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Victory Metals has delivered a transformative quarter, with a major resource upgrade, breakthrough metallurgical results, and strengthening global government and industry partnerships — cementing North Stanmore as one of Australia’s most advanced heavy rare earth and scandium projects.

Key Highlights

✅ 29.5 percent increase in total resource tonnage at North Stanmore ✅ World-class Dysprosium grades from infill drilling — among the highest globally from a clay-hosted deposit ✅ First-ever Australian clay-hosted MREO produced — 94 percent TREO content ✅ Multiple ultra-high HREO zones defined in the Indicated category ✅ Scandium by-product upside from a unique alkaline intrusion system ✅ LOI signed with Sumitomo Corporation for offtake and strategic cooperation ✅ U.S. Government SAM approval — direct engagement with US DoD and EXIM Bank now enabled ✅ $11.5M placement completed with institutional support ✅ MRIWA grant secured to accelerate technical development ✅ Strong cash position: ~A$15.1M at quarter end

Strategic Outlook

Victory Metals continues to build a globally strategic critical minerals asset aligned with Western supply chain independence, advancing:

Offtake and financing channels with Asian and US partners

Commercial-scale development pathway for clay-hosted HREO + Sc

A rapidly growing Indicated resource base

Strong metallurgical progress and government engagement

North Stanmore is emerging as a tier-one rare earth and scandium development platform with clear geopolitical significance.

📊 Last Price: A$1.065 💰 Market Cap: A$139.30M

Read More - https://colitco.com/victory-metals-major-resource-upgrade-2025/

Victory Metals Limited (ASX: VTM) has appointed Emma Doyle, former Principal Deputy Chief of Staff to US President Donald J. Trump, as Senior Advisor for US Strategic Engagement.

This appointment gives Victory direct access to high level policy, defence, and investment networks in Washington at a pivotal time for the rare earths sector. It underscores the company’s commitment to advancing its role as a leading Western supplier of heavy rare earths critical to the US energy and defence industries.

Key Highlights

Senior Appointment: Emma Doyle brings 15 years of senior US government experience, having advised the President and managed core West Wing operations.

Strategic Timing: Follows the US–Australia partnership committing billions to build allied rare earth and critical mineral supply chains.

Washington Access: Through her firm Marble Arch LLC, Doyle will help expand Victory’s engagement with policymakers, defence agencies, and institutional investors.

Critical Minerals Leadership: Victory’s North Stanmore Project is Australia’s largest clay hosted heavy rare earth resource, aligned with Western supply chain independence goals.

Brendan Clark, CEO and Executive Director

“Emma’s engagement shows Victory Metals is leading, not following, in the critical minerals race. Her experience in Washington and understanding of US policy ensure our project remains front and centre in the Administration’s supply chain and defence agenda.”

Investor Outlook

Victory’s appointment of a high profile US policy advisor strengthens its strategic positioning and investor visibility across North American markets. The move enhances opportunities for funding, partnerships, and government collaboration as the company advances development of the world class North Stanmore Rare Earth Project.

📊 Last Price: A$1.02 💰 Market Cap: A$132.76M

Read More - https://colitco.com/victory-metals-appoints-emma-doyle/

Victory Metals Limited (ASX: VTM) has achieved major grade improvements in key Heavy Rare Earth Elements (HREEs) — Terbium (Tb), Dysprosium (Dy), and Scandium (Sc) — through a simple, low-cost beneficiation process at its North Stanmore Project in Western Australia.

📌 Project Highlights

✨ Simple -10.8 µm cyclosizing delivers substantial grade improvements without complex reagents or expensive circuits:

Terbium (Tb): +53% grade increase

Dysprosium (Dy): +25% grade increase

Scandium (Sc): +100% grade increase

⚙️ The beneficiation process enables pre-concentration of the fines stream, reducing downstream tonnage and potentially lowering reagent consumption — enhancing processing efficiency and economics.

🌏 Strategic Importance

All three elements are included in China’s upcoming 1 December 2025 export ban for defence-linked applications, highlighting their strategic and national security relevance. With China controlling most global supply, Victory’s North Stanmore Project is emerging as a key non-Chinese source of critical rare earths vital for high-tech and military use.

💬 CEO Brendan Clark stated:

“With a simple and low-cost step, we’ve achieved remarkable grade uplift in three of the world’s most strategic elements. As the global focus shifts toward non-Chinese supply, North Stanmore’s importance continues to grow.”

📈 Market Outlook

Rapidly strengthening ex-China prices reinforce project value:

Terbium: ~US$3,600/kg

Dysprosium: ~US$850/kg

📊 Investor Outlook

Victory’s low-cost beneficiation success materially enhances its position in the global critical minerals supply chain. The North Stanmore Project is advancing as a scalable, strategically significant asset aligned with global supply diversification, positioning Victory as a leading Australian rare earths developer.

📍 Last Price: A$1.34 | Market Cap: A$175.27M

Read More - https://colitco.com/victory-metals-heavy-rare-earth-grade-boost/