Ecora Royalties (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF, FRA:HGR) CEO Marc Bishop Lafleche says 2025 was a landmark year, with critical minerals now generating the majority of portfolio income. He says growth from here is more nuanced, with Voisey's Bay and Mimbula leading the way in 2026.

Caledonia Mining (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) had a very strong 2025 β€” revenue up 46%, EBITDA doubled, and gross profit hit nearly $140 million. The focus now is on funding the Bilboes development, with $130 million already secured and another $150 million being targeted.

Foresight Solar Fund (LSE:FSFL, FRA:1F5) hit its dividend cover target of 1.3 times for 2025, and a previous tax issue has now been resolved. Fund manager Toby Virno says the portfolio is performing well, and the 2026 target is 1.1 times cover.

Rome Resources (AIM:RMR, FRA:33R) CEO Paul Barrett says the latest drill hole at Kalayi is the widest intercept yet - nearly double previous results. He says the system appears to be expanding at depth, and calls it a potential game changer for the resource estimate.

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