Minerals Technologies Inc. (MTX)
Is Aura Minerals Positioned for Stronger GEO Growth in 2026?
AUGO's Q1 2026 GEO production rose 37% year over year, driven by Borborema ramp-up, MSG contribution and stronger output at Almas.
Altius Minerals Q1 Earnings Call Highlights
Altius Minerals TSE: ALS reported higher first-quarter royalty revenue and adjusted earnings as the company integrated its Lithium Royalty Corp. acquisition and highlighted accelerating growth in its electricity and lithium royalty businesses.
Dorchester Minerals: The Distribution Looks Worse Than It Is
Dorchester Minerals reported a soft Q1 2026 distribution, but this reflects timing issues and lagged commodity prices, not operational weakness. Q2 results should be materially stronger as higher oil and gas prices and a pending $15.5M lawsuit settlement flow into distributions. DMLP offers a pristine, debt-free balance sheet, Permian-heavy acreage, and a forward yield potentially exceeding 10%, with upside if distributions revert to historic levels.
Hudbay Minerals: Arizona Sonoran Strengthens The Copper Growth Story
Hudbay Minerals delivered record Q1 EBITDA, reaffirmed strong 2026 guidance, and maintains a near-cash balance sheet amid elevated copper and gold prices. The Arizona Sonoran acquisition, though dilutive, secures a large-scale copper project in Arizona, enhancing HBM's long-term growth profile and strategic positioning. HBM trades at a discount to peers despite lowest-cost operations, tier-one jurisdiction exposure, and a rapidly expanding North American copper pipeline.
Aura Minerals Inc. (AUGO) Q1 2026 Earnings Call Transcript
Aura Minerals Inc. (AUGO) Q1 2026 Earnings Call Transcript
Royal Road Minerals is back, and so is Colombia
When a junior mining company's largest shareholder decides to monetize its position, the market feels it immediately and the effects can linger long after the shares have changed hands. That was the reality for Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU), a TSX-listed exploration company with assets spanning Colombia, Morocco, and Saudi Arabia.
Tertiary Minerals to fast-track Zambia silver-copper project
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) said it plans to fast-track its Mushima North silver-copper project in Zambia, with drilling due to start shortly as it targets a maiden JORC-compliant Mineral Resource Estimate before the end of 2026. The AIM-listed explorer recently reported a JORC-compliant Exploration Target for the Target A1 silver oxide discovery of between 15Mt and 30Mt at an average grade of 40–60 grams per tonne silver equivalent, representing up to 58Moz of silver equivalent.
Kodal Minerals says Bougouni shipments deliver $89m of revenue
Kodal Minerals PLC (AIM:KOD) told investors that revenue from the first three shipments at its Bougouni lithium project in Mali has topped US$89 million, as the AIM-listed company continues to move spodumene concentrate through the port of San Pedro in Côte d'Ivoire. The company said Les Mines de Lithium de Bougouni SA has received the final payment for the second shipment to Hainan Mining, taking total proceeds for that cargo to US$27.6 million after confirmation of grade, tonnage and moisture content.
Aura Minerals Gears Up to Report Q1 Earnings: How to Play the Stock?
AUGO heads into Q1 earnings with surging output and a 443% EPS growth outlook as mine ramp-ups and expansions drive record production.
Minerals Technologies Inc. (MTX) Q1 2026 Earnings Call Transcript
Minerals Technologies Inc. (MTX) Q1 2026 Earnings Call Transcript
Hudbay Minerals May Have Overpaid For Arizona Sonoran
Hudbay Minerals (HBM) is downgraded from buy to hold due to dilution from the Arizona Sonoran acquisition and macroeconomic risks. HBM's $1.5B all-stock acquisition of Arizona Sonoran results in 11% dilution, raising concerns about premium paid for US copper assets. Recent financials show strong margin expansion and deleveraging, but future performance hinges on sustained copper prices amid global economic uncertainty.
Kodal Minerals exits Nielle gold concession as licence expires
Kodal Minerals PLC (AIM:KOD) said it no longer holds any interest in the Nielle gold concession in Côte d'Ivoire after the licence expired and a further renewal request was not accepted. The AIM-listed West African lithium producer, explorer and developer said the licence, located in the Tongon-Banfora greenstone belt, had initially been granted for a three-year period in 2014.
