Minerals Technologies Inc. (MTX)
Aura Minerals: The Golden Arbitrage - Attractive Yield, 600K GEO Growth, And A Path To Re-Rating
Aura Minerals (AUGO) is transitioning to an intermediate gold producer, targeting 600k+ GEOs with a robust, funded growth pipeline. AUGO trades at 0.8x P/NAV, offering a valuation arbitrage versus peers, with 69% upside to $55–$74/share targets as Borborema and Era Dorada ramp. Dividend yield remains attractive (7.4% Q3 LTM), supported by low cash costs ($1,000–$1,150/oz) and a solid balance sheet (net debt/EBITDA 0.15x).
Black Stone Minerals: A Third Production Agreement Supports An 8% Yield And Haynesville Growth (Rating Upgrade)
Black Stone Minerals secures a new production agreement with Caturus Energy in the Shelby Trough, expanding its Haynesville footprint. The Caturus deal introduces a vertically integrated partner developing its own LNG terminal, enhancing BSM's long-term production stability. Multi-year phased drilling requirements mirror prior agreements, supporting sustained cash flow and mitigating previous counterparty risks.
New Happy Creek Minerals CEO looking to turn high-grade Fox Tungsten deposit into a mine
With tungsten in short supply outside China, Happy Creek Minerals Ltd. (TSX-V:HPY, OTC:HPYCF) sees a chance to turn a high-grade Canadian deposit into a mine under new CEO Stephen Gray's leadership.
Highland Critical Minerals and Highland Red Lake Gold complete plan of arrangement
Highland Critical Minerals Corp (CSE:HLND) and Highland Red Lake Gold have announced the completion of a previously announced Plan of Arrangement, under which Highland distributed a portion of its holdings in Highland Red Lake to its securityholders. Under the arrangement, each holder of Highland's pre-arrangement common shares received 0.5 Highland Red Lake Share and 0.5 Highland Red Lake Warrant for each share held.
Solis Minerals reveals 3D model for Cucho Project - ICYMI
Solis Minerals Ltd (ASX:SLM, TSX-V:SLMN, OTCQB:SLMFF) earlier this week released 3D geophysical modelling for the Cucho Project in Peru, confirming drill targets ahead of a planned 2026 campaign. The company said the model integrates historic datasets including seven drill holes, geochemical mapping, and geophysical surveys.
Hudbay Minerals: A Cyclical Copper Player With Strong Fundamentals
Hudbay Minerals (HBM) remains a strong copper cyclical play, despite a weak Q3 driven by temporary logistics and operational disruptions. HBM's fundamentals are robust: $60M in delayed revenue shifts to Q4, Manitoba mine is back online, Peru operations are stable, and costs are declining. Mitsubishi's $600M investment in Copper World validates asset value, reduces financing risk, and acts as a major catalyst for future growth.
Titan Minerals targets Q1 2026 resource update - ICYMI
Titan Minerals Ltd (ASX:TTM, OTC:TTTNF) earlier this week shared drilling results from the Dynasty gold project in Ecuador and confirmed its mineral resource update remains on track for the first quarter of 2026. The company said infill drilling had consistently intersected the predicted gold veins.
Tertiary Minerals got a confidence boost from latest copper results - ICYMI
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF) earlier this week provided an update on recent drilling progress at the Mushima North Project. The company has completed four drill holes from a planned ten-hole programme after heavier-than-expected rains brought an early pause to field operations.
Happy Creek Minerals poised for upside amid tungsten price recovery, analysts say
Happy Creek Minerals Ltd. (TSX-V:HPY, OTC:HPYCF) has been awarded a ‘Long' rating by Hallgarten & Company in their initial coverage of the company, with a price target of $0.32, which suggests upside of almost 150% from current levels.
Dorchester Minerals: Double-Digit Dividend Yield, Zero Debt, And Big Upside Potential
Dorchester Minerals remains a buy, supported by a debt-free balance sheet, strong fundamentals, and a ~12% dividend yield. DMLP's solid cash flows and conservative financial structure position it well, despite recent earnings declines due to lower oil prices and higher non-cash expenses. Macro catalysts, including OPEC's latest moves, Russian sanctions, and potential US rate cuts, could drive oil price recovery and benefit DMLP's future growth.
Unicorn Minerals Resources rockets on copper tailings and slimes project in Namibia
Unicorn Mineral Resources PLC (LSE:UMR) shares rocketed some 45%, reaching as high as 4.79p in early deals, after announcing a conditional deal to acquire a 75% interest in the Klein Aub copper mine in Namibia. The proposed ZAR 26.5 million acquisition includes settlement of minor local liabilities and will be partly satisfied through new shares.
Tertiary Minerals report "extremely encouraging" copper results from Mushima North project
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF) has reported progress in its Phase 3 drilling at Target A1, part of the Mushima North project in Zambia, where it has so far completed four reverse circulation holes for a total of 481 metres. Field activities were, however, paused earlier than expected amid heavy rains.
