Stock Analysis

The new tenure comprises two blocks: an eastern claim area of about 3.5 km² and a western claim area of about 6.3 km². With these additions the Tillex Project area increases to about 28.4 km². The company says the claims secure interpreted extensions of …

AMRCD377 was drilled 60 metres north-east of AMRCD378 on the same section. AMRCD378 returned 52.75 metres at 4.67 g/t gold from 445.25 metres, reported on 17 August 2026. AMRCD377 returned 23 metres at 2.39 g/t from 418 metres, including 0.63 metres at 14.3 g/t …

All figures are stated on a 100% project basis in real terms using a flat uranium price of US$90/lb U3O8, against spot and long-term contract prices of about US$89.7/lb and US$97/lb at the time. The study reports post-tax NPV of US$500.3 million at an …

The work was conducted by Mintek in South Africa on two composite samples, labelled ME1 and ME2, prepared from diamond core collected after the Muntanga East Mineral Resource was delineated. The company states the core is representative of the resource. Material was crushed to …

TotalRevenueincreased 40% to $480.2 million (FY25: $343.5 million), which the company attributes to higher metal production and favourableCommodityprices. Statutory EBITDA increased 55% to $189.2 million (FY25: $121.9 million), and the statutory EBITDAMarginrose to 39.4% from 35.5%. Statutory net profit after tax increased 69% to …

The holes are part of a systematic program of about 1,880 metres announced in January 2026. It was designed to test extensions to silver-lead-zinc mineralisation across Lodes 100, 200 and 300, to examine areas of sparse historical drilling, and to test the Gap Prospect …

The annual contractVolumeramps up to 850 tonnes per annum of NdPr oxide when production reaches nameplate, together with associated heavy rare earths. This is higher than the 500 tpa in the earlier binding term sheet. The agreement runs for five years, with a two-year …