Minerals Technologies Inc. (MTX)
Dorchester Minerals: Near-Term Distributions Should Approach $1 Per Unit
Dorchester reported a Q2 distribution of over $1.27 per unit, although it would have been around $0.96 without the settlement payment. Dorchester's Q3 distribution benefits by $0.07 per unit from its recent Williston Basin acquisition. Dorchester's Q4 distribution should be boosted by oil prices near $100.
NioCorp Advances Elk Creek Mine as EXIM Deal Highlights U.S. Critical Minerals Push
NioCorp Developments NASDAQ: NB hosted federal and state officials at its Elk Creek Critical Minerals Mine and Processing Facility site in Nebraska, where company leaders and policymakers emphasized the project's potential role in building domestic supplies of minerals used in defense, aerospace, manufacturing and electronics.
Titan Minerals extends Kaliman porphyry mineralisation at Dynasty in Ecuador
Titan Minerals Ltd (ASX:TTM, OTC:TTTNF) has delivered broad near-surface gold-silver-copper intersections from the Kaliman porphyry target at its 100%-owned Dynasty Gold Project in Ecuador, strengthening the potential for resource growth ahead of a planned Mineral Resource Estimate update in the first quarter of 2027. Drilling returned 184.4 metres at 0.8 g/t gold, 3.3 g/t silver and 0.13% copper from 3.6 metres, including 11 metres at 7.6 g/t gold and 22.5 g/t silver from 53 metres.
Kodal Minerals sees continued operational and commercial momentum at Bougouni
Kodal Minerals PLC (AIM:KOD), in its third-quarter update, highlighted continued operational and commercial momentum at Bougouni project, plus strong lithium market dynamics. The period saw Kodal receive US$47 million in proceeds from its latest completed lithium shipment at the Bougouni project in Mali, as production continued and project-level cash flow helped clear outstanding joint venture debt.
Tertiary Minerals plans to do deeper at Mushima North project
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) told investors it is preparing to drill deeper at its Mushima North project in Zambia, seeking to establish whether its near-surface silver-copper-zinc discovery extends into a potentially higher-grade sulphide deposit. The company plans up to 1,000 metres of diamond drilling across four holes, testing mineralisation to a vertical depth of approximately 200 metres, compared with the 125 metres reached in its recent Phase 4 programme.
Small Cap Watch: AuMEGA, Lightning Minerals and Noxopharm advance key programs
The S&P/ASX Small Ordinaries (XSO) edged higher in the latest session, gaining 5.10 points or 0.15% to 3,310.30. Despite the modest daily rise, the small-cap benchmark remains under pressure over the shorter term, falling 34.60 points or 1.03% across the past five trading sessions.
Royal Road Minerals expands Colombian silver-gold-antimony vein system
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) said new geological mapping has substantially expanded the known footprint of high-grade silver-gold-antimony veins and breccias at its Margaritas target in Colombia, with the system remaining open to the north and at depth. The vein system now covers an area of about 400 by 450 meters, with newly identified veins extending beyond the area tested by previous drilling, the company said.
TNR Gold receives takeover proposal from Altius Minerals
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) has received an unsolicited, non-binding proposal from Altius Minerals Corporation (TSX:ALS, OTCQX:ATUSF) to acquire all of the company's common shares that Altius does not already own. Altius is a significant shareholder of TNR Gold, holding approximately 12.7% of its issued and outstanding common shares.
Black Stone Minerals: The Payout Is Growing Again
Black Stone Minerals is reiterated as a BUY with a $25 price target over 3-5 years, driven by growth in production and distributions. BSM raised its distribution by 7% to $1.28 annualized (8.73% yield), with management signaling confidence in a production ramp from new drilling agreements. Production is set to accelerate as operators like Adamas, Caturus, and Blue Arrow ramp up drilling, supporting the potential for distributions to surpass $1.90 by 2029.
TNR Gold enters exclusivity with Altius Minerals on non-binding acquisition proposal
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) has entered into an exclusivity arrangement with Altius Minerals Corporation (TSX:ALS, OTCQX:ATUSF) over a non-binding proposal for Altius to buy all the TNR shares it does not already own. Altius disclosed the arrangement in an early warning report.
Namib Minerals (NAMM) Q2 2026 Earnings Call Transcript
Namib Minerals (NAMM) Q2 2026 Earnings Call Transcript
What Namib Minerals (NAMM) Said on Its Q2 Earnings Call
Namib Minerals NASDAQ: NAMM reported higher first-half revenue, gross profit and adjusted EBITDA as stronger gold prices offset lower gold production at its How Mine operation. The company also reduced its 2026 production outlook because of the timing of a mill expansion, while accelerating plans to restart production at the Red Wing mine in January 2027.
