M.S.O. Mining

@zahihajar @markjohnallen73 @daando37 @GalanLithium I believe their output will be lithium chlorides, not lithium carbonate so those numbers will need to be adjusted from $20K/t by ~25%. At 5,000tpe nameplate, that implies revenue of $65M at 80% utilization $GLNLF

@markjohnallen73 @daando37 Ran the valuation models using Gemini (rough figures). That 10,000t LCE inventory implies ~$200M (USD) in Revenue (at $20k/t) sitting in the ponds waiting to be processed. Massive unlocked value. $GLN $GLN.ax

$GLN de-risk 1/3.

@lioness0817 Need the DFS to be released already. Looking like Q2 at this rate. Hopefully financing discussions are already ongoing, so they’re not starting from a standstill post release @usgoldcorp

$USAU cruxinvestor.com/posts/us-gold-…

@GreenOriginInv What do you think is driving the delay in FID being announced for $ATLX? Any concern over the $40M prepayments not closing? FID was expected in “early 2026.” The track record of delays is what gives me pause. Otherwise, I like the investment thesis

🔋🔋LITHIUM BULL For those interested - staring down a bear market I am actually buying lithium stocks today. I added $QTWO $ATLX $KOD.L Good luck to all lithium bulls - demand is booming - you’ll see the returns upstream soon. I also recently added to $AGY.AX

@GreenOriginInv @FayeKnoozIV Love Sigma’s asset, but management gives me pause

@FayeKnoozIV There were so many on sale (still are - I will take a look at SGML too )

$LAC

@GreenOriginInv The Project Management partner hasn’t been announced yet, correct? I’m not seeing a PR on that

🔋🔋ATLAS LITHIUM I have just taken a modest position in Atlas Lithium. - Procurement and Site Activities: In September 2025, procurement packages representing ~70% of the $57.6 million direct capital expenditure (capex), including electromechanical assembly, mine operations/pre-stripping, crushing equipment, and internal road engineering. - Plant and Infrastructure: The fully fabricated $30 million modular Dense Media Separation (DMS) processing plant arrived in Brazil in March 2025 and is now on-site at the permitted location, ready for assembly. This dry-stacking facility eliminates the need for tailings dams and supports 100% dry processing with 95% water recirculation. - Permitting and Exploration: All key permits are in place, including the October 2024 operational environmental license, May 2025 mining concession ("Portaria de Lavra"), and water use authorizations. The Expansion Environmental License is 90% complete. Recent exploration mapped 92 pegmatite outcrops, collected 4,599 soil samples, and identified expansion targets like "Anitta's Corridor," potentially extending the 6.5-year initial mine life. - Financial Support for Execution: A $10 million registered direct offering closed on December 8, 2025, boosting cash to over $30 million (from $20.98 million at Q3 end) for Neves implementation, with no immediate debt pressure. No major delays have been reported since the August 2025 Definitive Feasibility Study (DFS). Timeline to First Production and Ramp-Up The DFS outlines a streamlined path to production, with open-pit mining of near-surface spodumene enabling rapid execution. Key milestones: - Final Investment Decision (FID): Expected Q1 2026 (Year 1 start). - Pre-Construction and Procurement: Ongoing through Q2-Q3 2026. - Construction and Earthworks: Q3-Q4 2026, including civil works, electromechanical assembly, and pre-stripping. - Commissioning: Q4 2026. - First Production: Targeted for mid-2026 (H1 2026 per analyst updates), with initial output of up to 150,000 tonnes per annum (tpa) of 5.5% Li₂O spodumene concentrate. This aligns with the DFS's 11-month payback from start-up and $489/tonne operating costs. - Ramp-Up: Phase 1 reaches full 146,000 tpa average annual production within the first year post-commissioning, processing 1.1 million tonnes of ore yearly at 1.17% Li₂O grade. Phase 2 expansion to 300,000 tpa is planned post-Year 1, leveraging the same infrastructure for scalability. Life-of-mine (LOM) production totals 951,000 tonnes over 6.5 years, with potential extensions via resource growth. Analysts have adjusted timelines slightly for conservatism (e.g., from late 2025 to H1 2026), but Atlas's de-risked status—fully permitted, plant on-site, and low capex—positions it ahead of peers. Offtake Agreements Atlas has secured binding offtake deals covering Phase 1 and Phase 2 output, with $80 million in total investments (share purchases and prepayments) from Tier 1 partners, providing non-dilutive funding and de-risking sales: - Mitsui & Co. (Tesla supplier): $5 million in shares acquired (completed); $20 million prepayment expected; 60,000 tpa Phase 1 offtake (yearly for 5 years); additional 60,000 tpa Phase 2 commitment. - Chengxin Lithium Group and Yahua Industrial Group (BYD suppliers): Combined $25 million in shares ($5 million each, completed); $40 million total prepayments expected ($20 million each); 60,000 tpa Phase 1 offtake each (yearly for 5 years); one-time 15,000-tonne Phase 1 sale to Chengxin/Yahua. These agreements cover ~100% of initial Phase 1 production, with Mitsui handling logistics to global markets. Earlier Mitsui commitments (e.g., $30 million investment in March 2024) contribute to the overall $80 million figure. $ATLX $LIRC $LAAC $SGML $GLN $LKE $SQM $PLS $RIO $LIT

@usgoldcorp @CruxInvestor Any update to estimated timeline for FS release?

U.S. Gold Corp.’s CK Gold Project entered the development pipeline in 2020 with an unpermitted asset, no engineering baseline, and a construction financing requirement that remained unresolved. By March 2026, feasibility study (FS) is in the final stages of completion. Jurisdictional and technical risks have been addressed. What remains is a financing decision. Read More @CruxInvestor cruxinvestor.com/posts/us-gold-… $USAU #usgold #usgoldcorp #ckgold #goldmining

@JodyDahrouge Great drilling update today. Don’t love the delayed timing of the MRE, but hopefully that means it’s even more robust

Q2 Metals Announces Multiple 200+ Metre Intervals of Continuous Spodumene Pegmatite and Provides an Update on the Inaugural Mineral Resource Estimate at the Cisco Lithium Project, Quebec, Canada $QTWO …ls-2023.s3.ca-central-1.amazonaws.com/media/2026/03/…

@Q2Metals @the_PDAC @Investinmining And yet I’m still ignored on an answer regarding the MRE…

Happy Friday, everyone! Q2 Metals President/CEO Alicia Milne was well-travelled this month. ✈️Vancouver ✈️Toronto @the_PDAC ✈️Hong Kong @Investinmining ✈️Cisco Lithium Project $QTWO $QTWO.V $QUEXF #Lithium

@Q2Metals When is the MRE being released???? $QTWO

📍Location can be a major differentiator for any project, and we believe the Cisco Lithium Project has a serious edge. Q2 Metals VP of Exploration, Neil McCallum explains why in this short video. $QTWO $QTWO.V $QUEXF #Lithium

@usgoldcorp Is the definitive feasibility study still in track for release by the end of March?

U.S. Gold Corp. is advancing the CK Gold project in Wyoming, where a Mine Operating Permit was approved in April 2024. The company is finalizing a feasibility study expected to outline annual production of approximately 110,000 gold-equivalent ounces over a mine life of 10 to 11 years. Read more @CruxInvestor cruxinvestor.com/posts/geopolit… $USAU #usgoldcorp #ckgold #goldmining #wyomingmining #goldstocks #juniorminers #miningstocks

@NanoOne_NANO $NNOMF

US GOVT TO SIGN MOU WITH BRAZIL'S GOIAS STATE ON CRITICAL MINERALS & RARE EARTHS

US gold reserves have never been this small relative to government debt: Gold reserves now reflect just 3% of US federal debt, one of the lowest readings on record. This comes despite the US holding 8,133.5 metric tons of gold, the largest stockpile in the world, and prices surging to record highs. By comparison, the ratio was ~18% in 1980, or 6x higher. At the same level of reserves, gold prices would have to rise +400%, to $26,000/oz, to match the 1980s peak. Meanwhile, in the 1940s, gold reserves backed over 50% of federal debt. To match the 1940s ratio, gold would need to surge +1,340% to ~$75,000/oz. Gold reserves are highlighting just how astronomical US debt has become.

Solar panels cost $1,000/watt in 1958. Seven cents today. That's Wright's Law: every doubling of production cuts costs by 23.7%, holding over 50 years. We built an interactive model of the solar supercycle to show what happens next: solar.exponentialview.co See which markets unlock as the price falls – green steel, desalination, direct air capture, synthetic fuel... and run the scenarios towards abundance. cc @JavierBlas @GavinJMaguire @hgloystein @Ed_Crooks @ColumbiaUEnergy @MaxCRoser @_HannahRitchie @KHayhoe @JanWurzbacher @johnarnold

@CruxInvestor @usgoldcorp @usgoldcorp Excited for DFS. Still planning on releasing before end of March? $USAU

@usgoldcorp Chairman Luke Norman discusses Wyoming state-level permitting advantages: “We’re located on Wyoming state ground and deal directly with the state government, not federal agencies. It’s the same level of environmental oversight, but without the federal bureaucracy, and the regulators are just 20 miles from our project. It’s seamless.” 📺 Watch here: youtube.com/watch?v=u8hg4c… 📖 Read here: cruxinvestor.com/posts/building…

@Q2Metals Frustrating how they’re so active on this platform but won’t respond to shareholders

@Q2Metals what’s the ETA on the MRE? Still expected before end of month? $QTWO

@BanyanGold @Christie2Tara @kereport Excellent interview! Added to my position today. If Franco Nevada is willing to pay $42M for a 1% NSR, then even half that potential valuation is a 5x move from current levels. Doesn’t include pending assays, 40k drill program just starting, or H2 PEA closer to current prices

🎙️INTERVIEW | CEO @Christie2Tara joined the @kereport to discuss 40,000m Drill Program Underway, High-Grade Drill Results AND Franco-Nevada Royalty Aquisition | $BYN.V LISTEN HERE 📻 youtu.be/sYQ5PMoCgfM?si…

$PMET $PMETF $lithium