Titan Mining: This Small Zinc Miner Could Become A U.S. Critical Minerals Story
Titan Mining Corporation is a micro-cap zinc producer first, but Kilbourne Graphite gives the stock a much more interesting second layer. The zinc business provides a real operating base, with 2026 guidance pointing to positive mine-level margins at current zinc prices. Kilbourne remains early-stage, but EXIM support, a funded feasibility study, and U.S. Army selection make the graphite story harder to dismiss.
Hudbay Minerals Expands Footprint With Arizona Sonoran Acquisition
HBM's Arizona Sonoran acquisition creates a major Arizona copper hub and is set to more than double the annual copper production by 2030.
Altius Minerals: The Royalty Factory Is Starting To Look Like A Compounder
Altius Minerals is evolving into a self-funding royalty factory with embedded multi-commodity call options, not just a small diversified royalty company. ATUSF's Q1 2026 revenue and EBITDA surged due to broad-based growth, while adjusted earnings exclude one-time Lithium Royalty Corp. (LRC) acquisition costs. The LRC acquisition positions ATUSF for a significant lithium royalty ramp, with management targeting C$40–C$60 million in annual royalty income by decade's end.
Tertiary Minerals begins largest Zambian drill programme at A1 silver discovery
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU), the junior exploration company, has started drilling at its Target A1 silver oxide discovery within the Mushima North project in northwest Zambia. The 4,000-metre reverse circulation programme is the largest the company has undertaken in Zambia to date.
Kodal Minerals caps pivotal year as lithium producer as it looks to kick on strongly
Kodal Minerals PLC (AIM:KOD), the West African lithium producer, has described its latest reporting period as transformational, having moved from developer to producer in just 12 months. The shift centres on the Bougouni Lithium Project in southern Mali, which Kodal holds through a 49% stake in Kodal Mining UK Limited, with Chinese partner Hainan owning the controlling balance.
Tertiary Minerals hails period of significant progress at Zambian projects
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU), the explorer focused on silver and copper projects in Zambia, has reported a period of significant operational progress. The update accompanied interim results for the six months to 31 March.
Aura Minerals: The Price Collapse Created A Golden Opportunity (Rating Upgrade)
Aura Minerals Inc. is upgraded to a Strong Buy despite a 35% price drop, as fundamentals and long-term prospects remain intact. Recent headwinds—geopolitical events, copper preference, and weak Q1 results—created operational and cost pressures, but are seen as temporary and largely controllable. AUGO stock valuation remains attractive: 5Y DCF suggests 45.6% upside, P/NAV analysis indicates 28.7% upside, and a 37% average upside supports the strong buy rating.
Dorchester Minerals: Overselling Pressures Increased, Buying Opportunities Widened
Dorchester Minerals, LP is well-positioned for current oil market dynamics and growth opportunities, with expanding Permian acreage and a robust, debt-free balance sheet. DMLP delivered its strongest YoY revenue growth in 11 quarters, driven by higher oil prices, increased production, and recent acquisitions in the Rockies and Permian regions. Despite recent oil price declines and selling pressure post-ceasefire, DMLP appears oversold, presenting renewed buying opportunities supported by technical indicators and a low P/B valuation.
Dorchester Minerals: I Am Swimming In Royalties
Dorchester Minerals stands to benefit from sustained high oil prices due to supply disruptions. Q1 2026 distribution disappointed at $0.475/unit, but the 10-Q reveals the reasons for it. We expect the Q2 payout to exceed $1.10/unit.
Aura Minerals Inc. (AUGO) Shareholder/Analyst Call Prepared Remarks Transcript
Aura Minerals Inc. (AUGO) Shareholder/Analyst Call Prepared Remarks Transcript
What Makes Minerals Technologies (MTX) a New Buy Stock
Minerals Technologies (MTX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Royal Road Minerals hits high-grade silver-antimony at Margaritas target in Colombia
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) reported high-grade silver and antimony intersections from its first diamond drilling program at the Margaritas target within its Güíntar-Aleman-Margaritas gold-copper-silver project in Colombia. The company completed four drill holes totalling 1,154 meters at Margaritas, uncovering a large mineralized system within altered volcanic and intrusive rocks.
