• Constellium SE (CSTM) is engaged in aluminium products, serving markets such as aerospace, automotive, and packaging.
• Contango Silver & Gold Inc (CTGO) is associated with the precious-metals exploration and development space, focused on silver and gold.
• Critical Metals Corp (CRML) is associated with the critical-minerals and battery-materials theme central to the energy transition.
• Elemental Royalty Corp (ELE) operates within the metals royalty and streaming space, a distinct business model in the mining sector.
• Elmet Group Co (ELMT) is associated with the specialty metals and materials space, an area connected to advanced industrial and technology applications.
• Energy Fuels Inc (UUUU) is associated with uranium production and a growing rare earths focus, linking it to two closely watched themes.
• Century Aluminum Co (CENX) is a primary aluminium producer whose fortunes are closely tied to aluminium prices and energy costs.
• China Hongqiao Group Ltd (CHHQF) is associated with large-scale aluminium production, a position that draws attention within global metals markets.
• Collective Mining Ltd (CNL) is positioned as a gold and copper-focused exploration name within the mining sector.
• Capstone Copper Corp (CSCCF) is a copper-focused producer whose fortunes are closely tied to global copper demand and pricing.