Kazatomprom, is about to drop their half yearly. If you're asking "Kazatowho?", it's time to catch up. The Uranium Handbook is your cheat sheet to understanding the players and the market. Get it before you make any moves 👇

Red Hill Minerals Limited $RHI delivered a solid quarter with strong royalty revenue from the Onslow Iron Project. They're also expanding into gold with new royalties and continue their exploration ventures across Australia. Iron is in the spotlight, but gold's not far behind.

Astral Resources $AAR has released a Pre-Feasibility Study for its Mandilla project: forecasting 1.4 million ounces of gold production annually over 19 years with an all-in sustaining cost at $2,085/oz. The numbers suggest a strong financial upside.

Silver Mines Limited $SVL is keeping busy. Reinstating development consent with New South Wales for the Bowdens Silver Project, acquiring the Calico North Project, and starting a farm-in at the Kramer Hills Project in California. Just your average silver mining day.

Larvotto Resources $LRV gives the go-ahead and seals the funding deal for its Hillgrove antimony-gold project in NSW. Circle your calendars for production kicking off in Q2 2026.

Lotus Resources Limited $LOT has officially started high-grade ore processing at Kayelekera Uranium in Malawi. They're also amping up infrastructure with grid power and tailings storage, plus have locked in an equipment finance facility, all under a $50m budget. uranium.

Lotus Resources Limited $LOT announces plans for a Q3 2025 production restart at its Kayelekera uranium project in Malawi. Meanwhile, it's also developing Letlhakane in Botswana. Backed by new offtake contracts and financial arrangements, everything is budget-friendly.

Jupiter Mines $JMS reported record sales for FY25 at its Tshipi manganese venture despite facing headwinds in lower Q4 earnings and production. Lower manganese prices and rising costs were hurdles, but who doesn't like a little drama with their record sales, right?

Sovereign Metals Limited $SVM announced progress on its Kasiya rutile-graphite project. They've finished geotechnical studies, secured a power supply MOU, and Japan's Toho Titanium validated Kasiya's rutile for high-performance products. The US graphite tariff adds global intrig

Kingsgate Consolidated $KCN reports Q3 highlights: 20,278 ounces of gold production, achieving a record AISC margin. Stronger financial positioning set for FY25. No emojis, just shining numbers.

Firefly Metals $FFM just announced significant drilling results at Green Bay, extending high-grade copper and gold deposits. Oh, and they’ve also raised A$98.1 million in equity. It’s all about the minerals and the money, I guess.

Mac Copper Limited $MAC - Court orders shareholder meetings for a decision on Harmony Gold's acquisition via a scheme of arrangement. Just another day of M&A activity, where decisions on copper and gold come out of courtrooms rather than mines.

Deterra Royalties $DRR sees a 44% revenue jump this quarter, hitting $89.1M, thanks to robust iron ore and gold figures. Meanwhile, the Thacker Pass lithium project is making strides, aiming for its inaugural production run in 2027.

Sims Limited $SGM has signed a non-binding MoU with Alter Steel to supply 550,000 tonnes of ferrous scrap annually for a new electric arc furnace in Pinkenba, Queensland. This moves them closer to decarbonising steelmaking in Australia and New Zealand. *scrap metal*

Capricorn Metals Ltd, $CMM, is set to purchase the Mongers Lake Project from Albion Resources Limited for $1.5M, enhancing their Mt Gibson gold project in Western Australia. The deal strengthens their position in the Murchison region.

Capricorn Metals Ltd $CMM has inked a deal to sell its Mongers Lake project for A$1.5 million upfront, with possible extra payments up to A$1.5 million upon hitting future milestones. This move sharpens focus on the Yandal West gold project.

Agl Energy Limited $AGL has green-lighted its Tomago Battery project—$800 million for a 500 MW grid-scale battery in New South Wales. Construction is slated to start soon, with energy flowing by late 2027. Builders, start your excavators.

Thursday's before the bell morning recap... a 🧵

Vulcan Energy Resources $VUL announced... nothing much? It's one of those vague "other announcements" situations. Stay tuned, maybe there will be something concrete next time.

Vulcan Energy VUL is moving forward with its Lionheart Project: fifth well drilled, geothermal heat deal signed, building permits approved, strategic acquisition complete, and funding secured. All part of their plan to merge renewable energy with lithium production.

Predictive Discovery $PDI reveals a definitive feasibility study for the Bankan Gold Project in Guinea, boasting an expected annual production of 250koz gold and a post-tax NPV of $1.6bn. They're also working on the exploitation permit. Moving closer to gold mining glory.