Check out Dmitry Silversteyn's recap from his recent podcast with Homerun Resources CEO Brian Leeners and our host Shawn Severson. Those interested can listen to the podcast on all platforms or on our website. Links are accessible in our full report! $HMRFF #HomerunResources# #SolarGlass# #Silica# #HighPurityQuartz# #RenewableEnergy# #EnergyTransition# #CriticalMinerals# #CleanTech# #AdvancedMaterials# #SupplyChain# #Decarbonization# #Brazil# #Infrastructure# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @HomerunRes

Avalon Advanced Materials $AVL | $AVLNF: New Corporate Development VP Signals Bigger Push Toward Partnerships, Offtake & Strategic Financing North America’s critical minerals race is accelerating, and Avalon is adding commercial firepower at a key moment. @AvalonAdvanced has appointed Christopher Senyk as Vice President, Corporate Development, bringing global experience across lithium, battery materials, specialty chemicals, borates, and industrial supply chains. His background includes leadership contributions to Rio Tinto’s battery materials and borates strategy, plus prior roles tied to Celanese, FMC Lithium, Livent, and specialty chemicals consulting. Why Investors Should Pay Attention: • Partnership Catalyst: Senyk will support strategic partnerships, customer engagement, offtake discussions, financing opportunities, and government relations. • U.S. Market Access: Based in Chicago, he gives Avalon a stronger bridge to U.S. customers, capital providers, strategic partners, and government stakeholders. • Critical Minerals Exposure: $AVLNF is advancing a portfolio tied to lithium, rare earth elements, defense, clean technology, battery materials, grid storage, and advanced manufacturing. • Ontario Lithium Supply Chain: The company continues to position Lake Superior Lithium in Thunder Bay as a key piece of a vertically integrated North American battery materials supply chain. This appointment is not just a leadership update. It points to Avalon’s next phase: moving from technical development toward commercial partnerships, strategic financing, and supply chain execution. Read the Full PR: $AVL $AVLNF $RIO $CE $FMC $LTHM $MP $UUUU $ALB $USAR

JUST IN: Stanley Druckenmiller just updated his portfolio This is everything Duquesne Family and Stanley Druckenmiller owned as of the end of Q1 Natera $NTRA: $576.7M Taiwan Semiconductor $TSM: $201.2M STMicroelectronics $STM: $161.1M YPF Sociedad Anonima $YPF: $142.0M Insmed $INSM: $126.3M Brazil ETF $EWZ: $124.6M BBB Foods $TBBB: $113.6M NewAmsterdam Pharma $NAMS: $109.2M Sea Limited $SE: $96.8M Roku $ROKU: $93.2M Alcoa $AA: $92.9M Broadcom $AVGO: $83.7M Teva Pharmaceutical $TEVA: $82.1M Woodward $WWD: $73.6M Sandisk $SNDK: $54.1M Figure Technology $FIGR: $51.2M Revolution Medicines $RVMD: $46.0M Intel $INTC: $44.9M Coupang $CPNG: $43.5M Humana $HUM: $42.1M Seagate $STX: $40.6M CRH $CRH: $39.0M Lattice Semiconductor $LSCC: $39.0M Bloom Energy $BE: $38.6M Option Care Health $OPCH: $36.5M Twilio $TWLO: $36.0M Restaurant Brands $QSR: $34.6M Global X MSCI Argentina ETF $ARGT: $33.7M Jabil $JBL: $28.2M Caris Life Sciences $CAI: $28.1M Wabtec $WAB: $25.0M United Airlines $UAL: $24.6M Cleveland-Cliffs $CLF: $23.8M Arm Holdings $ARM: $22.5M iShares GSCI Commodity $GSG: $22.0M Southern Copper $SCCO: $21.7M Linde $LIN: $20.9M Unity Software $U: $20.4M Nuvation Bio $NUVB: $20.1M Qnity Electronics $Q: $19.8M Micron Technology $MU: $17.2M Protagonist Therapeutics $PTGX: $16.4M Coherent $COHR: $15.8M Belite Bio $BLTE: $15.2M Olema Pharmaceuticals $OLMA: $13.4M Xenon Pharmaceuticals $XENE: $13.0M ADMA Biologics $ADMA: $12.8M StubHub Holdings $STUB: $12.2M PureCycle Technologies $PCT: $12.1M Amazon $AMZN: $12.1M Celestica CLS: $12.0M Daktronics DAKT: $10.7M Cloudflare NET: $10.4M Twist Bioscience TWST: $10.1M LyondellBasell LYB: $9.9M Vista Energy VIST: $9.8M JBS JBS: $8.9M EchoStar SATS: $8.3M Almonty Industries ALM: $8.2M DBV Technologies DBVT: $7.5M Lumentum LITE: $6.8M Solstice Advanced Materials SOLS: $5.3M MercadoLibre MELI: $4.3M Westlake WLK: $1.9M Wave Life Sciences WVE: $1.2M