Investor Stream

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. youtu.be/b_z3tjK7I7g

📺 #WPIC says #platinum deficits are set to persist, w/ little new supply expected to shift market balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic, while bar & coin demand is forecast to rise 33% in 2026. youtu.be/b_z3tjK7I7g

#Chromite is emerging as overlooked #PGM sector theme. @Southern_Pd $SPD lifted #Bengwenyama chromite recoveries to ~65% in DFS testwork,more than double prior assumptions. @BridgeStCapital's Dr Chris Baker cited added chrome exposure in 20% target uplift. youtu.be/b_z3tjK7I7g

#WPIC says #platinum’s industrial demand has grown ~3.5% CAGR since 2014. Glass demand is rebounding, while energy security concerns are accelerating interest in hydrogen, renewables and fuel cells — broadening platinum demand well beyond autos. youtu.be/b_z3tjK7I7g #PGM $SPD

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. youtu.be/b_z3tjK7I7g

📺 #WPIC says #platinum deficits are set to persist, w/ little new supply expected to shift market balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic, while bar & coin demand is forecast to rise 33% in 2026. youtu.be/b_z3tjK7I7g

Q: Alongside Terra agreement, @MBKMinerals completed $1.2 million placement to advance Seven Leaders & Livingstone toward production. How does this funding position $MBK to accelerate development activities, & what does it enable over the next 12 months? youtu.be/tCd34Q0CbCU

Q: What stood out about Terra as the right partner for this first phase of @MBKMinerals $MBK ’s production strategy? youtu.be/tCd34Q0CbCU #gold #mining #exploration

Q: Terra Mining highlighted ability to support fast start-up at Seven Leaders, while @MBKMinerals $MBK pointed to potential production in Q4 2026. What are key operational & permitting milestones investors should focus on between now & first ore? youtu.be/tCd34Q0CbCU #gold

📺 Q: @MBKMinerals $MBK signed MOU w/ Terra Mining covering mining/crushing services at Seven Leaders, a step toward near term production at Whiteheads. How important is locking in partners early as MBK transitions from explorer to producer? youtu.be/tCd34Q0CbCU

Q: Alongside Terra agreement, @MBKMinerals completed $1.2 million placement to advance Seven Leaders & Livingstone toward production. How does this funding position $MBK to accelerate development activities, & what does it enable over the next 12 months? youtu.be/tCd34Q0CbCU

Q: What stood out about Terra as the right partner for this first phase of @MBKMinerals $MBK ’s production strategy? youtu.be/tCd34Q0CbCU #gold #mining #exploration

Q: Terra Mining highlighted ability to support fast start-up at Seven Leaders, while @MBKMinerals $MBK pointed to potential production in Q4 2026. What are key operational & permitting milestones investors should focus on between now & first ore? youtu.be/tCd34Q0CbCU #gold

From the @InvestorStream_ desk: 📢@RedMountain_ASX $RMX delivers 51.8% #antimony concentrate at 85% recovery from Oaky Creek North, w/ very low arsenic, supporting pyromet feed potential ⚡3km system defined w/ 5 drill targets as RC approvals progress 📈SP +6.67% on 5.26M shares

Q: #Defence markets are rapidly shifting toward drones, endurance and lightweight power solutions. From your discussions at #SOFWeek2026, how closely does @LiS_Energy's $LIS #lithiumsulfur technology align with the future needs of the US defence ecosystem? youtu.be/QG0gNpzGX0c?si…

Q: ⁠@LiS_Energy $LIS has been building position in allied #defence supply chains via AUKUS membership & Paladin Defence Services partnership. How important was #SOFWeek2026 for networking & strategic collab w/ primes, govt agencies & defence tech groups? youtu.be/QG0gNpzGX0c?si…

📺Q: #SOFWeek2026 is one of world’s biggest #defence & #specialoperations events. Following @LiS_Energy’s $LIS recent US shipment approvals and growing US defence footprint, what were the key themes around next-gen #energy storage and autonomous systems? youtu.be/QG0gNpzGX0c?si…

Q: #Defence markets are rapidly shifting toward drones, endurance and lightweight power solutions. From your discussions at #SOFWeek2026, how closely does @LiS_Energy's $LIS #lithiumsulfur technology align with the future needs of the US defence ecosystem? youtu.be/QG0gNpzGX0c?si…

Q: ⁠@LiS_Energy $LIS has been building position in allied #defence supply chains via AUKUS membership & Paladin Defence Services partnership. How important was #SOFWeek2026 for networking & strategic collab w/ primes, govt agencies & defence tech groups? youtu.be/QG0gNpzGX0c?si…

📺Q: #SOFWeek2026 is one of world’s biggest #defence & #specialoperations events. Following @LiS_Energy’s $LIS recent US shipment approvals and growing US defence footprint, what were the key themes around next-gen #energy storage and autonomous systems? youtu.be/QG0gNpzGX0c?si…