PowerOne Capital Corp. Buys 1.0M Verdera Shares at $0.3208

BTV’s May 27 episode highlights several TSX/TSXV/ASX-listed companies tied to defense, critical minerals and energy security. Calian Group said defense and domestic procurement are expanding its integrated solutions. NevGold is advancing a Nevada antimony project; Verdera is progressing ISR-amenable uranium with 88 million lbs of resources. Jindalee Lithium/US Elemental target lithium on the Oregon-Nevada border; Titan Mining is expanding graphite processing and potential germanium recovery.

Teck Resources (TECK) announced that the United Steelworkers Local 7619 has authorized a strike at the Highland Valley Copper operation, starting October 24. The union represents over 1,200 employees at the site, who have been working without a contract since August 31. This could disrupt operations and impact production for the company.

Helus Pharma (HELP) announced updates on its mental health drug programs. HLP003 Phase 3 data readout is on track for Q4 2026, with FDA Breakthrough Therapy Designation. HLP004 Phase 2 monotherapy study for GAD is expected to start in Q1 2027, enrolling 144 adults. The company aims for FDA filing in 2028.

United States Antimony (UAMY) is expanding capacity due to defense contracts, including a $245M DLA contract for antimony metal ingots. The company also secured a $106M contract for flame-retardant materials. A joint venture with Americas Gold and Silver aims to build a hydrometallurgical facility, increasing total capacity to 1,500 tons/month. Revenue grew from $8M in 2023 to $39M in 2024, but guidance was reduced to $60M-$75M due to price declines.

Circle Internet Group (CRCL) shares have dropped 34% in the past year, closing at $85.87 on Oct. 20. Needham raised its price target to $134, implying 48% upside. The company's reserve income grew 5% in Q2, despite a 25% increase in average USDC circulation, due to lower interest rates. Analysts' 2026 earnings estimates have risen, with a Street average target of $107. Needham's target suggests a 107x forward P/E, higher than the stock's one-year average of 76x.

Woodside Energy reported a 12% production increase to 46.2 MMboe in Q3, with full-year guidance at 174–181 MMboe. The Scarborough Energy Project is 99% complete, with first LNG cargo expected in Q4. Trion project in the Gulf of Mexico is 71% complete, targeting first oil in 2028. Bass Strait development wells are complete, with first production targeted for H1 2027.