Minerals Technologies Inc. (MTX)
Beyond the Data Center: Critical Minerals Driving AI
A new commodity supercycle is taking shape in the early innings of 2026. According to a recent Sprott report, Why Critical Materials Are Leading the New Commodity Cycle, a structural shift that emphasizes deglobalization, energy security, and fiscal dominance is driving the current critical minerals market.
Kodal Minerals updates on Mali arbitration - ICYMI
Kodal Minerals PLC (AIM:KOD) CEO, Bernard Aylward, talked with Proactive about the company's latest operational progress at the Bougouni Lithium Project in Mali, ongoing shipments to China, and the newly announced arbitration process relating to a $15 million payment connected to a 2024 agreement with the Mali government. Aylward explained that Kodal Minerals PLC has entered arbitration following discussions with joint venture partner Hainan Mining Co.
Dorchester Minerals: Price Recovery Makes Sense, Valuation Is Still An Entry Position
Dorchester Minerals LP remains a buy, supported by robust liquidity, a high 11.3% yield, and a resilient, low-cost business model. DMLP's Q4 2025 revenue rebounded 5.4% YoY, aided by increased lease bonuses from expanded mineral rights and stable operating expenses. Geopolitical tensions and rising oil prices present both upside and risk, but DMLP's diversified mineral rights and non-capital-intensive model mitigate volatility.
Recent Price Trend in Aura Minerals (AUGO) is Your Friend, Here's Why
If you are looking for stocks that are well positioned to maintain their recent uptrend, Aura Minerals (AUGO) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Minerals Technologies Inc. (MTX) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript
Minerals Technologies Inc. (MTX) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript
3 Reasons Growth Investors Will Love Aura Minerals (AUGO)
Aura Minerals (AUGO) possesses solid growth attributes, which could help it handily outperform the market.
Is Aura Minerals Inc. (AUGO) Outperforming Other Basic Materials Stocks This Year?
Here is how Aura Minerals (AUGO) and Agnico Eagle Mines (AEM) have performed compared to their sector so far this year.
Black Stone Minerals: Expecting Production To Ramp Back Up During 2026 (Rating Downgrade)
Black Stone's Q4 2025 production was around 32,100 BOEPD, with 2025 averaging approximately 34,600 BOEPD. At guidance midpoint, Black Stone expects 34,500 BOEPD in 2026 production, with production ramping up during the year. At the current strip, I project Black Stone to have 1.06x distribution coverage with a $0.30 per unit quarterly distribution.
Aura Minerals Inc. (AUGO) Q4 2025 Earnings Call Transcript
Aura Minerals Inc. (AUGO) Q4 2025 Earnings Call Transcript
Hudbay Minerals: Record Results And More Upside Ahead
Hudbay Minerals: Record Results And More Upside Ahead
Tertiary Minerals results highlight progress with its "exciting grassroots discovery"
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU), in its full year results statement, highlighted momentum in Zambia, where it works alongside First Quantum Minerals and KoBold Metals. The company said its data-sharing and technical cooperation agreement with First Quantum “has led directly” to a new copper-silver discovery at Mushima North, now described as its lead project.
Aura Minerals: Strong Assets, Rich Margins, And Room For More Upgrades
Aura Minerals is rated a buy, with strong operational results, disciplined costs, and robust profit margins supporting continued outperformance versus gold mining peers. I expect production to reach 431,000 GEO in 2027, driven by Borborema ramp-up and MSG integration, with further upside from Era Dorada and Matupá projects. EPS is highly leveraged to gold prices; a $5,000/oz gold price could double FY 2027 EPS to $12.8, supporting further positive earnings revisions and share gains.
