Fortuna Metals (ASX:FUN) lands an A$8.6m cornerstone investment from Silicon Valley’s WNDR, with options vesting only on a US partnership outcome.
Rare Earths Stocks
St George Mining (ASX:SGQ) sells 12.5m shares to battery giant ATL at A$0.16, a 36% premium, restructuring its Lithium Star JV.
Morella Corporation (ASX:1MC) reports broad rubidium intercepts at Mt Edon including 54m at 0.17% Rb₂O ahead of a maiden JORC resource estimate.
West Cobar Metals (ASX:WC1) reports 81% scandium leach recovery at atmospheric pressure at Salazar, pointing to a low-cost development pathway.
Sovereign Metals (ASX:SVM) had confirmed heavy rare earths at its US$2.2bn Kasiya project – at 7x the magnet ratio of the world’s top five producers.
Arafura Rare Earths (ASX:ARU) launches A$350m placement at A$0.260 after Nolans FID, lifting pro forma cash to A$911m and clearing equity funding.
Lynas Rare Earths (ASX:LYC) fell 4.3% on Tuesday to close at A$18.12, with no bad news from the company itself. The selling looked like classic profit-taking after a remarkable run. Even after the pullback, Lynas is still up around 48% for the year, making it one of the standout performers on the ASX in 2026.…
Pure Resources (ASX:PR1) appoints sitting AML3D CEO Sean Ebert as Board Adviser, signalling a defence materials re-rate path modelled on AML3D’s playbook.
Have you ever heard the term 'nearology play'? This term is alluding to the following recurring rhythm: A company announces a major discovery, the market erupts, and within days every explorer holding ground within a 50‑kilometre radius is suddenly treated as the next potential winner. Investors call it nearology. Geologists tend to roll their eyes.…
Arafura Rare Earths (ASX:ARU) signs a binding 500tpa NdPr offtake term sheet with Traxys North America, tied to US supply chains and conditional on FID.
