Highland Critical Minerals Corp (CSE:HLND) director Brian Morales talked with Proactive about the company's decision to spin out one of its assets into a new subsidiary, Highland Red Lake Gold Corp. Morales explained that the rationale behind the move is to allow Highland to remain focused on its core projects—specifically, a lithium-focused property in Northern Ontario and a gold-focused property in Nunavut.
American Resources Corp (NASDAQ:AREC) CEO Mark Jensen talked with Proactive about a new strategic alliance between its subsidiary, ReElement Technologies, and Principal Minerals. The collaboration focuses on co-locating metalization and refining technologies to produce rare earth metals for magnets at reduced cost and greater efficiency.
Power Metallic Mines Inc (TSX-V:PNPN, OTCQB:PNPNF) announced the appointment of Seamus O'Regan, Canada's former Minister of Energy & Natural Resources, to its board of directors. The Canadian exploration company said while O'Regan was in cabinet he oversaw Canada's first Critical Minerals Plan, the Critical Minerals List, the National Hydrogen Plan, and the Small Modular 6Reactor Action Plan.
Dorchester's Q2 2025 distribution ended up at approximately $0.62 per unit. This was with the benefit of a relatively high amount of lease bonus income though, as well as cash receipts related to sales before April 2025. Dorchester's Q2 2025 oil sales volumes decreased approximately 15% from Q1. Its distribution would have been around $0.50 per unit based on Q2 volumes and without the lease bonus income.
Highland Critical Minerals Corp (CSE:HLND) announced that it has entered into a definitive arrangement agreement with its wholly owned subsidiary, Highland Red Lake Gold, to proceed with a planned spin-out. Under the agreement, Highland will distribute Highland Red Lake class A common voting shares and share purchase warrants to its securityholders through a court-approved plan of arrangement.
HudBay Minerals Inc. (TSX:HBM) shares surged after the miner announced a $600 million strategic investment from Mitsubishi for a 30% joint venture interest in the Copper World project in Arizona. Announced alongside its Q2 earnings, the deal includes an initial cash investment of $420 million, with $180 million to follow within 18 months.
Black Stone cut its distribution by 20% and reduced its 2025 production guidance by 14%. This was largely due to its expectations for natural gas development being delayed into 2026. I now estimate BSM stock's value at $16 per share, reflecting weaker near-term results but longer-term benefits from its acquisition activity.
HBM is set for Q2 gains on stronger gold and copper prices, though lower output in Peru may weigh on results.
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF) has completed its second phase of drilling at Target A1, part of the Mushima North Project in Zambia's Iron-Oxide-Copper-Gold region, delivering what it described as 'encouraging' early data. The company drilled 1,116 metres across 16 holes, extending the known silver, copper and zinc mineralisation by about 350 metres to the north and over a width of roughly 300 metres.
Dorchester Minerals, L.P. is financially robust, debt-free, and offers high exposure to premier U.S. oil basins, supporting long-term growth potential. Recent acquisitions have boosted reserves, but near-term cash flow and dividends are pressured by lower oil prices and payout ratios. Valuation remains attractive with a margin of safety, though the stock trades at a premium to peers and is highly sensitive to oil price volatility.
Minerals Technologies Inc. (NYSE:MTX ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants Brett Argirakis - Group President of Engineered Solutions D. J. Monagle - Group President of Consumer & Specialties Douglas T.
Although the revenue and EPS for Minerals Technologies (MTX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.