Mountain Pass and $PNN Morro do Ferro carbonatite size appear similar in size and scale.
Primary mineralisation for both is bastnaesite.
Both high grade.
Bring on the drilling!
PNN Launches Drilling Campaign As US REE Interest Surges and Prices Explode | $PNN Media coverage by Undiscovered Alpha.
Read more: https://t.co/zDswwT2D60
Alistair Stephens joins me on LEVRD to break down the Power Minerals $PNN story and why the Morro do Ferro rare earth project in Brazil is a bit different.
We get into:
- The acquisition of Morro do Ferro
- Extremely high-grade TREO and magnetic REE results
- How the project compares to neighbouring Brazilian rare earth plays
- The strategic importance of NdPr, Dy and Tb
- Exploration upside and metallurgy
- Why major players may eventually care about the district
A deep dive into rare earths, geopolitics, Brazil and what could separate Morro do Ferro from the pack.
Youtube - https://t.co/sjJT47vmmj
Spotify - https://t.co/etmaEqZqtW
#RareEarths #CriticalMinerals #Brazil #PowerMinerals #REE
This bodes extremely well for @novaminerals
This capital from the US will be on the back of the Antimony which has a grade approx 0.1% Sb
The $NVA partnership with #AM3 is focussed primarily on the antimony. The recent results at Lauriston suggest a high-grade discovery.
A reminder the strategic agreement secures Nova Minerals a First Right of Refusal (FROR) on any future antimony offtake agreements from Adelong's projects.
A lot to play out here.
$2.9 billion loan approved by the Export-Import Bank of the United States #EXIM26 through the Make More in America #MMIA initiative giving Perpetua the resources we need to fund construction of our project. Read our release. https://t.co/WG8eIyuM6C
• Costerfield is currently Australia’s only source of antimony production (in the same region as Lauriston) The antimony grade in their most recent Mineral Resource update (June 30, 2025) was 2.3% Sb in addition to their gold grade. The Sunday Creek deposit being developed by Southern Cross Gold has an antimony grade range of 0.8-0.9% Sb in addition to the gold grade in their reported Exploration Target for the deposit (March 2025).
•The mineralisation at Trojan (and Lauriston more broadly) has the hallmarks of an epizonal orogenic deposit which means they formed in a shallow crustal setting (<5km). These type of systems are represented in Victoria by the highly-valuable Fosterville, Costerfield and Sunday Creek Deposits which have often shown considerable improvement in grade at depth. Bring on the deeper drilling.
• This is the first time this area has been drilled and all the first six holes at Trojan compare well with high grade antimony. Gold grades have been variable but up to 10 g/t Au in the initial holes. These type of epizonal systems have shown improvement in grade at depth elsewhere in similar geological domains in Victoria. This is exactly why Nova Minerals is strategically aligned, on the back of the 43m USD DoD funding. Both companies are of the view this is a discovery. More to follow so stay tuned #AM3
@novaminerals
#AM3 Amara Minerals | High-grade gold-antimony continues at Trojan & may be improving at depth #antimony #gold #Victoria
All 6 holes drilled at Trojan returned significant antimony results. AY2610, the deepest to date:
▸ 6.5m @ 0.86% Sb & 0.59 g/t Au
▸ incl. 0.8m @ 3.13% Sb & 1.59 g/t Au
✔️Same mineralisation style as Fosterville & Costerfield ✔️Amara to apply for $1M advancing antimony grants program in Victoria ✔️Drilling recommenced at Comet 📄 https://t.co/To7V30iLC6
“These are extraordinarily high numbers, so it gives me a severe amount of confidence this project really has the tangibles to get to production quickly and be a world-class asset.” – $PNN CEO Alistair Stephens on the Morro do Ferro Rare Earths Project in Brazil.
@PowerMin_PNN was featured in Kristie Batten’s latest @StockheadAU column, highlighting the upcoming maiden drilling campaign at Morro do Ferro, the Project’s exceptionally high-grade TREO and MREO results, and the unique ‘Manifesto’ mining title with no expiry date.
The article also covers Power’s pathway toward a maiden Mineral Resource Estimate and future development, along with Alistair’s rare earths background including his previous role at Lindian Resources.
Read the full article here:
https://t.co/hX6b521T9V
#ASX $PEIMF #RareEarths #CriticalMinerals #Brazil #REE #MREO #Mining
. @PowerMin_PNN featured in the latest Far East Capital Weekly Commentary, with Morro do Ferro positioned as a potentially standout rare earths asset in Brazil. The note highlights the project’s unusually high grade, pointing to ~5% TREO, or around 20x higher than typical clay-hosted deposits, and suggests it “could actually be better than Lindian’s Kangankunde project.”
With 100% $PNN ownership secured, upcoming drilling and expected news flow, the report frames Morro do Ferro as the key driver as the story moves toward defining scale and development potential.
CEO Alistair Stephens is currently on site at our Morro do Ferro Rare Earth Project in Minas Gerais, Brazil, where he has been reviewing the project’s unique tenure position and historical drilling as we progress toward finalising the acquisition.
As Alistair highlights in the video, Morro do Ferro is held under a rare Manifesto de Mina title first issued in 1946. The title provides rights over both the land surface and mineral rights, with no expiry date.
The visit has also reinforced the quality of the historical work completed at site, with drill collars, core and samples well preserved. Previous drilling has delivered exceptional rare earth results, including broad intercepts above 5% TREO, grades of 8% to 10%, and intervals up to 25% TREO.
As Alistair said from site, “This is going to be a fantastic project with some fantastic results coming in the near term. So stay tuned.”
$PNN $PEIMF #ASX #RareEarths #Brazil #CriticalMinerals #Mining #Exploration #MorrodoFerro
CEO Alistair Stephens is on site at our Santa Anna Project in Goiás State, Brazil, working alongside our exploration team. As Alistair said from site, “I’m very encouraged with what I’m seeing at Santa Anna. I think the project’s got a lot of legs to go forward in terms of its results, its capability.”
Santa Anna is a carbonatite complex of approximately 2.5–3km in diameter, with less than 10% of the total area explored to date, yet already delivering positive results for both niobium and rare earths. With near-surface mineralisation and strong infrastructure in place, the project continues to demonstrate clear development advantages.
📽️Watch more below 👇
#ASX $PNN $PEIMF #Niobium #RareEarths #Brazil
One of the highest grade projects globally:
- The MREO’s - Neodymium (Nd), Praseodymium (Pr), Dysprosium (Dy), and Terbium (Tb) – reported in drilling at the Project exceed TREO levels found in many other deposits. The potential to account for 90% + for this project!
- The concentration of MREO will drive the
economics because these 4 elements account for >80% of the market value for all REE
- the ore is outcroping, no overburden to be removed. the ore is wheatered, soft, doesn’t need blasting.
- topography is favourable.
-the morro do ferro deposit is amenable to positive open pit mine operation.
I visited the CIT SENAI facility in Belo H in 2025 and saw Brazil’s capability in RE magnet manufacturing. Brazil combines high-quality resources, low costs, with processing and manufacturing capability.
#RareEarths#CriticalMinerals#MagnetSupplyChain#Brazil
Stockhead's Tylah Tully sits down with @PowerMin_PNN new CEO Alistair Stephens to discuss what attracted him to the role and why now is a pivotal moment for the company. https://t.co/GdbU6swbGh #ASX
Alistair has us all very excited!
Mountain Pass has approx 20 million tonnes of at a high grade of ~8-9% rare earth oxide (REO). Will be interesting to see the similarities between MP and our new acquisition which has very similar high grades.
Looking forward to kicking off our roadshow next week.
CMOC's Brazilian Niobium assets in Goias (same province as Santa Anna) represent one of the world's most significant high-grade deposits:
Total Resource is 602.9 million tonnes (Mt) at a grade of 0.43% Nb₂O₅.
CMOC Group acquired this project operation US$1.015 billion.
$PNN Santa Anna project will shortly have an initial MRE which should clearly outline the potential size and upside for this amazing project. I don’t think shareholders fully understand the value of this project, yet.
Part of the team presenting our projects in New York on a key US roadshow.
Australian Technical team in Brazil finalising due diligence on the high grade REE acquisition.
In country geo running the 10,000m REE/Nb drilling campaign which is underway at Santa Anna.
Corporate team in advanced discussions to for our lithium projects.
$PNN shareholders this is our time to shine.