$FEAM

Nucor (NUE) forecasts Q3 earnings of $5.55-$5.65 per share, up from $2.63 a year ago; shares fell 3.1% after-hours. BlackBerry (BB) shares rose 1.9% after-hours following a partnership announcement. Clean Harbors (CLH) priced $600M in senior notes due 2034; shares fell 1.1% on Thursday. 5E Advanced Materials (FEAM) reported a smaller Q4 loss than expected; shares fell 5.3% after-hours. McDonald's (MCD) raised its quarterly dividend to $1.93 per share; shares rose 0.3% after-hours.

Searles Valley Minerals (private) agreed to sell its assets to 5E Advanced Materials (FEAM) for $3.36M cash, 8.3M shares, and a $6.22M note. The deal, subject to court approval, includes production facilities, brine resources, and a railway. 5E secured $10M in bridge financing. Operations will continue normally.

5E Advanced Materials Inc (FEAM) shares fell 4.5% after announcing a $9.6M acquisition of Searles Valley Minerals' assets, including critical mineral production facilities. The deal involves cash, stock, and a promissory note, transforming 5E into an operating producer. The transaction is subject to court and regulatory approvals, with an expected close in early October 2026.

5E Advanced Materials, Inc. (FEAM) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 5E Advanced Materials Enters into Agreement to Acquire Certain Assets of Searles Valley Minerals Court-Supervised Acquisition Includes Critical Mineral Production Facilities, Brine Resources and Related Infrastructure in California HESPERIA, CA / ACCESS Newswire / Se

The article says the US is reducing reliance on foreign critical minerals, citing boron’s industrial and defense uses. It notes boron was added to the federal critical minerals list in late 2025 and highlights over $2 billion in domestic mining investments plus an $8 million Export-Import Bank commitment to 5E Advanced Materials’ Fort Cady. Fort Cady is fully permitted with up to 90,000 tonnes/year potential.

5E Advanced Materials (NASDAQ:FEAM) said the White House recognized its Fort Cady Integrated Boron Facility and the U.S. Export-Import Bank will invest $8 million to support the project. The company said this precedes an application for a $285 million project debt facility after a letter of intent, as Fort Cady advances toward a final investment decision.

5E Advanced Materials (NASDAQ:FEAM) shares rose about 34% after the US Export-Import Bank said it will invest $8 million to support the company’s Fort Cady boron project. The funding is a step toward a planned $285 million project debt facility, for which FEAM has a letter of intent, according to company statements.

5E Advanced Materials (NASDAQ:FEAM) discussed progress on its Fort Cady boron project and boron market fundamentals in a Water Tower Research fireside chat. CEO Paul Weibel said the company has five customer heads of agreement and one letter of intent, plus ongoing talks. Management cited demand outpacing supply for U.S. boric acid and highlighted plans for higher-value derivatives and FEED.

5E Advanced Materials (NASDAQ:FEAM) said it expanded its offtake portfolio for its Fort Cady boric acid project with new chemical customer agreements, and CEO Paul Weibel will discuss project progress and boron demand in a Water Tower Research fireside chat. The company framed the updates as supporting Fort Cady’s path to commercial production and bankability.

5E Advanced Materials (NASDAQ:FEAM) said it signed a third offtake heads of agreement with a U.S. cellulose insulation company for boric acid and calcium sulphate from its Fort Cady facility. The HOA covers a 5-year term plus a 5-year renewal, with annual volumes of 5,000–8,000 short tons and take-or-pay on minimum volume, pending a definitive purchase agreement.