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 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
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 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.
American Resources Corp (NASDAQ:AREC) said Monday that ReElement Technologies Corporation, an affiliated minority holding of the company, has been invited to speak at the U.S. Chamber of Commerce's Critical Minerals Summit in Washington, DC on June 11.
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) said it is preparing its largest Zambia drilling programme to date as it looks to convert the Target A1 silver oxide discovery at Mushima North into a maiden JORC Mineral Resource Estimate by the end of the year. The AIM-listed explorer plans around 4,000 metres of reverse circulation drilling, with work expected to start within the next two weeks.
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU), the explorer focused on energy transition and precious metals, has raised £1 million through a share placing to fund drilling at its Zambian silver discovery. The company issued 1.97 billion new ordinary shares at 0.05 pence each, raising £985,000 before expenses, with two directors intending to subscribe for a further £15,000 of shares once the company exits a close period ahead of interim results due before the end of June.
Aura Minerals is initiated at Buy, benefiting from higher gold prices, increased production, and low cash costs. AUGO's revenue and EBITDA margins have surged, with 2025 guidance showing significant operational leverage and upside to consensus estimates. The stock trades at a material discount to peers, reflecting country risk, but multiple expansion toward 10–11x P/E is plausible if gold prices persist.
AUGO shares have surged 73% in six months as record revenue, rising gold output, Borborema ramp-up and growth projects fuel momentum.
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) earlier this week outlined its ongoing exploration strategy in Colombia as CEO Tim Coughlin highlighted the company's drilling progress, permitting momentum and long-term discovery potential across its portfolio. Proactive: Let's begin with the political backdrop in Colombia, where elections are taking place.
Arc Minerals Limited (AIM:ARCM, OTC:ACMNF, FRA:DFYA) told investors it has reached a comprehensive settlement in Zambia, drawing a line under all outstanding litigation affecting the copper explorer in the country. The AIM-listed company said the agreement terminates eight sets of ongoing proceedings across multiple Zambian courts and tribunals, with consent judgments now being filed with the relevant courts.