Atlas Critical Minerals Commences Trading On NASDAQ Under Ticker Symbol "ATCX"

Rhea-AI Summary

Atlas Critical Minerals (NASDAQ: ATCX) commenced trading on Nasdaq on January 13, 2026, signaling expanded U.S. market access. The company controls >218,000 hectares of mineral rights in Brazil across rare earths, nuclear-grade graphite, uranium, and an operating iron ore project.

Key technical highlights include Alto do Paranaíba drilling (e.g., 12m at 5,961 ppm TREO), Iporá metallurgical recoveries (MREO >60%), Malacacheta graphite achieving 99.9995% C purity, and Rio Piracicaba iron resources of 7,852,912 tons at 32% Fe with a 64.8% sinter-feed concentrate.

Positive

• Nasdaq listing (ticker ATCX) increases U.S. investor access
• Controls >218,000 hectares of Brazilian mineral rights
• Malacacheta graphite achieved 99.9995% carbon purity
• Rio Piracicaba: 7,852,912 tons at 32% Fe and 64.8% sinter feed

Negative

• Rare earths and uranium projects remain exploration-stage without production
• Revenue contribution currently reliant on small-scale iron ore operations

News Market Reaction – ATCX

-3.40%

5 alerts

-3.40% News Effect

+3.2% Peak Tracked

-21.7% Trough Tracked

-$1M Valuation Impact

$43M Market Cap

0.3x Rel. Volume

On the day this news was published, ATCX declined 3.40%, reflecting a moderate negative market reaction. Argus tracked a peak move of +3.2% during that session. Argus tracked a trough of -21.7% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $1M from the company's valuation, bringing the market cap to $43M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Total mineral rights: 218,000 hectares Alto do Paranaíba TREO sample: 28,870 ppm TREO Drill intercept TREO: 12 m at 5,961 ppm TREO +5 more

8 metrics

Total mineral rights 218,000 hectares Company-wide critical minerals portfolio in Brazil

Alto do Paranaíba TREO sample 28,870 ppm TREO High-grade surface sample at Alto do Paranaíba Rare Earths Project

Drill intercept TREO 12 m at 5,961 ppm TREO DHTI-001 near-surface mineralization at Alto do Paranaíba

Nuclear-grade graphite purity 99.9995 wt.% carbon Malacacheta Graphite Project independent U.S. lab testing

Nuclear graphite price range $25,000–$35,000 per tonne Reported market range for ultra-premium nuclear graphite

Battery-grade graphite price $2,000–$2,400 per tonne Typical range for standard battery-grade graphite

Uranium mineral rights 143,725 hectares Uranium-focused mineral rights across 39 titles in Brazil

Iron ore resource 7,852,912 tons at 32% Fe Rio Piracicaba Iron Ore Project SK 1300 Technical Report

Market Reality Check

Price: $6.34 Vol: Volume 194,010 vs 20-day ...

normal vol

$6.34 Last Close

Volume Volume 194,010 vs 20-day average 182,317 (relative volume 1.06x) shows only modestly elevated activity around the listing news. normal

Technical Price at $8.83 is trading above the 200-day MA of $8.13, indicating a pre-news position slightly above longer-term trend.

Historical Context

2 past events · Latest: Jan 12 (Neutral)

Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	Offering closed	Neutral	+0.3%	Closing of upsized offering and confirmation of Nasdaq trading.
Jan 08	Offering priced	Neutral	-28.2%	Pricing of upsized offering and announcement of uplisting terms.

Pattern Detected

Recent news centered on an upsized equity raise and Nasdaq uplisting, with a sharp drop on pricing followed by a flat-to-slightly positive reaction on closing.

Recent Company History

Over the last week, Atlas Critical Minerals reported an upsized public offering of 1,200,000–1,380,000 shares at $8.00 per share, raising gross proceeds of about $9.6–$11.0 million. These events coincided with approval and commencement of trading on the Nasdaq Capital Market under ticker ATCX. The pricing announcement on January 8, 2026 preceded a notable negative price move, while the closing release on January 12, 2026 saw a modestly positive reaction, suggesting initial dilution concerns followed by stabilization as the financing completed.

Market Pulse Summary

This announcement underscores Atlas Critical Minerals’ commencement of trading on the Nasdaq Capital...

Analysis

This announcement underscores Atlas Critical Minerals’ commencement of trading on the Nasdaq Capital Market under ticker ATCX, alongside a diversified Brazilian portfolio spanning over 218,000 hectares. The company reports high-grade rare earths intercepts, nuclear-grade graphite purity of 99.9995 wt.%, and iron ore resources of 7,852,912 tons at 32% Fe feeding a revenue-generating operation. Investors may monitor how recent equity financing is deployed and how technical milestones translate into sustained cash flow.

Key Terms

yttrium, sinter feed, platts iodex 62% fe pricing, small modular reactors

4 terms

yttrium medical

"HREO recovery of 55%, and yttrium recovery of 63%"

Yttrium is a metallic element used as an ingredient in high-tech materials like LEDs, batteries, superconductors and certain cancer treatments; it behaves like a specialty building block added to make materials brighter, stronger or more efficient. Investors care because yttrium’s limited supply, concentrated production and broad use in growing technology and medical markets can cause price swings and supply risks that affect manufacturers’ costs and product availability, similar to how a single rare part can delay an entire assembly line.

sinter feed technical

"for conversion into sinter feed. This capital-light operating model"

Sinter feed is the mixed raw material—fine iron ore, recycled metal fines, binding agents and small amounts of fuel—fed into a sintering machine to produce a coarse, porous material (sinter) used as the main input for blast furnaces that make molten iron. Investors watch sinter feed quality and composition because they directly affect steelmakers’ production efficiency, fuel use, emissions and costs—similar to how ingredient quality changes a recipe’s outcome and expense.

platts iodex 62% fe pricing financial

"values per tonne based on a percentage of the Platts IODEX 62% Fe pricing"

Platts IODEX 62% Fe pricing is a widely used benchmark price for high-grade seaborne iron ore containing about 62% iron content; think of it as the standard grocery price tag for a common quality of iron ore. Investors watch it because it sets the reference for many long-term and spot contracts, influencing revenues and costs for miners, steelmakers and related industries, and serving as a quick indicator of global demand for steel-making raw material.

small modular reactors technical

"Growing interest in small modular reactors to power the data centers"

Small modular reactors are compact nuclear power plants built from factory-made modules that are assembled onsite, like snapping together building blocks to add or replace capacity. They matter to investors because they aim to lower upfront costs and shorten construction time versus traditional reactors—potentially providing steady long-term power sales and service revenue—while still carrying regulatory, construction and waste-management risks that can affect returns.

AI-generated analysis. Not financial advice.

One of The Largest Critical Minerals Portfolios Among Publicly Traded Companies Including Rare Earths, Graphite, and Uranium Projects

Belo Horizonte, Brazil--(Newsfile Corp. - January 13, 2026) - Atlas Critical Minerals Corporation (NASDAQ: ATCX) ("Atlas Critical Minerals" or the "Company"), an exploration and development company advancing projects in rare earths, nuclear-grade graphite, and uranium, essential for advanced technology applications, energy transformation, and defense uses, is pleased to announce that its common shares have commenced trading on the Nasdaq Capital Market under the ticker symbol "ATCX."

Marc Fogassa, CEO and Chairman of Atlas Critical Minerals, commented: "Our Nasdaq listing represents a transformational milestone, allowing enhanced visibility at a global scale and expanding access to institutional investors. Our diversified portfolio across multiple critical minerals is virtually unique among publicly traded companies and reflects the dedication of our technical and business development teams. We are humbled by the investor interest in our recent offering, which enabled us to upsize the financing, and look forward to progress on multiple fronts in the months ahead."

Atlas Critical Minerals controls more than 218,000 hectares of mineral rights representing one of the largest critical minerals portfolios among publicly traded companies. The Company's diversified asset base spans rare earths, nuclear-grade graphite, uranium, and an expanding revenue-generating iron ore operation. The Company's mineral properties are in Brazil - a country known to have the world's second-largest deposits of rare earths after China.

Key Portfolio Highlights

• Dual Rare Earths Strategy: The Alto do Paranaíba Rare Earths Project features high-grade conglomerate-hosted mineralization with surface samples up to 28,870 ppm TREO (Total Rare Earths Oxide), drilling intercepts including 12 meters at an average of 5,961 ppm TREO, and a 28% Magnetic Rare Earths Oxide MREO-to-TREO ratio. The Iporá Rare Earths Project holds ionic clay mineralized deposits with MREO recovery rates exceeding 60% for critical permanent magnet rare earths elements.

• Nuclear-Grade Graphite Confirmed: Malacacheta Graphite Project achieved 99.9995% carbon purity in independent U.S. laboratory testing, qualifying for the ultra-premium nuclear graphite market which has been reported to command $25,000-$35,000 per tonne — a 10-15x premium over standard battery-grade graphite normally commercialized in the $2,000-$2,400 range per tonne.

• Strategic Uranium Portfolio: 143,725 hectares across 39 mineral rights some of which are strategically positioned adjacent or close to areas restricted by Brazil's government because of high uranium potential. Brazil ranks among the world's top ten countries in uranium reserves, offering significant exploration upside in an underexplored jurisdiction. The Company is actively evaluating these areas in anticipation of potential regulatory changes in Brazil.

• Revenue-Generating Operations: The Company's Rio Piracicaba Iron Ore Project commenced revenue-generating operations in late November 2025, with iron ore shipments now being transported six days per week to a contracted third-party processing facility for conversion into sinter feed. This capital-light operating model is expected to provide near-term cash flow to contribute towards corporate costs including exploration activities for the critical minerals project portfolio.

Rare Earths: Dual-Project Strategy

The Company's rare earths portfolio encompasses 53,939 hectares across 33 mineral rights in Minas Gerais and Goiás states.

The Alto do Paranaíba Project, located in Minas Gerais state, comprises 21 mineral rights covering 27,737 hectares with conglomerate-type formations rich in rare earths and containing titanium as potential commercial byproduct. Geological surface sampling demonstrated results as high as 29,870ppm for TREO. From a total of 809 samples analyzed — 608 samples exceeded 1,000 ppm TREO and 121 samples exceeded 3,000 ppm TREO. Initial drilling of 11 holes totaling 144 meters confirmed near-surface mineralization including DHTI-001 with 12 m at 5,961 ppm TREO and DHTI-002 with 6m at 7,729 ppm TREO. A technical report prepared by SGS under the guidelines of Item 1300 of Regulation SK ("SK 1300 Technical Report") on the Alto do Paranaíba Project was filed with the SEC on August 14, 2025.

The Iporá Project, located in Goiás state, comprises 12 mineral rights covering 18,615 hectares targeting ionic clay deposits. Drilling intercepts include DHIP-0006 at 8m at 2,071 ppm TREO and 775 ppm MREO, with a peak 1-meter interval of 3,822 ppm TREO and 1,803 ppm MREO. Metallurgical testing achieved MREO recovery exceeding 60%, HREO recovery of 55%, and yttrium recovery of 63%. An SK 1300 Technical Report prepared by SGS on the Iporá Project was filed with the SEC on October 3, 2025.

Graphite: Nuclear-Grade Quality Confirmed

The Malacacheta Graphite Project comprises 1,258 hectares in Minas Gerais state. An initial SGS-authored SK 1300 Technical Report was filed with the SEC on August 14, 2025 ("Graphite Technical Report"). Comprehensive characterization of graphite concentrate samples from the Malacacheta Project sent to American Energy Technologies Company (AETC), a U.S. laboratory specializing in graphite, achieved the remarkable level of 99.9995 wt.% carbon purity through thermal purification — meeting stringent nuclear-grade specifications without the use of halogen gases. Additionally, the samples' post-purification BET surface area of 0.89 m²/g placed the material on par with leading deposits including premium Chinese flake graphite from Qingdao province. AETC's conclusion The Graphite Technical Report was updated to include the results of such metallurgical studies and filed with the SEC on November 12, 2025.

Uranium: Strategic Positioning for Growth

The Company's mineral rights with potential for uranium mineralization span 143,725 hectares across 39 mineral rights in Bahia, Ceará, Goiás, Piauí, Pará, and Tocantins states in Brazil. As energy demand from data centers supporting AI revolution and other advanced computing applications outpaces traditional sources, nuclear energy is expected to play an increasingly important role. Growing interest in small modular reactors to power the data centers at remote locations further supports robust long-term market demand for uranium. The U.S. currently imports most of its uranium from Russia, Kazakhstan, and Canada, while nuclear energy already provides 20% of U.S. electricity. Atlas Critical Minerals is well positioned to benefit from potential Brazilian legislative reform and ongoing Western efforts to diversify uranium supply chains.

Iron Ore: Early Revenue Generation

The Company's Rio Piracicaba Iron Ore Project, located in Brazil's renowned Iron Quadrangle area, commenced revenue-generating operations in late November 2025. An SK 1300 Technical Report on this project demonstrated resources of 7,852,912 tons at 32% Fe average grade, with metallurgical testing demonstrating the ability to concentrate the material using magnetic separation techniques to 64.8% sinter feed product, a premium-product range. Under a strategic partnership with an independent third-party operator, the Company's iron ore is mined and delivered to a nearby processing facility for conversion into sinter feed. Atlas Critical Minerals receives revenues from the raw iron ore sales with values per tonne based on a percentage of the Platts IODEX 62% Fe pricing and protected with a pre-determined floor minimum.

About Atlas Critical Minerals Corporation

Atlas Critical Minerals Corporation (NASDAQ: ATCX) is an exploration and development company advancing projects in rare earths, nuclear-grade graphite, and uranium, essential for advanced technology applications, energy transformation, and defense uses. Additionally, the Company's first iron ore project began operations in November 2025. More information is available at www.atlascriticalminerals.com and in the Company's filings with the U.S. Securities and Exchange Commission.

Safe Harbor Statement

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based upon the current plans, estimates and projections of Atlas Critical Minerals and its subsidiaries and are subject to inherent risks and uncertainties which could cause actual results to differ from the forward-looking statements. Therefore, you should not place undue reliance on these forward-looking statements.

Risks related to the Company and its subsidiaries are discussed in the section entitled "Risk Factors" in the Company's Form 20-F filed with the Securities and Exchange Commission (the "SEC") on February 28, 2025. Please also refer to the Company's other filings with the SEC, all of which are available at www.sec.gov. In addition, any forward-looking statements represent the Company's views only as of today and should not be relied upon as representing its views as of any subsequent date. The Company explicitly disclaims any obligation to update or revise any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.

Investor Relations

Brian W. Bernier
Vice President, Investor Relations
+1 (833) 661-7900
brian.bernier@atlas-cm.com
https://www.atlascriticalminerals.com/
@Atlas_Crit_Min

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/280146

FAQ

When did Atlas Critical Minerals begin trading as ATCX on Nasdaq?

Atlas Critical Minerals began trading on Nasdaq under ATCX on January 13, 2026.

What rare earths results did Atlas report for Alto do Paranaíba (ATCX)?

Alto do Paranaíba drilling included intercepts such as 12 m at 5,961 ppm TREO and surface samples up to ~28,870 ppm TREO.

What purity did the Malacacheta graphite test achieve for Atlas (ATCX)?

Independent U.S. lab testing reported 99.9995% carbon purity for Malacacheta graphite after thermal purification.

Does Atlas (ATCX) currently generate revenue from any operations?

Yes — the Rio Piracicaba iron ore project began revenue-generating operations in late November 2025.

How large is Atlas's uranium land position reported in the announcement (ATCX)?

Atlas controls 143,725 hectares across 39 mineral rights with uranium potential in multiple Brazilian states.

What are Rio Piracicaba's reported resources and concentrate grade for Atlas (ATCX)?

The project reported 7,852,912 tons at an average 32% Fe and metallurgical concentration to 64.8% sinter-feed product.