Daily Brief Energy/Materials: NewHydrogen, Nufarm Ltd, Pharos Energy, ENEOS Holdings, Guangdong Rising Mineral-Rich Mountain Copper, Lake Victoria Gold , Lion One Metals , Magna Terra Minerals , Atlantic Lithium, Titiminas Silver and more

• NewHydrogen, Inc. develops clean energy technologies, focusing on thermochemical green hydrogen production to reduce costs and lead the green hydrogen economy.
• The company is developing thermochemical green hydrogen technology to lower production costs, targeting a green hydrogen economy valued at $12 trillion.
• The company reported a net loss of $(1,740,818) and an accumulated deficit of $(182,530,308), with substantial doubt about its going concern ability.

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• Nufarm’s guidance miss was largely due to two unplanned outages, now resolved, while record growth in Seeds more than offsets headwinds for Crop Protection.
• Nufarm warns of a miss to FY26 earnings guidance Crop Protection faces headwinds, but two unplanned outages will not be repeated Seed Technologies’ growth greater than forecast, with more likely to follow-through Company is organising presentations to analysts and investors on Monday & Tuesday

• 1H26 production of 5,650 boe/d — comprising 4,583 boe/d in Vietnam and 1,067 bbl/d in Egypt — had been disclosed previously.
• TGT and CNV contributed 3,551 boe/d and 1,032 boe/d respectively.
• The end-June cash balance had likewise been previously disclosed.

• Context: The Idemitsu Kosan (5019 JP) vs. ENEOS Holdings (5020 JP) price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.
• Highlight: Going long ENEOS Holdings (5020 JP) and short Idemitsu Kosan (5019 JP) targets a 5% return.
• Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.

• Guangdong Rising Mineral-Rich Mountain Copper Co., Ltd. is a leading polymetallic mining company operating the Dabaoshan Mine and seeking a listing to fund future growth strategies.
• The company ranked first in South China for copper concentrate production and third nationally for sulphur concentrate in 2025, with a 56.2% net profit CAGR.
• The company reported RMB2,193,250 thousand in revenue for FY2025 and RMB848,876 thousand in net profit for FY2025.

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• LVG’s weathered-ore metallurgical testwork identified attrition scrubbing plus desliming as the preferred treatment route for the clay-rich, near-surface material within Area C at its Imwelo Gold Project.
• The route lifted 24-hour gold extraction from agitated-leach testing from 49.99% on as-received material to 84.54%, with bottle-roll recovery of up to 88.15% on the pretreated fraction.
• Pretreatment also improved gravity recovery (12.78% to 21.25%) and slurry handling, and complements the March 2026 program that returned ~96-97% recoveries on deeper transitional and fresh material.

• LIO released assays from 4,370m of underground drilling in Zone 5, the main production area at Tuvatu, where 30 of 34 holes hit high-grade gold.
• Hole TGC-0532 returned 82.28 g/t Au over 4.6m (incl.
• 302.15 g/t over 0.4m), one of eight intercepts above 100 g/t Au. • Most intercepts sit within 25m of existing workings, and management expects them to feed the mine plan within six months, with some already being developed for stoping.

• MTT acquired 100% of three Santa Cruz projects for US$25K and 1.25M shares, eliminating US$290K in option payments and a 2% NSR on each.
• MTT now holds six 100%-owned projects (~79,000ha) in Argentina and is evaluating options to surface value, including a potential spin-out.
• The Company closed an upsized $3.75M private placement, with participation from its largest shareholder, Michael Gentile.

• The designer, manufacturer and supplier of advanced testing, simulation and measurement products and services to the global transport market provided a trading update in respect of the year ended 31 August.
• Further to the update issued on 28 July, the Board confirmed that the trading in the remainder of the final quarter was as anticipated and consequently performance for FY2026 is expected to be in line with the guidance provided at the time and current market expectations.
• Revenue for the year from continuing operations is expected to be £91.6m and adjusted operating margin is in line with the Group’s medium-term target of 20%. 

• TITI reported assay results for twelve Packsack holes at the Madre Sierra Project with every hole intersecting mineralized structures.
• Hole PKS-MSN-26-07 delivered the strongest intercepts, returning 479 g/t AgEq over 1.00m & 578 g/t AgEq over 0.65m
• Results expand high-grade mineralization across multiple vein structures and will be included in the maiden MRE on track for mid-2027.