Osmond Resources Limited (ASX: OSM) continues to make strong progress at its Orion EU Critical Minerals Project in southern Spain, with a new update on 18 June 2025 reinforcing the project’s potential scale. Following its 17 June announcement confirming ongoing geological mapping has confirmed mineralised outcrops in Zone 2, the latest release includes further information on the geology interpretation for the Company’s rutile, zircon, and rare earth elements (REEs) opportunity. In the 17 June announcement, it was also noted that the Company is exploring options to monetise the waste streams with metallurgical test works expanded to include silicon metals silicon metal, given the nature of the mineralisation with quartz (silica) contributing around 50% of the bulk material. This means that Osmond is now looking to target three of 17 EU Strategic Critical Raw Materials including silicon metal, magnet rare earths and titanium metal.
With the lateral extent of outcrops now spanning across a 12km east-west corridor, Osmond is focused on a large opportunity aligned with Europe’s growing demand for critical raw materials.
Map displaying the three target zones and locations of samples taken from outcrops located within the permit boundary. [Osmond Resources]
Expanded Geological Understanding Confirms Broad Mineralisation
On 18 June, Osmond revealed additional geological data supporting the interpretation of a regionally extensive mineralised system. Fieldwork has identified at least three stratabound seams across the three main target zones (Zone 1, Zone 2, and Zone 3). These seams are visually observable and have been confirmed with rock fragment geochemical assessments.
The Company stated that the initial 15-hole drill program was likely to confirm the current geological interpretation.
The Orion Project sits on a lithified placer sand system with visibly mineralised outcrops containing significant levels of rutile, zircon, hafnium, and rare earths. Osmond’s geological team believes these seams are continuous and pervasive, supported by extensive mapping and consistent results across multiple zones.
Image showing a close-up view of an outcrop in Zone 1. [Osmond Resources]
Highlighted Zones and Seam Mapping
- Zone 1 (“Avellanar”) features well-defined high-grade seams, with photographic evidence of continuous outcrops forming the basis for drill targeting.
- Zone 2 has now recorded five new outcrops, all sampled, with expectations of >10% heavy minerals with likely high percentages of rutile, based on similar sampling results earlier in Zone 1 and Zone 3.
- Zone 3 exhibits three distinct seams within the same geological column, separated by mineralogy. These were validated by geochemical analysis and visually mapped in the field.
In its latest update, the Company indicated that the seams were expected to be laterally continuous and widespread below surface due to the characteristics and formation style of the mineralisation.
Geological interpretation of a section of Zone 3 at the Orion Project, showing clearly defined Upper, Middle, and Lower mineralised seams along with the Descuernavacas fault, highlighting structural control and seam thickness variations. [Osmond Resources]
Strategic Focus on EU Strategic Raw Materials, Magent Rare Earths, Titanium-Metal and Silicon Metal
The Orion Project is increasingly being positioned as a multi-commodity opportunity. It contains three strategic critical raw materials in the EU. Alongside magent rare earths, Osmond is advancing plans for titanium and silicon metal. The latter is particularly attractive, as the quartz content of the host rocks — which can be up to 50% — offers a potential monetisable by-product from standard processing.
The Company believes it will have a considerable potential advantage in the production of silicon metal through currently available process routes, given that quartz is likely to be ground down as part of initial processing and there are significant locational advantages likely to aid in monetising the opportunity.
Market Outlook: Titanium and Rutile on the Rise
Osmond’s developments come at a time when the titanium market is experiencing strong global momentum. And importantly with rutile being the higher price titanium mineral the Company is well placed.
In 2023, the total market was valued at USD 2.44 billion and is forecast to reach USD 3.71 billion by 2030, growing at a CAGR of 6.2% from 2024 to 2030. Demand is being driven primarily by the aerospace & defence sector, particularly in the Asia Pacific region, which led global revenue in 2023.
Increased investment in defence modernisation and the growth of civil aviation have also added to titanium’s long-term demand profile, placing Osmond’s focus in a highly strategic position.
Titanium market trends from 2018 to 2030 [Grand View Research]
Bulk Sample and Metallurgy Advancing
To complement geological mapping, Osmond has dispatched a 150kg bulk sample to SGS Canada for metallurgical testing. The aim is to refine process flowsheets for rutile, zircon, and rare earth recovery while exploring options to monetise silicon metal waste streams.
Early mineralogical work has returned highly encouraging grades:
- Rutile: 13.16% – 15.22%
- Ilmenite: 4.69% – 6.02%
- TREO: 14,747 – 16,238 ppm
These results suggest robust, high-grade zones that could underpin future resource estimation.
Table showing modal and oxide results from bulk channel samples collected at the Orion Project’s Avellanar Zone, highlighting significant concentrations of titanium (rutile, ilmenite), zirconium, and key rare earth elements including neodymium, praseodymium, and gadolinium across three outcrop samples. [Osmond Resources]
Strong Infrastructure and Strategic Location
The Orion EU Critical Minerals Project is well-served by existing infrastructure. Located in Andalucía, Spain, it lies just 70km (40 mins) from Jaén and 235km (2.5 hours) from Madrid, with nearby national highways, rail access, and historic mines.
Location map of the Orion Critical Minerals Project in Andalucía, Spain, showing permit zones, planned drillholes, infrastructure access, and proximity to major transport routes including Madrid and Jaén. [Osmond Resources]
Investor Outlook: OSM Stock Soars on Exploration Progress
Osmond Resources (ASX: OSM) remains one of the standout performers on the ASX, reflecting investor confidence in the potential of the Orion EU Critical Minerals Project. As of 1:29 pm AEST on 18 June 2025, the Company’s share price stands at AUD 0.70, delivering outstanding gains across all key timeframes:
- 1 Week: +11.11%
- 1 Month: +62.79%
- 2025 YTD: +68.67%
- 1 Year: +914.49%
- vs ASX 200 (1yr): +904.63%
Osmond now commands a market capitalisation of approximately AUD $66.96 million, with 95.66 million shares on issue. The stock’s extraordinary 12-month growth—up more than 900%—demonstrates substantial momentum driven by consistent operational progress, strong commodity tailwinds, and investor enthusiasm for Europe-focused critical minerals exposure.
Osmond Resources‘ (ASX: OSM) share price performance over multiple timeframes, showing strong returns including a 914.49% gain over one year and a 68.67% increase year-to-date in 2025.
With key assay results expected soon, a scoping study underway, and strategic targets like rutile (titanium) and silicon metal in focus, OSM remains firmly on the radar of investors looking to capitalise on the critical minerals boom.
Osmond Resources is strategically aiming to establish itself as Europe’s first domestic supplier of key Rare Earth Elements and high-grade Rutile, an initiative that aligns closely with the European Union’s strategic goals for 2030. This positioning offers a timely and attractive risk-reward profile, making Osmond an appealing option for investors seeking early exposure to the next phase of EU-centric resource development.
Final Word
With its strategic position in Europe, rich polymetallic geology, and growing list of critical raw material targets, Osmond Resources is emerging as a key name in the next generation of low-carbon, tech-metal exploration.
Its methodical exploration strategy, backed by strong geology and market tailwinds, positions the Orion Project as a potential flagship development in the EU’s resource independence ambitions.
As further assay results and metallurgical testing outcomes are delivered in the coming months, investors will be watching closely to see just how far Osmond can take this opportunity.
Frequently Asked Questions
1.What is the location and scale of the Orion EU project?
Ans: The Orion EU Critical Minerals Project is located in Andalucía, southern Spain, approximately 70 km from Jaén and 235 km from Madrid. The project spans 86.4 square kilometres and covers 288 Spanish mining units.
2.What critical minerals has Osmond discovered at Orion?
Ans: Osmond Resources has confirmed the presence of high-grade rutile, zircon, rare earth elements (REEs), hafnium, and ilmenite. Moreover, due to the high quartz (silica) content, approximately 50% of the host rock, the Company is also exploring the potential to monetise silicon metal as a by-product, adding to the project’s multi-commodity profile.
3.How extensive is the mineralisation footprint?
Ans: Mineralisation at Orion is now confirmed across a 12-kilometre east-west strike, encompassing Zones 1, 2, and 3. Geological mapping and rock sampling have identified at least 3 continuous stratabound seams across these zones. The mineralisation is interpreted as laterally continuous and regionally extensive, underpinned by consistent assay results and geological interpretation.
4.Does the project include strategic EU-critical minerals?
Ans: Yes. Osmond’s Orion Project targets three of the 17 EU Strategic Critical Raw Materials:
- Magnet rare earths (including neodymium, praseodymium, gadolinium)
- Titanium metal (via high-grade rutile and ilmenite)
- Silicon metal (via quartz-rich host rock)
These materials are essential for EU decarbonisation goals and strategic autonomy in critical minerals.
5.What are the next steps for project development?
Ans: Osmond’s immediate next steps are:
- Launching a 15-hole maiden drilling program to confirm seam continuity and subsurface mineralisation
- Advancing metallurgical testing of a 150kg bulk sample for rutile, zircon, REEs, and silicon metal recovery
- Completing a Scoping Study and processing flowsheet by the end of 2025
These efforts will support a maiden Mineral Resource Estimate and lay the groundwork for future development and commercialisation.
