#northstanmore

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 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/

North Stanmore Mineral Resource Overview

Victory Metals announced a Mineral Resource Estimate (MRE) in August 2025, positioning North Stanmore as Australia’s largest indicated clay HREE resource. The MRE totals 320.6 million tonnes, with 5 million tonnes classified as Indicated and 144.1 million tonnes as Inferred. TREO plus Sc₂O₃ averages 510 ppm, with HREEs representing 38–39% of TREO, a globally competitive ratio.

The global transition toward clean energy and low-carbon technologies has amplified the importance of rare earths and scandium. These critical elements are essential for manufacturing components in wind turbines, electric vehicles, and renewable energy infrastructure. The North Stanmore project in Australia directly supports this transition by providing the materials needed to accelerate the adoption of sustainable technologies.

Scandium’s contribution to lightweight alloys is particularly valuable in reducing fuel consumption and emissions in transportation sectors. Rare earth elements, on the other hand, are crucial for producing permanent magnets used in electric motors and wind turbines. Together, these elements form the backbone of the green energy revolution, making the North Stanmore project central to global climate goals.

Australia’s leadership in this field ensures that the transition to renewable energy is underpinned by reliable and responsibly sourced materials. The North Stanmore initiative not only strengthens global supply chains but also promotes energy security by reducing reliance on limited sources elsewhere.