Oracle Commodity Holding updates investors on royalty and equity positions tied to fluorspar, vanadium and other resources

Oracle Commodity Holding Corp., a Vancouver-based resource royalty company, said it is providing an update on its royalty and equity portfolio, highlighting positions spread across multiple commodities and jurisdictions and linking key royalty interests to projects operated by CleanTech Vanadium Mining and other companies.

The company said its core royalty holdings are net smelter return (NSR) royalties, a type of revenue share calculated from the value of metal or mineral produced after smelting and refining, minus specified costs. Oracle described NSR royalties across advanced fluorspar, vanadium, nickel-PGM, coal and silver projects located in the United States, Canada, Mongolia and Bolivia, operated by CleanTech Vanadium Mining, Silver Elephant Mining, Norway House Cree Nation and others.

A central part of the update focuses on Oracle’s 2% NSR royalty agreement connected to CleanTech’s mineral holdings in the Illinois-Kentucky Fluorspar District, described as the largest fluorspar district in the United States. Oracle said CleanTech’s fluorspar portfolio includes more than a dozen distinct deposits, listing Campbell Crotser, Quarant, Tabb, Babb-Barnes and others, and it said the mineral-rights area exceeds 17,000 acres with over 745 historic drill holes.

Oracle also said the fluorspar projects are aimed at producing acid-grade fluorspar, a higher-purity form typically used in industrial chemical applications. It reported that CleanTech is preparing permitting for Campbell Crotser along with an associated central flotation processing and tailings facility to produce 97% acid-grade fluorspar on site. In the update, Oracle referenced acid-grade fluorspar pricing of about $550 per unit, noting that this pricing information is current only as cited in the company’s post.

Beyond royalty interests, Oracle said it owns 42.8 million common shares of CleanTech, representing approximately 30% of CleanTech’s issued and outstanding shares. Oracle added that it entered into several royalty agreements with CleanTech in 2025, and that these arrangements are subject to both Oracle and CleanTech shareholder approvals at the next annual general meeting (AGM) expected in the fall of 2026.

The announcement did not quantify what the company expects to receive from royalties over the coming quarters. It also did not provide an updated valuation of its portfolio, production timelines for each operator, or any new financial guidance, instead concentrating on describing the geographic and project coverage of its royalty interests and its equity position in CleanTech.

In context, royalty companies like Oracle typically aim to monetize mineral development without taking on the same level of operating and capital-expenditure risk as project operators. Oracle’s disclosure suggests it is balancing exposure across different commodities and project stages, with a notable emphasis on fluorspar-linked development in the United States through CleanTech.

Investors are likely to watch the fall 2026 shareholder votes tied to the CleanTech-related royalty agreements, since the company said those approvals are a condition for the arrangements to move forward. It is also likely to keep an eye on CleanTech’s permitting progress for Campbell Crotser and the associated central processing and tailings facility, because permitting is often a gating item for moving from development work toward production execution.