REalloys (ALOY) is rated a speculative Buy due to its potential to commercialize non-Chinese rare earths by 2028. The company holds $119 million in cash and is expanding its SRC facility, supporting near-term execution. However, the key risk remains securing feedstock supply. Market valuations suggest significant upside if REalloys succeeds, with a potential share value of $16.70 compared to the current $10.10 price. The investment thesis is supported by growing Western demand for rare earths and the strategic need to diversify supply chains, despite uncertainties around execution and supply.
Global consulting firm Protiviti was recognized by Fast Company as one of North America's Best Workplaces for Innovators in 2026, highlighting its strong focus on embedding innovation and AI training into its workplace culture. The firm supports empl...
Centrus Energy and Radiant have agreed on a multi-year contract for Centrus to supply high-assay, low-enriched uranium (HALEU) fuel to support Radiant's deployment of Kaleidos microreactors. This deal adds a domestic U.S. source of HALEU, crucial for...
Salazar Resources reports steady progress on the El Domo polymetallic mine project in Ecuador, with $66.2 million spent on construction through June 2026. The project, operated by Silvercorp with Salazar holding a 25% carried interest, aims for commi...
Canada Nickel Company has filed independent technical reports confirming the initial mineral resource estimate for its Nesbitt Nickel Sulphide Project and an updated estimate for its Deloro Nickel Sulphide Project, both located near Timmins, Ontario....
Passage Research initiates coverage of Meta Platforms with a strong buy rating and a price target of $882, highlighting the company's undervaluation and strong growth in its core advertising business. Meta's Family of Apps segment generates over 97% ...
