Geomega Resources Inc. $GMA through its subsidiary Innord Inc. has signed a Joint Development Agreement (JDA) with Rio Tinto $RIO (+1.35%)
$RIO (+0.27%) a Joint Development Agreement (JDA) for its bauxite residue recovery technology.

The agreement includes the acquisition by Rio Tinto of a demonstration license for circuits 1 and 2 of the technology, which could lead to the construction of a demonstration plant in Saguenay, Quebec.

The technology is expected to help Rio Tinto improve the environmental footprint of aluminum refining by reducing the storage of tailings while recovering direct reduced iron (DRI) and key minerals such as rare earth concentrate and titanium concentrate.

Geomega will receive payments of up to $4.5 million as construction of the demonstration plant progresses. The company will retain ownership of the intellectual property rights to the technology.

The mining group Rio Tinto$RIO (+1.35%)
$RIO (+0.27%) once again achieved quarterly production records in its bauxite business and at the Oyu Tolgoi copper mine in Mongolia in the third quarter of 2025, according to a company press release.

The Group's copper equivalent production increased by 9% year-on-year in the third quarter. Copper production is on track to reach the upper end of the annual forecast of 780 to 850 kilotons, which is attributable to the ongoing ramp-up of the Oyu Tolgoi mine. The underground expansion of Oyu Tolgoi remains on schedule to increase copper production by more than 50% this year.

Rio Tinto's iron ore operations in the Pilbara region achieved the second highest third quarter shipments since 2019 at 84.3 million tons, an increase of 6% on the previous quarter. The company expects iron ore deliveries for 2025 to be at the lower end of the forecast range of 323 to 338 million tons.

The company has a solid dividend yield of 4.51% and annual sales of USD 53.73 billion, cementing its position as one of the leading players in the global mining sector.

Due to the strong performance, particularly at the Amrun site, Rio Tinto raised its annual forecast for bauxite production from 57-59 million tons to 59-61 million tons. Bauxite production reached 16.4 million tons in the third quarter, an increase of 9 % compared to the previous year.

Simon Trott, Chief Executive of Rio Tinto, said: "We are on track to meet the 2025 production guidance, having revised the forecast for bauxite upwards this quarter, and are well positioned to deliver compelling medium-term production growth."

$ISRG (-2.4%)
$PATH (-7.7%)
$RR

Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (-7.7%) also $ISRG (-2.4%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.

What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?

$AMZN (-1.75%)
$MSFT (+0.65%)
$NVDA (-1.17%)
$AMD (-4.24%)
$GOOGL (+0.53%)
$GOOG (+0.51%)
$RIO (+1.35%)
$ALB (-0.6%)
$INTC (-3.2%)
$PLTR (-3.25%)
$IRBT (+3.21%)
$SYK (+2.17%)
$MDT (-0.3%)
$LMT (-0.89%)
$DPRO (-6.47%)

Rio Tinto $RIO (+1.35%)
$RIO (+0.27%), Mitsui $8031 (-0.85%) and Nippon Steel $5401 (+0.17%)
$NPSCY have committed to a joint investment of US$733 million, with Rio Tinto contributing US$389 million, to develop the West Angelas Sustaining Project, part of the Robe River Joint Venture in the Pilbara region of Western Australia. The project has received all necessary approvals from state and federal authorities.

Rio Tinto said the initiative will develop new iron ore deposits in the West Angelas Hub, maintain its annual production capacity of 35 million tons and expand mining well into the future. It will utilize existing processing infrastructure and build new non-processing infrastructure facilities and 22 kilometers of haul roads.

Ore from the new deposits will be transported autonomously to the hub, with first production expected in 2027. Around 600 jobs will be created during the construction phase and once operational, the project will support around 950 full-time positions.

This development is part of a series of replacement projects by Rio Tinto in Pilbara, which together aim to maintain a total production capacity of approximately 130 million tons per annum.

In addition, the pre-feasibility study for Rhodes Ridge, an undeveloped iron ore deposit with a targeted initial capacity of up to 40 million tons per annum, with first ore expected by 2030, is progressing.

The Robe River Joint Venture is owned by Rio Tinto (53%), Mitsui Iron Ore (33%) and Nippon Steel (14%).

Nano One Materials $NANO (-7.7%) heralds a promising future by successfully pre-qualifying lithium from Rio Tinto $RIO (+1.35%)
$RIO (+0.27%) for the production of LFP cathodes. With its innovative one-pot technology, Nano One is opening up new possibilities in the production of cathode materials, which play a key role in lithium-ion battery technology.

The Canadian-based company is making visible progress in its strategic partnerships, seeking to strengthen its technology licensing model and pave the way for the establishment of future production facilities. Alex Holmes, Chief Operating Officer of Nano One, emphasizes the importance of working with established industry players such as Rio Tinto to deftly navigate the challenges of modern supply chains.

Rio Tinto, a prominent player in the global commodities industry and one of the leading suppliers of lithium, has ambitious plans to expand its capacity. This partnership with Nano One is a testament to its ongoing efforts to provide critical minerals for sustainable energy storage. In particular, recent advances in feedstock pre-qualification have focused on lithium sources from Argentina to increase diversity and efficiency of sourcing.

This partnership is in line with the goal of licensing proven cathode technologies more efficiently and accelerating the commercialization of these technologies. It also helps to stabilize the regional supply of LFP cathode materials, which is increasingly important given the growing global demand for innovative energy storage solutions. Increased regional supply ensures a reliable response to global requirements in a rapidly changing energy market.

...just 3 months ago the 3rd milestone of 20k was reached earlier than expected, last month we also raised our personal year-end forecast from 23k-25k to 25k-28k and now, 1 month later, we are pleased to have to raise it again.

The new target is now 27k-30k and should the upper limit be reached here, the last 10k would be realized in just 6 instead of 10-12 months.

Some people may smile at this numerical example, but this is still a boring dividend portfolio 🤫

...but a quick look at the facts...

...September, even if it wasn't my strongest month, delivered average results in contrast to the past, but we probably owe that more to the April🍊 correction than to the usual course of events...

...for the year as a whole, as I mentioned at the beginning, things are still looking pretty good...

...and more than satisfactory over the entire term so far 🫠

Above all, however, because the currently forecast dividend value for 2026 is mathematically a good ~27% of the average annual investment amount or, to put it another way, this increases by a good ~27% on its own (without taking into account any increases/caps) 💪🏻

Which brings us to the topic of dividends...

...September was a good month and, despite the still modest portfolio value, brought us a monthly dividend of €275.42 net (gross €298.99) for a good reinvest 🤑

There was also a small change to the portfolio itself this month:

》🟢 Top 3

$3750 (+0.33%) +35,19% (+74,45%)

$HSBA (+0.17%) +9,41% (+23,42%)

$RIO (+1.35%) +4,91% (+5,95%)

》🔴 Flop 3

$HAUTO (-1.58%) -8,32% (+44,10%)

$BATS (+1.74%) -6,64% (+80,26%)

$1211 (-1.36%) +1,28% (-16,36%)

》Disposals

$PETR4 (-0.02%)

$JEGP (+0.27%)

》Additions

$DTE (-0.35%)

$WINC (+0.08%)

》Increased

$DTE (-0.35%)

$VAR (+0.26%)

All in all, a good look back at the future 📈

Wishing everyone a nice rest of Sunday and a good UPtober together ✌🏻

According to Reuters, the US Defense Logistics Agency (DLA) plans to buy up to USD 40 million (£29.62 million) worth of scandium oxide from Rio Tinto over the next five years to boost US defense stocks. $RIO (+1.35%)
$RIO (+0.27%) over the next five years to boost US defense stocks.

The move is aimed at ensuring a stable supply of scandium, a rare earth element (REE) that is critical to the Western defense and technology sectors after China imposed export controls.

The agency intends to purchase 6.4 tons of scandium oxide over a five-year period, starting with nearly 2 tons in the first year.

This initial purchase represents about 5% of last year's global scandium oxide production, which according to the US Geological Survey was 40 tons, with current production capacity at 80 tons.

The DLA stated in a document: "Until recently, scandium was sourced primarily from China.

In late 2024, China implemented export controls on scandium, which restricted the supply chain and led to this acquisition for the National Defense Reserve.

"Rio Tinto Services Inc. was identified as the only supplier capable of meeting the government's product needs in the capacity required for the contract."

Rio Tinto said it was actively working with the US government to identify opportunities and leverage available support to increase domestic production and strengthen supply chains for the US market, according to media reports.

In an emailed response, Rio Tinto told Reuters: "Rio Tinto is uniquely positioned to help secure materials that are critical to America's future."

In August this year, the US government granted Elk Creek Resources, a subsidiary of NioCorp Developments, up to $10 million to bolster domestic resources.

Despite these efforts, the government still relies on foreign sources for the material, which is essential for various defense systems, according to the release.

Rio Tinto scientists made a breakthrough in 2020 by developing a method to extract high-purity scandium oxide from waste streams in the production of titanium dioxide, eliminating the need for additional mining.

The Canadian plant in Quebec, which produced its first batch of scandium oxide three years ago, now has an annual production capacity of 3 tons.

In July, Rio Tinto announced that it will incur gross costs of up to $300 million in the first half of 2025 due to US tariffs on its primary aluminum exports from Canada.

》Perhaps a good lever to talk about the tariffs, not that the US government will have to pay tariffs afterwards 😅 《

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (+0.18%)

Would you say this is a good core?

If not I would add $VHYL (+0.01%) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+0.27%) and or $SXYD (+0.23%)

I would like to represent the NASDAQ with $EQQQ (-0.93%) but I will represent it with $ASML (-1.3%) and $2330 will be added.

Allianz $ALV (-0.59%) and Munich Re $MUV2 (-0.16%) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (+0.31%)

Oil shares are represented by $VAR (+0.26%) and one more.

Do you have any recommendations?

I am thinking about $CVX (+1.02%)
$EQNR (+1.18%) and $PETR4 (-0.02%)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (-0.34%)
$D05 (+0.86%)
$O (+0.45%) and of course $NOVO B (-2.71%) Being.

$BATS (+1.74%) I already have in a portfolio, would it be too much of a lump to add $MO (+0.93%) to add to it?

I still have $KHC (+0.14%) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (+1.35%)
$NKE (+0.76%)
$1211 (-1.36%)
$SOFI (-5.42%) and $HAUTO (-1.58%) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!

$RIO (+1.35%)

The Rio Tinto share is currently below strong resistance zones, the most important of which is in the area of just under € 58. The momentum is in a medium range, from which we have already seen many downward movements. This could lead to another correction in the short term, or the positive momentum could pick up and we could reach the resistance zones. The interesting area is the equivalent of around € 55.50 to € 60.50, and a breakthrough would boost the price.

Depending on the interpretation, a negative reversal formation can be recognized at a different time level. However, the setup is not clean and should therefore be invalid. But if I am wrong, a setback to the equivalent of €41-32 is possible.

Hello everyone,

I am currently looking for 1 or 2 dividend stocks, what else do you have in your portfolios? I currently have $MUX (-0.53%)
$HSBA (+0.17%)
$VIG (+0.8%)
$ISP (-0.49%)
$VAR (+0.26%)
$RIO (+1.35%)
$NN (-0.19%)
$KO (-0.49%)

I'm looking for something that doesn't come from the commodities, insurance or banking sectors. I have possibly thought of $BATS (+1.74%) thought of.

Thank you for your input.

PS: $PEP (+0.03%) and $MCD (+1.11%) I would not like to have as a dividend stock.