, a new 5km Au anomaly within its Omatjete Au project in Namibia, located 17km east of the existing Manga discovery along the Okondeka Fault Zone. The anomaly remains open in multiple directions, and returned soil values peaking at 730ppb Au, with 28 samples over 300ppb. Notably, the 17km corridor between Manga and Nguni along the fault zone has not been explored. $OGW plans to follow-up this discovery with infill sampling on a 50x50m grid, a drone magnetic survey, and drilling in H2 2026. Details: ow.ly/pkUP50Z9SiR
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Jun 10
.@MyriadUranium as acquired 15 state mineral leases and 8 split-estate claims covering 5,600 acres (potentially up to 6,080 acres) that either host or are prospective for AZ breccia pipe uranium deposits. The package was immediately optioned to @wedgemountres, handing off operating burden and exploration funding to a partner while retaining direct and equity upside. This mirrors Myriad's recent sale of 90% of Red Basin to Subatomic, with $M.C retaining a 10% free-carried interest. Learn more: ow.ly/nIXt50Z9SfK
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Jun 10
.@F4Uranium announced handheld scintillometer and gamma probe results from two additional holes of the ongoing 2,500m drill program at its Murphy Lake JV in the eastern Athabasca Basin, where @UraniumXCorp is earning up to a 70% interest. Both holes encountered basement-hosted anomalous radioactivity of up to 460 cps at Target 2, located ~300m along strike from the first two holes of the program at Target 1. The ~300m-long corridor defined by the first four holes is interpreted to define the Murphy Lake North trend. More: ow.ly/mgwV50Z9S91 $FFU
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Chinese buyers spark bidding war for US tungsten scrap
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Peru’s Leftist Roberto Sanchez seeks Centrist Appeal ahead of Presidential Runoff
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Japan Moves To Rebuild Up To 14 Nuclear Reactors As Energy Policy Undergoes Major Shift
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China’s nuclear power capacity nearly doubled since 2016
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Poland, China lead renewed central bank gold buying
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Wall Street brimming with bears after gold's breakdown, Main Street pessimism persists as inflation data takes center stage
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.@AvalonAdvanced is a Canadian critical minerals developer advancing an upstream rare earth and zirconium deposit, Nechalacho in the NWT, alongside a downstream lithium hydroxide refinery, Lake Superior Lithium in ON. Studies at both flagship projects, including the Nechalacho PEA refresh and the Lake Superior Lithium FS, should help define technical goals and allow involvement and funding by strategic and government-backed partners. Learn more: ow.ly/jMMU50Z8NiG $AVL
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.@GoldMiningInc was established to unlock value from a portfolio of resource-staged assets assembled during a period of market weakness. The merit of each asset is assessed with investments directed to maximize returns either through sole funding exploration, creating a spin-out entity or attracting a third-party to acquire an interest. The result is a company with one of the largest diversified resource bases in the Americas, controlling ~30M oz AuEq, in the combined MI&I categories on an attributable basis. Details: ow.ly/RO4g50Z8Ner $GOLD
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