Larisa Sprott of Sprott Money and Argo shares her thoughts on the gold and silver markets, saying she sees the ‘smart money’ continuing to gravitate toward these metals.

In her view, price dips present a chance to get in at lower levels.

Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.

Alzheimer’s disease treatment stocks are focused on Alzheimer’s disease, a degenerative brain disorder that results in declining memory and thinking skills and typically affects people in their mid-60s.

According to the Alzheimer’s Association, neurons in other areas of the brain also begin to deteriorate as Alzheimer’s disease gets worse, resulting in the loss of basic human functions and overall cognitive impairment.

This condition affects more than 7 million people in the US alone; it’s also the most common form of dementia and is the seventh leading cause of death in America. Treatments are available to alleviate Alzheimer’s disease symptoms, but there are currently none that affect the underlying causes of this neurodegenerative disease.

Alzheimer’s disease therapies that have been approved by the US Food and Drug Administration (FDA) include: rivastigmine by Novartis (NYSE:NVS); galantamine, developed by Janssen, a division of Johnson & Johnson (NYSE:JNJ); donepezil by Pfizer (NYSE:PFE); and memantine by AbbVie (NYSE:ABBV).

Since there is no cure for Alzheimer’s disease, death is often the result for patients as the ailment causes brain deterioration. And unfortunately, Alzheimer’s disease is rising in prevalence — a report from Grand View Research suggests that the global Alzheimer’s disease treatment market will be worth a significant US$15.57 billion by 2030 as more patients need treatment, and as more investments are made in biomarkers for diagnosis and drug development.

Securities Disclosure: I, Melissa Pistilli, hold no direct investment interest in any company mentioned in this article.

American Rare Earths Limited (ARR:AU) has announced ARR advances permitting at Cowboy State Mine

Download the PDF here.

Challenger Gold Limited (ASX: CEL) (‘CEL’ or the ‘Company’) is pleased to announce it has entered into an Investment Protection Agreement (“IPA” or “the Agreement”) with the Government of Ecuador for its 100% owned El Guayabo Project (“El Guayabo” or “the Project”). Under the terms of the IPA, the Government of Ecuador has granted CEL legal protections including stability of the regulatory framework, resolution of disputes through international arbitration, and protection of CEL’s investment.

The IPA covers US$75 million in investment from CEL encompassing expenditures from CEL’s initial acquisition of the project in 2019 and expenditure incurred until the end of 2027. It has an initial term of 8 years and is renewable. Key incentives and protections under the IPA include:

• Regulatory stability and protection from changes to the current legal framework
• The legal framework at the time of execution will continue to apply if the terms are more favourable to the project owner than any potential new framework
• The IPA guarantees rights including non-discriminatory treatment, property protection, and legal certainty
• International arbitration, should there be any disputes in relation to the Project, with the seat of arbitration in London under the rules of the International Chamber of Commerce

Commenting on the Investment Protection Agreement, CEL Managing Director, Mr Kris Knauer, said

“The completion of the Investment Protection Agreement is a significant development for the Project..

The IPA provides certainty with respect to the legal framework governing the Project, including stable mining regulations and fiscal terms, and security of title and investment for the term of the agreement. Additionally, it provides protection from all forms of confiscation and a mechanism for international arbitration should there be any disputes related to the project.

The IPA is also timely given recent corporate action in Ecuador as we take steps to monetise our Ecuador assets following the significant resource upgrade from 4.5 million ounce1 to 9.1 million ounces^1,2,3.‘

Click here for the full ASX Release

McLaren Minerals Limited (ASX: MML) (‘McLaren’ or ‘Company’), is pleased to provide a further update on the phase 1 Drill Program at its wholly owned McLaren Titanium Project in the western Eucla Basin, Western Australia. This update is driven by the completion of geological interpretation of all the drilling during this campaign, in the absence of laboratory results.

Highlights

McLaren Titanium Project

• 192 drill holes completed for a total of 4,067 metres, on time and without incident
• Significant extensions of prospective sediments outside of currently known resource boundaries observed during drilling:
  • North extension: approximately 2,200m wide, avg. 14m thick (max 23m),
  • Central zone eastern extension: 800m wide, avg. 20m thick (max 23m),
  • Southern zone: 2,600m wide, avg. 10m thick (max 15m).
• Metallurgical and geological samples submitted to IHC and Diamantina Laboratories
• Geological work has improved confidence in deposit morphology and is expected to reduce future drilling costs
• Strong community support confirmed within an established mining region

McLaren Mineral Sands Managing Director, Simon Finnis, commented:

“While we have not yet received any assays, phase 1 has delivered strong confidence to our team regarding this project. The most recent interpretation not only confirm the integrity of our geological model, but importantly, demonstrates the scale of the opportunity ahead. Defining substantial potential for mineralisation outside the current Resource boundary positions us well for future resource growth. We’ve also made solid ground operationally—drilling was completed on time, we’ve brought costs down, and we’re seeing strong local support. Taken together, these outcomes give us a great deal of confidence as we move toward the next phase of work and continue building long-term value for shareholders.”

Click here for the full ASX Release

Nordic Resources (NNL:AU) has announced A$3.5M Institutional Placement and New Chairman Appointed

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Kaiser Reef Limited (“Kaiser”, or “the Company”) (ASX:KAU) is pleased to announce that the first 10 days of ownership of the Henty Gold Mine has progressed to plan and the operation continues to bed in under Kaiser ownership.

Highlights

• First 10 days of Henty ownership
• Record Kaiser gold pour >1,200 ounces from Henty
• Kaiser transformed into a ≈ 30kozpa gold producer^1,3

The first gold pour under Kaiser’s ownership has likely exceeded 1,200oz of gold, and is currently in transit to the Perth Mint for refining and outturn.

The acquisition of the Henty Gold Mine has positioned Kaiser as a multi-asset gold producer with significant growth potential.

Brad Valiukas, Kaiser’s executive Director – Operations commented:

“It’s been an excellent start for Kaiser at Henty, the team is transitioning well, and operational performance has been excellent. We are well positioned to build on the success that Catalyst has had at Henty, as it becomes our flagship asset. Kaiser is now a significantly stronger Company with the incorporation of Henty, and we look forward to advancing our assets and the Company.”

Key highlights of the Henty Gold Mine include:

• Established production platform: Henty Gold Mine is a proven gold production operation, with historical production of 1.4Moz -8.9g/t². Since its acquisition by Catalyst in 2021, significant operational improvements have been made, including investments in drill platforms, drilling, tailings, underground fleet and people.
• 5-year mine plan: Work to date has culminated in establishing a robust 5-year mine plan underpinned by a current Ore Reserves of 1.2Mt @ 4.0g/t for 154koz³. There is significant scope to extend mine life based on the current Mineral Resource of 4.1Mt @ 3.4g/t Au for 449koz³ along with the opportunities for near-mine exploration and development success.
• Significant infrastructure: The Henty mine benefits from significant infrastructure including a 300ktpa CIL processing plant, surface & underground workshops, administration complex, access to hydro generated grid power and refreshed tailings storage capacity.
• Implement and build on operational capacity: The Kaiser executive team brings extensive experience in optimising similar assets through a combination of operational improvement and targeted exploration investment. Supported by Catalyst as a 19.99% strategic shareholder, and skilled operating team and local workforce of over 150 employees, Kaiser is well-positioned to drive further value.
• Flagship asset: As Kaiser’s flagship asset, Henty will receive dedicated focus to continue the significant work completed by Catalyst and further drive operational improvements.

For further information in respect to the acquisition, please refer to the Company’s ASX Announcement dated 24 March 2025.

Click here for the full ASX Release