Oil built the 20th century. Rare earths and critical minerals is building the 21st.
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.
Hudbay Minerals Inc. is rated Buy, trading at a discount to peers with industry-low operating costs and a net cash balance post-Mitsubishi deal. HBM's diversified copper and gold production, long-life assets, and low AISC position it for strong profitability even if metal prices soften. Operational disruptions in 2025 have ended; production is normalized, setting up for a robust 2026 with Copper World as a major growth catalyst.
MTX is expanding its paper and packaging business in Asia with new satellite plants, capacity growth, and another site planned for 2026.
Shares in Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) have more than doubled since December 16, when the company announced plans to produce a JORC-compliant Exploration Target at its Mushima North copper-silver project in Zambia. But, at a market capitalisation of about £5 million, the rally has prompted questions over whether the stock still understates the breadth of the company's portfolio and partnerships.
Altius Minerals Corporation is outperforming benchmarks, driven by robust royalty revenues in copper, potash, and iron ore, and a strong financial position (rating upgraded to Buy from prior Hold). ATUSF's Q3 2025 saw revenue up 32.3% and adjusted EBITDA up 40.4% YoY, propelled by higher potash and copper volumes and a major gold royalty sale. The $353.3M Arthur Gold royalty sale remarkably bolstered liquidity, enabling debt reduction, dividends, buybacks, and future portfolio expansion.
ECR Minerals PLC (AIM:ECR) shares were up in Wednesday's early trade, rising just over 14% to 0.36p, after announcing it had secured an operating team to commence initial mining at its Raglan alluvial gold project in Queensland. The small-cap miner said it expects initial gold production before the end of January 2026 following its acquisition of the project in December.
The US Geological Survey (USGS) is issued by the Department of the Interior, and the Interior Secretary is Doug Burhum, former governor of North Dakota.
Hudbay Minerals remains a buy as copper prices surge, supporting robust forward earnings and manageable valuation multiples. Despite Q3 operational headwinds at key sites, HBM delivered strong YTD margin expansion and significant net income growth. HBM's balance sheet is improving, with debt reduction underway and a price/book and forward P/E still at or below sector medians.
Happy Creek Minerals Ltd (TSX-V:HPY, OTC:HPYCF) CEO Steve Gray talked with Proactive about recent drilling results from the company's Fox tungsten project in British Columbia. Gray, who joined the company just one month ago, shared that he brings a mix of operational and M&A experience from Rio Tinto, Kinross, and Centerra.
Dorchester Minerals LP remains a buy despite a 12% value decline and ongoing energy market volatility. DMLP's resilient business model, high net income margin (31.5%), robust liquidity, and zero debt underpin sustainable cash distributions. Natural gas royalties are a key growth driver, supported by rising prices and anticipated demand from global data center expansion.
Black Stone's Q3 2025 production increased by 5% quarter-over-quarter. This puts it on track to reach the high-end or above the high-end of its revised (in Q2 2025) guidance for the full year. Black Stone also signed a Kurth Lake Expansion development agreement that will help it towards its goal of 50,000 BOEPD in 2030 production.