Greenland Mines LtdGRML
▲ PositiveTechnologyrelevance
Completed 2026 Skaergaard drilling/bulk-sampling program advancing metallurgical flowsheet, mine planning and Initial Assessment, with potential gallium and vanadium by-products flagged.
Impact on assets 5
Biotech & Genomic Medicine
Greenland Mines LtdCritical Materials & Supply Chain
China Nonferrous Mining Corp Ltd1258
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⛏Palladium Futures
PALLADIUM
▲ PositiveSupplyrelevance
Skaergaard's 15.00 Moz Indicated and 17.49 Moz Inferred PdEq resources plus bulk sampling point to potential future palladium supply.
⛏Platinum Futures
PLATINUM
▲ PositiveSupplyrelevance
Large-scale bulk sampling and resource work at Skaergaard's palladium-platinum horizons signals potential future PGM supply.
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GOLD
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Theme Impact 2
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United Kingdom
United StatesValterra Platinum Fair Value Raised to ZAR 1,373.14 as Analysts Split
Simply Wall St's updated fair value estimate for Valterra Platinum has moved from ZAR 1,344.81 to ZAR 1,373.14, with the revision accompanied by split analyst commentary on the stock. On the bullish side, Berenberg keeps a Buy rating with a 7,500 GBp price target, RBC Capital maintains an Outperform rating with a 7,200 GBp target, and Jefferies starts coverage with a Hold rating and a ZAR 1,250 target, citing expectations for improving fundamentals and higher EBITDA while waiting for a better entry point. On the bearish side, Barclays cuts Valterra Platinum to Underweight from Equal Weight with a ZAR 1,260 target, pointing to valuation and limited upside to current volume guidance, while JPMorgan keeps an Underweight rating even after lifting its target to US$67. The model update also shows the projected ZAR revenue decline moderating from 4.92% to about 4.13%, the expected net profit margin easing from 20.56% to about 19.70%, the future P/E multiple shifting from 21.4x to about 22.4x, and the discount rate edging higher from 18.73% to about 18.84%.
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Critical Materials & Supply Chain › Platinum Group Metals (PGM) Capital
Critical Materials & Supply Chain › Precious Metals Capital
Critical Materials & Supply Chain › Catalysts, Additives & Performance Chemicals Capital
VALT.LSE · Capital · Neutral Analysts are split on Valterra Platinum as its fair value estimate was raised to ZAR 1,373.14 amid mixed ratings and targets.
BARC.LSE · Capital · Neutral Barclays cuts Valterra Platinum to Underweight from Equal Weight with a ZAR 1,260 target.
JEF · Capital · Neutral Jefferies starts coverage on Valterra Platinum with a Hold rating and ZAR 1,250 target, an analyst action on the stock.
JPM · Capital · Neutral JPMorgan keeps an Underweight rating on Valterra Platinum while lifting its target to US$67.
RY · Capital · Neutral RBC Capital maintains an Outperform rating with a 7,200 GBp target on Valterra Platinum.
United KingdomJohnson Matthey Fair Value Estimate Raised to £28.97 on Cormetech Execution Focus
Johnson Matthey's central fair value estimate has been lifted from about £23.87 to about £28.97, with analyst targets now clustered between £23.30 and £25.00. Deutsche Bank raised its price target on the London-listed company from £24.00 to £25.00, while Jefferies reinstated coverage with a Buy rating and a £23.30 target, saying the focus following the Cormetech acquisition has shifted to execution rather than deal risk. Kepler Cheuvreux moved to Hold with a £24.50 price target, a more cautious stance on upside relative to the updated fair value. The revised valuation reflects a net profit margin change from about 9.83% to about 9.92%, a future P/E move from about 14.4x to 17.3x, and a discount rate adjustment from 8.62% to about 8.54%, while revenue growth assumptions remain at a decline of about 40.09%.
About megatrends
Critical Materials & Supply Chain › Catalysts, Additives & Performance Chemicals ▲Capital
Critical Materials & Supply Chain › Platinum Group Metals (PGM) Capital
Energy Transition & Power Demand › Hydrogen & Fuel Cells Capital
United States▲
Lion Battery Completes First Phase Testing of Platinum and Palladium Lithium-Sulfur Technology
Platinum Group Metals Ltd. reports that its majority-owned subsidiary, Lion Battery Technologies Inc., has completed the first phase of independent testing and scale-up of its platinum- and palladium-based lithium-sulfur battery technology. Independent testing by the Battery Innovation Center in Newberry, Indiana, validated Lion's proprietary electrode technology in prototype lithium-sulfur cells, with platinum group metal catalysts improving capacity and rate capability compared with non-catalysed cells and palladium-rich formulations delivering the strongest overall performance. Following completion of this phase, Platinum Group and Valterra Platinum Limited have approved funding for the next stage of Lion's development programme, which will focus on manufacturing and testing pouch-cell prototypes in several performance configurations, optimising catalyst formulations and evaluating performance in target applications including drones. Lion was established by Platinum Group and Valterra Platinum in 2019 to develop next-generation battery technologies using platinum and palladium, and under a sponsored research agreement with Florida International University it holds exclusive rights to the intellectual property developed through the programme. To date, the US Patent and Trademark Office has granted eight patents related to the technology, with additional applications pending.
About megatrends
Critical Materials & Supply Chain › Platinum Group Metals (PGM) ▲Technology
Lion Battery Technologies Inc. · Technology · Positive Lion Battery completed first-phase independent testing validating its platinum- and palladium-based lithium-sulfur electrode technology, with palladium-rich formulations performing best
VALT.LSE · Technology · Positive Valterra Platinum co-owns Lion Battery and approved funding for the next stage of its platinum/palladium lithium-sulfur battery development after successful first-phase testing