Australia’s inflation rate recently reached 4% in August, with higher housing and transport costs reminding investors how tightly resource security and prices are linked. Rare earth miners sit in the crosshairs of this debate, feeding everything from electric vehicles to advanced defence systems. This article walks through three Australian rare earth metal stocks from our screener that give you direct exposure to this theme in a clear, stock by stock format.

The three rare earth metal stocks highlighted below are a useful starting sample, but the full screen surfaced 13 more companies with equally compelling narratives that are not covered in this article.

If you want to identify potential high-conviction opportunities across the wider rare earth space, head straight to the Rare Earth Metal Stocks screener.

Minerals 260 (ASX:MI6)

Minerals 260 is a Perth based explorer focusing on gold, palladium, nickel, copper and rare earth elements, with its Moora project in Western Australia giving direct exposure to the rare earth theme. The group has a market value of about A$1.99b.

Minerals 260 gives direct leverage to rare earth exploration through the Moora project in the Julimar province, which ties neatly into the race to secure supplies for electric vehicles, defence gear and other high tech uses. Investors are effectively backing how this early stage rare earth search reshapes the value of a business already funded for broader resource growth, depending on how one unseen pressure plays out.

That hidden variable is exactly what you will see unpacked in the 2 key rewards and 1 important major warning sign, including what might accelerate or stall the Minerals 260 story.

ASX:MI6 1-Year Stock Price Chart Arafura Rare Earths (ASX:ARU)

Arafura Rare Earths is a Perth headquartered developer working on the Nolans rare earths project in Australia’s Northern Territory, targeting future production of neodymium praseodymium and other rare earth oxides for electric vehicles, magnets and advanced tech, with a market value of about A$1.06b.

Arafura Rare Earths gives you exposure to the race for secure rare earth supply through Nolans, a project aimed at producing the magnet metals that clean energy and defence supply chains increasingly rely on.

"Growing electric vehicle adoption and the push for diversified magnet supply chains outside China are supporting long-term NdPr demand, which could help Arafura Rare Earths secure pricing that supports revenue and cash flow visibility over future contract periods."

What ultimately matters for investors is how one unresolved funding and execution hurdle shapes those future pricing and cash flow outcomes.

That funding unknown is exactly what the full narrative for Arafura Rare Earths unpacks, revealing how Nolans economics, contracts and execution risk could be decoupling from the headline demand story.

ARU Discounted Cash Flow as at Oct 2026 Lynas Rare Earths (ASX:LYC)

Lynas Rare Earths is a Perth based producer focused on mining and processing rare earths from its Mt Weld operation and downstream plants in Kalgoorlie and Malaysia, generating about A$978 million from Rare Earth Operations and carrying a market value near A$13.9b.

Lynas Rare Earths gives you direct exposure to rare earth mining and processing that feeds magnets for EVs, renewables and defence hardware. The real tension for investors is how durable that demand and policy support prove to be.

"Investors appear to expect sustained above-trend pricing and demand, largely based on the belief that Western governments' ongoing support for supply chain diversification and critical mineral security will continue to provide Lynas with long-term government-backed offtake agreements and pricing floors, driving higher future revenue and valuation multiples."

Everything comes down to how one future shift shapes the balance between pricing power, profit margins and the market’s patience with that premium.

When that shift hits, the full narrative for Lynas Rare Earths shows whether Lynas Rare Earths is quietly building resilience or letting policy support mask growing execution risk.

ASX:LYC 1-Year Stock Price Chart Seeking Alternatives Before The Crowd

Fresh ideas move first, not loudest. While attention chases the latest breakout, quieter stories build momentum under the radar for now. Screen them before sentiment changes, and consider acting while they are still less widely followed.

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• Monitor emerging clean power demand by checking the 18 nuclear energy infrastructure stocks focused on infrastructure players involved in nuclear linked build outs.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Vancouver, British Columbia–(Newsfile Corp. – September 29, 2026) – Stillwater Critical Minerals (TSXV: PGE) (OTCQB: PGEZF) – Stillwater Critical Minerals is advancing a large-scale Montana resource containing 10 minerals identified as critical by the United States. Its latest resource includes approximately 5 billion pounds of nickel, copper and cobalt and 7.7 million ounces of palladium, platinum, rhodium and gold, alongside continued support from strategic investor Glencore.

Cannot view this video? Visit:https://www.youtube.com/watch?v=RTKt5VX7zGI

Stillwater Critical Minerals (TSXV: PGE) (OTCQB: PGEZF)

https://criticalminerals.com/

About BTV – Business Television:

For over 25 years, BTV has been a capital markets focused TV production and Digital Marketing Agency. BTV helps companies increase their brand awareness to a national retail and institutional investor audience, combining unique content creation and major distribution services on top tier networks including Bloomberg, CNBC, FOX Business News and financial sites. The BTV suite of strategic products include: BTV- Business Television Show, CEO Clips™, TV Branding Ads, Digital, Lead Gen, Social and Direct Email Marketing Campaigns that reach investors where they research and live on-air and online.

Discover Investment Opportunities!

www.b-tv.com/theagency

About CEO Clips:CEO Clips – are short company video profiles broadcast to a large audience of investors on TV and 15+ financial sites including Reuters, Yahoo!Finance, and Wall Street Journal.

Contact: Trina Schlingmann (604) 664-7401 x 5 trina@b-tv.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/316627

Reports the results of a third-stage satellite-based exploration at its Spor Mountain fluorspar project in Utah. Maps prepared for Ares by XMTS Resources show recurring interpreted anomalies across surveyed portions of the range and identify 49 preliminary target locations for follow-up work, including a cluster near existing mine infrastructure. Ares Strategic Mining Inc shares C.ARS are trading up one cent at $0.29.

Read:

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• The Abitibi Belt's Next Gold Story May Already Be in the Ground. This Silver Miner Just Started Looking.
• Greenland Mines Lands a Site Team at Sarfartoq Within Days of Signing, Setting Up a 2026 Rare Earth Field Program
• Quantum Secure Encryption Scales Commercial Deployment as U.S. Pours Billions Into Quantum Computing
• The $1 Trillion Data Problem Quantum Computing Is About to Make Worse

• Rock Tech broadens investor outreach and increases awareness of its growth strategy
• Rock Tech addresses previously underserved Canadian investor audience

TORONTO, Sept. 24, 2026 /CNW/ — Rock Tech Lithium Inc. (TSXV: RCK) (OTCQX: RCKTF) (FWB: RJIB) (WKN: A1XF0V) (the "Company" or "Rock Tech") is pleased to announce its participation in the Muskoka Capital Event, hosted by CEM (Capital Event Management Ltd.), taking place September 25–27, 2026 at the JW Marriott The Rosseau Muskoka Resort & Spa in Muskoka, Ontario.

The Muskoka Capital Event brings together companies from a diverse range of sectors and stages of development with a select group of institutional investors, portfolio managers, investment advisors, family offices, and high-net-worth investors from across North America. The event is structured around a series of pre-scheduled one-to-one meetings designed to facilitate direct dialogue and support the development of long-term capital relationships.

Rock Tech will participate in 18 scheduled, 20-minute meetings throughout the event, joining approximately 47 companies and over 55 investors for CEM's final Capital Event of 2026.

Rock Tech's participation in the upcoming conference is part of its continued efforts to engage with Canadian investor base and strengthen awareness of the Company's growth strategy. During the conference, Rock Tech will provide an update on the advancement of its Canadian mining project and processing plant, highlighting key development milestones, upcoming catalysts and initiatives aimed at further de-risking and advancing these projects, while outlining the Company's near- and medium-term priorities and potential value-creation opportunities.

For more information on the event, please visit cem.ca.

On behalf of the Company,Mirco WojnarowiczCEO

About Rock Tech Lithium

Rock Tech is enabling the battery age by making the battery industries in Europe and North America more independent and competitive. The Company's goal is to ensure the supply of high-quality, locally produced lithium – supporting a resilient, sustainable, and transparent value chain from mine to battery-grade material.

Rock Tech relies on responsible sourcing, state-of-the-art and proven technologies, and a clear focus on circular economy principles. The Company's lithium converter projects in Guben, Germany (24,000 tonnes LHM per year) and Ontario, Canada (up to 32,000 tonnes LCE per year) form the foundation for a stable and regional supply to the battery and automotive industries. The Guben converter has been recognized as a Strategic Project under the EU Critical Raw Materials Act.

The raw materials for Rock Tech's converter projects are intended to be sourced exclusively from verifiably ESG-compliant suppliers. In Canada, Rock Tech relies, among other sources, on its wholly-owned Georgia Lake Project, which is intended to provide a stable and sustainable supply for the North American market and is being developed in close partnership with local Indigenous communities. By integrating recycled materials, the Company aims to close the local battery loop.

With its facilities, Rock Tech intends to contribute to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards. With its facilities, Rock Tech makes a central contribution to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards.

About CEM (Capital Event Management Ltd.)

Capital Event Management Ltd. connects high-quality public companies with a curated network of institutional and high-conviction investors through weekend events and structured one-to-one virtual meetings. Founded in 2010 and based in Vancouver, CEM supports more efficient capital formation and helps companies build meaningful, long-term relationships.

CEM also provides strategic advisory services and invests through its Partners' Fund, backing select opportunities emerging from its network.

For more information, visit cem.ca.LinkedIn | Instagram | X

CAUTIONARY NOTE CONCERNING FORWARD-LOOKING INFORMATION

Certain statements contained in this news release constitute "forward-looking information" under applicable securities laws and are referred to herein as "forward-looking statements". All statements, other than statements of historical fact, which address events, results, outcomes or developments that the Company expects to occur are forward-looking statements. When used in this news release, words such as "expects", "anticipates", "plans", "predicts", "believes", "estimates", "intends", "targets", "projects", "forecasts", "may", "will", "should", "would", "could" or negative versions thereof and other similar expressions are intended to identify forward-looking statements.

In particular, this press release contains forward-looking information pertaining to Rock Tech's opinions, beliefs and expectations regarding the Company's business strategy, development and exploration opportunities and projects; and plans and objectives of management for the Company's operations and properties.

The forward-looking information in this news release is based on several key assumptions and material factors. The forward-looking information also assumes favorable market conditions for lithium. Forward-looking statements by their nature are based on assumptions and involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially from the forward-looking statements, including general business, economic, competitive, political and social uncertainties; delay or failure to receive regulatory approvals; changes in project plans; the risk that regulatory approvals may not be obtained on the anticipated timeline or at all; and risks, uncertainties and other factors discussed in the Company's public disclosure documents available under its profile on SEDAR+. No assurances can be given that any of the events anticipated by the forward-looking statements will transpire or occur, and the Company cautions the reader not to place undue reliance upon any such forward-looking statements. The Company does not intend, nor does it assume any obligation to update or revise any of the forward-looking statements, whether as a result of new information, changes in assumptions, future events or otherwise, except to the extent required by applicable law.

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• Siemens to develop a Digital Process Twin for Rock Tech's planned Red Rock Converter using results from ongoing Definitive Feasibility Study (DFS)
• Siemens to provide Rock Tech's DFS Project Team with specialized support for process control, instrumentation and automation architecture
• The Rock Tech–Siemens collaboration provides a concrete industrial example of how German engineering expertise and Canadian resources can jointly build resilient lithium supply chains for the G7

TORONTO, Sept. 22, 2026 /CNW/ – Rock Tech Lithium Inc. (TSXV: RCK) (OTCQX: RCKTF) (FWB: RJIB) (WKN: A1XF0V) (the "Company" or "Rock Tech") is pleased to announce that it has signed agreements with Siemens Canada to advance the development of a Digital Twin and for Siemens to support Rock Tech's project team with the ongoing Definitive Feasibility Study ("DFS") for the planned Red Rock Lithium Converter in Ontario.

The agreements represent the first implementation phase under the strategic Memorandum of Understanding ("MOU") signed by the parties in March 2026. The MOU established a roadmap to bring advanced German lithium conversion expertise and industrial digitalization technology to Rock Tech's planned Red Rock Converter in Ontario.

The MoU includes the development and integration of Siemens Digital Twin technology, as well as the evaluation of additional Siemens solutions, services, and engineering support, with the goal of positioning the Red Rock Converter as a blueprint for future converters in Canada and allied markets. Siemens' Digital Twin technology creates a virtual, physics-based model of the plant's processes, energy flows, and material streams, enabling Rock Tech to test, optimize, and validate design choices, efficiency, emissions, and operational reliability before major capital is committed. While the first step is to implement a digital process twin, the Digital Twin technology will cover the entire project lifecycle: from the feasibility study through engineering and construction to operations. The parties will also evaluate the potential application of the cooperation to future projects in other G7 countries.

Siemens Canada will also support Rock Tech's project team by providing specialized support in Process Control, Instrumentation and Automation Architecture as part of the ongoing DFS for the Red Rock Converter. The DFS was launched at the end of June 2026 and is expected to be finalized by mid-December 2026.

The partnership with Siemens strengthens German-Canadian cooperation and supports Rock Tech's objective of establishing the Red Rock Converter as a strategic contributor to resilient G7 critical minerals supply chains. The Rock Tech–Siemens collaboration provides a concrete industrial example of how German engineering expertise and Canadian resources can jointly build resilient lithium supply chains for the G7.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

On behalf of the Company,Mirco WojnarowiczCEO

About Rock Tech Lithium

Rock Tech is enabling the battery age by making the battery industries in Europe and North America more independent and competitive. The Company's goal is to ensure the supply of high-quality, locally produced lithium – supporting a resilient, sustainable, and transparent value chain from mine to battery-grade material.

Rock Tech relies on responsible sourcing, state-of-the-art and proven technologies, and a clear focus on circular economy principles. The Company's lithium converter projects in Guben, Germany (24,000 tonnes LHM per year) and Ontario, Canada (up to 32,000 tonnes LCE per year) form the foundation for a stable and regional supply to the battery and automotive industries. The Guben converter has been recognized as a Strategic Project under the EU Critical Raw Materials Act.

The raw materials for Rock Tech's converter projects are intended to be sourced exclusively from verifiably ESG-compliant suppliers. In Canada, Rock Tech relies, among other sources, on its wholly-owned Georgia Lake Project, which is intended to provide a stable and sustainable supply for the North American market and is being developed in close partnership with local Indigenous communities. By integrating recycled materials, the Company aims to close the local battery loop.

With its facilities, Rock Tech intends to contribute to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards. With its facilities, Rock Tech makes a central contribution to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards.

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION

This news release contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities laws (collectively, "forward-looking statements"). Forward-looking statements include, without limitation, statements regarding: the anticipated benefits of the agreements with Siemens Canada; the development and implementation of Digital Twin technology for the planned Red Rock Lithium Converter; Siemens' support of the Company's ongoing DFS; the timing, completion and outcome of the DFS; the development, permitting, financing, construction, commissioning and operation of the Red Rock Lithium Converter; the potential application of the parties' collaboration to future projects; and the anticipated contribution of the Red Rock Lithium Converter to critical minerals supply chains.

Forward-looking statements are based on a number of assumptions, including that: the Company's development plans will proceed as currently anticipated; the DFS will be completed within the expected timeframe; Siemens will provide the contemplated services and support; required approvals, permits and financing will be obtained on acceptable terms; and the anticipated benefits of the collaboration with Siemens will be realized.

Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied by such statements, including: the risk that the DFS is not completed on the expected timeline or produces results different from those anticipated; the risk that the anticipated benefits of the Siemens collaboration are not realized; risks relating to financing, permitting, engineering, construction and commissioning of the Red Rock Lithium Converter; cost increases, schedule delays, supply chain disruptions, technological, operational, regulatory and market risks; and the other risks described in the Company's public filings available on SEDAR+ at www.sedarplus.ca.

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View original content to download multimedia: http://www.newswire.ca/en/releases/archive/September2026/22/c0081.html

Two RNA-based biomolecule candidates move into field development across the U.S., Brazil and Asia, marking a major milestone in the companies' multi-year collaboration targeting some of the world's most damaging lepidopteran pests

PHILADELPHIA & CHARLOTTESVILLE, Va., September 17, 2026–(BUSINESS WIRE)–AgroSpheres, a biotechnology company pioneering breakthroughs in sustainable crop protection and FMC Corporation (NYSE: FMC), a global leader in agricultural sciences, today announced a significant advancement in its ongoing collaboration. Two proprietary RNA-based biomolecule candidates from AgroSpheres' pipeline are now entering global field trial development, marking the transition from discovery into real-world testing across three continents.

"Moving these candidates into the field is an important moment for this partnership," said Payam Pourtaheri, Co-Founder and CEO of AgroSpheres. "It's where the science we've rigorously validated against the industry standard in the lab meets the complexity of real growing conditions, across very different climates and crop systems. That's the true test of a biological product, and we're looking forward to running it side-by-side with FMC."

The candidates, developed under the companies' collaboration first announced in 2024, represent a new category of bioinsecticide aimed at some of the most persistent and economically damaging lepidopteran pests in global agriculture. Just a handful of major moth and caterpillar species, including the fall armyworm and diamondback moth, cause nearly $14 billion in global crop losses and control costs annually, underscoring the scale of the commercial opportunity. Field trials will span key growing regions in the United States, Brazil and Asia, reflecting both the global reach of FMC's commercial footprint and the breadth of the pest pressure growers face across these markets.

The advancement follows a multi-year progression through laboratory, greenhouse and small-scale field-plot testing, where biomolecules were benchmarked directly against industry-standard chemistries and consistently met or exceeded that performance bar before earning advancement to full-scale global trials.

"Innovation in crop protection is about finding new ways to help growers manage pests safely, effectively and sustainably," said Dr. Seva Rostovtsev, Executive Vice President and Chief Technology Officer at FMC Corporation. "Field trials are where promising technologies begin to demonstrate their real-world potential across different crops, climates and pest pressures. We're encouraged by the progress to date and look forward to continuing the evaluation of these candidates."

A new approach to pest control: precision through biomodality

At the center of AgroSpheres' pipeline is its biomodality platform, an approach that allows the company to design biomolecules that act on specific, targeted biological pathways within a pest, rather than relying on the broad chemical action of conventional insecticides. In practical terms, this means each product can be tailored to disrupt a pest's biology with a high degree of precision, reducing the chance that pests develop resistance and limiting impact on beneficial insects and the surrounding environment.

Each biomolecule is manufactured through fermentation and delivered using AgroSpheres' proprietary AgriCell platform, the technology that underpins the company's product pipeline spanning multiple pest categories and product types. AgriCell encapsulates the active biomolecule in a way that protects it from the elements that typically degrade biological products in the field, including UV exposure, heat and moisture, allowing it to remain stable and effective long after application. Just as importantly, the encapsulation is engineered for targeted, controlled release, delivering the active ingredient where and when it's needed most for the pest, rather than all at once. It's this combination of durability and precision that is needed to commercialize biologicals reliably, and it's the problem AgriCell was built to solve.

AgriCell's flexibility is also opening new possibilities for how biological actives can work alongside existing crop protection chemistries, creating potential resistance-management strategies that extend the useful life of both new and established active ingredients.

About AgroSpheres:

AgroSpheres is a pioneering agricultural technology company committed to addressing the most pressing challenges in global agriculture. By harnessing the power of cutting-edge science and technology, AgroSpheres is developing innovative solutions to promote sustainable and efficient farming practices on its proprietary AgriCell platform. The company's mission is to revolutionize agriculture, making it more productive, eco-friendly, and capable of feeding the growing global population.

About FMC Corporation:

FMC Corporation is a global agricultural sciences company dedicated to helping growers produce food, feed, fiber and fuel for an expanding world population while adapting to a changing environment. FMC's innovative crop protection solutions – including biologicals, crop nutrition, digital and precision agriculture – enable growers and crop advisers to address their toughest challenges economically while protecting the environment. FMC is committed to discovering new herbicide, insecticide and fungicide active ingredients, product formulations and pioneering technologies that are consistently better for the planet. Visit fmc.com to learn more and follow us on LinkedIn®.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260917231608/en/

Contacts

AgroSpheres Media Contact: Valerie MartinEmail: valerie@agrospheres.com Phone: 612-743-4013

FMC Media Contact: Nicole CanningEmail: media@fmc.com

Albemarle Corporation ALB is strategically executing its projects aimed at boosting its global lithium conversion capacity. The market for lithium batteries and energy storage remains strong, offering significant opportunities for the company to develop innovative products and expand capacity. ALB remains focused on investing in high-return projects to drive productivity. Healthy customer demand, capacity expansion and plant productivity improvements are supporting its volumes. ALB saw higher sales volumes (up 11% year over year) in its Energy Storage unit in the second quarter on the strength of its integrated conversion facilities. The Salar yield improvement project in Chile has achieved a 50-60% operating rate, and the ramp-up continues to deliver encouraging outcomes. Albemarle, in March 2026, submitted the environmental assessment permit for a commercial direct lithium extraction (DLE) project at Salar de Atacama. The DLE pilot plant supports future growth at Salar de Atacama and has demonstrated lithium recoveries of more than 90%. The CGP3 expansion at the Greenbushes spodumene mine in Australia is underway and is expected to reach full production in first-quarter 2027.      Among its peers, Sociedad Quimica y Minera de Chile S.A. SQM has a robust balance sheet and generates strong cash flows, which allow it to make investments in driving production capacity. Sociedad Quimica logged record lithium sales volumes of more than 84,000 metric tons of lithium carbonate equivalent in the second quarter on strong market demand. The Nova Andino Litio business recorded roughly 47% higher volumes in the second quarter compared to the prior-year quarter, driven by demand strength in battery energy storage systems and capacity expansion actions. Nova Andino achieved a key milestone with the submission of the environmental and technical documentation for the Salar Futuro project. The project represents a major part of SQM’s long-term growth strategy in the Salar de Atacama.    Rio Tinto Group RIO is making progress with its high-value lithium projects. The fully owned Rincon Lithium Project in Argentina remains on track, with commissioning of the starter plant already completed and ramp-up currently in progress, with planned first production in 2028. RIO has achieved first production at the Fénix expansion and Sal de Vida projects in Argentina ahead of plan in the second quarter. The Nemaska Lithium project, in which Rio Tinto now holds a 53.9% stake with the Government of Québec retaining the balance, is a fully integrated spodumene-to-lithium hydroxide development project comprising the lithium hydroxide plant in Bécancour and the Whabouchi spodumene mine. First production is planned in 2028.   

ALB’s Price Performance, Valuation & Estimates

Albemarle has gained 41.5% in the past year compared with the Zacks Chemical – Diversified industry’s decline of 4.2%.

Image Source: Zacks Investment Research

ALB is currently trading at a forward price-to-sales ratio of 2.13, above the industry. It carries a Value Score of B.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ALB’s 2026 earnings implies a year-over-year rise of 1,541.8%. The EPS estimates for 2026 have been trending lower over the past 60 days.

Image Source: Zacks Investment Research

ALB stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Albemarle Corporation (ALB) : Free Stock Analysis Report

Rio Tinto PLC (RIO) : Free Stock Analysis Report

Sociedad Quimica y Minera S.A. (SQM) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Albemarle Corporation’s ALB shares have tumbled 29.1% in the past six months, underperforming the Zacks Chemical – Diversified industry decline of 7.8% and the S&P 500’s 13.9% increase. A pullback in lithium prices has weighed on ALB stock. Lithium prices have declined amid softer electric vehicle (EV) demand in China, elevated inventory levels and expectations of increased supply from mine restarts and capacity expansions. EV orders have moderated in China, the world’s largest lithium consumer, while demand from the energy storage market remains resilient. Incremental production from Australian mines has contributed to the added supply. In May 2026, Mineral Resources announced the restart of operations at its fully owned Bald Hill lithium mine in Western Australia. The mine was placed on care and maintenance in November 2024 amid weak lithium market conditions.

ALB’s Six-month Price Performance

Image Source: Zacks Investment Research

ALB stock broke below its 50-day simple moving average (SMA) on Aug. 9, 2026. It also slipped below its 200-day SMA on June 23, 2026. The 50-day SMA is reading lower than the 200-day SMA, following a death crossover on July 21, 2026, signaling a bearish trend.      

Albemarle Trades Below 50-Day SMA

Image Source: Zacks Investment Research

Let’s take a look at ALB’s fundamentals to analyze the stock better.

Growing Lithium Demand and Productivity Aid Albemarle

ALB is poised to benefit from long-term growth in the battery-grade lithium market. The market for lithium batteries and energy storage remains strong, offering significant opportunities for the company to develop innovative products and expand capacity. Lithium demand is expected to grow on the back of significant global EV penetration.  Albemarle projects lithium demand to witness a CAGR of 10-20% from 2025 to 2030. Stationary storage is expected to be a significant driver for lithium demand along with EVs. Albemarle expects demand to grow roughly 15-40% this year, with growth already trending near the higher end of the range.ALB is strategically executing its projects to boost its global lithium conversion capacity. It remains focused on investing in high-return projects to drive productivity. Healthy customer demand, capacity expansion and plant productivity improvements are supporting its volumes.  The Salar yield improvement project in Chile has achieved a 50-60% operating rate, and the ramp-up continues to deliver encouraging outcomes. Albemarle, in March 2026, submitted the environmental assessment permit for a commercial direct lithium extraction (DLE) project at Salar de Atacama. The DLE pilot plant supports future growth at Salar de Atacama and has demonstrated lithium recoveries of more than 90%. The CGP3 expansion at the Greenbushes spodumene mine in Australia is underway and is expected to reach full production in first-quarter 2027.    Albemarle is taking aggressive cost-saving and productivity actions. The company delivered roughly $450 million in cost and productivity improvements for full-year 2025, having surpassed its initial target of $300-$400 million. It expects additional cost and productivity improvements of $100-$150 million in 2026, with $100 million already delivered.

Robust Financial Health Supports ALB’s Capital Allocation

Albemarle remains committed to driving shareholder value by leveraging healthy cash flows and strong liquidity. Its operating cash flow was around $1.3 billion in 2025, up roughly 86% from the prior year. At the end of the second quarter of 2026, it had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. The company generated an operating cash flow of $710 million and free cash flow of $638 million. Operating cash flow for the first half nearly doubled year over year to roughly $1.1 billion.  Free cash flow in 2026 is expected to be supported by strong cash conversion and productivity measures. ALB achieved an operating cash flow conversion of 83% in the second quarter. First-half 2026 conversion was at the high end of its long-term target range of 60-70%.The company remains focused on maintaining its dividend payout. It has raised its quarterly dividend for the 30th straight year. ALB offers a dividend yield of 1.4% at the current stock price. Its peers, Sociedad Quimica y Minera de Chile S.A. SQM and Rio Tinto Group RIO, have a dividend yield of 2.5% and 4.2%, respectively.  

Volume and Margin Pressure Weigh on ALB Stock

ALB’s Energy Storage unit faces volume pressure in 2026, which may affect the segment’s sales. The company’s guidance reflects flat to 4% lower year-over-year Energy Storage sales volumes in 2026. Albemarle expects Energy Storage sales volumes of 225-235 kilotons (kt) compared with 235kt in 2025, as higher Wodgina output partly offsets a delay in the CGP3 ramp-up following the June 9, 2026 fire. Lower sales volumes are expected to result in a decline in Energy Storage sales in the third quarter.Some impacts of the lithium price retreat are also expected to reflect on the company’s performance in the third quarter. ALB expects sequentially lower prices and volumes to result in a decline in Energy Storage sales and margins compared with the second quarter.

ALB’s Earnings Estimates Moving Lower

The Zacks Consensus Estimate for 2026 for ALB has been revised downward over the past 60 days. The consensus estimate for third-quarter 2026 has been going down over the same time frame.

Image Source: Zacks Investment Research

A Look at ALB’s Valuation

ALB is currently trading at a forward price-to-sales ratio of 2.16, above the industry’s 0.88. It is trading at a premium to Rio Tinto and at a discount to Sociedad Quimica. Albemarle has a Value Score of B. Rio Tinto and Sociedad Quimica currently have a Value Score of A and C, respectively.

ALB’s P/S F12M Vs. Industry, SQM and RIO

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How Should Investors Play ALB Stock?

Albemarle is poised to benefit from project ramp-ups, ongoing efforts to expand its global lithium conversion capacity and productivity improvement initiatives. The company remains well-positioned to gain from the long-term expansion of the battery-grade lithium market. Near-term headwinds include lower Energy Storage volumes, weaker lithium prices and margin pressure. With shares below key moving averages and trading at a premium to the industry, immediate upside appears limited. Also, declining earnings estimates cast a pall on the company's prospects. Considering these factors, holding onto this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it.   You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Highlights also include 40m at 3.0 g/t PGM+Au + 0.32% Ni, 52m at 2.1 g/t PGM+Au + 0.11% Ni, and 16m at 3.1 g/t PGM+Au + 0.23% Ni, including 5m at 7.5 g/t PGM+Au + 0.32% Ni

TORONTO, Sept. 14, 2026 /CNW/ — Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF), ("Bravo" or the "Company") is pleased to report assay results from seven infill and step-out drill holes in the Central Sector and one from the North Sector at its 100% owned Luanga palladium + platinum + rhodium + gold + nickel deposit ("Luanga deposit" or "Luanga PGM+Au+Ni deposit"), located in the Carajás Mineral Province, Pará State, Brazil.

"These results from infill and extensional drilling in the Central Sector continue to demonstrate potential to expand and upgrade Luanga's mineral resource. The results reported herein consistently show grades and/or thicknesses that, for the most part, are equal or better than those recorded in shallower drilling. The sections presented in this release illustrate the Central Sector's continuity and consistent thickness as we drill deeper," said Luis Azevedo, Chairman and CEO. "The results of the ongoing drill program will form part of an updated Mineral Resource Estimate targeted for Q1 2027 following the planned publication of the Luanga PFS in Q3 2026. Concurrently, our Copper-Gold Team continues the geophysical program and drill target selection work. The team is also evaluating a number of opportunities that have the potential to expand the company's copper-gold footprint in the Carajás".

Highlights Include:

• The 2026 infill and extensional drill program continues to progress well and on schedule, with results from the Central Sector targeting expansion of the mineralization at depth and increasing drill density with the objective of supporting an upgrade of the Inferred component of the existing Mineral Resource Estimate ("MRE") to the Indicated category.
• Results reported herein continue to demonstrate similar or better mineralized thicknesses and/or PGM+Au grades, commonly associated with increased Ni sulphide grades in the main sulphide zone ("MSZ").
• Sections 1 and 2 (Figures 1 and 2) are infill sections, where drilling aims to support the upgrading of shallow Inferred resources to the Indicated category. The Company believes results to date support the objective.
• Section 3 (Figure 3) shows that extensional drilling (i.e. Hole DDH26LU342) continues to demonstrate mineralization continuity at depths exceeding 300m below surface, highlighting the potential for additional Inferred mineral resources to be reflected in next MRE update, planned to Q1 2027.

HOLE-ID	From (m)	To (m)	Thickness (m)	Pd (g/t)	Pt (g/t)	Rh (g/t)	Au (g/t)	PGM+Au (g/t)	Ni (%) Sulphide*	Cu (%) Sulphide	TYPE
DDH26LU321	310.35	350.10	39.75	2.22	0.66	0.125	0.01	3.02	0.32	0.02	FR
And	423.66	425.87	2.21	3.51	4.28	0.651	0.02	8.47	0.03	0.01	FR
DDH26LU322	206.75	223.10	16.35	2.05	0.82	0.156	0.02	3.05	0.23	0.01	FR
Including	216.48	221.10	4.62	5.05	2.08	0.348	0.06	7.54	0.32	0.01	FR
DDH26LU323	131.85	184.30	52.45	1.26	0.65	0.130	0.02	2.06	0.11	0.01	FR
DDH26LU325	263.40	285.40	22.00	1.21	0.71	0.132	0.01	2.07	0.09	0.01	FR
DDH26LU327	302.85	326.80	23.95	1.45	0.49	0.073	0.10	2.11	0.24	0.04	FR
DDH26LU336	90.20	144.05	53.85	1.21	1.31	0.190	0.12	2.83	0.16	0.04	FR
Including	104.04	109.05	5.01	3.51	6.07	0.761	0.33	10.68	0.40	0.13	FR
DDH26LU342	374.70	411.35	36.65	2.16	0.71	0.138	0.03	3.05	0.32	0.03	FR

Notes:

All 'From', 'To' depths, and 'Thicknesses' are downhole. 'NA' Not applicable for Oxide material.Given the orientation of drilling and mineralization, intercepts are estimated at 110% to 120% of true thickness in the Central Sector, and 105% to 115% in the North Sector. | Type: Ox = Oxide. FR = Fresh Rock. Recovery methods and results will differ based on the type of mineralization and mining activities. |* Bravo's nickel grades are sulphide nickel, and do not include non-recoverable silicate nickel.

Luanga Drilling Update

Results from eight diamond drill holes have been received; seven from the Central Sector and one from the North Sector of the Luanga PGM+Au+Ni deposit. All drill holes reported herein are angled holes (-60°, except for DDH26LU321 at -55°), towards an azimuth of 330° (except for DDH26LU336 which is angled towards 090°). Together, this set of drill holes comprises a total of 2,655 metres of diamond drilling.

Section 1 (Figure 1) in the Central Sector is an infill section, where drilling on this section aims to support upgrading deeper nferred mineral resources to the Indicated category. On this section the MSZ mineralization is defined to approximately 250m below surface, with DDH24LU322 placed to support upgrading of the Inferred mineral resources to this depth. Results continue to track the trend of deeper drilling encountering comparable mineralized grades. Mineralized thicknesses remain consistent across the section.

Section 2 (Figure 2) in the Central Sector is an infill section, where drilling on this section aims to support upgrading the deeper Inferred mineral resources to the Indicated category. On this section, the MSZ mineralization is defined to approximately 450m below surface, with DDH26LU321 placed to support upgrading of Inferred mineral resources to a depth of approximately 350m.

Results continue to track as expected, confirming the trend of deeper drilling encountering comparable or better PGM+Au grades, as shown from DDH23LU162 to DDH26LU321 and then to DDH23LU204 below that. Mineralized thicknesses remain consistent across the drill holes on the section.

Section 3 (Figure 3) in Central Sector shows an extensional drill section, where drill hole DDH26LU342 has been added, stepping back approximately 75m behind previously reported 2026 Bravo drill hole DDH26LU312. Drilling on this section aims to support the potential definition of new Inferred mineral resources at depths that are still relatively shallow. The MSZ mineralization continues at depth, with similar grades and mineralized thicknesses to those previously seen up dip.

In this section, new drilling in 2026 (DDH26LU312 and DDH26LU342) extends the MSZ definition from a previously shallow depth of less than 200m, to approximately 350m below surface. Further potential exists to extend mineralization at depth, where it remains open.

Drill Results Status Update

In total, 447 drill holes have been completed by Bravo to date, for 98,180 metres, including 8 metallurgical holes (not subject to routine assaying). Results have been reported for 404 Bravo drill holes to date. Assay results for 35 holes are currently outstanding (excluding the metallurgical holes), which mostly relate to exploration drilling outside the Luanga PGM+Au+Ni resource area. In total, 58 trenches have been completed to date (for 10,901 metres), with results from 6 trenches currently pending.

Complete Table of Recent Intercepts.

HOLE-ID	From (m)	To (m)	Thickness (m)	Pd (g/t)	Pt (g/t)	Rh (g/t)	Au (g/t)	PGM+Au (g/t)	Ni (%) Sulphide*	Cu (%) Sulphide	TYPE
DDH26LU321	206.00	219.80	13.80	0.31	0.14	0.022	0.01	0.48	0.22	0.01	FR
And	278.75	282.18	3.43	0.86	0.27	0.080	0.16	1.37	0.42	0.10	FR
And	310.35	350.10	39.75	2.22	0.66	0.125	0.01	3.02	0.32	0.02	FR
And	369.30	404.30	35.00	0.31	0.27	0.003	0.00	0.59	0.01	0.01	FR
And	423.66	425.87	2.21	3.51	4.28	0.651	0.02	8.47	0.03	0.01	FR
DDH26LU322	171.05	173.15	2.10	0.90	0.31	0.039	0.02	1.27	0.28	0.01	FR
And	178.46	185.90	7.44	1.13	0.33	0.521	0.00	1.98	1.09	0.16	FR
And	206.75	223.10	16.35	2.05	0.82	0.156	0.02	3.05	0.23	0.01	FR
Including	216.48	221.10	4.62	5.05	2.08	0.348	0.06	7.54	0.32	0.01	FR
DDH26LU323	47.40	52.65	5.25	0.39	0.15	0.001	0.07	0.61	0.03	0.02	FR
And	98.65	101.80	3.15	1.57	0.31	0.058	0.07	2.01	0.25	0.05	FR
And	118.85	122.85	4.00	0.66	0.35	0.042	0.01	1.05	0.23	0.07	FR
And	131.85	184.30	52.45	1.26	0.65	0.130	0.02	2.06	0.11	0.01	FR
DDH26LU325	28.00	30.00	2.00	1.23	0.49	0.002	0.38	2.11	0.10	0.15	FR
And	49.00	51.00	2.00	0.68	0.25	0.002	0.21	1.14	0.13	0.07	FR
And	118.00	122.00	4.00	0.52	0.18	0.003	0.10	0.80	0.05	0.06	FR
And	186.00	198.00	12.00	0.66	0.24	0.024	0.19	1.11	0.13	0.07	FR
And	231.37	237.40	6.03	1.04	0.95	0.027	0.13	2.16	0.20	0.10	FR
And	263.40	285.40	22.00	1.21	0.71	0.132	0.01	2.07	0.09	0.01	FR
DDH26LU326	0.00	5.00	5.00	0.07	0.04	0.002	0.92	1.03	NA	NA	OX
And	71.55	94.65	23.10	1.04	0.36	0.063	0.01	1.47	0.20	0.01	FR
DDH26LU327	84.80	87.80	3.00	0.50	0.21	0.001	0.12	0.82	0.06	0.01	FR
And	235.14	237.91	2.77	0.48	0.12	0.166	0.01	0.78	0.37	0.03	FR
And	293.75	298.85	5.10	0.74	0.26	0.034	0.08	1.11	0.19	0.02	FR
And	302.85	326.80	23.95	1.45	0.49	0.073	0.10	2.11	0.24	0.04	FR
And	385.80	424.80	39.00	0.26	0.27	0.006	0.01	0.55	0.02	0.01	FR
And	432.80	436.80	4.00	0.20	0.70	0.124	0.00	1.03	0.02	0.01	FR
DDH26LU336	90.20	144.05	53.85	1.21	1.31	0.190	0.12	2.83	0.16	0.04	FR
Including	104.04	109.05	5.01	3.51	6.07	0.761	0.33	10.68	0.40	0.13	FR
DDH26LU342	243.95	247.10	3.15	0.99	0.19	0.021	0.08	1.29	0.08	0.05	FR
And	304.70	307.70	3.00	0.69	0.23	0.049	0.02	0.99	0.31	0.00	FR
And	374.70	411.35	36.65	2.16	0.71	0.138	0.03	3.05	0.32	0.03	FR
And	426.35	429.35	3.00	1.54	1.31	0.029	0.03	2.91	0.07	0.01	FR
And	433.35	471.35	38.00	0.35	0.28	0.006	0.02	0.65	0.01	0.01	FR

Notes:

All 'From', 'To' depths, and 'Thicknesses' are downhole. 'NA' Not applicable for Oxide material.Given the orientation of drilling and mineralization, intercepts are estimated at 110 to 120%% of true thickness in the Central Sector and at 105 to 115% in the North Sector. Type: Ox = Oxide. FR = Fresh Rock. Recovery methods and results will differ based on the type of mineralization.* Bravo's nickel grades are sulphide nickel, and do not include non-recoverable silicate nickel.

About Bravo Mining Corp.

Bravo is a Canadian and Brazil-based mineral exploration and development company focused on advancing its PGM, nickel and copper-gold Luanga Project in the Carajás Mineral Province, Pará State, Brazil. Bravo is one of the most active explorers in Carajás.

The team, comprising of local and international geologists, has a proven track record of PGM, nickel, and copper discoveries in the region. They have successfully taken a past IOCG greenfield project from discovery to development and production in the Carajás.

The Luanga Project is situated on mature freehold farming land and benefits from being located close to operating mines and a mining-experienced workforce, with excellent access and proximity to existing infrastructure, including road, rail, and hydroelectric grid power. Bravo's current Environmental, Social and Governance activities include planting more than 56,000 high-value trees in and around the project area and hiring and contracting locally.

Technical Disclosure

Technical information in this news release has been reviewed and approved by Simon Mottram, F.AusIMM (Fellow Australian Institute of Mining and Metallurgy), President of Bravo Mining Corp. who serves as the Company's "qualified person" as defined in National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101"). Mr. Mottram has verified the technical data and opinions contained in this news release.

For further information about Bravo, please visit www.bravomining.com

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Forward Looking Statements

This news release contains forward-looking information which is not comprised of historical facts. Forward-looking information is characterized by words such as "aim", "expand", "upgrade", "expected", "targeted", "continue", "exceed", "potential", "better", "increase", "advance", "most active", "benefit", "consistent", "comparable", "prospective", "remains open", "objective", "define", "similar", "trend", "commonly", "plan", "demonstrate", "expectation", "well", "support", "confirm", "reflect", "opportunity", variants of these words and other similar words, phrases, or statements that certain events or conditions "could", "may" or "will" occur. This news release contains forward-looking information pertaining to the Company's 2026 drill program and the results thereof; comparisons to historical and/or prior Bravo drilling; the potential for extensions to mineralization at depth; the potential comparable or better grades and/or mineralized thicknesses at depth; the existence of a higher grade core to the MSZ; whether or not the infill drilling will confirm the continuity of the mineralization in the current mineral resource estimate; whether or not infill drilling and other factors will support upgrading mineral resources from the Inferred category to the Indicated category; the potential to add new Inferred resources and the impact of current and future drilling on future mineral resource estimates, after taking into account other modifying factors; the timing and completion of an updated Mineral Resource Estimate targeted for Q1 2027; whether or not the mineralization is amenable to open-pit mining and, if so, to what extent; the timing, completion and results of the Luanga PFS targeted for the end of Q3 2026; the results of Company's Copper-Gold geophysical program and target selection work; the evaluation of regional exploration opportunities in Carajás; potential economic outcomes, including strip ratios, in future economic studies; and the Company's plans in respect thereof. Forward-looking information involves risks, uncertainties and other factors that could cause actual events, results, and opportunities to differ materially from those expressed or implied by such forward-looking information. Factors that could cause actual results to differ materially from such forward-looking information include, but are not limited to, unexpected results from exploration programs, changes in the state of equity and debt markets, fluctuations in commodity prices, delays in obtaining required regulatory or governmental approvals, environmental risks, limitations on insurance coverage; and other risks and uncertainties involved in the mineral exploration and development industry. Forward-looking information in this news release is based on the opinions and assumptions of management considered reasonable as of the date hereof, including, but not limited to the assumption that the assay results will continue to support management's interpretation of the mineralization; that the mineralization remains open to depth, that PGM and/or Ni grades and mineralized thicknesses are improving to depth; that final drill and assay results will be in line with management's expectations; that the current drill program will support an updated Mineral Resource Estimate targeted for Q1 2027; that the Luanga PFS will advance as scheduled; that the Company's Copper-Gold geophysical program, target selection work and evaluation of regional opportunities will progress as planned; that activities will not be adversely disrupted or impeded by regulatory, political, community, economic, environmental and/or health and safety risks; that the Luanga Project will not be materially affected by potential supply chain disruptions; and that general business and economic conditions will not change in a materially adverse manner. Although the Company believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information. The Company disclaims any intention or obligation to update or revise any forward-looking information, other than as required by applicable securities laws.

Schedule 1: Drill Hole Collar Details

HOLE-ID	Company	East (m)	North (m)	RL (m)	Datum	Depth (m)	Azimuth	Dip	Sector
DDH26LU321	Bravo	658448.19	9340315.96	260.750	SIRGAS2000_UTM_22S	430.20	330.00	-55.00	Central
DDH26LU322	Bravo	658769.05	9340757.88	255.910	SIRGAS2000_UTM_22S	270.35	330.00	-60.00	Central
DDH26LU323	Bravo	659564.04	9341284.96	210.170	SIRGAS2000_UTM_22S	220.20	330.00	-60.00	Central
DDH26LU325	Bravo	659615.72	9341196.23	196.480	SIRGAS2000_UTM_22S	312.60	330.00	-60.00	Central
DDH26LU326	Bravo	658199.10	9340447.73	258.530	SIRGAS2000_UTM_22S	151.15	330.00	-60.00	Central
DDH26LU327	Bravo	658608.36	9340537.17	271.610	SIRGAS2000_UTM_22S	450.25	330.00	-60.00	Central
DDH26LU336	Bravo	659950.43	9342124.98	262.050	SIRGAS2000_UTM_22S	320.35	90.00	-60.00	North
DDH26LU342	Bravo	658505.23	9340316.57	265.101	SIRGAS2000_UTM_22S	500.35	330.00	-60.00	Central

Schedule 2: Assay Methodologies and QAQC

Samples follow a chain of custody between collection, processing, and delivery to the SGS Geosol laboratory in Parauapebas, state of Pará, Brazil. The drill core is delivered to the core shack at Bravo's Luanga site facilities and processed by geologists who insert certified reference materials, blanks, and duplicates into the sampling sequence. Drill core is half cut and placed in secured polyurethane bags, then in security-sealed sacks before being delivered directly from the Luanga site facilities to the Parauapebas SGS Geosol laboratory by Bravo staff. Additional information about the methodology can be found on the SGS Geosol website (SGS) in their analytical guides. Information regarding preparation and analysis of historic drill core is also presented in the table below, where the information is known.

Quality Assurance and Quality Control ("QAQC") is maintained internally at the lab through rigorous use of internal certified reference materials, blanks, and duplicates. An additional QAQC program is administered by Bravo using certified reference materials, duplicate samples and blank samples that are blindly inserted into the sample batch. If a QAQC sample returns an unacceptable value an investigation into the results is triggered and when deemed necessary, the samples that were tested in the batch with the failed QAQC sample are re-tested.

Bravo SGS Geosol
Preparation	Method	Method	Method	Method
For All Elements	Pt, Pd, Au	Rh	Sulphide Ni, Cu	Trace Elements
PRPCLI (85% at 200#)	FAI515	FAI30V	AA04B	ICP40B

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Mineral Resource Estimate Supports High Grade Open Pit Restart

PL Gold Mine Resource Highlights:

• Measured & Indicated 601,158 Ounces Gold and Inferred 202,810 Ounces Gold
• One of Canada's Highest Grade Open Pit Resources at Over 5 g/t
• Open Pit and Underground Resource Expansion Potential

Toronto, Ontario–(Newsfile Corp. – September 10, 2026) – Minnova Corp. (TSXV: MCI) (OTC Pink: AGRDF) ("Minnova" or the "Company"), an advanced development-stage gold company focused on the restart and the expansion of our 100% owned PL Gold Mine in central Manitoba, is pleased to provide an update on the planned restart of the PL Gold Mine. The 2026 Mineral Resource Estimate (2026 MRE) was prepared by A&B Global Mining ("ABGM") under the supervision of Nicholas Ross King, BSc (Hons) Geology, GDE (Mining Engineering), Pr.Sci Nat., an independent consultant to the company and a Qualified Person as defined under National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101"). Unless otherwise stated, all currencies reported in this press release are in United States dollars.

2026 Mineral Resource Estimate for the PL Gold Mine

The 2026 Mineral Resource Estimate defines 601,158 Measured & Indicated gold ounces at 4.98 g/t, including 268,091 open-pit ounces at 5.28 g/t and 202,810 Inferred gold ounces at 3.78 g/t. Additional drilling offers significant resource-growth potential.

The 2026 MRE uses a US$3,000/oz gold price; cut-off grades, costs, recoveries, dilution, and mining-loss assumptions are detailed in the Table 1 notes.

With one of Canada's highest-grade Measured and Indicated gold resources, the PL Gold Mine is positioned for restart at 1,000 tpd, expanding to 2,000 tpd in year two.

The high-grade open-pit resource materially improves restart economics. At 1,000 tpd, Minnova expects initial annual production of approximately 45,000 ounces, increasing to approximately 90,000 ounces after the planned 2,000 tpd plant expansion until the pit is depleted.

Highlights of the PL Gold Mine Project Resource

Open Pit (OP)

• Grade: 5.28 g/t gold
• Measured & Indicated Resources: 268,091 gold ounces (1,578,110 tonnes @ 5.28 g/t)
• Inferred Resources: 21,955 gold ounces (118,689 tonnes @ 5.75 g/t)

Underground (UG)

• Grade: 4.75 g/t gold
• Measured & Indicated Resources: 333,066 gold ounces (2,178,916 tonnes @ 4.75 g/t)
• Inferred Resources: 180,855 gold ounces (1,548,443 tonnes @ 3.63 g/t)

Total Resource

• Measured & Indicated Resources: 601,158 gold ounces (3,757,026 tonnes @ 4.98 g/t)
• Inferred Resources: 202,810 gold ounces (1,667,132 tonnes @ 3.78 g/t)

Table 1. PL Gold Deposit Mineral Resource Estimate as of September 11, 2026

Category	Tonnes	Au Grade(g/t)	Contained Au(oz)
PL Deposit – Open Pit: Cut-Off Grade 0.60 g/t
Measured	1,288,360	5.35	221,575
Indicated	289,750	4.99	46,516
Measured & Indicated	1,578,110	5.28	268,091
Inferred	118,689	5.75	21,955
PL Deposit – Underground: Cut-Off Grade 1.92 g/t and 1.43 g/t
Measured	1,343,678	5.06	218,603
Indicated	835,239	4.26	114,464
Measured & Indicated	2,178,916	4.75	333,066
Inferred	1,548,443	3.63	180,855
PL Deposit – Open Pit and Underground: Cut-Off Grade 0.06 g/t, 1.92 g/t and 1.43 g/t
Measured	2,632,038	5.20	440,178
Indicated	1,124,989	4.45	160,980
Measured & Indicated	3,757,026	4.98	601,158
Inferred	1,667,132	3.78	202,810

 

Notes:

Mineral Resources are reported in accordance with the 2014 CIM Definition Standards. Mineral Resources that are not Mineral Reserves do not have demonstrated economic viability.

Open-pit Mineral Resources: A cut-off grade of 0.60 g/t Au was applied to the Mineral Resource. The cut-off grade was based on mining costs of US$6.70/t for ore and US$5.48/t for waste, processing costs of US$29.25/t, G&A costs of US$12.60/t, metallurgical recovery of 90%, and a gold price of US$3,000/oz. An open-pit optimization study was undertaken to establish the ultimate open-pit limits and demonstrate Reasonable Prospects for Eventual Economic Extraction (RPEEE). Mining dilution and mining recovery assumptions were incorporated into the optimization and mine planning studies used to establish these limits. The resulting open-pit limits were then used to constrain the reported Mineral Resource excluding mining recovery and dilution factors.

Underground Mineral Resources: Underground MSO shapes were developed to identify potentially economic mining areas and establish the underground mining limits. A cut-off grade of 1.92 g/t Au was used for the economic underground mineralization, based on mining costs of US$78/t, processing costs of US$29.25/t, G&A costs of US$12.60/t, metallurgical recovery of 90%, and a gold price of US$3,000/oz. Mining dilution, mining recovery and geological recovery assumptions were incorporated into the mining studies used to develop and evaluate the MSO shapes and demonstrate RPEEE. The reported Mineral Resource was constrained to the resulting mining limits excluding mining recovery and dilution factors.

Underground marginal mineralization: A cut-off grade of 1.43 g/t Au was used for marginal underground mineralization, based on mining costs of US$78/t, processing costs of US$29.25/t, G&A costs of US$12.60/t, metallurgical recovery of 90%, and a gold price of US$3,000/oz. Marginal mineralization comprises material within and adjacent to the economic MSO shapes that may be below the 1.92 g/t Au cut-off grade but has been considered in the assessment of RPEEE. The reported Mineral Resource was constrained to the resulting mining limits excluding mining recovery and dilution factors.

Resource reporting basis: The Mineral Resources reported in Table 1 are in-situ Mineral Resources and incorporate a 3% geological loss. The mining dilution, mining recovery and geological recovery assumptions described above were used in the mining studies to establish the physical mining limits, including the ultimate open-pit limits and underground stope shapes, for the purpose of demonstrating RPEEE. These factors were not subsequently applied to the tonnes and grades reported in Table 1.

The effective date of the Mineral Resource Estimate is September 10, 2026. The Qualified Persons ("QPs") are Nicholas Ross King for the Mineral Resource Estimate and Ettienne Jaques Oosthuizen for the geological model. Numbers may not sum due to rounding.

Comparison to 2017 Mineral Resource Estimate

The previous NI 43-101 resource estimate for the PL Gold Mine, published in November 2017, is now considered historical and should not be relied upon.

A direct, like-for-like comparison between the 2017 MRE and the 2026 MRE is not considered appropriate, primarily due to the lower reporting cut-off grade applied in the 2026 MRE and the updated mining constraints used to establish the open-pit and underground reporting limits. Open-pit optimization and underground MSO shapes were used to support the assessment of RPEEE.

The increase in Measured and Indicated Mineral Resources is generally associated with increased drill density and the resulting improvement in geological confidence. The classification strategy applied in the 2026 MRE is broadly consistent with the previous approach and does not represent a significant departure from the historical classification methodology.

PL Gold Mine Development Update

Minnova proposes to develop the PL Gold Mine as a combined open-pit and underground mining operation, utilizing the existing processing plant with a nominal capacity of 1,000 tpd. Initial production is expected to be sourced from open-pit mining, with a planned transition to underground mining as the project develops.

The 2026 MRE will be further updated to incorporate outstanding assay results from the 2025–2026 drilling program and subsequent resampling program as part of the planned Pre-Feasibility Study. The Company is also evaluating process flowsheet optimization opportunities, including ore sorting for lower-grade mineralization and the application of modern gravity recovery technologies, supported by updated metallurgical test work.

Aggressive Growth Strategy: Resource Expansion and Hub-and-Spoke Development

Our 2025-2026 infill drill program focused on the open pit resource was a great success. Drilling, which targeted multiple high-grade mineralized structures at shallow depths amenable to open-pit mining methods, was intentionally limited to a maximum depth of approximately 200m. This drill program was successful in significantly increasing both measured and indicated gold resources and positions the project as one of Canada's highest grade open pit resources.

The next phase of drilling will continue the trend of resource expansion and infill drilling with an emphasis on resource conversion to Measured & Indicated categories of the down dip extension of the mineralized structures below 200m.

Future drilling programs will also include the Nokomis satellite deposit, located 7km northeast of PL mine site, to further expand that historical resource. Nokomis hosts an Indicated resource of 41,000 ounces (371,000 tonnes @3.41 g/t) and an Inferred resource of 19,000 ounces (247,000 tonnes @2.41 g/t) (see https://minnovacorp.ca/2014-04-17_NR.pdf).

Nokomis has not been drilled since 2012 as we focused on de-risking the PL Gold deposit. It now represents a future development opportunity as part of a property wide hub and spoke model.

The PL Gold Mine property is underexplored. Numerous untested surface showings have been identified along strike from the main PL deposit including shear hosted gold mineralization and iron formation targets. Considering the open pit development plan a number of condemnation holes are planned to confirm that no economically viable mineralization exists beneath the proposed waste pile locations before material is placed there.

Qualified Persons – Technical Information

Technical information pertaining to the PL Gold Mine resource estimate contained in this news release has been prepared under the supervision of Nicholas Ross King, BSc (Hons) Geology, GDE (Mining Engineering), Pr.Sci Nat., is an independent consultant of the company and a Qualified Person under National Instrument 43-101, has reviewed and approved the scientific and technical information in this news release.

About Minnova Corp.

Minnova Corp. is a near term gold producer focused on the restart and expansion of its 100%-owned PL Gold Mine in the prolific Flin Flon Greenstone Belt of Central Manitoba. The project is situated on a past producing mine site and benefits from significant existing infrastructure, including a 1,000 tpd processing plant and valid underground mining permit (Environment Act License 1207E).

A positive 2017 Feasibility Study, based on an underground development plan and a gold price of US$1,250 per ounce, outlined a robust 5-year mine life with an annual production rate of 46,493 ounces. Given the current high gold price Minnova is revising the mine development plan to prioritize lower-cost open pit mining methods for the initial years of production before transitioning to underground methods.

A Preliminary Economic Assessment is advancing with a revised and optimized mine development plan leverages the existing 1,000 tpd process plant capacity, envisions an expansion to 2,000 tpd from open pit operations starting in year 2, underground test mining in year 1 and transition from open pit to underground operations in years 3 and 4. The revised development strategy targets reduced operating costs, lower initial capital costs and higher gold production than the previous underground-only model. The current global gold resource remains open to expansion, as does the reserve. The 2017 MRE will be updated in 2026, using current consensus gold price assumption and will incorporate all drilling conducted after the 2017 Feasibility Study, including the 13,500 meter 2025-2026 drill program.

For more information please contact:

Minnova Corp.Gorden Glenn President & Chief Executive Officer

For further information, please contact Investor Relations at: info@minnovacorp.ca

Visit our website at www.minnovacorp.ca.

Forward-Looking Statements

This news release contains "forward-looking information" within the meaning of applicable Canadian securities legislation. Forward-looking information includes, but is not limited to, information regarding the Company including management's assessment of future plans and operations, that may involve risks associated with mining exploration and development, volatility of prices, currency fluctuations, uncertainties inherent in Mineral Resource estimates, environmental and permitting risks, access to labour and services, competition from other companies and ability to access sufficient capital. As a consequence, actual results may differ materially from those anticipated in the forward-looking statements. A feasibility study has not been completed and there is no certainty the development objectives will be achieved nor that the proposed operations will be economically viable. Although Minnova has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such information. Accordingly, readers should not place undue reliance on forward-looking information. Minnova does not undertake to update any forward-looking information, except in accordance with applicable securities laws.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

NOT FOR DISSEMINATION INTO THE UNITED STATES

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313908

DENVER, CO / ACCESS Newswire / September 10, 2026 / Solitario Resources Corp. ("Solitario") (NYSE American:XPL)(TSX:SLR) is pleased to report CEO Chris Herald will provide a live presentation at the 28th Annual Global Investment Conference hosted by H.C. Wainwright & Co. The presentation is scheduled for Tuesday, September 15, 2026, at 2:30 pm Eastern Time. Mr. Herald will also be participating in one-on-one investor meetings on Monday and Tuesday, September 14 and 15, providing updates on the Company's activities on its five resource and exploration projects.

For more information on the conference, please click HC Wainwright.

About Solitario

Solitario is a natural resource exploration company focused on high-potential Tier-1 gold, copper, zinc and critical metals (molybdenum and rhenium) projects. Solitario's 100%-owned Golden Crest properties in South Dakota constitute strategic land holdings (25,150 acres) along the western and southwestern extensions of the Homestake-Wharf mining district that has produced approximately 52 million ounces of gold.

In addition to its Golden Crest project, Solitario holds a 100% interest in the Cat Creek molybdenum-rhenium project where drilling is being conducted; and the Bright Angel copper-gold project where drillhole permitting is nearing completion. Both projects are located in Colorado. Solitario also has a 50% joint venture interest (Teck Resources 50%) in the high-grade Lik zinc deposit in Alaska and a 39% joint venture interest (Nexa Resources 61%) in the high-grade Florida Canyon zinc project in Peru. Both Florida Canyon and Lik represent advanced exploration projects with over $110 million spent collectively on the properties. Solitario is carried to production on its Florida Canyon project through its joint venture arrangement with Nexa.

The Company is traded on the NYSE American ("XPL") and on the Toronto Stock Exchange ("SLR"). Solitario's Management and Directors hold approximately 7.7% interest in the Company (excluding options) and Newmont Corporation, Solitario's largest shareholder, owns 9.4% of the Company's 94.6 million shares outstanding. Solitario's cash position stands at approximately US$7.3 million. Additional information about Solitario is available online at www.solitarioresources.com.

For More Information Please Contact:

Chris HeraldPresident & CEO303-534-1030; ext. 1

SOURCE: Solitario Resources Corp.

View the original press release on ACCESS Newswire

This article first appeared on GuruFocus.

• Cash Position: Held cash and term deposits of AUD723 million at year-end, including the second tranche of the May placement that settled in July.
• Equity Raised: Raised over AUD930 million through three private placements and shareholder purchase plans during the year.
• Pro Forma Cash: On a pro forma basis, the company would have held cash of greater than AUD900 million.
• Convertible Notes: Executed long-form documentation for AUD200 million of convertible notes with NROC in May 2026.
• Strategic Equity Subscriptions: Entered binding subscription agreements for a total of AUD230 million with KfW (German Raw Materials Fund) and Export Finance Australia in March 2026.
• Offtake Agreements: Secured a binding offtake term sheet with Traxys North America for 500 tons of NdPr and 700 tons of Dy and Tb, and a term sheet with an Indian group for an additional 500 tons of NdPr and 7 tons per annum of Dy and Tb.

• Warning! GuruFocus has detected 1 Warning Sign with ARAFF.
• Is ARAFF fairly valued? Test your thesis with our free DCF calculator.

Release Date: September 04, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

• Arafura Rare Earths Ltd (ARAFF) has secured offtake agreements into five countries and ECA-covered debt from five countries, demonstrating strong multi-government and international support.
• The company has successfully raised over AUD 930 million in equity, including strategic investments from the NRF, EFA, and the German Raw Materials Fund, fully funding the Nolans Project.
• NdPr prices have seen a sustained lift, with the introduction of US and Japan pricing floors stabilizing the market and supporting a more transparent pricing environment.
• The Nolans Project is uniquely positioned as the only ore-to-oxide rare earth project in construction globally, offering a strategic advantage to bypass Chinese supply chains.
• The company has identified potential capital cost reductions of over AUD 200 million through design optimizations, helping to offset inflationary pressures on the project.
• Arafura Rare Earths Ltd (ARAFF) has secured binding offtake term sheets for its heavy rare earths (DyTb), with pricing mechanisms linked to independent, transparent seaborne indices.
• Construction is on track to commence in September 2026, with a clear 37-month schedule and a de-risked execution plan following early works completed in 2022.

Negative Points

• The company's share price performance has not met expectations, trading near its cash value, which management acknowledges is a significant concern for shareholders.
• Arafura Rare Earths Ltd (ARAFF) faces substantial project execution risks due to the complexity and remote location of the Nolans Project, which could lead to schedule delays or budget overruns.
• The company's market valuation is significantly lower than peers like Lynas Rare Earths and MP Materials, despite similar production levels, indicating a lack of investor confidence.
• China remains structurally dominant in the rare earths market, and its export controls and policy actions continue to pose a significant geopolitical risk to the rest-of-world supply chain.
• The company has experienced significant dilution from multiple capital raisings, which has impacted existing shareholders despite being necessary to fund the project.
• Arafura Rare Earths Ltd (ARAFF) is still awaiting final credit approvals from a small number of lenders to achieve contractual close on its project financing, creating uncertainty.
• The ramp-up to nameplate production is forecast to take two to three years after practical completion, which is a long period before the project can generate significant revenue.

Q & A Highlights

Q: Can you provide more clarification on the physical start date of major construction works and the timeline for key milestones?A: Darryl Cuzzubbo (CEO & Managing Director) confirmed that construction will start in September as planned, with access works beginning in about two weeks. The next large contract, bulk earthworks, is expected to be released in the middle of next quarter, with a goal to complete them by the middle of next year to allow concrete works to begin. This outlines the high-level critical path for the next six months.

Q: What is the Nolans' expected annual DyTb output, what percentage is locked into binding offtake agreements, and what is the plan for selling the remainder? Are these contracts index priced or do they have floor mechanisms?A: Peter Sherrington (CFO) stated that the project recovers roughly 40 tons of DyTb annually. They have already contracted approximately 15 tons with Traxys North America and an Indian counterparty. The remaining product will be matched with customers who require NdPr, particularly EV automakers needing high-performance magnets. Regarding pricing, they are unlikely to put a floor in but will negotiate annual prices or use mechanisms reflecting the tightness in the marketplace, though specific pricing regimes are commercial in confidence.

Q: Can you elaborate on the studies underway to increase recoveries of heavy rare earths and/or separate them further?A: Darryl Cuzzubbo (CEO & Managing Director) explained that they are looking at a separate project to process additional heavies, potentially recovering additional DyTb from the waste stream to increase output from 40 tons to 50-55 tons. This would also involve processing it into a separate DyTb oxide. This is a separate project subject to a separate decision that will be brought to the market at a later point.

Q: How will the ore-to-oxide refining process be conducted more safely and environmentally responsibly in Australia compared to China?A: Darryl Cuzzubbo (CEO & Managing Director) noted that with nine lenders across five countries, they must meet international standards. The process is similar to hydrometallurgical solvent extraction used at Olympic Dam and can be done responsibly. Peter Sherrington (CFO) added that a key differentiator is that all waste material is handled on a single site under one residue storage facility with one regulator, unlike in China where processing is often done at separate sites. Tommie van der Walt (Chief Projects Officer) added that environmental impact is part of the design criteria.

Q: How long after commencement of construction until you have product to sell, and what is the timeline to mechanical completion?A: Darryl Cuzzubbo (CEO & Managing Director) outlined a 37-month construction schedule from the start of construction in September. Practical completion is expected towards the end of 2029, followed by a two-year commissioning and ramp-up process. This would see first production at the end of 2029, with production reaching nameplate capacity at the end of 2031 or early 2032.

Q: Will the debt be finalized and binding prior to your departure, and what are the conditions around the US government $300 million debt facility? Will it be executed as part of the full debt stack?A: Peter Sherrington (CFO) confirmed that reaching contractual close is one of his main objectives before leaving. He clarified that the $775 million of senior debt facilities excludes the letter of support from US EXIM. The US EXIM facility is not considered part of the initial senior debt stack but is an opportunity to be pursued alongside any project expansion, such as for heavy rare earths or a stage 2.

Q: The share price performance has not met expectations. What are we doing as a company to improve the share price going forward?A: Darryl Cuzzubbo (CEO & Managing Director) acknowledged the situation, noting the company's cash balance is not much different from its market cap. He outlined two key actions: continuing to get in front of investors to highlight their unique position as the only ore-to-oxide project in construction that can bypass China, and delivering on construction milestones. He noted that other rare earths projects have also pulled back, but expects a re-rating as they progress and deliver on their commitments.

Q: Does the current board composition have the right people to successfully deliver the Nolans Project and support the executive team?A: Darryl Cuzzubbo (CEO & Managing Director) explained that over the last two years, they have deliberately built out both the management team and the board with execution capability for the construction phase. He highlighted recent board appointments including Mike Spreadborough with operational expertise from Olympic Dam, Roger Higgins with large project experience, and Ian Murray with financial and CEO experience. He stated they are well-positioned from both a board and management perspective for the current phase.

Q: What are the specific initiatives and capital market communication plans in place to protect the company's standing in the S&P/ASX 300 and MSCI indexes?A: Darryl Cuzzubbo (CEO & Managing Director) stated they continue to engage with investors in Australia, Asia, and North America, highlighting their position as an alternative to China. He pointed out the discrepancy between their market cap and that of peers like Lynas and MP Materials, despite similar production levels. A company representative added that they recognize the need for broader research coverage and are working on an engagement program including institutional meetings, analyst briefings, and targeted outreach. Angela Bigg (new CFO) emphasized the importance of demonstrating credibility by delivering on milestones.

Q: Following FID, what are the remaining conditions to be satisfied to achieve financial close and senior debt drawdown?A: Peter Sherrington (CFO) explained that FID has been called, and the next critical milestones are contractual close, which requires closing out a couple of final credit approvals. Most lenders are complete and ready to go, but the whole group must be ready to execute. Following that, the settlement of strategic investments from EFA and the German Raw Materials Fund is critical for construction to commence.

Q: Are there any expectations that further capital will be required, and what about potential future dilution?A: Darryl Cuzzubbo (CEO & Managing Director) stated clearly that the company is currently fully funded and focused on construction. There is no work on any capital raises at this time.

Q:

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Global demand tied to AI related investment is shaping trade and capital flows, and that is putting growth companies with clear earnings ambitions back in focus. Investors are searching for businesses that can convert this demand into real revenue, and management teams that are confident enough to back their own outlook with meaningful share ownership. This article walks through three fast growing stocks with high insider ownership that fit that brief.

The three stocks below are just a starting sample, and the full screen on Simply Wall St surfaces 102 more companies with similarly compelling growth and insider ownership stories that are not covered here. To identify and analyze the opportunities that best fit your own criteria, head straight to the Fast Growing Stocks With High Insider Ownership screener.

PDI Gold (ASX:PDI)

PDI Gold is a West Africa focused gold company developing and operating mines, with the Kiniéro Gold Project in Guinea as its flagship 398 km² exploration to development asset. The company also has interests in the Bankan Gold Project in Guinea and the Nampala Gold Mine in Mali, which add further optionality if development and operations progress as planned. PDI Gold currently has a market cap of about A$4.4b.

Investors watching the Fast Growing Stocks With High Insider Ownership theme may see PDI Gold as a pure play on the Kiniéro build out, where ramping production, a large resource and active exploration all sit behind analyst forecasts for future revenue and earnings. At the same time, the story involves meaningful risk. The company is still loss making, has less than a year of cash runway and relies on external funding while it waits on key permits in Guinea and manages country risk in Mali. If execution, financing and permitting are successfully managed, the combination of growth potential and insider alignment at PDI Gold may appeal to investors who are comfortable with higher risk, development stage exposure.

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ASX:PDI Earnings & Revenue Growth as at Aug 2026 Telix Pharmaceuticals (ASX:TLX)

Telix Pharmaceuticals develops and sells radiopharmaceutical products that help doctors image and treat cancers. Its Precision Medicine and Therapeutics pipeline, including TLX591 for advanced prostate cancer, ties it closely to the fast growing theme in this screener. The business is already commercial, with about US$704.7 million of revenue from Precision Medicine and US$277.1 million from Manufacturing Solutions, and additional internal adjustments between segments. Telix Pharmaceuticals currently has a market cap of about A$5.3b.

Investors watching fast growing stocks with high insider commitment may view Telix Pharmaceuticals as a way to get exposure to cancer imaging and treatment products that are already generating revenue, while still having a pipeline that could change the scale of the business if key trials and approvals progress as expected. H1 2026 revenue of US$477 million, Q2 revenue growth of 22% and EBITDA of US$52 million show that Illuccix, Gozellix and manufacturing are already meaningful, and recent trial progress on TLX591 and TLX250 plus the Regeneron partnership add further optionality. The flip side is real risk around high R&D spend, debt and cash flow pressure, regulatory reviews and pricing competition. This combination means Telix can potentially reward patient investors if things go right, but also demands a high tolerance for volatility and clinical setbacks.

Telix Pharmaceuticals is already generating hundreds of millions in revenue, yet the real inflection might still be ahead. Get the full story, including key trial and balance sheet pressure risks, in the analysis report for Telix Pharmaceuticals

ASX:TLX Earnings & Revenue Growth as at Aug 2026 Lindian Resources (ASX:LIN)

Lindian Resources is a Perth based explorer focused on gold, bauxite and rare earth elements across Tanzania, Guinea, Malawi, Australia and Singapore, with the Kangankunde Rare Earths project in Malawi as its flagship and clearest link to fast growing demand for rare earths in clean energy and tech supply chains. As an exploration and development stage company, Lindian is not yet reporting segment level revenue, so the investment story is built around future production potential rather than current sales. The stock currently has a market cap of about A$1.4b.

Lindian Resources gives you pure exposure to a rare earths story that is already moving from drill results toward planned production, with Kangankunde in Malawi and a processing route through the SARECO facility in Kazakhstan both targeting Q4 2026. Forecast revenue growth of around 138.8% a year and an expected shift into profitability within three years show why the market is paying up for this growth profile, even with a rich P/B multiple. The trade off is real. The company is still loss making, relies on external funding, has diluted shareholders recently and faces execution risk on commissioning, processing and sales. For investors comfortable with higher risk growth stories, that mix of potential and uncertainty is exactly where deeper research on Lindian may start to get interesting.

Accelerating rare earths potential at Lindian Resources is only half the picture. The real question is how that growth profile lines up against what analysts expect next. See how the story stacks up in the analyst forecasts for Lindian Resources

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

VANCOUVER, BC / ACCESS Newswire / August 27, 2026 / Stillwater Critical Minerals Corp. (TSXV:PGE)(OTCQB:PGEZF)(FSE:J0G) ("Stillwater" or the "Company") is pleased to announce an updated and expanded Mineral Resource estimate (the "2026 MRE") for its flagship Stillwater West critical minerals project in Montana, USA. The updated estimate includes 805.1 million tonnes of Inferred Mineral Resources grading 0.34% total nickel equivalent ("NiTEq") (see Tables 1 and 2) containing 4.8 billion pounds ("Blbs") of nickel, copper and cobalt, and 7.4 million ounces ("Moz") of platinum, palladium, gold and rhodium in a base-case model using a 0.20% NiTEq cut-off grade. The resource also includes a further 29.4 million tonnes of Indicated Mineral Resources grading 0.38% NiTEq containing 190 million pounds ("Mlbs") of nickel, copper and cobalt, and 0.359 Moz of platinum, palladium, gold and rhodium. Higher cut-off grades at 0.35% and 0.50% NiTEq are also presented as a sensitivity representing higher-grade zones.

The 2026 MRE reflects a substantial advancement in the Company's understanding of the Stillwater West mineral system, incorporating additional drilling, robust verification of historical data, refined geological and structural interpretations supported by comprehensive geophysical survey coverage, and an updated geologic and resource model. The updated estimate provides a stronger technical foundation for continued resource expansion, planned metallurgical testing and mining studies to support the advancement of one of North America's largest undeveloped polymetallic critical mineral systems.

2026 Mineral Resource Estimate Highlights

• Resource estimate comprises 29.4 million tonnes of Indicated and 805.1 million tonnes of Inferred Mineral Resources containing 3.01 Blbs nickel, 1.52 Blbs copper, 283 Mlbs cobalt, 2.28 Moz platinum, 3.97 Moz palladium, 864 thousand ounces ("Koz") gold, and 310 Koz rhodium at 0.20% NiTEq cut-off (see Tables 1 and 2 for grades and additional details).

• First definition of an Indicated Mineral Resource, marking an important milestone in the advancement of the Stillwater West project and reflecting substantially increased geological confidence.

• Significantly expanded resource estimate for priority critical minerals including nickel, copper, cobalt, and rhodium, making Stillwater West the largest known rhodium deposit in North America and the largest nickel and cobalt deposit in an active US mining district.

• Expansion of Inferred chromium resource to 6.6 Blbs confirming the Stillwater complex as one of the only past producing and current significant resources in the United States. No economic or recovery assumptions have been made about chromium which co-occurs with the other metals, and it is not included in the NiTEq calculations.

• Four zones are modeled across the central 10-kilometers of the project area, with the updated geological modelcombining the previously separate CZ and Central deposits at Iron Mountain.

Michael Rowley, President and CEO of Stillwater Critical Minerals, commented: "This updated Mineral Resource estimate marks an important step forward for Stillwater West. Beyond the substantial increase in the estimated tonnage and contained metal, the establishment of our first Indicated Mineral Resource and the continued refinement of our geological model significantly enhance our understanding of this large and evolving mineral system. The 2026 resource estimate provides a stronger technical foundation for advancing metallurgical studies, engineering and future economic evaluation, while reinforcing our belief that Stillwater West ranks among North America's most significant undeveloped polymetallic critical mineral projects."

Dr. Danie Grobler, Vice-President Exploration, commented: "The 2026 resource estimate reflects the integration of new drill results, historical data, structural interpretation, and geophysical information into an increasingly robust geological model. That work has significantly improved our understanding of the continuity and geometry of mineralization across the district, supporting the classification of the Company's first Indicated Mineral Resource and providing a stronger framework for potential future resource expansion, resource confidence category upgrades, and technical studies."

2026 Mineral Resource Estimate

TABLE 1 – Grade at Three NiTEq Cut-off Grades

Stillwater West Indicated and Inferred Mineral Resource Estimates, August 27, 2026

TABLE 2 – Contained Metal at Three NiTEq Cut-off Grades

Stillwater West Indicated and Inferred Mineral Resource Estimates, August 27, 2026

Notes to accompany Mineral Resources Estimates presented in Tables 1 and 2:

Mineral Resources are reported within a constraining pit shell using the 2014 CIM Definition Standards.

Mineral Resources have an effective date of August 27, 2026. The Qualified Person for the estimate is Mr. Timothy O. Kuhl, RM SME, of Mine Technical Services.

A NiTEq is used for reporting Mineral Resources. NiTEq base case cutoff is 0.20%. The NiTEq is determined based on metal prices of US$8.00/lb for Ni, US$4.50/lb for Cu, US$11.00/lb for Co, US$1250.00/oz for Pt, US$1250.00/oz for Pd, US$3000.00/oz for Au and US$6500/oz for Rh. Recoveries of 80% were used for Ni, Co, Pt, Pd, Au, Rh and the Cu recovery used was 85%. NiTEq% is calculated based on the above metal prices and recoveries, resulting in NiTEq = Ni% + (Cu% × 0.598) + (Co% × 1.375) + (Pt g/t × 0.228) + (Pd g/t × 0.228) + (Au g/t × 0.547) + (Rh g/t × 1.185).

Open pit mining is assumed. Assumptions used to develop pit shell include: mining cost of $2.50/t and a processing cost of $18/t of ore. The processing cost includes costs for G&A, smelter and shipping charges. A 50° pit slope is assumed.

Tonnage and grade estimates are in metric units.

Mineral Resource tonnage and contained metal have been rounded to reflect the accuracy of the estimate, and numbers may not add due to rounding.

Equivalent contained metal and grades do not include Cr.

There are no legal, political, environmental or other risks known to the Qualified Persons consider would materially affect the Mineral Resource estimates.

The 2026 MRE incorporates new drilling, selected historical drilling, refined geological interpretation and structural modelling. The estimate was prepared by Mr. Tim Kuhl of Mine Technical Services ("MTS"), an independent Qualified Person, in accordance with National Instrument 43-101. Mr. Kuhl and his team gained significant experience with Platreef-style mineralization during their time at Wood, AMEC Foster Wheeler, and AMEC and over the past two decades working under the late Dr. Harry Parker. This experience informed the approach applied to the thick mineralized zones of the Stillwater West project, where dynamic anisotropy search geostatistical techniques using locally varying anisotropy were applied across the different structural domains identified in the updated geological model. This is the first time this approach has been used at Stillwater West. There are no known legal, political, environmental or other risks that the Qualified Persons consider could materially affect the potential development of the Mineral Resources.

The updated estimate incorporates 14 new drill holes (5,781 meters) from the 2023 and 2025 drilling campaigns as well as historic drillholes not included in the previous Mineral Resource estimate as a result of detailed QA/QC review. Dr. Ted Eggleston, P.Geo., of MTS, a Qualified Person who is also independent of the Company, verified the current and historical assay and geological data through a detailed review of QA/QC information and original laboratory certificates. The Qualified Persons also conducted two field visits to the Stillwater drill sites and core facility. The Qualified Persons reviewed the historical metallurgical data and benchmarking information provided by the Company on analogue deposit metallurgical performance, and reviewed information provided by the Company on aspects of mineral claims, surface rights, royalties, permitting and environmental considerations. The Qualified Persons identified no material limitations in the data verification process that would affect the Mineral Resource estimate.

The results of the 2026 MRE show separate resource areas at Chrome Mountain and Iron Mountain, with the latter comprising the CZ-Central-HGR-Crescent mineralized system. Together, Chrome Mountain and Iron Mountain represent two large, polymetallic areas of mineralization that begin at surface. Figures 2 through 7 illustrate the extensive mineralization in these areas including areas with higher-grade zones. The 2026 drilling campaign is focused on extending the Chrome Mountain mineralization extent (see Figures 2, 3, 4, and 5) and joining the CZ-Central deposits with the HGR deposit at Iron Mountain (see Figures 2, 3, 4, and 6).

Advancing the Geological Model

The 2026 MRE represents the culmination of multiple exploration campaigns and a significantly improved understanding of the Stillwater West mineral system. The Company's technical team has progressively refined its geological model through the integration of tens of thousands of meters of drilling, detailed geological mapping, geophysical surveys and ongoing data validation and interpretation. The resulting model provides greater confidence in the continuity and geometry of mineralization across the district, supporting the estimate of the Company's first Indicated Mineral Resource and providing a stronger framework for future exploration, resource conversion and technical studies.

Key information used in the 2026 MRE includes:

• Results from the 2023 and 2025 drill campaigns.

• Validation and refinement of the Company's district-scale geological model.

• Updated structural interpretation improving mineralized domain continuity supported by new drilling and multiple property wide geophysical surveys.

• Metallurgical recovery assumptions based on historical testwork and benchmarked comparable deposit types.

• Expanded rhodium sample database, updated estimation methodology and resource modelling.

Foundation for Future Development

The 2026 MRE also establishes the detailed grade-block model that will support the next phase of technical studies, including:

• Future drill targeting and potential resource confidence category upgrades.

• Implementation of metallurgical testing programs.

• Mine planning and development scenario evaluations.

• Continued community relations and engagement.

• Evaluation of potential mid- to higher-grade zones that might be sequenced earlier in future economic studies.

As the Company advances Stillwater West toward development, this technical framework is expected to improve exploration efficiency while supporting the continued de-risking of one of North America's largest undeveloped polymetallic critical mineral systems.

Development Optionality

The 2026 MRE includes a substantial increase in higher-grade nickel-PGE-copper-cobalt-chromium mineralization, providing greater flexibility as the Company evaluates future potential development scenarios.

The enhanced higher-grade component broadens the range of engineering and mine planning alternatives available for evaluation, including the assessment of potential staged development approaches and early higher-grade sequencing opportunities within a larger district-scale development strategy.

Rhodium Resource Expansion

Recent drilling identified widespread rhodium mineralization at both Chrome Mountain and Iron Mountain. The 2026 MRE expands the project's contained rhodium metal content estimates, reinforcing Stillwater West as the largest known rhodium deposit in North America.

Rhodium is one of the world's rarest platinum group metals and is used in high-performance catalytic and industrial applications. In addition to rhodium, assay results at Stillwater West indicate co-occurrence of the rare platinum group metals iridium, osmium and ruthenium.

District-Scale Potential

While the 2026 MRE significantly expands the mineralization at Stillwater West, the area estimated occupies only a 10-kilometer portion of the Company's 32-kilometer-wide land position across the Stillwater Igneous Complex. Multiple large-scale geophysical and geological targets identified through recent exploration programs remain untested, providing substantial opportunities for future resource growth.

Priority exploration areas include:

• Chrome Mountain expansion

• Iron Mountain expansion, including the CZ-Central, HGR and Crescent deposits.

These areas provide opportunities to expand and upgrade known mineralized systems while also testing potential additional mineralized centers elsewhere across the district.

Stillwater West is located immediately adjacent to Sibanye-Stillwater's operating PGE mines and processing infrastructure in Montana and benefits from excellent access to transportation, power, a skilled workforce and other advantages associated with a long-established mining district. The project also aligns with growing U.S. initiatives to secure domestic supplies of nickel, copper, cobalt and platinum group metals that are increasingly important for energy, electrification and national security.

Upcoming Events

Company representatives will be attending the following events and look forward to discussing the 2026 resource estimate and upcoming catalysts:

Commodities Global Expo – Phoenix, AZ, USA, September 18-20, 2026.

Precious Metals Summit – Beaver Creek, CO, USA, September 22-25, 2026.

Better in Our Backyard – Minneapolis, MN, USA, September 29 – October 2, 2026.

AEMA Annual Meeting – Sparks, NV, USA, December 6-11, 2026.

Montana Mining Association Winter Meeting 2026 – Billings, MT, USA, December 8-9, 2026.

About Stillwater Critical Minerals Corp.

Stillwater Critical Minerals (TSX.V:PGE)(OTCQB:PGEZF)(FSE:J0G) is a mineral exploration and development company advancing its 100%-owned Stillwater West Ni-PGE-Cu-Co-Cr + Au project in the Stillwater mining district of Montana, USA. Stillwater West is directly adjacent to Sibanye-Stillwater's operating Stillwater mines and processing infrastructure, the only primary platinum group element-producing complex in the United States. An NI 43-101 Mineral Resource estimate released in August 2026 positions Stillwater West as one of the largest nickel and platinum group element resources in the United States and includes ten metals currently listed as critical. With strategic investments by Glencore and an experienced technical team with expertise in Bushveld- and Platreef-style systems, the Company is advancing Stillwater West through ongoing resource expansion, resource upgrades and technical studies.

Stillwater also holds a 49% interest in the high-grade Drayton-Black Lake-gold project adjacent to Nexgold Mining's development-stage Goliath Gold Complex in northwest Ontario, currently under an earn-in agreement with Heritage Mining, and the Kluane PGE-Ni-Cu-Co critical minerals project on trend with Nickel Creek Platinum's Wellgreen deposit in Canada's Yukon Territory. The Company also holds the Duke Island Cu-Ni-PGE property in Alaska and maintains a back-in right on the high-grade past-producing Yankee-Dundee in BC, following its sale in 2013.

FOR FURTHER INFORMATION, PLEASE CONTACT:

Michael Rowley, President, CEO & Director – Stillwater Critical Minerals

Email: info@criticalminerals.com Phone: (604) 357 4790

Web: http://criticalminerals.com Toll Free: (888) 432 0075

Qualified Persons

The Stillwater West Ni-PGE-Cu-Co + Au project 2026 Mineral Resource estimate was prepared by Timothy O. Kuhl, RM SME, and Dr. Ted Eggleston, Ph.D., RM SME, of Mine Technical Services, who are independent Qualified Persons, in accordance with the guidelines of the Canadian Securities Administrators' National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101") with an effective date of August 27, 2026. Dr. Eggleston and Mr. Kuhl most recently visited the property on September 16, 2025. Dr. Eggleston and Mr. Kuhl reviewed and approved the technical content of this news release with respect to the 2026 Mineral Resource estimate. A technical report will be filed on SEDAR+ within 45 days of this news release.

Mr. Mike Ostenson, P.Geo., is the Company's Qualified Person for the purposes of National Instrument 43-101, and he has reviewed and approved the technical disclosure outside of the 2026 Mineral Resource estimate that is contained in this news release.

Forward-Looking Statements

This news release includes certain statements that may be deemed "forward-looking statements". All statements in this release, other than statements of historical facts including, without limitation, statements regarding potential mineralization, historic production, estimation of mineral resources, the realization of mineral resource estimates, interpretation of prior exploration and potential exploration results, the timing and success of exploration activities generally, the timing and results of future resource estimates, permitting timelines, metal prices and currency exchange rates, availability of capital, government regulation of exploration operations, environmental risks, reclamation, title, statements about expected results of operations, royalties, cash flows, financial position and future dividends, prospects, and future plans and objectives of the Company are forward-looking statements that involve various risks and uncertainties. Although Stillwater Critical Minerals believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in the forward-looking statements. Forward-looking statements are based on a number of material factors and assumptions. Factors that could cause actual results to differ materially from those in forward-looking statements include failure to obtain necessary approvals, unsuccessful exploration results, unsuccessful operations, changes in project parameters as plans continue to be refined, results of future resource estimates, future metal prices, availability of capital and financing on acceptable terms, general economic, market or business conditions, risks associated with regulatory changes, defects in title, availability of personnel, materials and equipment on a timely basis, accidents or equipment breakdowns, uninsured risks, delays in receiving government approvals, unanticipated environmental impacts on operations and costs to remedy same and other exploration or other risks detailed herein and from time to time in the filings made by the Company with securities regulators. Readers are cautioned that mineral resources that are not mineral reserves do not have demonstrated economic viability. Mineral exploration, development of mines and mining operations is an inherently risky business. Accordingly, the actual events may differ materially from those projected in the forward-looking statements. For more information on Stillwater Critical Minerals and the risks and challenges of their businesses, investors should review their annual filings that are available at sedarplus.ca. Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

SOURCE: Stillwater Critical Minerals

View the original press release on ACCESS Newswire

OTTAWA, ON, Aug. 26, 2026 /CNW/ — Northern Shield Resources Inc. ("Northern Shield" or the "Company") (TSXV: NRN) is pleased to report results of the 3D induced polarization ("IP") geophysical survey completed at the Company's flagship Root & Cellar Property ("Root & Cellar" or the "Property") on the Burin Peninsula of eastern Newfoundland. The Property is being explored for porphyry copper ± molybdenum, gold and tellurium, and for epithermal gold-silver-tellurium.

A review of the first 3D inversion modelling of chargeability and resistivity over a 4.6 km² grid covering the Creston copper porphyry target has been completed with four priority targets defined (Figure 1a and b). Three, IP-1, IP-2 and IP-3, appear to be connected, lying in the same zone of elevated chargeability. The fourth, IP-4, is a separate target to the north and possibly related to the Conquest gold zone.

Target IP-1

IP-1 is a near-surface chargeability response of approximately 9.5 mV/V coinciding with a bornite / possible chalcocite occurrence found during ground truthing of the target. It plunges shallowly to the SE into the IP-2 anomaly.

Targets IP-2 & 3

IP-2 extends from near surface to approximately 450 m depth with chargeability responses from 9.8 to 12.5 mV/V, and resistivity averaging approximately 6,875 ohm-m – the strongest combined response in the survey and the highest-priority target from the survey. IP-3 has a modelled chargeability of 9 to 11.2 mV/V at depths between 245 and 570 m and lies on the southern flank of a magnetic high that is interpreted as the porphyry intrusion that is driving the system (Figure 2). IP-2 and -3 combined, have a strike-length of approximately 1,000 m with a trend parallel to both the diatreme breccia complex and the copper (lead-zinc) mineralization in the neighbouring quarries. These anomalies are on the edge of the grid and hence their geometry and magnitude cannot be fully determined. They also lie outside the area of Northern Shield's soil geochemical sampling in an area that has not been evaluated by prior exploration.

Target IP-4

IP-4 measures approximately 240 m by 300 m in plan extending from near surface to approximately 400 m depth. It is characterised by chargeability of 8.5 to 9.0 mV/V coincident with resistivity averaging approximately 9,350 ohm-m, the most resistive area in the survey. This combination of elevated chargeability with strongly elevated resistivity is typical of disseminated sulphides hosted in quartz veins or silicified alteration.

Interpretation

The magnitude of the chargeability responses at Root & Cellar is consistent with expectations for the core of an alkalic porphyry system. Induced polarization responds to the surface area of sulphide rather than to copper grade, and alkalic mineralization is typically sulphide-poor and dominated by high-tenor copper minerals such as bornite and chalcocite. Higher chargeabilities in porphyry systems are usually attributed to the alteration cap that contains abundant disseminated pyrite and not the mineralized core.

"This survey has done exactly what we asked of it. It has taken a copper showing we could stand on and shown us that it is the near-surface expression of something considerably larger, extending several hundred metres to depth, to the southeast and still open. We now have a clear, prioritised basis for drilling. Also, beyond defining the copper target, the survey has identified an untested target that may be part of the Conquest Zone." 

– Ian Bliss, President and CEO, Northern Shield

Next Steps

Ground truthing of the targets continues and a permit for 15 new drill hole collars has just been received, in addition to the 14 that remain permitted from last year. Nine of these new drill hole collar locations are in the main Conquest Zone.

The DasVision® 3D IP survey was completed by Abitibi Geophysics Inc. of Val-d'Or, Quebec. The survey used a distributed receiver array employing IRIS Instruments FullWaver technology in a pole-dipole configuration, with 100 m receiver dipole separations and current injections every 100 m over approximately 4.6 km². A total of 148 of 150 planned current injections were completed and 9,464 data points collected.

The technical information in this news release has been reviewed and approved by Mike Muggridge, P. Geo., an independent consultant and "Qualified Person" within the meaning of National Instrument 43-101 – Standards of Disclosure for Mineral Projects.

About Northern Shield Resources

Northern Shield Resources Inc. is a Canadian-based company, a leader in generating high-quality exploration targets, which views greenfield exploration as an opportunity to find a mineable, near surface deposit at relatively low cost. We implement a model driven exploration approach to reduce the risk associated with early-stage projects for ourselves, our shareholders, and the environment. This approach led us to option the Root & Cellar Property from a Newfoundland prospector, who discovered the copper mineralization, and then to its advancement to the large gold-silver-tellurium and porphyry copper system that it has become.

Forward-Looking Statements Advisory

This news release contains statements concerning the exploration plans, results and potential for porphyry copper, epithermal gold, nickel-copper-cobalt and other mineralization at the Company's Root & Cellar and Property, geological, geophysical and geometrical analyses of the properties and comparisons of the properties to known epithermal gold deposits and other expectations, plans, goals, objectives, assumptions, information or statements about future, conditions, results of exploration or performance that may constitute forward-looking statements or information under applicable securities legislation. Such forward-looking statements or information are based on a number of assumptions, which may prove to be incorrect.

Although Northern Shield believes that the expectations reflected in such forward-looking statements or information are reasonable, undue reliance should not be placed on forward looking statements because Northern Shield can give no assurance that such expectations will prove to be correct. Forward-looking statements or information are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by Northern Shield and described in the forward looking statements or information. These risks and uncertainties include, but are not limited to, risks associated with geological, geometrical and geophysical interpretation and analysis, the ability of Northern Shield to obtain financing, equipment, supplies and qualified personnel necessary to carry on exploration and the general risks and uncertainties involved in mineral exploration and analysis.

The forward-looking statements or information contained in this news release are made as of the date hereof and Northern Shield undertakes no obligation to update publicly or revise any forward looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable securities laws.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

View original content to download multimedia: http://www.newswire.ca/en/releases/archive/August2026/26/c4383.html

OTTAWA, ON, Aug. 26, 2026 /CNW/ — Northern Shield Resources Inc. ("Northern Shield" or the "Company") (TSXV: NRN) is pleased to report results of the 3D induced polarization ("IP") geophysical survey completed at the Company's flagship Root & Cellar Property ("Root & Cellar" or the "Property") on the Burin Peninsula of eastern Newfoundland. The Property is being explored for porphyry copper ± molybdenum, gold and tellurium, and for epithermal gold-silver-tellurium.

A review of the first 3D inversion modelling of chargeability and resistivity over a 4.6 km² grid covering the Creston copper porphyry target has been completed with four priority targets defined (Figure 1a and b). Three, IP-1, IP-2 and IP-3, appear to be connected, lying in the same zone of elevated chargeability. The fourth, IP-4, is a separate target to the north and possibly related to the Conquest gold zone.

Target IP-1

IP-1 is a near-surface chargeability response of approximately 9.5 mV/V coinciding with a bornite / possible chalcocite occurrence found during ground truthing of the target. It plunges shallowly to the SE into the IP-2 anomaly.

Targets IP-2 & 3

IP-2 extends from near surface to approximately 450 m depth with chargeability responses from 9.8 to 12.5 mV/V, and resistivity averaging approximately 6,875 ohm-m – the strongest combined response in the survey and the highest-priority target from the survey. IP-3 has a modelled chargeability of 9 to 11.2 mV/V at depths between 245 and 570 m and lies on the southern flank of a magnetic high that is interpreted as the porphyry intrusion that is driving the system (Figure 2). IP-2 and -3 combined, have a strike-length of approximately 1,000 m with a trend parallel to both the diatreme breccia complex and the copper (lead-zinc) mineralization in the neighbouring quarries. These anomalies are on the edge of the grid and hence their geometry and magnitude cannot be fully determined. They also lie outside the area of Northern Shield's soil geochemical sampling in an area that has not been evaluated by prior exploration.

Target IP-4

IP-4 measures approximately 240 m by 300 m in plan extending from near surface to approximately 400 m depth. It is characterised by chargeability of 8.5 to 9.0 mV/V coincident with resistivity averaging approximately 9,350 ohm-m, the most resistive area in the survey. This combination of elevated chargeability with strongly elevated resistivity is typical of disseminated sulphides hosted in quartz veins or silicified alteration.

Interpretation

The magnitude of the chargeability responses at Root & Cellar is consistent with expectations for the core of an alkalic porphyry system. Induced polarization responds to the surface area of sulphide rather than to copper grade, and alkalic mineralization is typically sulphide-poor and dominated by high-tenor copper minerals such as bornite and chalcocite. Higher chargeabilities in porphyry systems are usually attributed to the alteration cap that contains abundant disseminated pyrite and not the mineralized core.

"This survey has done exactly what we asked of it. It has taken a copper showing we could stand on and shown us that it is the near-surface expression of something considerably larger, extending several hundred metres to depth, to the southeast and still open. We now have a clear, prioritised basis for drilling. Also, beyond defining the copper target, the survey has identified an untested target that may be part of the Conquest Zone." 

– Ian Bliss, President and CEO, Northern Shield

Next Steps

Ground truthing of the targets continues and a permit for 15 new drill hole collars has just been received, in addition to the 14 that remain permitted from last year. Nine of these new drill hole collar locations are in the main Conquest Zone.

The DasVision® 3D IP survey was completed by Abitibi Geophysics Inc. of Val-d'Or, Quebec. The survey used a distributed receiver array employing IRIS Instruments FullWaver technology in a pole-dipole configuration, with 100 m receiver dipole separations and current injections every 100 m over approximately 4.6 km². A total of 148 of 150 planned current injections were completed and 9,464 data points collected.

The technical information in this news release has been reviewed and approved by Mike Muggridge, P. Geo., an independent consultant and "Qualified Person" within the meaning of National Instrument 43-101 – Standards of Disclosure for Mineral Projects.

About Northern Shield Resources

Northern Shield Resources Inc. is a Canadian-based company, a leader in generating high-quality exploration targets, which views greenfield exploration as an opportunity to find a mineable, near surface deposit at relatively low cost. We implement a model driven exploration approach to reduce the risk associated with early-stage projects for ourselves, our shareholders, and the environment. This approach led us to option the Root & Cellar Property from a Newfoundland prospector, who discovered the copper mineralization, and then to its advancement to the large gold-silver-tellurium and porphyry copper system that it has become.

Forward-Looking Statements Advisory

This news release contains statements concerning the exploration plans, results and potential for porphyry copper, epithermal gold, nickel-copper-cobalt and other mineralization at the Company's Root & Cellar and Property, geological, geophysical and geometrical analyses of the properties and comparisons of the properties to known epithermal gold deposits and other expectations, plans, goals, objectives, assumptions, information or statements about future, conditions, results of exploration or performance that may constitute forward-looking statements or information under applicable securities legislation. Such forward-looking statements or information are based on a number of assumptions, which may prove to be incorrect.

Although Northern Shield believes that the expectations reflected in such forward-looking statements or information are reasonable, undue reliance should not be placed on forward looking statements because Northern Shield can give no assurance that such expectations will prove to be correct. Forward-looking statements or information are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by Northern Shield and described in the forward looking statements or information. These risks and uncertainties include, but are not limited to, risks associated with geological, geometrical and geophysical interpretation and analysis, the ability of Northern Shield to obtain financing, equipment, supplies and qualified personnel necessary to carry on exploration and the general risks and uncertainties involved in mineral exploration and analysis.

The forward-looking statements or information contained in this news release are made as of the date hereof and Northern Shield undertakes no obligation to update publicly or revise any forward looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable securities laws.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

View original content to download multimedia: http://www.newswire.ca/en/releases/archive/August2026/26/c4383.html

VANCOUVER, B.C. – August 25, 2026 (NEWMEDIAWIRE) – Ares Strategic Mining Inc. (CSE: ARS) (OTCQX: ARSMF) (FRA: N8I1) ("Ares" or the "Company") is pleased to announce that it has taken the necessary steps and completed key planning to pursue an uplist of its securities to the Nasdaq Capital Market. The Company is targeting completion of the uplist in 2026.

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Company Targets NASDAQ Capital Market Listing in 2026, Enhancing Accessibility for U.S. Institutional and Retail Investors and Avoiding Rollbacks for Canadian Shareholders

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This initiative responds directly to feedback from potential institutional investors whose brokerages currently restrict trading in OTC securities, as well as the practical challenges some existing U.S. shareholders have experienced when seeking to exercise warrants. By moving to Nasdaq, Ares expects to unlock meaningfully higher trading volume, broaden its investor base, and deliver improved accessibility and liquidity for both current and future shareholders.

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Sponsored American Depositary Share Program with BNY

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To facilitate the Nasdaq listing, Ares is establishing a sponsored American Depositary Share ("ADS") program with The Bank of New York Mellon ("BNY") acting as depositary. On July 17, 2026, Ares and BNY entered into an agreement addressing the establishment, administration, and maintenance of the program.

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The securities intended to be publicly offered and listed on the Nasdaq Capital Market will be American Depositary Shares. Each ADS will represent a fixed number of common shares of the Company. The final ADS-to-common-share ratio will be determined in consultation with BNY, the underwriters, Nasdaq, and the Company's legal and financial advisers. The ratio will be selected with regard to the expected offering price, the prevailing Canadian trading price, foreign-exchange rates, the anticipated number of ADSs to be offered and outstanding, and the applicable Nasdaq distribution and bid-price requirements.

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The common shares underlying the ADSs will be deposited with BNY or its Canadian custodian. As the Depositary Bank for the Ares ADS program, BNY will administer the program, including, but not limited to, the issuance and cancellation of ADSs, recordkeeping, settlements, distributions, and shareholder communications, in accordance with the registration statement to be filed and subject to applicable law, fees and taxes.

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Capital will be raised when Ares issues the underlying common shares in the public offering and BNY issues the corresponding ADSs to the underwriters. Subsequent exchanges of outstanding common shares for ADSs, or ADSs for common shares, will generally change only the form in which the securities are held, without altering the Company's total outstanding share capital.

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Conditions to Completion

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Completion of the establishment of Ares' ADS program remains subject to finalization and execution of the Form F-6 Registration Statement which includes the Deposit Agreement, establishment of the ADS ratio completion of the Company's Form F-10 and prospectus-supplement process, DTC and CUSIP arrangements, Nasdaq approval, and satisfaction of the conditions to closing of the underwritten offering. Accordingly, the execution of the BNY agreement should not be interpreted as confirmation that the ADS facility is already effective or that Nasdaq has approved the listing.

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Looking Ahead

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James Walker, President and Chief Executive Officer of Ares Strategic Mining, commented: "Moving to Nasdaq is a natural and exciting next step for Ares. We have built a fully permitted domestic fluorspar operation in Utah, and secured meaningful U.S. government relationships and contracts. The U.S. listing on Nasdaq supported by a sponsored ADS program with BNY, is designed to open the door for a broader universe of institutional and retail investors who have told us they want to participate but currently face brokerage or warrant-exercise barriers on the OTC market. We are targeting September 30th, 2026, as our completion date and are working diligently with our advisers, underwriters, and BNY to bring this milestone across the finish line. This is about making Ares more accessible, more liquid, and better positioned for the growth chapter that lies ahead."

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ABOUT ARES STRATEGIC MINING

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Ares Strategic Mining Inc. is the only domestic fluorspar producer in the United States and is developing a vertically integrated critical minerals platform through its Lost Sheep Mine and processing facilities in Utah. The Company aims to become a significant supplier of high-grade fluorspar to North American markets, supporting industries vital to modern technology and infrastructure.

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Lost Sheep Fluorspar Project – Delta, Utah

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100% owned – 5,982 acres – 302 Claims

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Located in the Spor Mountain area, Juab County, Utah, approximately 214 km south-west of Salt Lake City.

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Fully Permitted – including mining permits.

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NI 43-101 Technical Report identified extensive high-grade fluorspar with low levels of impurities.

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Mining plan approved by BLM.

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ON BEHALF OF THE BOARD OF DIRECTORS OF ARES STRATEGIC MINING INC.James WalkerChief Executive Officer and PresidentFor further information, please contact James Walker by email at info@aresmining.com

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DISCLOSURE AND FORWARD-LOOKING STATEMENTS:

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Companies typically rely on comprehensive feasibility reports on mineral reserve estimates to reduce the risks and uncertainties associated with a production decision. Historically, situations where the issuer decides to put a mineral project into production without first establishing mineral reserves supported by a technical report and completing a feasibility study have a higher risk of economic or technical failure, though some industrial mineral ventures are relatively simple operations with low levels of investment and risk, where the operating entity has determined that a formal prefeasibility or feasibility study in conformance with NI 43-101 and 43-101 CP is not required for a production decision. Based on historical engineering work, geological reports, historical production data and current engineering work completed or in the process by Ares, the Company intends to move forward with the development of its Utah asset.

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Certain information in this news release may contain forward-looking statements that involve substantial known and unknown risks and uncertainties. Forward-looking statements are often identified by terms such as "will", "may", "should", "anticipate", "expects" and similar expressions. All statements other than statements of historical fact included in this news release are forward-looking statements that involve risks and uncertainties. There can be no assurance that such statements will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations include the failure to satisfy the conditions of the relevant securities exchange(s), the failure to complete the ADS program or Nasdaq listing on the expected timeline or at all, market conditions, regulatory approvals, and other risks detailed from time to time in the filings made by the Company with securities regulators. The reader is cautioned that assumptions used in the preparation of any forward-looking information may prove to be incorrect. Events or circumstances may cause actual results to differ materially from those predicted, as a result of numerous known and unknown risks, uncertainties, and other factors, many of which are beyond the control of the Company. The reader is cautioned not to place undue reliance on any forward-looking information. Such information, although considered reasonable by management at the time of preparation, may prove to be incorrect and actual results may differ materially from those anticipated. Forward-looking statements contained in this news release are expressly qualified by this cautionary statement. The forward-looking statements contained in this news release are made as of the date of this news release and the Company disclaims any intention or obligation to update or revise such information, except as required by applicable law.

View the original release on www.newmediawire.com

Highlights include 13.4m @ 1.55% Ni, 0.33% Cu and 2.02 g/t PGM+Au, including 6.7m @ 2.25% Ni, 0.55% Cu and 3.14 g/t PGM+Au, and 6.0m @ 6.81 g/t PGM+Au

TORONTO, Aug. 24, 2026 /CNW/ — Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF), ("Bravo" or the "Company") is pleased to report assay results from the Babylon target area, located adjacent to the North Sector of its 100%-owned Luanga palladium + platinum + rhodium + gold + nickel deposit ("Luanga Deposit" or "Luanga PGM+Au+Ni Deposit"), located in the Carajás Mineral Province, Pará State, Brazil.

"Follow up drilling to the magmatic Ni/Cu-rich mineralization in the Babylon region continues to show encouragement, with higher grades and mineralized thicknesses than reported in May 2026. These results continue to suggest potential for additional mineralization below the existing Luanga PGM+Au+Ni Deposit," said Luís Azevedo, Chairman and CEO. "The preliminary interpretation from the recently completed Deep IP survey line that also covers Babylon appears to support the rational for deeper testing below the known mineralization we have defined to date as well as following up on the high grade PGM+Au mineralization also intersected in this drill hole. Meanwhile, our fully funded Cu/Au-focused exploration activities continue to ramp up, with approximately 7.6km (3 lines) of IP completed to date, out of a planned 50km IP survey program".

Highlights Include

• DDH26LU347 tested an anomaly generated from Bore Hole Electromagnetics ("BHEM") on previously reported drill hole, DDH26LU330, successfully intercepting a massive to semi-massive sulphide zone from 205.58m downhole.
• The sulphide zone is associated with a chromitite interval hosted in orthopyroxenites of the Luanga Transition Zone, and consists of pyrrhotite (gangue), pentlandite (primary Ni sulphide mineral) and chalcopyrite (primary Cu sulphide mineral), as shown in polished thin section (Figure 2).
• DDH26LU347 also intersected a separate 6.0m interval grading 6.81 g/t PGM+Au from 122.70m downhole, with low sulphide values.
• BHEM surveying is planned to assist in further follow-up drilling.
• Furthermore, the Deep Induced Polarization ("IP") survey associated with ongoing Cu-Au exploration, which also covers the Babylon target, has identified a significant IP anomaly (Figures 5 and 6) at depth, which warrants priority drill testing. 

Drilling Highlights

HOLE-ID	From (m)	To (m)	Thickness (m)	Au (g/t)	Pt (g/t)	Pd (g/t)	Rh |(g/t)	Ni *(%) Sulphide	Cu (%) Sulphide	PGM+Au (g/t)	TYPE
DDH26LU347	122.70	128.70	6.00	0.02	3.84	2.30	0.64	0.01	0.01	6.81	FR/LS
And	205.58	219.02	13.44	0.02	0.77	1.21	0.02	1.55	0.33	2.02	FR
Including	205.58	212.30	6.72	0.03	1.34	1.73	0.04	2.25	0.55	3.14	FR

Notes:	All 'From', 'To' depths, and 'Thicknesses' are downhole. Intercepts are estimated at 102% of true thickness.
	Type: FR = Fresh Rock. LS = Low Sulphide. Recovery methods and results will differ based on the type of mineralization.
	* Bravo's nickel grades are sulphide nickel, and do not include non-recoverable silicate nickel.

Luanga Ni/Cu Exploration

The most recent drill hole targeting Ni/Cu sulphides proximal to the Luanga Deposit, DDH26LU347, is in the North Sector, approximately 300m south of the Babylon target (Figure 7) and stratigraphically below and immediately east of the main PGM+Au+Ni mineral resource.

DDH26LU347 was designed to test an Electromagnetic ("EM") plate generated from the BHEM survey conducted on nearby previous hole DDH26LU330 (reported May 19, 2026) drilled in this area. EM data was processed and interpreted by Bravo's geophysical consultants, delineating a high conductivity plate model, dipping 40 degrees at approximately a 270-dip direction. 

DDH26LU347 successfully intercepted a massive to semi-massive sulphide zone starting at 205.58m downhole (Figure 1). The sulphide mineralization is associated with a chromitite interval hosted in an orthopyroxenite layer of Luanga's Transition Zone, and consists of pyrrhotite ("Po"), pentlandite ("Pn") and minor chalcopyrite ("Ccp"). Pentlandite is mainly present as fine- to medium-grained crystals, with minor exsolution lamellae in pyrrhotite.

The well-preserved mineral textures and close association of chromite with the sulphide mineralization (figures 3 and 4), indicates that a sulphide liquid pool was segregated and concentrated at this portion of the Luanga Mafic-Ultramafic ("MUM") intrusion. Euhedral chromite crystals with enclosed sulphide blebs and partially corroded faces indicate the coexistence of chromite and the immiscible Ni-PGE bearing sulphide liquid. This supports a magmatic origin to the mineralization, thus clearly related to the Luanga MUM intrusion.

Deep IP Survey (Cu-Au Exploration)

To date, three lines of IP surveying have been completed as part of the ongoing Cu-Au exploration program. One of these survey lines covers the Babylon target (Figure 7), along an East-West 2km long traverse.

The sections and preliminary interpretations of the IP data at Babylon (Figures 5 and 6) highlight strong chargeability and a low-resistivity anomalies that appear to correspond to the Babylon sulphide mineralization, likely extending deeper and potentially at a higher angle than the current drilling.

Based on this encouraging outcome, the IP data will be integrated with the existing Babylon datasets (geology, drilling and EM) to drill test the deep target.

Drilling & Trenching Status Update

A total of 442 drill holes has been completed by Bravo to date, for 96,887 metres, including 8 metallurgical holes (not subject to routine assaying). Results have been reported for 396 Bravo drill holes to date. Assay results for 46 holes are currently pending (excluding the metallurgical holes), some of which relate to exploration drilling outside the Luanga PGM+Au+Ni resource area. In total, 58 trenches have been completed to date (for 10,901 metres), with results from 6 trenches currently pending.

Complete Table of Recent Intercepts

HOLE-ID	From (m)	To (m)	Thickness (m)	Au (g/t)	Pt (g/t)	Pd (g/t)	Rh (g/t)	Ni *(%) Sulphide	Cu (%) Sulphide	PGM+Au (g/t)	TYPE
DDH26LU347	22.55	27.55	5.00	0.15	1.49	1.00	0.32	NA	NA	2.95	Ox
And	38.70	41.80	3.10	0.45	0.17	0.21	0.02	0.18	0.11	0.85	FR
And	122.70	128.70	6.00	0.02	3.84	2.30	0.64	0.01	0.01	6.81	FR/LS
And	205.58	219.02	13.44	0.02	0.77	1.21	0.02	1.55	0.33	2,02	FR
Including	205.58	212.30	6.72	0.03	1.34	1.73	0.04	2.25	0.55	3,14	FR

Notes:	All 'From', 'To' depths, and 'Thicknesses' are downhole. 'NA' Not applicable for Oxide material.
	Given the orientation of drilling and mineralization, intercepts are estimated at 102% of true thickness.
	Type: Ox = Oxide. FR = Fresh Rock. LS = Low Sulphide. Recovery methods and results will differ based on the type of mineralization.
	* Bravo's nickel grades are sulphide nickel, and do not include non-recoverable silicate nickel.

About Bravo Mining Corp.

Bravo is a Canadian and Brazil-based mineral exploration and development company focused on advancing its PGM+Au+Ni deposit while also exploring for IOCG-style Cu+Au and magmatic-style Ni+Cu+/-PGM+/-Au mineralization within its Luanga Project in the Carajás Mineral Province, Pará State, Brazil. Bravo is one of the most active explorers in Carajás.

The team, comprising of local and international geologists, has a proven track record of PGM, nickel, and copper discoveries in the region. They have successfully taken a past IOCG greenfield project from discovery to development and production in the Carajás while defining other significant deposit types in the region.

The Luanga Project is situated on mature freehold farming land and benefits from being located close to operating mines and a mining-experienced workforce, with excellent access and proximity to existing infrastructure, including road, rail, and hydroelectric grid power. Bravo's current Environmental, Social and Governance activities include planting more than 56,000 high-value trees in and around the project area and hiring and contracting locally.

Technical Disclosure

Technical information in this news release has been reviewed and approved by Simon Mottram, F.AusIMM (Fellow Australian Institute of Mining and Metallurgy), President of Bravo Mining Corp. who serves as the Company's "qualified person" as defined in National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101"). Mr. Mottram has verified the technical data and opinions contained in this news release.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Forward Looking Statements.

This news release contains forward-looking information which is not comprised of historical facts. Forward-looking information is characterized by words such as "potential", "greater", "significant", "high-grade", "encouraging", "planned", "target", "interpretation", "appears", "likely", variants of these words and other similar words, phrases, or statements that certain events or conditions "may" or "will" occur. This news release contains forward-looking information and interpretations pertaining to the Company's ongoing drill programs and the results thereof; the potential for new and/or different styles of mineralization in some areas, including magmatic Ni/Cu (+/- PGM) mineralization and IOCG style, the presence of which is publicly well documented in the Carajás mineral province; whether or not, were a magmatic sulphide mineral reserve to be defined, such magmatic sulphides could be processed in the same flotation plant as the PGM+Au+Ni sulphides comprising the mineral resource, and the recoveries, and capital and operating cost of such; the potential continuity of mineralization between holes and across target areas; the potential for economically significant Ni/Cu (+/- PGM), PGM+Au+Ni and/or Cu/Au mineralization; the interpretation of sulphide mineralization, visual mineral identification, geological observations and geophysical responses, including magnetic, EM, IP, gravity and BHEM survey results, and whether such observations are indicative of mineralization; whether mineralization identified as magmatic is indeed so, or some other style of mineralization, whether the mineralization identified is open to expansion or not; whether the other anomalies are related to mineralization; whether current and future interpreted geophysical anomalies point to or represent economically significant mineralization; the prospectivity of the Babylon target and other Luanga-related exploration targets; the Company's ability to identify, prioritize and advance additional exploration prospects beyond the current Luanga PGM+Au+Ni deposit; whether the planned IP program will identify mineralization and, of so, whether such mineralization will be of economic interest; the commencement, execution, timing, scope, cost and results of current and future exploration programs, including the IP survey, BHEM surveying and Cu/Au focused exploration activities, and the Company's plans in respect thereof. Forward-looking information involves risks, uncertainties and other factors that could cause actual events, results, and opportunities to differ materially from those expressed or implied by such forward-looking information. Factors that could cause actual results to differ materially from such forward-looking information include, but are not limited to, unexpected results from exploration programs, changes in the state of equity and debt markets, fluctuations in commodity prices, delays in obtaining required regulatory or governmental approvals, environmental risks, limitations on insurance coverage; and other risks and uncertainties involved in the mineral exploration and development industry. Forward-looking information in this news release is based on the opinions and assumptions of management considered reasonable as of the date hereof, including, but not limited to, the assumption that the assay results confirm that the interpreted along strike and up and down dip; that activities will not be adversely disrupted or impeded by regulatory, political, community, economic, environmental and/or healthy and safety risks; that the Luanga Project will not be materially affected by potential supply chain disruptions; and general business and economic conditions will not change in a materially adverse manner. Although the Company believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information. The Company disclaims any intention or obligation to update or revise any forward-looking information, other than as required by applicable securities laws.

Schedule 1: Drill Hole Location Details

HOLE-ID	Company	East (m)	North (m)	RL (m)	Datum	Depth (m)	Azimuth	Dip	Sector
DDH26LU347	Bravo	659969.10	9342029.00	270.880	SIRGAS2000_UTM_22S	290.75	90.00	-60.00	North

Schedule 2: Assay Methodologies and QAQC

Samples follow a chain of custody between collection, processing, and delivery to the SGS laboratory in Parauapebas, state of Pará, Brazil. The drill core is delivered to the core shack at Bravo's Luanga site facilities and processed by geologists who insert certified reference materials, blanks, and duplicates into the sampling sequence. Drill core is half cut and placed in secured polyurethane bags, then in security-sealed sacks before being delivered directly from the Luanga site facilities to the Parauapebas SGS laboratory by Bravo staff. Additional information about the methodology can be found on the SGS Geosol website (SGS) in their analytical guides. Information regarding preparation and analysis of historic drill core is also presented in the table below, where the information is known.

Quality Assurance and Quality Control ("QAQC") is maintained internally at the lab through rigorous use of internal certified reference materials, blanks, and duplicates. An additional QAQC program is administered by Bravo using certified reference materials, duplicate samples and blank samples that are blindly inserted into the sample batch. If a QAQC sample returns an unacceptable value an investigation into the results is triggered and when deemed necessary, the samples that were tested in the batch with the failed QAQC sample are re-tested.

Bravo SGS Geosol
Preparation	Method	Method	Method	Method
For All Elements	Pt, Pd, Au	Rh	Sulphide Ni, Cu	Trace Elements
PRPCLI (85% at 200#)	FAI515, FAI34V	FAI30V	AA04B	ICP40B

View original content to download multimedia: http://www.newswire.ca/en/releases/archive/August2026/24/c9477.html

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Lindian Resources (ASX:LIN) is in focus after reaffirming that its Kangankunde Rare Earths Project in Malawi remains on track for initial production by Q4 2026, supported by advancing construction, mining and processing expansion in Kazakhstan.

See our latest analysis for Lindian Resources.

The reaffirmed timetable for Kangankunde and the Kazakhstan processing expansion come after a sharp re-rating, with Lindian Resources posting a 90.36% year to date share price return and a very large 5 year total shareholder return of 3,060%.

If this rare earths story has caught your attention, it can be useful to compare it with other producers and developers through our rare earths stock screener, starting with 28 best rare earth metal stocks.

Lindian Resources has already delivered very large gains and now trades close to its A$0.75 price target. After the latest project progress updates, does the current valuation still offer an appealing balance between risk and reward for new buyers?

Preferred Price-to-Book Multiple of 9.7x: Is It Justified?

Lindian Resources now trades around A$0.79, which implies a P/B ratio of 9.7x. That is significantly above the wider Australian Metals and Mining industry average and reflects very strong expectations already priced into the stock.

The P/B ratio compares the company’s market value to its book value, which is the net asset value on the balance sheet. For a pre revenue rare earths developer like Lindian Resources, a high P/B often signals that investors are assigning considerable value to future project cash flows that are not yet reflected in current accounting assets.

According to Simply Wall St data, Lindian Resources is described as expensive on this measure versus the Australian Metals and Mining industry average P/B of 1.9x. At the same time, the 9.7x multiple is indicated as better value than a peer group average P/B of 16.9x. This suggests the market is optimistic about Kangankunde and the Kazakhstan expansion, but not assigning as high a multiple as some direct peers. If sentiment or project progress shifts, the P/B multiple is one of the levers the market could move towards levels closer to the broader industry.

See what the numbers say about this price — find out in our valuation breakdown.

Result: Price-to-book of 9.7x (OVERVALUED).

However, Lindian Resources still carries key risks, including execution challenges at Kangankunde and Kazakhstan, as well as the potential for sentiment to reverse after very large recent gains.

Find out about the key risks to this Lindian Resources narrative.

Next Steps

If this mix of enthusiasm and caution around Lindian Resources feels familiar, take a moment to review the numbers yourself and decide quickly where you stand on the balance of 1 key reward and 3 important warning signs.

Looking for more investment ideas beyond Lindian Resources?

If Lindian Resources has sharpened your focus, do not stop there. Broaden your watchlist with fresh ideas that match your risk tolerance and income goals.

• Target potential mispricing by reviewing companies flagged in the 13 high quality undervalued stocks.
• Strengthen your portfolio foundation with financially resilient businesses sourced through the solid balance sheet and fundamentals stocks screener (20 results).
• Get ahead of the crowd by scanning the screener containing 11 high quality undiscovered gems before others catch on.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LIN.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Albemarle Corporation ALB remains committed to driving shareholder value by leveraging solid liquidity and healthy cash flows. At the end of the second quarter of 2026, it had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. ALB generated an operating cash flow of $710 million and free cash flow of $638 million in the second quarter. Operating cash flow for the first half nearly doubled year over year to roughly $1.1 billion.   Free cash flow in 2026 is expected to be supported by strong cash conversion and productivity measures. ALB delivered $100 million in cost and productivity improvements in the first half of 2026 and expects to attain the top end of its $100-$150 million target for 2026. It achieved an operating cash flow conversion of 83% in the second quarter. First-half 2026 conversion was at the high end of its long-term target range of 60-70%.Albemarle’s ability to convert improving operating performance into free cash is likely to result in incremental returns to shareholders. The company remains focused on maintaining its dividend payout. It has raised its quarterly dividend for the 30th straight year. ALB offers a dividend yield of 1.2% at the current stock price. Backed by healthy cash flows and sound financial health, the company's dividend is perceived to be safe and reliable.Among its peers, Sociedad Quimica y Minera de Chile S.A. SQM exited the second quarter with strong liquidity, with cash and cash equivalents being around $3.4 billion. Sociedad Quimica’s solid cash position supports its capital investment in growth projects and shareholder-friendly actions. Sociedad Quimica projects total capital expenditure of roughly $3 billion for the 2026-2028 period, which includes investment in the Salar Futuro project in Chile. ICL Group Ltd. ICL ended the second quarter with cash and cash equivalents, and short-term investments and deposits of $662 million. Including unutilized revolving credit facility and securitization, ICL Group had cash resources of roughly $2.2 billion at the end of the quarter. ICL generated an operating cash flow of $290 million in the second quarter.

ALB’s Price Performance, Valuation & Estimates

Albemarle has gained 70.1% in over a year compared with the Zacks Chemical – Diversified industry’s rise of 4.2%.

Image Source: Zacks Investment Research

ALB is currently trading at a forward price-to-sales ratio of 2.44, above the industry. It carries a Value Score of B.

 

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ALB’s 2026 earnings implies a year-over-year rise of 1,607.6%. The EPS estimates for 2026 have been trending lower over the past 60 days.

Image Source: Zacks Investment Research

ALB stock currently carries a Zacks Rank #3 (Hold). 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Albemarle Corporation (ALB) : Free Stock Analysis Report

Sociedad Quimica y Minera S.A. (SQM) : Free Stock Analysis Report

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This article originally published on Zacks Investment Research (zacks.com).

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This article first appeared on GuruFocus.

• Revenue: Not explicitly quantified in the provided transcript excerpt.
• Earnings: Not explicitly quantified in the provided transcript excerpt.
• Lithium Sales Volume: Record quarterly sales volumes of more than 84,000 metric tons of lithium carbonate equivalent from operations in Chile and Australia.
• Lithium Production Guidance (Chile): Expects Novandino and Dinolithio to produce between 280,000 and 290,000 metric tons of lithium carbonate equivalent in 2026.
• Lithium Production Capacity (Chile): Approximately 300,000 metric tons of production capacity expected by next year.
• Lithium Market Demand: Global lithium demand expected to exceed 2.1 million metric tons in 2026.
• Iodine Production: Total iodine production expected to reach approximately 15,500 metric tons this year.
• Specialty Plant Nutrition Sales Volume: Full-year sales volumes expected to increase by approximately 10% compared to 2025.
• Capital Expenditures: Approximately $3 billion expected over the 2026-2028 period.
• Payments to Chilean Government: More than $1.6 billion accrued in the first half of the year, including taxes, contributions to local governments, and payments to Corfu.

• Warning! GuruFocus has detected 6 Warning Signs with SQM.
• Is SQM fairly valued? Test your thesis with our free DCF calculator.

Release Date: August 19, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

• Record quarterly lithium sales volumes of over 84,000 metric tons LCE, driven by strong demand and higher prices.
• Raised 2026 global lithium demand forecast to exceed 2.1 million metric tons, reflecting robust market fundamentals.
• Successful submission of environmental and technical documentation for the Salar Futuro project, a key milestone for future growth.
• Strong performance in iodine and specialty plant nutrition, with SPN sales volumes expected to grow ~10% year-over-year.
• Continued cost improvements in lithium production, with Q3 costs expected to remain in line with Q2 and lower than last year.

Negative Points

• Lithium prices remain volatile and difficult to predict, with Q3 prices expected to be roughly flat versus the first half.
• International lithium sales prices lagged the spodumene price increase due to shipment timing, creating a temporary gap.
• Iodine sales volumes are expected to remain flat year-over-year as new supply from a Chilean project enters the market.
• Potential slowdown in battery storage deployment could cap lithium demand growth in the near term.
• Mount Holland expansion first production is not expected until 2030, with construction starting only in mid-2027.

Q & A Highlights

Q: Can you talk about Q3 for the lithium segment? You're guiding to prices about flat and volumes about flat, and costs kept down a lot in Q2. Should we expect Q3 lithium earnings gross margin to be about the same as Q2?A: Felipe Smith (Commercial Vice President of Lithium Chile Division) confirmed that Q3 2026 sales volumes are expected to remain strong and in line with Q2. Regarding pricing, he noted that based on index-linked contracts, the average price for Q3 should be more or less in line with the first semester average, though he cautioned that the market remains volatile and difficult to predict. Carlos Diaz (CEO of the SQM Lithium Division, Chile) added that costs in Q3 are expected to be similar to Q2, benefiting from continued efficiency improvements and economies of scale, with full-year 2026 costs expected to be lower than 2025.

Q: You raised your lithium demand expectations for the full year by 200,000 tons. Where is the extra 200,000 tons of supply coming from this year to meet the growing demand?A: Pablo Hernandez (Vice President of Strategy and Development of the Lithium Chile Division) stated that the increased supply is expected to come mainly from China, both from spodumene and brine operations, as well as ramp-up projects in Africa and Argentina. He also noted that due to the current price scenario, there are some restarts in Australia coming into the market as well.

Q: You're ramping up production in Novandino faster than initially expected. You mentioned about 300,000 tons next year, but beyond that, what could be a feasible production level when the new concession starts?A: Carlos Diaz (CEO of the SQM Lithium Division, Chile) explained that this year production is expected to be between 280,000 and 290,000 metric tons, with production close to 300,000 expected next year. For the coming years, he noted that growth will initially be more moderated as the company continues reducing brine extraction. He stated that they are still studying different initiatives to keep and slightly increase production, but they are not ready to share specifics yet, potentially providing an update in the next conference call.

Q: Can you break down the expected production capacity increase to 300,000 in 2027? How much is coming from Chile, given that you're converting the hydroxide plant, and how much is coming from tolling contracts?A: Carlos Diaz (CEO of the SQM Lithium Division, Chile) clarified that production comes from the Salar de Atacama in two ways: lithium chloride refined in Chile and lithium sulfate refined in China. For next year's expected 300,000 tons, approximately 80,000 tons will come from lithium sulfate, with the remaining 220,000 tons from lithium chloride at the Antofagasta chemical plant. He also noted that only about 10% of total production (20,000-30,000 tons) will be hydroxide, with the remainder being carbonate.

Q: On Mount Holland, you recently approved the expansion of the mine and concentrator. Are you planning a potential extension in the refinery? How are you thinking about the mix between hydroxide and spodumene sales going into 2027?A: Mark Fones (CEO of the SQM International Lithium Division) stated that the decision on expanding the refinery remains open and will be subject to continued analysis by Covalent and with Wesfarmers as partner, depending on reaching full ramp-up by the second semester of next year. He noted that next year is expected to have higher hydroxide production than this year based on the ramp-up curve, which means spodumene concentrate sales should probably be lower than this year.

Q: Regarding the tolling process in China for sulfate production, how long are these tolling contracts? Do you see any risk of having to give some away or find new partners at different costs?A: Carlos Diaz (CEO of the SQM Lithium Division, Chile) confirmed that they have been increasing sulfate production very strongly over the last three to four years, expecting to produce 80,000 to 90,000 tons LCE equivalent next year. He noted that their own plant in China (Qin plant) will produce close to 24,000-25,000 tons, expanding to reach 30,000 tons. The difference is done through tolling with different suppliers, and while they don't disclose the contract details, they are very happy with the current contracts and expect to continue working with those suppliers in the coming years.

Q: The Mount Holland expansion has first production expected in 2030, which seems like an extended period for a brownfield project. What are the next big milestones and main challenges?A: Mark Fones (CEO of the SQM International Lithium Division) explained that the timeline reflects normal sequencing for a project of this scale, with the goal of de-risking rather than rushing. The next relevant milestone is the start of construction in mid-next year, with construction taking 18-24 months, followed by commissioning in 2029 to reach first product by early 2030. He noted there are opportunities to compress the schedule that Covalent and technical teams are actively analyzing, but emphasized that as a brownfield expansion, there are both opportunities and increased challenges that require careful management of mining and safety considerations.

Q: You said Q3 volumes will be in line with Q2. How do we think about Q4? Normally Q4 is your highest quarter on seasonality. Do you expect Q4 to be high 70 to 80 kilotons LCE, or a strong Q3 followed by a softer Q4?A: Felipe Smith (Commercial Vice President of Lithium Chile Division) said Q4 is too far away to predict, but expressed hope that they can at least maintain the volume of Q2 and Q3 levels, with a minimum expectation of similar volumes in Q4 and hope for more. Andres Fontannaz (Commercial Vice President of International Lithium Division) added that international sales are expected to be around 27,000 to 30,000 tons LCE for the full year.

Q: Can you talk about what happens after 2030-2031? We know Codelco will probably be much more in charge. How should we think about strategic decisions and CapEx?A: Ricardo Ramos (CEO) stated that while it's difficult to predict that far out, the agreement with Codelco has been working better than expected in terms of coordination and cooperation. He noted that the Salar Futuro project submission was made in July

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

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Lindian Resources has delivered very large gains over the past five years, yet the stock now screens as expensive on the broad valuation checks, which raises questions about how much of the rare earths story is already in the price.

• The share price return over 5 years is about 27x, which sets a high bar for any new investor expecting further value from here.
• Progress toward integrated rare earths production, including the Kangankunde project in Malawi and the SARECO processing facility in Kazakhstan, can support higher earnings expectations, while project execution and timing risks may weigh on how much investors are willing to pay today.
• The value score is low, with Lindian Resources screening as undervalued in just 1 of 6 checks. This suggests the stock is not a clear bargain on the broader metrics.

For investors, the debate is whether Lindian Resources' recent share price strength already reflects the progress on its rare earths projects or if there is still room for further value to emerge.

Lindian Resources delivered 216.7% returns over the last year. See how this stacks up to the rest of the Metals and Mining industry.

Is Lindian Resources Getting Expensive on Book Value?

P/B can be useful for Lindian Resources because it is still in the build out phase and book value gives you a simple check on how highly the market prices its asset base. Lindian Resources currently trades at a P/B of about 9.3x, versus an industry average around 1.9x and a peer average near 17.4x. That places the stock well above the broader metals and mining group, although not at the very top end of its more focused peer set.

Despite the recent progress toward integrated rare earths production at Kangankunde and SARECO, this gap indicates that the market already assigns a rich value to Lindian Resources relative to its current equity on the balance sheet. Anyone looking at ASX:LIN through this lens is paying a high price for each A$1 of book value, with limited margin of safety if expectations around its projects or timelines change.

On the P/B multiple, Lindian Resources stock currently appears overvalued.

ASX:LIN P/B Ratio as at Aug 2026

See what the numbers say about this price — find out in our valuation breakdown.

The Lindian Resources Narrative: What Would Justify Today's Price?

Simply Wall St Narratives for Lindian Resources pick up from this valuation puzzle and set out the specific growth, margin and earnings paths that would need to occur for Lindian Resources' stock to be worth materially more or less than it is today on the market. Each narrative links its number to a clear view on how growth, profitability and risk might change over time, so you can revisit those assumptions as new information appears on the Community page.

Share a narrative on Lindian Resources to provide a clear, number-driven view on whether its push toward integrated rare earths production at Kangankunde and the SARECO facility really supports today's price, then track how that thesis holds up as new results and project updates arrive.

Do you think there's more to the story for Lindian Resources? Head over to our Community to see what others are saying!

The Bottom Line

Lindian Resources now trades on a rich set of market multiples, so the valuation case rests on whether its rare earths projects can justify that premium over time. The broad checks point to the stock being overvalued, which leaves less room for error if project timelines or funding needs change. The key question for you is whether the execution of Kangankunde and SARECO can progress smoothly enough to support today’s expectations, or whether the current price already reflects most of that potential.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LIN.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.

Sociedad Química y Minera de Chile (SQM) recently moved above its 50 day moving average, with the stock gaining 6.5% over the past month. Positive earnings estimate revisions have supported this technical shift.

See our latest analysis for Sociedad Química y Minera de Chile.

Zooming out, Sociedad Química y Minera de Chile’s recent 6.68% 30 day share price return and 3.12% 7 day move contrast with an 8.49% decline over 90 days, while the 1 year total shareholder return of 66.51% and 5 year total shareholder return of 68.56% point to strong longer term gains.

If SQM’s momentum has your attention, this could be a good moment to broaden your view and check out 28 best rare earth metal stocks.

Sociedad Química y Minera de Chile has a broad business across lithium, iodine and specialty fertilizers, and the stock has just pushed higher again. The key question now is whether that strength is already fully reflected in the price.

Most Popular Narrative: 12.2% Undervalued

On the latest close, Sociedad Química y Minera de Chile traded at $74.47 compared with a widely followed fair value estimate of $84.78. That gap sits on detailed assumptions about lithium and specialty chemicals.

Expansion of lithium production capacity in Australia (Mt. Holland and Kwinana refinery reaching full capacity) and Chile, along with investments in new projects like Salar Futuro, supports long-term volume growth and higher revenue potential for SQM over the next several years.

Read the complete narrative.

It raises the question of what earnings path needs to align with that capacity story. The narrative leans on faster profit growth, richer margins and a reset valuation multiple. The mix of revenue expansion and profitability assumptions is precise. The smallest shift in those inputs could change the $84.78 figure meaningfully.

Result: Fair Value of $84.78 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, investors also need to weigh concentration in volatile lithium markets, as well as the risk that regulatory or environmental hurdles slow Sociedad Química y Minera de Chile’s expansion plans.

Find out about the key risks to this Sociedad Química y Minera de Chile narrative.

Another View on Sociedad Química y Minera de Chile’s Valuation

Analysts see Sociedad Química y Minera de Chile as 12.2% undervalued against a fair value of $84.78, yet the current P/E of 26.1x is slightly above the fair ratio of 25.3x and above the 25.4x peer average. That points to some valuation stretch. Is this a reward for growth expectations, or a margin of risk?

See what the numbers say about this price — find out in our valuation breakdown.

NYSE:SQM P/E Ratio as at Aug 2026

Next Steps

With both optimism and concern in the mix around Sociedad Química y Minera de Chile, it makes sense to move quickly and review the underlying data for yourself so you can decide how the balance of opportunities and risks fits your approach. To help frame that view, take a closer look at the 3 key rewards and 1 important warning sign.

Looking for more investment ideas beyond Sociedad Química y Minera de Chile?

If Sociedad Química y Minera de Chile has sharpened your focus, do not stop here. Use the tools available and keep widening your opportunity set with purpose.

• Target potential mispricings across the market by scanning a curated set of 50 high quality undervalued stocks that may warrant a closer look.
• Strengthen your income stream by reviewing companies in the 11 dividend fortresses that aim to support higher yields with robust fundamentals.
• Prioritize resilience by assessing stocks in the 79 resilient stocks with low risk scores so you are not caught off guard when conditions change.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SQM.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Highlights

SQM reported total revenues for the six months ended June 30, 2026 of US$4,228.5 million compared to total revenues of US$2,079.3 million for the same period last year.

Net income for the six months ended June 30, 2026 of US$1,024.7 million or US$3.59 per share, compared to US$225.9 million or US$0.79 per share for the same period last year.

In lithium: record-high quarterly sales volumes surpassing 84 thousand metric tons of Lithium Carbonate Equivalent (LCE).

In Iodine: record-high sales price and record quarterly revenue.

In Specialty Plant Nutrition: strong sales volumes and solid sales price.

During the first half of 2026, SQM and its subsidiaries accrued over US$1.6 billion in payments to the Chilean State.i

SQM will hold a conference call to discuss these results on Wednesday, August 19, 2026 at 12:00pm EDT (12:00pm Chile time).

Participant Call link: https://register-conf.media-server.com/register/BI3e9715a0ab7b4208a6ae898954f0797b

Webcast: https://edge.media-server.com/mmc/p/s7toz78m

SANTIAGO, Chile, Aug. 19, 2026 (GLOBE NEWSWIRE) — Sociedad Química y Minera de Chile S.A. (SQM) (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A) reported today net income for the six months ended June 30, 2026, of US$1,024.7 million or US$3.59 per share, an increase of 353.5% compared to US$225.9 million or US$0.79 per share reported for the same period last year.

Gross profit(1) reached US$2,038.6 million (48.2% of revenues) for the six months ended June 30, 2026, 267.2% higher than US$555.2 million (26.7% of revenues) recorded for the six months ended June 30, 2025. Revenues totaled US$4,228.5 million for the six months ended June 30, 2026, representing an increase of 103.4% compared to US$2,079.3 million reported for the six months ended June 30, 2025.

The Company also announced net income for the second quarter of 2026 of US$660.0 million or US$2.31 per share, an increase of 646.4% compared to US$88.4 million or US$0.31 per share for the second quarter of 2025. Gross profit for the second quarter of 2026 reached US$1,260.0 million, 398.1% higher than the US$253.0 million reported for the second quarter of 2025. Revenues totaled US$2,468.4 million for the second quarter of 2025, an increase of 136.7% compared to US$1,042.7 million for the second quarter of 2025.

SQM’s Chief Executive Officer, Ricardo Ramos, stated, “I am pleased to announce SQM’s second-quarter results. As we close the first half of the year and look ahead to the remainder of 2026, I am encouraged by the solid performance we have delivered across our main business lines.”

He added, “In lithium, we achieved record quarterly sales volumes of over 84 thousand metric tons of Lithium Carbonate Equivalent (LCE) from our lithium operations in Chile through Nova Andino Litioii and in Australia through Covalent Lithiumiii. As anticipated in our previous earnings report, prices increased during the second quarter, supported by stronger-than-expected market demand. We now expect global lithium demand to be over 2.1 million metric tons in 2026, further strengthening our confidence in the long-term fundamentals of the market.

To see full press release please visit: https://ir.sqm.com/

For media inquiries, contact:

Nova Andino Litio: Ignacia Lopez / ignacia.lopez@novandino.com International Lithium Division: Gonzalo Colazo / gonzalo.colazo@sqm.com Iodine & Plant Nutrition Division: Carolina Guzman / carolina.guzman@sqm.com

i Includes accrued corporate income taxes and mining taxes (part of which has already been paid), and payments related to the Corfo contracts such as the lease payment (paid quarterly), and other accrued payments to local governments (paid annually) in connection with said contracts. This amount also includes the dividend accrued to be paid to Codelco.ii Nova Andino Litio (or Novandino) is the joint company between SQM and Codelco.iii Covalent Lithium is a joint venture between SQM and Wesfarmers Limited.

Lindian Resources keeps Kangankunde on track for Q4 2026 rare earths production Proactive uses images sourced from Shutterstock

Lindian Resources Ltd (ASX:LIN, OTC:LINIF) remains on schedule to deliver first rare earths monazite concentrate production from the Kangankunde Rare Earths Project in Malawi in Q4 2026, with mining ramping up and construction advancing toward front-end commissioning in late October.

Ore is now being mined and stockpiled ahead of commissioning, with production drill-and-blast underway and initial blasts completed. The haul road is finished, while grade control sampling and development of the run-of-mine pad and heavy mining equipment laydown areas are progressing.

Practical completion remains targeted for November 2026.

Kangankunde mine office. 

Construction advances

Process plant construction is accelerating, with SAG mill civil works progressing and thickener civil and structural installation underway.

Plant cable racking has been delivered to site, while additional mechanical fitters, boilermakers, electricians, riggers and steel erectors are mobilising to increase execution capacity.

Tailings storage facility works are progressing toward completion by the end of October. Phase 1 of the 33kV high-voltage overhead powerline is complete, with electrical works continuing ahead of plant energisation.

Water infrastructure is also advancing, including borehole completion works, with remaining works targeted for completion by the end of October.

Executive director Zac Komur said the project was moving into a phase where construction, mining and operational readiness were progressing concurrently.

“The build-up of ore inventory, completion of key infrastructure and expansion of the operating team are all supporting Kangankunde’s transition from a construction project toward an operating rare earth mine.”\

 Tailings Storage Facility at Kangankunde. 

Operational readiness

Recruitment is underway for key metallurgy and plant operations roles, while standard operating procedures are targeted for completion by the end of October.

Lindian is also expanding capability around its SARECO mixed rare earth carbonate processing facility in Kazakhstan, where 25 existing personnel are transferring to the company.

The SARECO team is expected to grow to about 75 personnel as the facility moves toward MREC production in Q4 2026.

Next steps

Lindian’s immediate focus is completing remaining construction, electrical, water and tailings infrastructure ahead of front-end commissioning in October.

The company will also continue building ore stockpiles, recruiting operational personnel and completing commissioning procedures ahead of practical completion in November and first monazite concentrate production in Q4 2026.

Small Cap Watch: Lindian advances Kangankunde, Titan hits high-grade gold-silver and Emyria removes bottlenecks Proactive uses images sourced from Shutterstock

The S&P/ASX Small Ordinaries (ASX:XSO) closed at 3,500.90, down 0.38% or 13.40 points yesterday.

The small-cap benchmark has lost further ground over the past 5 trading days, declining 1.62% or 57.60 points over the period.

Against the softer index backdrop, several companies have delivered project, exploration and operational updates spanning rare earths, gold, copper and healthcare. You can read about the following and more throughout the day.

Lindian Resources keeps Kangankunde on track for Q4 production

Lindian Resources Ltd (ASX:LIN, OTC:LINIF) has maintained its timetable for first production from the Kangankunde Rare Earths Project in Malawi in Q4 2026, as construction, mining and operational readiness activities advance in parallel.

Front-end commissioning is targeted for late October 2026, with practical completion scheduled for November 2026.

The company said the project was transitioning towards commissioning and operations while it continued to build the technical, operational and commercial capabilities required to support Kangankunde.

Lindian is also expanding its operating capability across Malawi, Kazakhstan, Singapore and Perth as it develops an integrated rare earths business incorporating the recently acquired SARECO MREC Processing Facility in Kazakhstan.

Titan Minerals hits 33.5 metres at 6.6 g/t gold

Titan Minerals Ltd (ASX:TTM, OTC:TTTNF) has identified an extensive zone of shear and vein-hosted gold-silver mineralisation during its latest diamond drilling, including a significant intersection of 33.5 metres at 6.6 g/t gold and 55.5 g/t silver from 236.7 metres in hole CVDD26-199.

The northwest-trending mineralised zone was intersected outside the current resource and represents a potential addition to the mineral inventory at the Cerro Verde prospect.

Titan said the shear-hosted style of mineralisation may have been missed by previous drilling because of its orientation, highlighting the potential importance of the broader northwest-trending structural corridor as a conduit for mineralisation.

The company has now planned drilling to define possible repetitions and lateral extensions of the shear-hosted mineralisation, with work expected to begin within the coming fortnight.

Further extensional drilling is planned during 2026 across multiple resource growth targets at Cerro Verde, with results expected to feed into an update to the Dynasty resource in early 2027.

Artemis Resources receives heritage clearance for Cassowary drilling

Artemis Resources Ltd (ASX:ARV, AIM:ARV, OTCQB:ARTTF, FRA:ATY) has moved another step towards maiden drilling at its flagship Cassowary Copper-Gold target within the Madura Project, about 440 kilometres east of Kalgoorlie in Western Australia.

A heritage survey with the Pila Nguru Traditional Owners was underway on 26 June 2026, covering proposed drill sites and access tracks.

Artemis has now received the final heritage survey report, providing clearance for 4 planned drill sites, local access tracks and camp sites.

The clearance represents a key requirement for progressing the Cassowary exploration program towards its maiden drilling campaign.

Artemis is focused on gold, copper and lithium projects in Western Australia.

Emyria removes prescriber bottleneck and recruits 15 therapists

Emyria Ltd (ASX:EMD) has resolved Authorised Prescriber capacity constraints across its Perth and Queensland operations, shifting the focus to therapist availability as the next constraint on increasing treatment volumes.

Recent Authorised Prescriber approvals have removed what the company described as a key bottleneck to further clinical activity, while existing dosing capacity in Perth is now being constrained by Lead Therapist availability.

Emyria said current Lead Therapist capacity was substantially utilised and patient waitlists supported demand for additional treatment capacity.

The company has recruited 15 new therapists who are due to begin training in Perth this Friday, with the majority recruited for its Perth operations.

Of the new recruits, 13, or 87%, meet revised Therapeutic Goods Administration Lead Therapist eligibility requirements. The group comprises clinical psychologists, mental health occupational therapists and mental health nurses.

Emyria is targeting additional dosing availability in Perth during Q4 2026, subject to the new therapists completing training, clinical onboarding, integration and scheduling.

The company expects the enlarged therapist workforce to allow greater use of its existing prescribing capacity and clinical infrastructure, progressively increasing treatment volumes as the recruits complete their training and onboarding.

SQM (SQM) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SQM broke out above the 50-day moving average, suggesting a short-term bullish trend.

One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or down trend.

SQM has rallied 6.5% over the past four weeks, and the company is a Zacks Rank #3 (Hold) at the moment. This combination suggests SQM could be on the verge of another move higher.

The bullish case solidifies once investors consider SQM's positive earnings estimate revisions. No estimate has gone lower in the past two months for the current fiscal year, compared to 3 higher, while the consensus estimate has increased too.

Given this move in earnings estimate revisions and the positive technical factor, investors may want to keep their eye on SQM for more gains in the near future.

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Sociedad Quimica y Minera S.A. (SQM) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

For Immediate Release

Chicago, IL – August 17, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Albemarle Corporation ALB, Sociedad Quimica y Minera de Chile S.A. SQM and Rio Tinto Group RIO.

Here are highlights from Friday’s Analyst Blog:

Albemarle Stock Slides 28% in 3 Months: Should You Buy the Dip?

Albemarle Corporation’s shares have tumbled 27.7% in the past three months, underperforming the Zacks Chemical – Diversified industry decline of 8.3% and the S&P 500’s 3.2% increase. 

Falling lithium market prices have been weighing on ALB stock. Lithium prices have pulled back amid slowing demand for electric vehicles (EVs) in China, elevated inventories and expectations for higher supply from mine restarts and capacity expansions. EV orders have moderated in China, the world’s largest lithium consumer, while demand from the energy storage market remains resilient.

Reflecting the retreat in lithium prices, ALB stock broke below its 50-day simple moving average (SMA) on May 15, 2026. It also slipped below its 200-day SMA on June 23, 2026. The 50-day SMA is reading lower than the 200-day SMA, following a death crossover on July 21, 2026, signaling a bearish trend.      

Given the pullback in Albemarle’s shares, investors might be tempted to snap up the stock. But is this the right time to buy ALB? Let’s find out.

Growing Lithium Demand and Productivity Aid Albemarle

Albemarle is well-placed to gain from long-term growth in the battery-grade lithium market. The market for lithium batteries and energy storage remains strong, offering significant opportunities for the company to develop innovative products and expand capacity. Lithium demand is expected to grow on the back of significant global EV penetration.  

ALB expects lithium demand to witness a compound annual growth rate (CAGR) of 10-20% from 2025 to 2030. Stationary storage is expected to be a significant driver for lithium demand along with EVs. Albemarle expects demand to grow roughly 15-40% this year, with growth already trending near the higher end of the range.

The company is strategically executing its projects aimed at boosting its global lithium conversion capacity. It remains focused on investing in high-return projects to drive productivity. Healthy customer demand, capacity expansion and plant productivity improvements are supporting its volumes. 

The Salar yield improvement project in Chile has achieved a 50-60% operating rate, and the ramp-up continues to deliver encouraging outcomes. Albemarle, in March 2026, submitted the environmental assessment permit for a commercial direct lithium extraction (DLE) project at Salar de Atacama. The DLE pilot plant supports future growth at Salar de Atacama and has demonstrated lithium recoveries of more than 90%. The CGP3 expansion at the Greenbushes spodumene mine in Australia is underway and is expected to reach full production in first-quarter 2027.  

Albemarle is taking aggressive cost-saving and productivity actions. The company delivered roughly $450 million in cost and productivity improvements for full-year 2025, having surpassed its initial target of $300-$400 million. It expects additional cost and productivity improvements of $100-$150 million in 2026, with $100 million already delivered. 

ALB is taking actions to maintain its competitive position, including the initiation of a comprehensive review of cost and operating structure, optimization of the conversion network and reduction of capital expenditure.    

ALB’s Strong Financial Health Supports Capital Allocation

Albemarle remains committed to driving shareholder value by leveraging healthy cash flows and strong liquidity. Its operating cash flow was around $1.3 billion in 2025, up roughly 86% from the prior year. At the end of the second quarter of 2026, it had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. The company generated an operating cash flow of $710 million and free cash flow of $638 million in the second quarter. Operating cash flow for the first half nearly doubled year over year to roughly $1.1 billion. 

The company remains focused on maintaining its dividend payout. It has raised its quarterly dividend for the 30th straight year. ALB offers a dividend yield of 1.3% at the current stock price. Its peers, Sociedad Quimica y Minera de Chile S.A. and Rio Tinto Group, have a dividend yield of 3.7% and 5%, respectively.

Volume and Margin Pressure Weigh on ALB Stock

ALB’s Energy Storage unit faces volume pressure in 2026, which may affect the segment’s sales. The company’s guidance reflects flat to 4% lower year-over-year Energy Storage sales volumes in 2026. Albemarle expects Energy Storage sales volumes of 225-235 kilotons (kt), compared with 235kt in 2025, as higher Wodgina output partly offsets a delay in the CGP3 ramp-up following the June 9, 2026 fire. Lower sales volumes are expected to result in a decline in Energy Storage sales in the third quarter.

Some impacts of the lithium price retreat are also expected to reflect on the company’s performance in the third quarter. ALB expects sequentially lower prices and volumes to result in a decline in Energy Storage sales and margins compared with the second quarter.

ALB’s Earnings Estimates Southbound

The Zacks Consensus Estimate for 2026 for ALB has been revised downward over the past 60 days. The consensus estimate for third-quarter 2026 has been going down over the same time frame.

A Look at ALB’s Valuation

ALB is currently trading at a forward price-to-sales ratio of 2.38, above the industry’s 0.93. It is trading at a premium to Rio Tinto and in line with Sociedad Quimica. Albemarle has a Value Score of B. Rio Tinto and Sociedad Quimica currently have a Value Score of A and C, respectively.

Final Thoughts: Hold Onto ALB Shares

Albemarle is poised to benefit from project ramp-ups, ongoing efforts to expand its global lithium conversion capacity and productivity improvement initiatives. The company remains well-positioned to gain from the long-term expansion of the battery-grade lithium market. Near-term headwinds include lower Energy Storage volumes, weaker lithium prices and margin pressure. With shares below key moving averages and trading at a premium to the industry, immediate upside appears limited. Also, declining earnings estimates cast a pall on the company's prospects. Considering these factors, holding onto this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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Rio Tinto PLC (RIO) : Free Stock Analysis Report

Albemarle Corporation (ALB) : Free Stock Analysis Report

Sociedad Quimica y Minera S.A. (SQM) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Albemarle Corporation’s ALB shares have tumbled 27.7% in the past three months, underperforming the Zacks Chemical – Diversified industry decline of 8.3% and the S&P 500’s 3.2% increase. Falling lithium market prices have been weighing on ALB stock. Lithium prices have pulled back amid slowing demand for electric vehicles (EVs) in China, elevated inventories and expectations for higher supply from mine restarts and capacity expansions. EV orders have moderated in China, the world’s largest lithium consumer, while demand from the energy storage market remains resilient.

ALB’s 3-month Price Performance

Image Source: Zacks Investment Research

Reflecting the retreat in lithium prices, ALB stock broke below its 50-day simple moving average (SMA) on May 15, 2026. It also slipped below its 200-day SMA on June 23, 2026. The 50-day SMA is reading lower than the 200-day SMA, following a death crossover on July 21, 2026, signaling a bearish trend.      

Albemarle Trades Below 50-Day SMA

Image Source: Zacks Investment Research

Given the pullback in Albemarle’s shares, investors might be tempted to snap up the stock. But is this the right time to buy ALB? Let’s find out.

Growing Lithium Demand and Productivity Aid Albemarle

Albemarle is well-placed to gain from long-term growth in the battery-grade lithium market. The market for lithium batteries and energy storage remains strong, offering significant opportunities for the company to develop innovative products and expand capacity. Lithium demand is expected to grow on the back of significant global EV penetration.  ALB expects lithium demand to witness a compound annual growth rate (CAGR) of 10-20% from 2025 to 2030. Stationary storage is expected to be a significant driver for lithium demand along with EVs. Albemarle expects demand to grow roughly 15-40% this year, with growth already trending near the higher end of the range.The company is strategically executing its projects aimed at boosting its global lithium conversion capacity. It remains focused on investing in high-return projects to drive productivity. Healthy customer demand, capacity expansion and plant productivity improvements are supporting its volumes. The Salar yield improvement project in Chile has achieved a 50-60% operating rate, and the ramp-up continues to deliver encouraging outcomes. Albemarle, in March 2026, submitted the environmental assessment permit for a commercial direct lithium extraction (DLE) project at Salar de Atacama. The DLE pilot plant supports future growth at Salar de Atacama and has demonstrated lithium recoveries of more than 90%. The CGP3 expansion at the Greenbushes spodumene mine in Australia is underway and is expected to reach full production in first-quarter 2027.  Albemarle is taking aggressive cost-saving and productivity actions. The company delivered roughly $450 million in cost and productivity improvements for full-year 2025, having surpassed its initial target of $300-$400 million. It expects additional cost and productivity improvements of $100-$150 million in 2026, with $100 million already delivered. ALB is taking actions to maintain its competitive position, including the initiation of a comprehensive review of cost and operating structure, optimization of the conversion network and reduction of capital expenditure.    

ALB’s Strong Financial Health Supports Capital Allocation

Albemarle remains committed to driving shareholder value by leveraging healthy cash flows and strong liquidity. Its operating cash flow was around $1.3 billion in 2025, up roughly 86% from the prior year. At the end of the second quarter of 2026, it had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. The company generated an operating cash flow of $710 million and free cash flow of $638 million in the second quarter. Operating cash flow for the first half nearly doubled year over year to roughly $1.1 billion. The company remains focused on maintaining its dividend payout. It has raised its quarterly dividend for the 30th straight year. ALB offers a dividend yield of 1.3% at the current stock price. Its peers, Sociedad Quimica y Minera de Chile S.A. SQM and Rio Tinto Group RIO, have a dividend yield of 3.7% and 5%, respectively.

Volume and Margin Pressure Weigh on ALB Stock

ALB’s Energy Storage unit faces volume pressure in 2026, which may affect the segment’s sales. The company’s guidance reflects flat to 4% lower year-over-year Energy Storage sales volumes in 2026. Albemarle expects Energy Storage sales volumes of 225-235 kilotons (kt), compared with 235kt in 2025, as higher Wodgina output partly offsets a delay in the CGP3 ramp-up following the June 9, 2026 fire. Lower sales volumes are expected to result in a decline in Energy Storage sales in the third quarter.Some impacts of the lithium price retreat are also expected to reflect on the company’s performance in the third quarter. ALB expects sequentially lower prices and volumes to result in a decline in Energy Storage sales and margins compared with the second quarter.

ALB’s Earnings Estimates Southbound

The Zacks Consensus Estimate for 2026 for ALB has been revised downward over the past 60 days. The consensus estimate for third-quarter 2026 has been going down over the same time frame.

Image Source: Zacks Investment Research

A Look at ALB’s Valuation

ALB is currently trading at a forward price-to-sales ratio of 2.38, above the industry’s 0.93. It is trading at a premium to Rio Tinto and in line with Sociedad Quimica. Albemarle has a Value Score of B. Rio Tinto and Sociedad Quimica currently have a Value Score of A and C, respectively.

ALB’s P/S F12M Vs. Industry, SQM and RIO

Image Source: Zacks Investment Research

Final Thoughts: Hold Onto ALB Shares

Albemarle is poised to benefit from project ramp-ups, ongoing efforts to expand its global lithium conversion capacity and productivity improvement initiatives. The company remains well-positioned to gain from the long-term expansion of the battery-grade lithium market. Near-term headwinds include lower Energy Storage volumes, weaker lithium prices and margin pressure. With shares below key moving averages and trading at a premium to the industry, immediate upside appears limited. Also, declining earnings estimates cast a pall on the company's prospects. Considering these factors, holding onto this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Albemarle Corporation (ALB) : Free Stock Analysis Report

Rio Tinto PLC (RIO) : Free Stock Analysis Report

Sociedad Quimica y Minera S.A. (SQM) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Accelerating grower adoption of selective crop protection, expanding integrated pest management (IPM) frameworks, and mounting demand for effective resistance management solutions highlighted by selective chemistry developments across Corteva Agriscience, FMC Corporation, Syngenta AG, Bayer CropScience AG, UPL Limited, and ADAMA Ltd. are propelling the global methoxyfenozide and diamide insecticides market from $3 billion in 2025 to a projected $5.6 billion by 2035, growing at a 6.4% CAGR. This 210-page study delivers an in-depth evaluation across product categories (diamide chemistries holding primary volume, methoxyfenozide generating $145 million in 2025), key crop applications (fruits and vegetables leading with $1 billion or 33% share), and regional market forecasts anchored by North America ($645.2 million base growing at 6.7% CAGR).

Methoxyfenozide and Diamide Insecticides Market

Methoxyfenozide and Diamide Insecticides Market

Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) — The "Methoxyfenozide and Diamide Insecticides Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering.

The Global Methoxyfenozide & Diamide Insecticides Market was valued at USD 3 billion in 2025 and is estimated to grow at a CAGR of 6.4% to reach USD 5.6 billion by 2035.

The methoxyfenozide & diamide insecticides market is witnessing steady expansion as agricultural producers increasingly adopt selective crop protection products to address evolving pest resistance while improving productivity. Demand is shifting away from conventional broad-spectrum insecticides toward advanced formulations that offer targeted pest control and support sustainable farming practices. Growing implementation of integrated pest management programs across major agricultural economies is encouraging the use of selective chemistries based on pest population thresholds rather than routine spraying schedules. Regulatory developments and resistance management strategies are also influencing purchasing decisions, prompting growers to diversify insecticide programs and adopt products with different modes of action. In addition, broader product registrations across specialty crops and expanding usage in high-value agricultural production continue to strengthen market demand. Increasing emphasis on effective resistance management, improved crop protection efficiency, and sustainable agricultural practices is expected to reinforce long-term growth opportunities for the global methoxyfenozide & diamide insecticides market throughout the forecast period.

The methoxyfenozide segment was valued at USD 145 million in 2025 and accounted for a 4.8% share. Although methoxyfenozide remains an important product category within selective insecticide solutions, evolving regulatory frameworks in several regions are reshaping market dynamics and limiting new product approvals. These developments are influencing future growth opportunities while encouraging manufacturers to strengthen their portfolios through innovation and diversified product offerings.

The fruits and vegetables segment generated USD 1 billion in 2025, representing a 33% share. This application segment continues to lead the market due to the high crop protection requirements associated with horticultural production and the premium value of specialty crops. Demand for advanced insecticide formulations remains strong across fruit and vegetable cultivation as growers focus on improving crop quality, protecting yields, and minimizing pest-related losses. The high economic value of these crops continues to support the sustained adoption of selective insecticide technologies.

The North American methoxyfenozide & diamide insecticides market generated USD 645.2 million in 2025 and is projected to grow at a CAGR of 6.7% through 2035. The region's leadership reflects strong demand across both commercial agriculture and specialty crop production. Continued expansion of product registrations, increasing adoption of modern crop protection practices, and ongoing investments in agricultural productivity are supporting long-term market growth. The emphasis on resistance management and efficient pest control strategies further strengthens the outlook for the regional market.

Major companies operating in the global methoxyfenozide & diamide insecticides market include Syngenta AG, Bayer CropScience AG, FMC Corporation, Corteva Agriscience, UPL Limited, Adama Ltd., Nippon Soda Co., Ltd., ISK – Ishihara Sangyo Kaisha Ltd., Nihon Nohyaku Co., Ltd., Nufarm Limited, Kumiai Chemical Industry Co., Ltd., Jiangsu Yangnong Chemical Co., Ltd., Zhejiang Rayfull Chemicals Co., Ltd., Lier Chemical Co., Ltd., and Shandong Sino-Agri United Biotechnology. Companies operating in the methoxyfenozide & diamide insecticides market are strengthening their market presence by investing in product innovation, expanding regulatory approvals, and developing advanced insecticide formulations with improved efficacy and resistance management capabilities. Manufacturers are increasing research and development activities to introduce selective crop protection solutions that support sustainable farming practices and integrated pest management programs. Strategic collaborations with agricultural distributors, research institutions, and farming organizations are helping companies broaden product availability and improve customer outreach.

Comprehensive Market Analysis and Forecast

Industry trends, key growth drivers, challenges, future opportunities, and regulatory landscape

Competitive landscape with Porter's Five Forces and PESTEL analysis

Market size, segmentation, and regional forecasts

In-depth company profiles, business strategies, financial insights, and SWOT analysis

Key Attributes:

Report Attribute	Details
No. of Pages	210
Forecast Period	2025 – 2035
Estimated Market Value (USD) in 2025	$3 Billion
Forecasted Market Value (USD) by 2035	$5.6 Billion
Compound Annual Growth Rate	6.4%
Regions Covered	Global

Key Topics Covered: Chapter 1 Methodology & Scope1.1 Market scope and definition1.2 Research design1.2.1 Research approach1.2.2 Data collection methods1.3 Data mining sources1.3.1 Global1.3.2 Regional/Country1.4 Base estimates and calculations1.4.1 Base year calculation1.4.2 Key trends for market estimation1.5 Primary research and validation1.5.1 Primary sources1.6 Forecast model1.7 Research assumptions and limitationsChapter 2 Executive Summary2.1 Industry 360 synopsis2.2 Key market trends2.2.1 Category type2.2.2 Formulation type2.2.3 Crop Type2.2.4 Regional2.3 TAM Analysis, 2026-20352.4 CXO perspectives: Strategic imperatives2.5 Future outlook and strategic recommendationsChapter 3 Industry Insights3.1 Industry ecosystem analysis3.1.1 Supplier landscape3.1.2 Profit margin3.1.3 Value addition at each stage3.1.4 Factor affecting the value chain3.1.5 Disruptions3.2 Industry impact forces3.2.1 Growth drivers3.2.2 Industry pitfalls and challenges3.2.3 Market opportunities3.3 Growth potential analysis3.4 Regulatory landscape3.4.1 North America3.4.2 Europe3.4.3 Asia-Pacific3.4.4 Latin America3.4.5 Middle East & Africa3.5 Porter's analysis3.6 PESTEL analysis3.7 Technology and innovation landscape3.7.1 Current technological trends3.7.2 Emerging technologies3.8 Price trends3.8.1 by region3.8.2 by category type3.9 Future market trends3.10 Patent landscape3.11 Trade statistics (HS code)3.11.1 Major importing countries3.11.2 Major exporting countries3.12 Sustainability and environmental aspects3.12.1 Sustainable practices3.12.2 Waste reduction strategies3.12.3 Energy efficiency in production3.12.4 Eco-friendly initiativesChapter 4 Competitive Landscape, 20254.1 Introduction4.2 Company market share analysis4.2.1 by region4.2.1.1 North America4.2.1.2 Europe4.2.1.3 Asia-Pacific4.2.1.4 LATAM4.2.1.5 MEA4.3 Company matrix analysis4.4 Competitive analysis of major market players4.5 Competitive positioning matrix4.6 Key developments4.6.1 Mergers & acquisitions4.6.2 Partnerships & collaborations4.6.3 New product launches4.6.4 Expansion plansChapter 5 Market Estimates and Forecast, by Category Type, 2022-2035 (USD Million) (Kilo Tons)5.1 Key trends5.2 Methoxyfenozide5.3 Diamide Insecticides5.3.1 Chlorantraniliprole5.3.2 Cyantraniliprole5.3.3 Flubendiamide5.3.4 Other DiamidesChapter 6 Market Estimates and Forecast, by Formulation Type, 2022-2035 (USD Million) (Kilo Tons)6.1 Key trends6.2 Suspension Concentrate (SC)6.3 Wettable Powder / WDG6.4 Emulsifiable Concentrate (EC)6.5 Granules6.6 Seed Treatment Formulations6.7 Combination/Premix Products6.8 OthersChapter 7 Market Estimates and Forecast, by Crop Type, 2022-2035 (USD Million) (Kilo Tons)7.1 Key trends7.2 Fruits & Vegetables7.3 Cereals & Grains7.4 Oilseeds & Pulses7.5 Field Crops (Fiber & Row)7.6 Turf & Ornamentals7.7 OthersChapter 8 Market Estimates and Forecast, by Region, 2022-2035 (USD Million) (Kilo Tons)8.1 Key trends8.2 North America8.2.1 U.S.8.2.2 Canada8.3 Europe8.3.1 Germany8.3.2 UK8.3.3 France8.3.4 Spain8.3.5 Italy8.3.6 Rest of Europe8.4 Asia-Pacific8.4.1 China8.4.2 India8.4.3 Japan8.4.4 Australia8.4.5 South Korea8.4.6 Rest of Asia-Pacific8.5 Latin America8.5.1 Brazil8.5.2 Mexico8.5.3 Argentina8.5.4 Rest of Latin America8.6 Middle East and Africa8.6.1 Saudi Arabia8.6.2 South Africa8.6.3 UAE8.6.4 Rest of Middle East and AfricaChapter 9 Company Profiles9.1 Corteva Agriscience9.2 Nippon Soda Co., Ltd.9.3 Syngenta AG9.4 Bayer CropScience AG9.5 FMC Corporation9.6 UPL Limited9.7 ISK – Ishihara Sangyo Kaisha Ltd.9.8 Nihon Nohyaku Co., Ltd.9.9 Nufarm Limited9.10 Adama Ltd.9.11 Jiangsu Yangnong Chemical Co., Ltd.9.12 Zhejiang Rayfull Chemicals Co., Ltd.9.13 Kumiai Chemical Industry Co., Ltd.9.14 Lier Chemical Co., Ltd.9.15 Shandong Sino-Agri United BiotechnologyFor more information about this report visit https://www.researchandmarkets.com/r/smaakq

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• Methoxyfenozide and Diamide Insecticides Market

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