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5E Advanced Materials(FEAM) - 2025 Q4 - Earnings Call Transcript
2025-09-29 22:02
5E Advanced Materials (NasdaqGS:FEAM) Q4 2025 Earnings Call September 29, 2025 05:00 PM ET Company ParticipantsPaul Weibel - CEOConference Call ParticipantsTate Sullivan - AnalystOperatorGood day and welcome to the 5E Advanced Materials Fiscal Year 2025 year-end results conference call. All participants are currently in listen-only mode. After the prepared remarks, we will open the call for questions and answer session. Please note today's call is being recorded. Before we begin, I would like to remind ever ...
5E Advanced Materials(FEAM) - 2025 Q4 - Earnings Call Transcript
2025-09-29 22:02
5E Advanced Materials (NasdaqGS:FEAM) Q4 2025 Earnings Call September 29, 2025 05:00 PM ET Company ParticipantsPaul Weibel - CEOConference Call ParticipantsTate Sullivan - AnalystOperatorGood day and welcome to the 5E Advanced Materials Fiscal Year 2025 year-end results conference call. All participants are currently in listen-only mode. After the prepared remarks, we will open the call for questions and answer session. Please note today's call is being recorded. Before we begin, I would like to remind ever ...
5E Advanced Materials(FEAM) - 2025 Q4 - Earnings Call Transcript
2025-09-29 22:02
5E Advanced Materials (NasdaqGS:FEAM) Q4 2025 Earnings Call September 29, 2025 05:00 PM ET Company ParticipantsPaul Weibel - CEOConference Call ParticipantsTate Sullivan - MD & Senior Research AnalystOperatorGood day and welcome to the 5E Advanced Materials Fiscal Year 2025 year-end results conference call. All participants are currently in listen-only mode. After the prepared remarks, we will open the call for questions and answer session. Please note today's call is being recorded. Before we begin, I woul ...
5E Advanced Materials(FEAM) - 2025 Q4 - Earnings Call Transcript
2025-09-29 22:00
5E Advanced Materials (NasdaqGS:FEAM) Q4 2025 Earnings Call September 29, 2025 05:00 PM ET Speaker1Good day and welcome to the 5E Advanced Materials Fiscal Year 2025 year-end results conference call. All participants are currently in listen-only mode. After the prepared remarks, we will open the call for questions and answer session. Please note today's call is being recorded. Before we begin, I would like to remind everyone that today's discussion will include forward-looking statements. These statements a ...
Trump is wielding the power of the state to back critical mineral companies. These are the possible next targets
CNBC· 2025-09-28 11:45
The Trump administration needs to strike multiple deals with U.S. miners to secure the nation's supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals.The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and support the company with a price floor surprised many in the industry, Chalmers told CNBC.But it was a necessary step that the White House should now follow with more deals to diversify ...
Trump's Mineral Gambit After Lithium Americas—These Names Could Be Next
Benzinga· 2025-09-25 17:07
文章核心观点 - 特朗普政府计划收购Lithium Americas Corp高达10%的股权,并重新谈判一笔22.6亿美元的能源部贷款,以加强国内关键矿产(尤其是锂)的生产 [1] - 此举为更广泛战略的一部分,旨在强化国内供应链并减少对外国(特别是中国)的依赖,其他关键矿产公司可能成为政府投资的下一个目标 [2][8] 涉及公司及其战略重要性 - **Lithium Americas Corp (LAC)**: 政府计划收购高达10%股权,其Thacker Pass项目可能获得22.6亿美元能源部贷款支持 [1] - **Mp Materials Corp (MP)**: 美国最大的稀土生产商,国防部已持有其15%股权,因战略重要性可能获得更多政府投资 [3][4] - **USA Rare Earth Inc (USAR)**: 致力于在德克萨斯州建设从采矿到磁铁制造的完全整合的美国稀土供应链,符合政府目标 [5] - **Ioneer Ltd (IONR)**: 正在开发内华达州的Rhyolite Ridge锂硼项目,已获得能源部7亿美元贷款的有条件承诺 [6] - **Perpetua Resources Corp (PPTA)**: 其爱达荷州的Stibnite金矿项目拥有重要的锑储备(国防应用关键矿产),符合加强国家安全的目标 [7] 行业趋势与投资逻辑 - 政府战略投资信号表明一项更广泛的举措,即加强国内关键矿产供应链 [8] - 投资者应关注这些可能获得政府支持的公司,此类支持可能带来估值提升和战略合作伙伴关系 [8]
Fortune Minerals Announces David Massola Has Rejoined the Company as Vice President Business Development
Businesswire· 2025-09-25 14:26
LONDON, Ontario--(BUSINESS WIRE)-- #Bismuth--Fortune Minerals Limited (TSX: FT) (OTCQB: FTMDF) ("Fortune†or the "Company†) (www.fortuneminerals.com) is pleased to announce that Mr. David Massola has rejoined the Company as Vice President, Business Development to assist with the transition of the vertically integrated NICO cobalt-gold-bismuth-copper critical minerals project ("NICO Project†) to project finance and development. David Massola is a seasoned mining industry financial executive with decades o ...
Tronox Holdings PLC Shareholders Who Lost Money in TROX Should Contact Robbins LLP for Information About Leading the Class Action Lawsuit
Prnewswire· 2025-09-25 00:45
Accessibility StatementSkip Navigation SAN DIEGO, Sept. 24, 2025 /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of persons and entities that purchased or otherwise acquired Tronox Holdings PLC (NYSE: TROX) common stock between February 12, 2025 and July 25, 2025. Tronox operates titanium-bearing mineral sand mines and processes them to produce titanium dioxide (TiO2) products. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call ...
Lithium Americas soars 65% as Trump administration seeks equity stake in Canadian miner
CNBC· 2025-09-24 13:16
Lithium Americas stock soared Wednesday as the Trump administration is seeking an equity stake in the mining company, which is based in Vancouver, British Columbia.The White House is seeking an equity stake as Lithium Americas renegotiates the terms of a $2.2 billion loan from the Department of Energy for its Thacker Pass mine, a Trump administration official told CNBC. Reuters first reported the equity stake proposal.Lithium Americas' shares surged about 70% premarket.It is the latest move by the White Hou ...
Former National Security & Intelligence Advisor Jody Thomas Nominated to Electra Board of Directors
Globenewswire· 2025-09-23 11:00
TORONTO, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) is pleased to announce the nomination of Jody Thomas to its Board of Directors. Ms. Thomas brings a distinguished track record of public service and leadership in Canada’s national security and defense sectors. Most recently, she served as National Security and Intelligence Advisor to the Prime Minister of Canada, where she provided strategic counsel on national security ...