USA Rare Earths seeks to generate billions in revenue one day. As countries seek diversification from China's grip, USAR is a high-potential, high-risk play.
USA Rare Earths seeks to generate billions in revenue one day. As countries seek diversification from China's grip, USAR is a high-potential, high-risk play.
BJP7images/iStock via Getty Images Thesis Perpetua Resources Corp. ( PPTA ) is a mining company. But it isn’t actually mining or selling valuable materials yet. Instead, the company's still in the preparation stage, working on plans to build a major mining operation. Their main focus is a single project in Idaho called the Stibnite Gold Project. Essentially, they’ve found a lot of gold, plus somet...
BJP7images/iStock via Getty Images Thesis Perpetua Resources Corp. ( PPTA ) is a mining company. But it isn’t actually mining or selling valuable materials yet. Instead, the company's still in the preparation stage, working on plans to build a major mining operation. Their main focus is a single project in Idaho called the Stibnite Gold Project. Essentially, they’ve found a lot of gold, plus something called antimony. Antimony is used in things like batteries, military equipment, and tech, so governments care about it a lot, especially because most of it comes from outside the U.S. Seeking Alpha In terms of performance, PPTA's been crushing it, both short and longer term. Most recently, it hit my radar yesterday after it climbed over 10% after releasing its latest 10-K and announcing it lined up $2.7B in EXIM funding for its gold-antimony project. After getting up to speed, I’m leaning bullish here, as financing progress and strategic mineral exposure start to chip away at execution risk while leaving plenty of room for upside. Perpetua Resources: Development-Stage Financial Overview Operating loss (2025) : $128.0M Operating loss (2024): $52.1M Exploration & pre-development (2025): $121.3M Exploration & pre-development (2024): $45.3M. Let's start off with the obvious, and that's that Perpetua is still a pre-revenue, single-asset developer. This quarter isn’t really about sales or margins, at least not in the usual mining sense. It’s about whether the management team can take their success in getting permits and turn it into a project that can actually be funded and built while still keeping control over costs, staying on schedule, and avoiding giving away too much ownership (dilution). I'd say that the most important update here is that the Export-Import Bank process has moved to the congressional notice stage. Even so, I wouldn’t go so far as to call it done . Cash & cash equivalents (2025): $714.2M Restricted cash (2025): $59.5M Total cash incl. restricted: $773.7...
Justin Sullivan/Getty Images News Chevron's ( CVX ) Noble Energy unit said late Tuesday it has taken a final investment decision on the Aseng gas project in Equatorial Guinea , marking a milestone in the country's efforts to expand its gas sector and strengthen its long-term energy strategy. Chevron's ( CVX ) head of Nigeria and Mid-Africa operations Jim Swartz said the breakthrough builds on an a...
Justin Sullivan/Getty Images News Chevron's ( CVX ) Noble Energy unit said late Tuesday it has taken a final investment decision on the Aseng gas project in Equatorial Guinea , marking a milestone in the country's efforts to expand its gas sector and strengthen its long-term energy strategy. Chevron's ( CVX ) head of Nigeria and Mid-Africa operations Jim Swartz said the breakthrough builds on an agreement signed with the Equatorial Guinean government in September that provided competitive fiscal and tax terms to support the project. Swartz said the project scope includes developing gas resources in the Aseng field through existing midstream infrastructure, with the potential to sustain the supply of liquefied natural gas from Equatorial Guinea to global markets into the mid-2030s. The project also could unlock further upstream investments, including in the Chevron-operated ( CVX ) Block O Alen field, the cross-border Yoyo-Yolanda field, and exploration activities in blocks acquired by the company in 2024, Swartz said. More on Chevron Chevron: $130-$140 Oil Is Realistic, And That's Not Good Chevron: Avoid Market Top Bargains Chevron: Trades Near $190 As Energy Sentiment Improves
The S&P Global Canada Manufacturing PMI fell to 50.0 in March 2026 from 51.0 in the previous month signalling a stagnation of manufacturing sector performance and ending a two-month period of improvement. “Canada’s manufacturing sector again experienced subdued performance during March. Production declined marginally and new orders were down modestly, in part linked to tariffs on trade with the ne...
The S&P Global Canada Manufacturing PMI fell to 50.0 in March 2026 from 51.0 in the previous month signalling a stagnation of manufacturing sector performance and ending a two-month period of improvement. “Canada’s manufacturing sector again experienced subdued performance during March. Production declined marginally and new orders were down modestly, in part linked to tariffs on trade with the neighbouring United States. “Firms also noted that high prices were a problem for clients, but with costs rising sharply again amid supply chain disruption and increased fuel prices stemming from the war in the Middle East, manufacturers saw little choice but to increase their own charges." said , Paul Smith, Economics Director at S&P Global Market Intelligence. More on Canada EWC: Canadian Stocks Can Keep On Delivering EWC: Strong Fundamentals, But Valuation Keeps Me Neutral OECD lifts G20 inflation outlook as rising energy prices impact global markets Bank of Canada holds policy rate at 2.25% amid uncertainty over Middle East conflict Seeking Alpha’s Quant Rating on iShares MSCI Canada ETF
(RTTNews) - Retail sales in the U.S. increased by slightly more than expected in the month of February, the Commerce Department revealed in a report released on Wednesday.
(RTTNews) - Retail sales in the U.S. increased by slightly more than expected in the month of February, the Commerce Department revealed in a report released on Wednesday.
Shares of Nio (NYSE:NIO), Li Auto (NASDAQ:LI), and Xpeng (NYSE:XPEV) are all trading higher Wednesday morning after each posted March delivery figures, while Tesla (NASDAQ:TSLA) ticks up modestly ahead of its own Q1 report. The Chinese EV trio is riding a strong end-of-quarter rebound, with March delivery figures confirming the momentum. Nio shares are up ... Nio, Li Auto, and Xpeng Climb on Recor...
Shares of Nio (NYSE:NIO), Li Auto (NASDAQ:LI), and Xpeng (NYSE:XPEV) are all trading higher Wednesday morning after each posted March delivery figures, while Tesla (NASDAQ:TSLA) ticks up modestly ahead of its own Q1 report. The Chinese EV trio is riding a strong end-of-quarter rebound, with March delivery figures confirming the momentum. Nio shares are up ... Nio, Li Auto, and Xpeng Climb on Record March Deliveries as Tesla Faces a Softer Q1