u/Commotitties
Electra Appoints General Manager to Lead Cobalt Refinery Commissioning and Operations
The right leader to help take the refinery from construction through commissioning and into operations.
Construction remains on budget, with select commissioning activities targeted to begin in the fourth quarter of 2026, mechanical completion targeted for the second quarter of 2027, full commissioning and production ramp-up expected in the third quarter of 2027, and commercial production targeted for the fourth quarter of 2027.
Q4 Commissioning
05/14/26 “In the first quarter of 2026, Electra's Board of Directors approved a US$73 million construction budget and execution schedule to complete the refinery, with commissioning targeted for Q4 2026, mechanical completion targeted for Q2 2027, and commercial production anticipated in Q4 2027.”
- Commissioning targeted at Q4 2026
- CEO share purchase Sept.30/2026
- 6mo trading range 0.69-1.02CND
- Share price 0.72CND near 52W L
- Refinery value 3.5x current market cap
Don’t chase this share price up because it usually settles back down again. Wait for it to come to you. The volume is extremely low so I would only recommend a small position. There should be some major milestones over the next year giving you opportunities to sell & buy back in when it settles down.
Cobalt Price Drop
Cobalt fell to 40,120 USD/T on September 17, 2026, down 1.36% from the previous day. Over the past month, Cobalt's price has fallen 28.73%, but it is still 20.35% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity.
Information taken from Trading Economics. Does anyone know why it dropped 28% in the last two weeks and appears to keep falling?
Nasdaq Delisting Warning
The final day to fix the issue is September 14, 2026 (stock price dropped below $1.00 for 30 days). What will it be - delisting, reverse split or extension? We should see something after market today or pre market tomorrow morning.
Any news about International Battery Metals?
Currently the volume is up 5x and the share price is up 14% but I can’t find out why?
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
These problems aren't easy to fix.
ELBM - CBC Story: How Canada will help secure North America’s cobalt supply chain
All good press and the best peak inside the refinery we have. Keep Building GREEN.
G7 Aims to See China Supply No More Than 60% of Rare Earths
financialpost.comUcore AGM June 12th
Is there a link to the live meeting? Why do the directors have so few shares. I’m not a big hitter and only Pat Ryan & Randy Johnson have more share than me.
Questions from brand new investor
I collect critical mineral processors and Ares is my newest addition. All of the exciting info is readily available but that’s not what I’m looking for. Most of my CM stocks have concerns over construction execution, share dilution and hard feelings towards management over losses from years ago. I want to know what your concerns are going forward.
Ucore Engineering Report Drives Optimized Commercial Deployment Plan for Louisiana Strategic Metals Complex
newsfilecorp.comWhite House gets small rare earth win, but China's export regime is here to stay
tradingview.comBeaten up CM penny stocks
Do you have a beaten up critical mineral penny stock that has hit bottom and is showing signs of recovery? Please give the ticker plus 1 sentence why it’s special
Rare Earth Market Outlook April 2026: Prices & Trends
“Terbium posted its largest single-month gain since 2023 in April 2026, surging 20.7% to $970.18/kg, while NdPr alloy extended its extraordinary year-to-date run to +138% — the rare earth market outlook April 2026 shows broad-based price acceleration across the complex, with only indium bucking the trend.”
https://rare-earth-mining.com/rare-earth-market-pricing-analysis-april-2026/
Courtesy CanadianInsider
Short Report
Apr 15, 2026
Shares Shorted: 123,329
Net Change: -286,051
Mar 31, 2026
Shares Shorted: 409,380
Net Change: -399,028
Mar 15, 2026
Shares Shorted: 808,408
Net Change: 98,423