MTA, PINN.V, VLTA.CA, URE, DRY.V, CCI.CA, VMET.V, LUCA.V

A big week of metals, royalties, uranium, and exploration updates. We covered everything from record-breaking financials to major project expansions. Below are the themes, headlines, and top takeaways for each company.

Metalla Royalty & Streaming (MTA)

Headline: Record Q3 and a Growing Pipeline of Royalties

• Delivered a standout quarter backed by strong cash flow and portfolio performance.

• Expanded pipeline includes multiple near-term development-stage assets.

• Positioning for increased royalty revenue as key partner projects advance.
  🔗 Listen to the interview:
  https://www.kereport.com/2025/11/17/metalla-royalty-streaming-record-breaking-q3-and-expanding-growth-pipeline/

Pinnacle Silver and Gold (PINN.V)

Headline: New Targets, New Momentum at El Potrero

• Advancing toward drilling with multiple expanded target zones.

• Geological work continues to refine a district-scale potential.

• Setting up what could be a pivotal 2026 exploration campaign.
  🔗 Listen to the interview:
  https://www.kereport.com/2025/11/17/pinnacle-silver-and-gold-advancing-el-potrero-toward-drilling-expanding-targets/

Volta Metals (VLTA.CA)

Headline: Building Momentum at Springer Rare Earth & Gallium Project

• New exploration efforts highlight the critical metals potential in Ontario.

• Early work suggests strong rare earth system characteristics.

• Gallium adds a strategic metals angle to the project’s upside.
  🔗 Listen to the interview:
  https://www.kereport.com/2025/11/18/volta-metals-advancing-the-springer-rare-earth-and-gallium-project-ontario/

UR-Energy (URE)

Headline: A Deep Dive Into URG’s Three Core U.S. Uranium Projects

• Overview of Lost Creek operations plus the expanding project portfolio.

• Advancing into a stronger U.S.-focused uranium market environment.

• Development and production scenarios outlined across Wyoming assets.
  🔗 Listen to the interview: 
  https://www.kereport.com/2025/11/18/ur-energy-comprehensive-overview-of-3-key-projects-operated-by-this-us-uranium-producer-and-developer-in-wyoming/

Dryden Gold (DRY.V)

Headline: Tripling the Elora Shear Zone – A Transformational Year

• 2025 exploration highlights point toward meaningful scale.

• Structural interpretation upgrades the district potential.

• Setting up larger follow-up drill programs going forward.
  🔗 Listen to the interview:
  https://www.kereport.com/2025/11/19/dryden-gold-key-takeaways-from-2025-exploration-program-tripling-the-size-of-the-elora-shear-zone/

Canadian Copper (CCI.CA)

Headline: Advancing Murray Brook With Clear Polymetallic Upside

• De-risking continues on both the Murray Brook deposit and Caribou mill asset.

• Clear path emerging toward a restart and development strategy.

• Growing significance within the Bathurst mining camp.
  🔗 Listen to the interview: 
  https://www.kereport.com/2025/11/20/canadian-copper-polymetallic-developer-derisking-the-murray-brook-project-and-past-producing-caribou-plant-in-the-bathurst-camp-of-new-brunswick/

VersaMet Royalties (VMET.V)

Headline: Record Q3 and Strategic Capital From Tether & Lundin Group

• Strong quarter highlights the royalty model’s leverage.

• New strategic holders underscore long-term confidence.

• Preparing for mid-sized acquisitions to scale the portfolio.
  🔗 Listen to the interview: 
  https://www.kereport.com/2025/11/20/versamet-royalties-record-q3-financials-tether-and-lundin-family-become-strategic-stakeholders-future-growth-through-mid-sized-acquisitions/

Luca Mining (LUCA.V)

Headline: Q3 Review Shows Operational Progress and Exploration Expansion

• Improved mine performance and financial results across operations.

• Metallurgical studies advancing future optimization.

• Exploration expanding around core producing areas for added upside.
  🔗 Listen to the interview: 
  https://www.kereport.com/2025/11/21/luca-mining-review-of-q3-operations-and-financials-ongoing-metallurgical-studies-development-work-expanded-exploration-programs/

Closing Thoughts

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Have questions for any of the companies we interviewed? Or a company you’d like us to bring on?
Email us directly: Fleck@kereport.com and Shad@kereport.com