Fathom Announces Additional Prospecting Program Within Expanded Footprint at the Gochager Lake ProjectSeptember 29, 2025 7:45 AM EDT | Source: Fathom Nickel Inc.Calgary, Alberta--(Newsfile Corp. - September 29, 2025) - Fathom Nickel Inc. (CSE: FNI) (FSE: 6Q5) (OTCQB: FNICF) (the "Company" or "Fathom") is pleased to announce geology crews have mobilized back to the Gochager Lake Project to perform additional prospecting and pXRF (Portable X-ray Florescence) rock geochemistry on outcrop that was ...

                                                                             Initial Mineral Resource calculated using ~10,000m of drilling over 2.5km strike length within a ~20km long structure, Mineral Resource open on strike Deepest drill hole pierce point is 320m below surface, the Deposit is open at depth Mineralization is hosted in interlayered ultramafic (nickel, cobalt, platinum and palladium) and black shale (zinc, copper, silver and gold) bands, with up to three stacked horizons, intersected on ...

www.goldenarrowresources.com  •Â  [email protected] VANCOUVER, BC, Sept. 25, 2025 /PRNewswire/ - Golden Arrow Resources Corporation (TSXV: GRG) (FSE: G6A) (OTCQB: GARWF), ("Golden Arrow" or the "Company") is pleased to report additional sampling and a new trenching program at the promising new Noemi target at the San Pietro IOCG Project, Chile ("San Pietro" or the "Project") (see Figure 1). Previous work at Noemi mapped a structural zone over 1 kilometre in strike, with an average width of 25 metres a ...

"The Critical Minerals and ZEO Company" ~ Antimony, Cobalt, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / September 24, 2025 / United States Antimony Corporation ("USAC," "U.S. Antimony," or the "Company") (NYSE American:UAMY)(NYSE Texas:UAMY), operating the only two antimony smelters in North America, announced that it will host Montana Governor Greg Gianforte and Director of Commerce, Marta Bertoglio, along with other state officials, at the Company's Thompson Falls, Montana antimony processing f ...

据LSEG消息，欧洲天然资源基金Commodity Discovery特约分析师李冈峰对CFTC数据进行了分析并指出，至上周二为止，除了美期黄金外，美期金属期 货的基金持仓净多水平全线回升，黄金的净多下跌出乎意料。在美国新一轮降息周期准备开始之时，理论上现在任何资金都应该做多商品(特别是货币金 属)才是，但期货基金竟然三周前便开始陆续增加了空头 —— 这也可能解释了金属价格近期升幅受到了限制。 | | | COMEX黄金 | | COMEX日银 | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (截至9月16日) | 탈 | 跟上周比较 | 를 | 跟上周比较 | 탈 | 跟上周比较 | 물 | 跟上周比较 | | 管理资金的净多头量 | 499 | -3.6% | 5.930 | +1. 0% | 23 | +10. 5% | -15 | +14. 1% | | 多头量 | 601 | -3.0% | 8.243 | +4. 8% | 61 | +2. 0% | 17 | +4. 0% | ...

High-rolling investors have positioned themselves bearish on Wheaton Precious Metals WPM, and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in WPM often signals that someone has privileged information.Today, Benzinga's options scanner spotted 8 options trades for Wheaton Precious Metals. This is not a typical pattern.The sent ...

The Democratic Republic of Congo (DRC) is planning to replace its cobalt export ban with an annual quota system, effective from 16 October 2025. The DRC’s mining regulator will permit miners to export up to 18,125 tonnes (t) of cobalt for the remainder of 2025, followed by annual quotas of 96,600t for both 2026 and 2027. The DRC, which accounted for around 70% of global cobalt production last year, imposed the export ban in February 2023 after cobalt prices fell to a nine-year low, reported Reuters. T ...

公司信息 * 公司为浙江华友钴业股份有限公司 股票代码603799 SS[4] * 公司当前股价为51 56元人民币 目标价为43 00元人民币 评级为均配[4] * 公司总股本为16 92亿股 总市值为872 487亿元人民币 企业价值为1145 126亿元人民币[4] * 公司日均交易额为17 25亿元人民币[4] 核心观点与论据 * 摩根士丹利认为公司股价在未来30天内绝对上涨 此为战术性观点[1] * 驱动观点的主要原因是刚果民主共和国宣布将钴出口禁令延长至10月15日 之后将实施出口配额制 2026至2027年的配额将为正常产量的40%[2] * 由于刚果民主共和国供应占全球钴供应的70% 预计钴供应将受到重大影响[2] * 使用红土镍矿和HPAL方法的印尼镍冶炼厂通常可获得约10%的钴作为副产品 预计将受益于钴价潜在上涨[2] * 具体估计华友钴业从其印尼冶炼业务中获得的钴产量在2025年约为2万吨 基于持股比例的可归属产量为1 1万吨[2] * 该情景发生的概率估计为70%至80% 即非常可能[3] 估值方法与风险 * 目标价基于DCF模型得出 假设加权平均资本成本WACC为10 9% Beta为1 3 稳态收入增长率为2%[7] * 稳态增长率考虑了三元锂电池的渗透率慢于市场预期 因LFP电池日益普及[7] * 上行风险包括钴价随需求改善而上涨 铜价上涨 NCM前驱体销量上升 印尼镍项目投产后镍原料自供带来NCM成本下降[9] * 下行风险包括钴价和铜价低于预期 前驱体销量因需求弱于预期而未达目标 印尼镍项目投产进度慢于预期[9] 其他重要信息 * 摩根士丹利在未来3个月内预计将或有意寻求从浙江华友钴业获得投资银行服务报酬[16] * 在过去12个月内 摩根士丹利已向浙江华友钴业提供或正在提供投资银行服务 或与之存在投资银行客户关系[18] * 该战术性观点可能与基于相同股票的其它研究报告中的建议或观点相反 原因可能包括时间范围 方法论 市场事件或其他因素[41] * 公司评级为均配E 但行业观点为具吸引力A[4]

Toronto, Ontario--(Newsfile Corp. - September 22, 2025) - Argo Gold Inc. (CSE: ARQ) (OTC Pink: ARBTF) (XFRA: A2ASDS) (XSTU: A2ASDS) (XBER: A2ASDS) ("Argo" or the "Company") has obtained its mineral exploration permits from the Saskatchewan Ministry of Environment for Argo Gold's projects in the Rottenstone Belt in Saskatchewan. The permits cover 26,661 hectares of mineral claims in the emerging Rottenstone Belt and 1,155 hectares at the Dreaver Lake Gold Project. Under the permits, Argo Gold is authorized ...

**行业与公司** * 行业聚焦钴供应链及印尼镍冶炼业务 涉及中国材料行业及亚太地区市场[1][5] * 核心公司包括CMOC集团（洛阳钼业）、华友钴业、格林美 受刚果金钴出口政策直接影响[2][3][8] * 摩根士丹利覆盖多家中国材料企业 包括江西铜业、紫金矿业、天齐锂业等[59][61] **核心观点与论据** * 刚果金宣布钴出口禁令延长至2025年10月15日 随后将实施出口配额制度[1][2] * 刚果金占2024年全球钴产量70%以上 配额制将导致2026-27年钴供应显著下降[2] * 2025年10月16日起最大出口量为18,125吨（10月3,625吨 11/12月各7,250吨）[8] * 2026-27年最大出口量96.6千吨 相当于正常产量的40%（基础配额87千吨+战略配额9.6千吨）[8] * CMOC2024年销售钴109千吨 2025上半年销售46千吨 预计2025第四季度可销售8.6千吨 2026-27年销售43.6千吨（按国家比例分配）[2][8] * 印尼采用高压酸浸工艺的镍冶炼厂可获约10%钴副产品 华友 attributable产量约11千吨 格林美约6千吨[3][8] **其他重要内容** * 配额将按历史出口量比例分配 排除2024年出口量低于100吨或资源枯竭企业[8] * 摩根士丹利给予中国材料行业"具吸引力"评级[5] * 报告披露摩根士丹利持有包括江西铜业、紫金矿业等多家中资企业超过1%股份[14] * 钴价潜在上涨可能使印尼镍冶炼企业受益[3][8]