In the news | Bulls N' Bears
AW1's West Desert Project: a second drill rig secured, drilling into new territory, and the US fast-tracking permits for critical mineral projects.
Read more: https://t.co/Vh7KCVicjr
#AW1#CriticalMinerals
Mining activities continue at the Tumblegum South Gold Project in collaboration with MEGA Resources.
Star Minerals has progressed from explorer to developer and is now advancing toward near-term gold production.
#ASXgold#SMS $SMS
Lotus $LOT has received confirmation that Orano Chimie-Enrichissement (Orano CE) will accept Kayelekera’s #uranium ore concentrate (U3O8) at the Orano CE conversion facility in Malvesi, France.
Lotus has been working closely with Orano over recent months as part of an iterative process to optimise and qualify its product. Orano CE has agreed to accept Kayelekera’s product, with Lotus providing independent laboratory testing results as a condition for initial shipments to Orano CE.
Our Managing Director Greg Bittar commented: “Orano’s acceptance of uranium marks a fantastic milestone for the Kayelekera restart, positioning Lotus as the next global uranium supplier. We are very excited to have achieved this acceptance by Orano CE, which allows us to now plan for first product to be dispatched from site. The first export of uranium is subject to final product preparation, testing, acceptance, permits and shipping arrangements, all expected to occur in Q2 CY26.
"Whilst we will continue working to achieve accreditation with the other two western converters, ConverDyn and Cameco, the ability to exchange or swap product between converters means an Orano CE account provides us with delivery flexibility across all contracts and for future sales.”
Read more: https://t.co/eGawCY6UrS
St George Mining Limited (ASX: SGQ) Strengthens U.S. Government Engagement with Washington DC Adviser 🇺🇸
St George Mining has taken a strategic step to deepen U.S. government engagement with the appointment of Ervin Graves Strategy Group, a Washington based government relations firm, as the Company accelerates its positioning within U.S. critical minerals supply chains.
The move builds on St George’s downstream momentum and follows growing U.S. government support for non-Chinese rare earth and niobium supply across the Western Hemisphere
🔧 Key Developments
Ervin Graves Strategy Group appointed to support U.S. federal engagement
Adviser has worked at senior levels of U.S. government, including on Pentagon-backed critical minerals funding
Focus on public-private partnerships, funding pathways, and downstream alliances
Complements St George’s extended strategic alliance with REalloys in the U.S.
🌍 Strategic Importance of Araxá
100%-owned Araxá Rare Earths & Niobium Project in Minas Gerais, Brazil
World-class MRE:
40.6 Mt @ 4.13% TREO
41.2 Mt @ 0.68% Nb₂O₅
Largest and highest-grade carbonatite-hosted REE deposit in South America
Near-surface mineralisation supports potential low-cost development
📈 Why It Matters
Aligns Araxá with U.S. national security and supply-chain priorities
Improves access to government funding, offtake, and downstream processing
Strengthens positioning as a non-Chinese supplier of critical magnet metals
Enhances confidence in commercialisation pathways
💬 John Prineas, Executive Chairman:
“Our 100%-owned Araxá Project aligns closely with U.S. policy to support development of critical minerals in the Western world.”
📊 Investor Outlook
St George Mining last traded at $0.117, giving the Company a market capitalisation of approximately $418.54M. With a world-class REE–niobium resource, expanding U.S. government engagement, and active downstream alliances, SGQ continues to strengthen its position as a strategically relevant supplier into Western critical minerals supply chains. Ongoing drilling, resource upgrades, and deepening U.S. partnerships remain key catalysts.
🔗 Read more: https://t.co/LBtiUm7A5v
#StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #USSupplyChain #StrategicMetals #WashingtonDC #GovernmentEngagement #AraxáProject #ASXStocks #MiningNews #EnergyTransition #DefenseSupplyChain #BrazilMining #MiningInvestors #InvestorOutlook
From Q1 @Tivan_Limited’s most advanced projects will be principally financed by our joint venture partners & govts. A major inflection point, reflecting several years of trust building & respectful negotiations. 🇦🇺🇯🇵
Our Quarterly for more details: https://t.co/7lCoyaO75k
.@Tivan_Limited’s application for a mining licence at Molyhil is on public exhibition for 15 days. Thanks to our team for the huge push to bring this together. 👏
We are on track to commence drilling for tungsten in March & for fluorite thereafter. 🪃 https://t.co/59JEjiEqdk
Construction milestones achieved at Renascor’s Australian Gov't co-funded PSG demonstration facility. Major equipment installed, commissioning commenced. Project remains on schedule as we build an HF-free, ex-China supply chain. #Anode $RNU #Graphite#PoweringCleanEnergy#RNU
St George Mining Confirms More High-Grade Rare Earths & Niobium at Araxá Project
St George Mining Limited (ASX: SGQ) has announced further outstanding assays from its second diamond drill hole (AXDD002) at the Araxá Rare Earths and Niobium Project in Minas Gerais, Brazil extending mineralisation well beyond the current 40.6Mt @ 4.13% TREO resource and strengthening the Project’s position as one of the highest-grade carbonatite-hosted REE deposits in the Western world.
🔑 Key Highlights
Major Step-Out Success: AXDD002 intersected 87.7m @ 2.95% TREO & 0.41% Nb₂O₅ from 2m, including 9.65m @ 4.15% TREO & 0.55% Nb₂O₅, extending mineralisation ~150m west of the current Mineral Resource Estimate.
High Magnet Rare Earth Content: NdPr:TREO ratios up to 31%, confirming strong magnet feedstock potential.
Resource Expansion Potential: Together with AXDD001 (230m west of the MRE, 98m of high-grade TREO), results confirm continuity and open mineralisation to the west.
Tier-1 Location: Araxá sits in Minas Gerais, near CBMM’s niobium operations, offering infrastructure, workforce, and regulatory advantages.
💬 John Prineas, Executive Chairman:
“The results from AXDD002 continue to support the potential for a substantial increase in the scale of high-grade rare earths and niobium deposits at Araxá. With two strong step-out holes already confirming mineralisation beyond the current resource boundary, we are well on track for a major resource upgrade and an expedited development pathway.”
⚙️ Strategic & Investor Outlook
With consistent high grades, near-surface continuity, and significant growth potential, Araxá is emerging as a strategic supply hub for critical minerals outside China. St George’s strong institutional backing and accelerated exploration program position it for substantial value growth as global demand for magnet rare earths intensifies.
📊 Last Price: $0.12
💰 Market Cap: $407.58M
📢 Read more: https://t.co/r0UtQEP18R
#StGeorgeMining #ASXSGQ #AraxáProject #RareEarths #Niobium #CriticalMinerals #BrazilMining #HighGrade #ExplorationUpdate #MiningNews #ResourceGrowth #MagnetMetals #EnergyTransition #Decarbonisation #Sustainability #MiningInvestment #DrillingResults #InvestorOutlook #CleanEnergy #CriticalMineralSecurity
🚀 St George Secures A$72.5M to Fast-Track Araxá Rare Earths–Niobium Project Towards FID
St George Mining Limited (ASX: SGQ) has locked in A$72.5M through a strongly supported equity raising, including a strategic investment from Hancock Prospecting — recognising the world-class scale and strategic importance of the Araxá Project in Brazil.
📌 Funding Highlights:
💰 A$50M Institutional Placement at A$0.10/share led by major North American & European funds.
🤝 A$22.5M Strategic Placement to Hancock Prospecting, strengthening the shareholder base with a highly credentialed partner.
🔑 Funds to accelerate resource upgrade, pilot plant development, permitting, feasibility work & deferred consideration to Itafos Inc.
🌍 Araxá hosts six of the US Top 10 Critical Minerals including niobium, samarium, terbium, dysprosium, lutetium & gadolinium.
🧭 China’s new export controls intensify the race for diversified rare earth supply chains.
🪨 Araxá: Largest and highest-grade carbonatite-hosted REE resource in South America, second-highest grade in the Western world.
📈 Investor Outlook:
This funding round anchored by major institutional investors and Hancock highlights strong market conviction in Araxá’s scale and strategic significance. With global policy shifts accelerating demand for critical minerals, St George is well positioned to fast-track to FID and potentially emerge as one of the few next-generation rare earths–niobium producers. Its Tier 1 location, near-surface mineralisation, and logistical advantages offer a clear pathway to project de-risking and potential value uplift.
📊 Last price: A$0.145 | Market Cap: A$338.75M
📢 Read more: https://t.co/vzlM1VERuH
#StGeorgeMining #ASXSGQ #RareEarths #Niobium #CriticalMinerals #Araxa #HancockProspecting #Brazil #Mining #EnergyTransition #Investment #InvestorOutlook #ASXNews #SupplyChainSecurity
🇧🇷 Government-Backed Pilot Plant to Power St George’s Araxá Rare Earths & Niobium Project
St George Mining Limited (ASX:SGQ) (“St George” or “the Company”) has signed a key partnership agreement with CEFET – The Federal Center for Technological Education of Minas Gerais – to establish the St George Technological Centre at CEFET’s Araxá Campus, Brazil.
The Centre will include a large-scale pilot plant for downstream studies on rare earths and niobium from St George’s 100%-owned Araxá Project, the largest and highest-grade carbonatite-hosted REE resource in South America.
🔹 Highlights
• 🏗️ Government-backed partnership with CEFET to construct a new large-scale pilot plant
• 🔬 Pilot plant builds on historical testwork achieving >99% purity and 86% TREO recoveries
• 💰 Strong Federal Government support, including prior funding through EMBRAPII and collaboration under the MagBras Project for rare earth magnet manufacturing in Brazil
• 👩🔬 World-class metallurgical team assembled, including experts from Brazil’s only producing REE mine and global leaders in niobium metallurgy
• 🌎 Integrated mine-to-market strategy advancing sustainable and innovative processing technologies
💬 Executive Chairman John Prineas commented:
“The downstream collaboration with CEFET marks an important milestone in executing our strategy of an integrated mine-to-market operation. We are delighted with the strong government support for the St George Technological Centre, which will also serve as a hub for education and research. The Federal Government’s backing highlights St George’s role in building Brazil’s critical metals supply chain.”
📌 Investor Highlight:
💹 St George Mining (ASX:SGQ) last traded at $0.125, with a market capitalisation of $367.50M.
The Araxá Project’s government-backed pilot plant strengthens St George’s pathway to become a key rare earth and niobium supplier for Brazil’s industrial growth and global clean energy transition.
📢 Read more: https://t.co/MZrDI6Rl5T
#ASX #StGeorgeMining #RareEarths #Niobium #CriticalMinerals #Brazil #AraxáProject #MiningNews #Sustainability #EnergyTransition #GovernmentSupport #Innovation #Metallurgy #CEFET #MagBras #GreenMining #TechnologyCentre #CriticalMetals #InvestInBrazil #CleanEnergy #MiningPartnership
This is our Stock Pick of the Year for 2025.
Silver just hit a new record high.
The Stock is $JBY
and here is why.
https://t.co/WOpLMBUU1G
Disc: 1,952,950 JBY Shares Held.
This is our Stock Pick of the Year for 2025.
Silver just hit a new record high.
The Stock is $JBY @Jamesbaymin
and here is why.
Disc: 1,952,950 JBY Shares Held.
The Shafter Silver Project hosts a high-grade foreign Mineral Resource Estimate of 17.5Moz at 289g/t silver, with significant historical production of 35.15Moz Ag at 521g/t Ag.
READ MORE 👇
https://t.co/H6Z2ZR3Qkj
$JBY #silver#USA#Texas#mining#exploration
🚨 St George Mining (ASX: SGQ) – Major High-Grade Rare Earths & Niobium Discovery at East Araxá, Brazil
St George Mining Limited (ASX: SGQ) is pleased to announce first RC assay results outside the current MRE, confirming a major new discovery of high-grade rare earths and niobium 1km east of the world-class Araxá Project resource.
🔹 Key Assay Results
• 48m @ 5.71% TREO from 2m, incl. 15m @ 12.61% TREO from 4m
• 40m @ 2.62% TREO & 1.05% Nb₂O₅ from surface, incl. 8m @ 4.38% TREO from 35m
• 32m @ 1.04% Nb₂O₅ from 11m, incl. 6m @ 2.41% TREO from 11m
• Peak grades up to 16.87% TREO (168,700ppm) and 4.06% Nb₂O₅ (40,600ppm)
🔹 Strategic Significance
• Expands Araxá footprint beyond current 40.6 Mt @ 4.13% TREO JORC resource
• Higher grades of NdPr (up to 3.96% / 39,600ppm), Dy, Tb, Lu, Gd, and Samarium (2,600ppm TREO) than existing MRE
• Araxá is the largest and highest-grade carbonatite-hosted REE deposit in South America and the second highest-grade REE deposit in the Western world
• Positioned to support US-aligned supply chains for magnets, defence, and electrification
🔹 Next Steps
• Ongoing RC drilling to define East Araxá resource (Q4 2025 target)
• Three diamond drill rigs operating 24/7 on expansion targets – first assays due in 2–3 weeks
• Strong pipeline of results to drive significant MRE upgrade and shareholder value
📍 At A$0.091 per share, St George is rapidly advancing Araxá into a globally significant source of rare earths and niobium, aligned with critical minerals supply security.
Read more: https://t.co/BS9z6jS5zQ
#StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASX #MiningNews #Electrification #DefenceTech #Magnets #GreenEnergy #ResourceDevelopment #MiningInvesting
.@Tivan_Limited will be making one of our most important announcements of the year tomorrow. The result of the sustained efforts & excellence of our team, as we build a new, critical export sector for 🇦🇺.
A proud moment for @Tivan_Limited. 🇯🇵🇦🇺
Equity investment to fluorite exploration project in Australia ―Contribution to strengthening and diversifying the supply chain― : News Releases | Japan Organization for Metals and Energy Security (JOGMEC) https://t.co/1E7EBiamLI
The @NoosaMining Investor Conference is only one week away!
$WTM.AX MD, Peter Duerden is presenting Day 1 Wed 23 July at 12:30pm.
Be sure to check out #WTM's booth if you're attending.
Register to attend or watch online https://t.co/WRVHD6r81Y
Program https://t.co/WVJEX3aD6C