A Massive Opportunity Hidden in Plain Sight

Core Insights - Antimony is emerging as a critical mineral essential for national security and modern technology, with increasing demand and geopolitical tensions surrounding its supply [2][5][6] - The U.S. faces a significant shortfall in domestic antimony supply, as China controls the majority of global production and has begun imposing export restrictions [5][6] - Nevgold Corp. has reported a high-grade antimony discovery in Nevada, which is strategically important for U.S. supply chains [7][10] Industry Overview - The World Economic Forum has highlighted critical minerals, including antimony, as vital for industrial resilience and global influence [2][3] - Antimony has been used for over 5,000 years in various applications, and its importance has surged due to its role in defense and energy sectors [3][5] - The U.S. government has invoked the Defense Production Act to prioritize domestic production of critical minerals, including antimony [34][35] Company Highlights - Nevgold Corp. has announced one of the highest-grade antimony drill results at its Limousine Butte Project, with a reported grade of 5.51% antimony over 4.6 meters [10][8] - The company is advancing toward a mineral resource estimate and has confirmed significant mineralization at its project [12][38] - Nevgold's unique position allows it to potentially recover antimony on-site through a direct hydrometallurgical acid-leach process, avoiding reliance on foreign smelters [21][23][24] Market Potential - Antimony prices have reached over $50,000 per tonne in the U.S., indicating a lucrative market opportunity for domestic production [29][32] - Historical data suggests that the Golden Butte leach pads may contain approximately 6,000 tonnes of antimony, with a potential recoverable value of around $240 million [32][33] - The U.S. government is actively supporting viable domestic antimony producers, positioning Nevgold favorably within this context [35][36]