Dominic Allen

[Alurion Resources @alurionrsrcs]

Independent study confirms road haulage capacity of up to 11.5 wet Mtpa on both Amargosa export routes — twice the Scoping Study base case. PFS targeted mid-2027.
https://t.co/AWH6FwJYIi
$ALU $ALU.AX #Bauxite #Aluminium #Brazil #Bahia #CriticalMinerals #ASX

[Brazilian Rare Earths @BrazilianREE]

BRE’s new high-grade Sulista South discovery spans 500 m of strike, with assays up to 13.3% TREO.

Drilling has also extended Sulista East’s strike by 430 m.

A Sulista Mineral Resource update is targeted by end-2026.

Link: https://t.co/APgtLEgGyn

$BRE $BRE.AX #RareEarths

[IperionX @iperionx]

Forge the future. Built in America.

IperionX patented titanium technologies — transforming materials innovation into high-performance titanium fasteners with American manufacturing capability.

American ingenuity. Built into every titanium product.

$IPX $IPX.AX

[IperionX @iperionx]

A major step forward for U.S. titanium production.

GenX™ continuous HAMR™ titanium production delivered:

⚡ >75% lower power
🚀 6× throughput
↓ >45% magnesium
↓ >60% hydrogen
🏭 >500 kg across 4 continuous runs

Next: engineering the first industrial-scale GenX™ production line.

Link: https://t.co/d3vmi9oUi9

NASDAQ: IPX | ASX: IPX
$IPX $IPX.AX #Titanium #AdvancedManufacturing #CriticalMaterials #MadeInAmerica #IperionX

[Brazilian Rare Earths @BrazilianREE]

Grade is king, long live Monte Alto.

https://t.co/er85KLz4ZR

[IperionX @iperionx]

IperionX secures a 2nd U.S. Army task order: US$11.5M funded, up to US$25.4M in potential funding.

Projects: continuous/industrial-scale HSPT™ + dehydrogenation, in-house grinding/thread rolling, Army track pins & bolts.

Future options: aerospace, C103 recycling + niobium/C103 powders.

Full release: https://t.co/bQatNsGhgm

$IPX

[Brazilian Rare Earths @BrazilianREE]

More scale. More ultra-high grade results. More upside at Monte Alto.

~10,000m of new drilling has materially expanded Monte Alto beyond the current resource model, with multiple +20% TREO intercepts and with the deposit still open in three directions.

An updated MRE to incorporate these results is targeted for year-end.

Full announcement: https://t.co/UQGFnntOtX

$BRE $BRE.AX #rareearths

[Brazilian Rare Earths @BrazilianREE]

The Rocha da Rocha Scoping Study is out — and it materially changes the global rare earth landscape and the scale of the opportunity at @BrazilianREE.

Large scale. Low cost. Long life. Exceptional rare earth grade.

Read the study. View the presentation. Join the investor webinar.

$BRE #RareEarths #CriticalMinerals #HRE #DyTb #NdPr #BrazilMining #SupplyChain

Study: https://t.co/Gg8xVrHfFw
Presentation: https://t.co/KcQvdPB7nY
Webinar: https://t.co/eJSKNL7zXD

[Brazilian Rare Earths @BrazilianREE]

Brazilian Rare Earths is pleased to release its quarterly activities report for the period ended 30 June 2026, achieving exceptional rare earths exploration success at Velhinhas and Monte Alto, as well as materially advancing the Alurion Resources bauxite de-merger and IPO.

Full release: https://t.co/XwlVPbk6Gz

$BRE $BRE.AX #rareearths #bauxite #yttrium

[Brazilian Rare Earths @BrazilianREE]

BRE is pleased to announce that Alurion Resources has accepted applications for 47.6 million new fully paid ordinary shares at A$1.05 per share under its initial public offering representing the Maximum Subscription of ~A$50 million.

The funds will be applied for an expanded development program at the Amargosa Bauxite-Gallium Project.

BRE retains a strategic stake of 39.0 million shares, or ~16% of Alurion's issued ordinary capital immediately after the IPO on an undiluted basis, valued at ~A$41 million at the Offer Price.

Admission is expected on 30 July 2026 and normal settlement trading is expected to commence on 3 August 2026 under the ASX code: ‘ALU’, subject to ASX approval and satisfaction of admission conditions.

Link: https://t.co/atrp9mk4L2

$BRE.AX $BRE $ALU.AX $ALU

[IperionX @iperionx]

IperionX has completed the acquisition of the Camden project - unlocking ultra-high grade minerals to accelerate the U.S. supply chain.

The Camden surface stockpiles have returned exceptional grades up to 23% THM - more than 8x higher grade than the Titan Project average - positioning IperionX to accelerate strategic titanium, zircon, and heavy rare earth feedstocks to the U.S. defense and advanced technology sectors.

Full release: https://t.co/cGlqlkmKOJ

$IPX $IPX.AX #titanium #rareearths #dysprosium #terbium #yttrium

[IperionX @iperionx]

IperionX has entered into an agreement to acquire key assets associated with Covia's Camden silica sand operation located adjacent to IperionX's Titan Project in Tennessee.

The acquisition strategically consolidates IperionX's position in the Big Sandy Critical Minerals Province and brings together four features that are rarely available in a U.S. critical minerals development setting:

1. Province consolidation
2. Stockpile optionality
3. Pre-stripped horizons
4. Established infrastructure

IperionX plans to rapidly advance stockpile surveys, drilling, sampling, mineralogical analysis, metallurgical test work, integration and project development studies.

Full release: https://t.co/xXWjTXPN4a

$IPX $IPX.AX #titanium #rareearths #criticalminerals #Tennessee

[IperionX @iperionx]

IperionX is pleased to release the Titan Project Definitive Feasibility Study (DFS) presentation.

IperionX is building a U.S. supply chain for heavy rare earths, titanium, zirconium and hafnium, delivering a U.S. critical mineral-to-metals platform for defense, aerospace, nuclear, semiconductors, robotics and advanced manufacturing supply chains.

The full presentation can be found here: https://t.co/6qQdvFdjm2

#titanium #rareearths #zirconium #hafnium $IPX $IPX.AX

[Todd Hannigan @todd_hannigan]

Most don’t yet appreciate the strategic importance of the Titan Project and the valuable Xenotime mineral to U.S. supply chain security — or how Tennessee’s Big Sandy Critical Minerals Province could become the rare earth and critical-minerals equivalent of America’s Permian Basin.

The true rare earth supply shortage is heavy rare earths — especially dysprosium, terbium and yttrium. These are the vital elements required for high-temperature permanent magnets, radar, semiconductors, advanced ceramics, hypersonics, aerospace and advanced defense platforms.

This is why xenotime matters. Xenotime is the most strategically valuable rare earth minerals because it is highly enriched in yttrium and key heavy rare earths.

Light rare earth-dominant mines and projects can produce large volumes of total rare earths, but they do little to solve the real U.S. supply-chain vulnerability: secure supply of the heavy rare earth elements Dy, Tb and Y.

That is also China’s hidden strategic weakness.

China may dominate rare earth separation, processing and magnet manufacturing, but its domestic heavy rare earth resource base is nearly depleted.  China is now reliant on imported heavy rare earth feedstocks from Myanmar and Southeast Asia.

The U.S. response should not be limited to building downstream processing and permanent magnet capacity. Downstream manufacturing is only as secure as the upstream feedstock that supplies it.

America urgently needs secure, long-term domestic heavy rare earth mineral feedstocks.

That is where Titan and the large-scale Big Sandy Critical Minerals Province become strategically important.

Titan’s xenotime-based heavy rare earth concentrate is enriched in dysprosium, terbium and yttrium — the exact elements that light-dominant rare earth mines and projects cannot supply.

Titan is just the first high-grade rare earth and critical mineral project in Tennessee, and the bigger story is ‘Big Sandy’.

The Permian Basin helped underpin American energy dominance because it was not simply one well — it was a vast, repeatable, infrastructure-rich resource system. The pre-eminent Big Sandy Critical Minerals Province has the potential to underpin the next era of American industrial power.

IperionX, Titan and Big Sandy are the cornerstones for long-term American supply security across heavy rare earths, titanium and zircon minerals.  These are the critical feedstocks that can underpin the most important U.S. defense, aerospace, semiconductors, nuclear, robotics and advanced manufacturing technologies.

[IperionX @iperionx]

IperionX is pleased to release the Titan Project DFS, one of the most compelling, shovel-ready rare earth and critical minerals development opportunities in the United States.

- NPV8 of US$813 million (post-tax)
- IRR of 39.4% (post-tax)
- 3.6 year payback

The DFS outcomes are underpinned by key mine-area permits already in place, a Proved and Probable Ore Reserve base, a modular staged development pathway, conventional mineral sands processing, established infrastructure and a premier U.S. critical minerals jurisdiction.

The full DFS document can be found at: https://t.co/4ZihFomi40

$IPX $IPX.AX #titanium #rareearths

[Drew Crawford @drewcrawford_]

https://t.co/9e5Cm7ootE

[Brazilian Rare Earths @BrazilianREE]

Brazilian Rare Earths is pleased to announce the appointment of an experienced Chief Executive Officer and Board of Directors of Alurion Resources.

Alurion is the newly formed BRE subsidiary that holds the Amargosa Bauxite Project.

The appointment of Alurion’s CEO and Board is a key step in establishing Alurion as a standalone bauxite, gallium and critical minerals development company with a dedicated governance structure, management team and capital allocation framework.

Full announcement: https://t.co/RZxLzhe8y5

#rareearths #bauxite $BRE $BRE.AX $ALU.AX

[Brazilian Rare Earths @BrazilianREE]

Brazilian Rare Earths is pleased to announce its intention to demerge its 100%-owned Amargosa Bauxite–Gallium Project into a newly formed ASX-listed company, Alurion Resources (ASX: ALU).

The proposed demerger is designed to establish Alurion as a dedicated bauxite and critical minerals development company.

Benefits include:

- Capital discipline: Enabling Alurion to raise and deploy capital directly into Amargosa’s bauxite development plan without competing with BRE’s priorities

- Execution focus: Dedicated management team and board with relevant bauxite, bulk-commodity logistics, and capital-markets expertise, to accelerate commercial, technical and offtake workstreams

- Priority for BRE shareholders: BRE shareholders are expected to receive direct Alurion exposure through an in-specie distribution and also retain indirect exposure through BRE’s strategic Alurion shareholding

- Strategic BRE shareholding: Following the in-specie distribution, BRE intends to retain a strategic shareholding in Alurion, expected to represent approximately 17% to 18% post-IPO, subject to final IPO size and allocations

Full announcement: https://t.co/RVpHzdru3h

#Brazil #bauxite #rareearths $BRE $BRE.AX $ALU

[Brazilian Rare Earths @BrazilianREE]

Brazilian Rare Earths has released its 2025 annual report, highlight a milestone year in accelerating the world's largest and highest grade rare earths province, including:

• Monte Alto expanded with new ultra high-grade discoveries - results of up to 35.3% TREO

• Ore sorting run‑of‑mine material validated - enriching feed from 12.4% TREO to ~27% TREO in a single pass

• Validation of low-temperature acid-cure process with 97% recovery

• Binding agreements with Carester, including a 10‑year heavy rare earth offtake agreement

• Maiden mineral resource estimate and scoping study delivered at the Amargosa Bauxite Project

• Strong balance sheet with cash and financial assets of A$162.4 million

Link: https://t.co/54AQGR1OqD

$BRE $BRE.AX #rareearths

[Brazilian Rare Earths @BrazilianREE]

Significant drilling success has been reported at the Sulista Project , delineating a new high-grade scalable rare earth district.

Highlights:

- Sulista East: Extends beyond 1 km strike, district growth corridors expand to 17 km

- Sulista East: Strike doubles and mineralised horizons expand, with step-out drilling including grades of up to 11.8% TREO

- Outcrop Ridge: Drilling confirms a second high-grade centre , with ultra-high-grade rare earth grades of up to 16.7% TREO

- Sulista North: A new large-scale exploration growth corridor, with grab sample R942 returning 19.2% TREO

Link: https://t.co/BN8nLrkJ2i

#BRE #rareearths $BRE $BRE.AX