Kodal Minerals PLC (AIM:KOD) this week outlined strong operational momentum at its Bougouni Lithium Project, supported by record monthly production and rising lithium prices, CEO Bernard Aylward told Proactive. Aylward reported that March marked a standout period for the company, with production reaching 10,900 tonnes of concentrate, reflecting improved performance across mining, processing, and logistics.
Despite promising developments, high uncertainty remains with USA Rare Earth, a pre-revenue start-up focused on building a rare-earth value chain. It's not guaranteed that the company will receive around $1.6 billion in financing from the U.S. Department of Commerce.
Kodal Minerals PLC (AIM:KOD) said its Bougouni lithium project in Mali delivered record monthly production in March, helping quarterly spodumene concentrate output reach 26,981 tonnes as the company pushes to steady operations and expand exports. March production exceeded 10,900 tonnes, the highest monthly total yet recorded at Bougouni, after weaker January and February performances were hit by drilling, blasting and plant availability issues.
Namib Minerals (NAMM) Q4 2025 Earnings Call Transcript
Dorchester's oil sales volumes increased 15% quarter-over-quarter for the second consecutive quarter. The strong oil sales volumes helped offset weaker oil prices and contributed to Dorchester's Q4 2025 distribution exceeding $0.75 per unit. Dorchester also announced a litigation settlement that should boost its Q2 2026 distribution by $0.31 to $0.32 per unit.
Black Stone Minerals offers a compelling 8% yield near $15/unit, leveraging a royalty model with minimal operational risk and strong insider alignment. BSM is poised for significant production growth, with projections targeting 50 MBoe/d by 2030 and 60 MBoe/d by 2035, nearly doubling current levels. Management aims to raise distributions to $2/unit as production ramps, potentially boosting yield to 13% and supporting a $25 price target in 3–5 years.
Here is how Aura Minerals (AUGO) and Yara International ASA (YARIY) have performed compared to their sector so far this year.
Aura Minerals (AUGO) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
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).
SP Angel initiates with a buy as a shallow exploration target hints at open-pit potential at Mushima North. The publication of a JORC exploration target at Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) Mushima North project marks the first concrete step in what could become one of the more compelling small-cap silver stories on AIM.
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) has published an exploration target for a silver, copper and zinc prospect in Zambia, estimating it could contain between 15 and 30 million tonnes of mineralisation at an average grade of 40 to 60 grams per tonne silver equivalent. This is an early-stage estimate of the potential scale of a deposit, and further drilling is needed before the company can confirm whether economic quantities of metal are present.
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF) is back drilling in Colombia at a moment of potential political inflexion, with new results from its Güíntar gold-copper-silver project in the Antioquia region confirming a large and growing mineralised system. That's the headline from research by SCP Resource Finance, which maintains a buy rating and a C$0.60 price target on the Toronto-listed explorer against a current share price of C$0.19.