Core Viewpoint - Larvotto Resources (ASX:LRV) has received a takeover offer from United States Antimony Corporation at $1.40 per share, which is perceived as low by investors on HotCopper [1] Group 1: Company Developments - Larvotto Resources is recognized for having Australia's largest undeveloped antimony project, along with evidence of gold and tungsten at its Hillgrove site [2] - The latest reports indicate that no minerals have been extracted yet, suggesting that both American and Australian companies are closely monitoring developments in the sector [3] - The takeover offer from USAC coincides with a diplomatic meeting between U.S. President Donald Trump and Australian Prime Minister Anthony Albanese, focusing on access to critical mineral deposits [3][4] Group 2: Market Context - The Australian rare earths sector has seen positive momentum, particularly following China's restrictions on rare earth exports [5] - There is potential for Australia to introduce price floors for critical minerals, similar to actions taken by the Pentagon for MP Materials earlier this year [5] - Larvotto Resources last traded at $1.31 per share, indicating a slight difference from the takeover offer [5]

Core Insights - Antimony is increasingly recognized for its strategic importance in defense, energy storage, and industrial applications, leading to heightened capital flows and diplomatic focus on Australian small-cap companies [1][2][22]. Industry Overview - Antimony (Sb) is classified as a critical mineral by the US Geological Survey, essential for national security due to its unique applications in munitions and high-temperature electronics [2]. - China dominates the global antimony supply, producing approximately 60% of the total output as of 2024, and controls much of the downstream processing capacity [3][4]. Supply Chain Dynamics - China's environmental regulations and resource depletion are causing a decline in domestic antimony output, with significant export restrictions expected to impact global supply starting in 2025 [4][5]. - Recent customs data indicates that China's antimony exports fell by around 88% in June 2025 compared to January levels, attributed to stricter export controls and crackdowns on smuggling [5][9]. Geopolitical Context - The US is heavily reliant on imports for its antimony supply, with no significant domestic production since the closure of its last major mine, increasing vulnerability to supply disruptions [10]. - In response to these challenges, the US government is actively seeking to bolster domestic production and secure supply chains through initiatives like JPMorgan's US$1.5 trillion "Security and Resiliency Initiative" [12][21]. Australian Market Opportunities - Australian companies such as Nova Minerals and Resolution Minerals are positioned as key suppliers to the US, with strategic projects focused on antimony [13][16]. - Other notable Australian small-cap companies with antimony exposure include Larvotto Resources, Trigg Minerals, and Critical Resources, all of which are advancing projects with significant antimony potential [17][20]. Future Outlook - The intersection of policy and capital is shaping a new phase of mining investment, with antimony emerging as a critical mineral that could redefine industrial self-sufficiency for allied nations [21][23]. - As geopolitical tensions rise, antimony is expected to gain prominence not only in commodity markets but also on the global diplomatic stage [22].

Core Insights - NevGold Corp. has discovered high-grade oxide antimony in the new "Bullet Zone" at its Limousine Butte Project in Nevada, significantly expanding the mineralization footprint at the Resurrection Ridge target area [1][3][4] Group 1: Discovery and Exploration - The Bullet Zone was identified through a 150-meter step-out drillhole, marking a significant advancement in the company's geological model [1][3] - The highest-grade antimony interval drilled to date at the project was recorded, with grades reaching up to 8.9% Sb [4] - The drilling results include 14.90 g/t AuEq over 4.6 meters in the Upper Zone and 0.82 g/t AuEq over 32.0 meters in the Lower Zone [4][13] Group 2: Future Plans and Activities - NevGold plans to continue its exploration program at Limousine Butte, focusing on expanding areas with significant mineralization potential [3][5] - The company aims to complete an initial gold-antimony Mineral Resource Estimate (MRE) for both Resurrection Ridge and Cadillac Valley [4][5] - Ongoing activities include Phase II metallurgical testwork and evaluating historical geological data [4][5][18] Group 3: Strategic Importance of Antimony - Antimony is classified as a "Critical Mineral" by the U.S. government, essential for national security and various technological applications [26][23] - The U.S. Executive Order aims to strengthen domestic mineral production, highlighting the importance of projects like Limousine Butte in reducing reliance on foreign sources [23][24] - The global supply of antimony is heavily dependent on China, which has restricted exports, further emphasizing the need for domestic production [28][26]

Canada's Trade and Economic Strategy - Canada is doubling down on the Indo-Pacific strategy, focusing on diversifying supply chains and building trading relationships across the region [2] - Canada aims for a Free Trade Agreement (FTA) with ASEAN in 2026 [2] - Canada is prioritizing its sovereign and economic interests through diplomacy, leveraging its natural resource wealth, including critical minerals and energy [5][6] - Canada is actively diversifying supply chains, as evidenced by the Foreign Minister's visit to the Indo-Pacific region [7] Canada-China Relations - China is one of Canada's largest trading partners, although trade with the United States accounts for approximately 80% of Canada's total trade [8] - Canada's strategy with China involves challenging where necessary and cooperating where possible, with a key focus on opening strategic dialogue [9][10] - Canada seeks to balance trade opportunities with the need to address issues such as human rights and the South China Seas in its relationship with China [10] Energy and Resources - Canada possesses a competitive advantage in LNG and is witnessing global demand for its LNG and other energy resources [15][16] - Canada is developing its capacity for LNG and has multiple large national projects, including wind, LNG, and nuclear energy, attracting international investment interest [15][16] Canada-India Relations - Canada is taking a step-by-step approach to mend relations with India, focusing on public security and law enforcement dialogue [21] - Canada and India finalized a joint statement for cooperation on public security, energy, critical minerals, resilient trade routes, and agriculture [5][22] Multilateral Engagement - Canada is the host of the G7 and is actively engaged with G7 counterparts across various government ministries [6] - Canada is a proponent of multilateralism and is committed to promoting multilateral engagement across trade, defense, security, and global organizations [19][20]

A US-Brazil partnership on critical minerals could bridge a political divide and counter China’s dominance in a vital industry, says @jpspinetto (via @opinion) https://t.co/tzrXGXvpBM ...

Critical minerals stocks surge, Rio Tinto boosts copper output and ASX prepares for battle with Cboe. What you need to know in Australia today. https://t.co/93WyQJ0c0b ...

Geopolitical Strategy - China's new rare earth export restrictions represent a significant move to control the global supply of these critical minerals [1] - This strategy mirrors the US approach to exert influence beyond its borders [1] Industry Impact - The restrictions mark China's first major effort to regulate the global flow of critical minerals it dominates [1]

Core Insights - Nova Minerals Limited has been invited to provide an update on its Estelle Gold and Critical Minerals Project in Alaska ahead of a high-level meeting between Australian Prime Minister Anthony Albanese and U.S. President Donald Trump, focusing on critical minerals and strategic resource cooperation [1][9] - The Estelle Project is strategically important due to its significant gold and antimony resources, with the U.S. Department of War awarding Nova a US$43.4 million grant to support the development of a domestic antimony supply chain [3][5][10] Strategic Engagement with Governments - Nova is preparing to present details on its U.S. investments, including the Estelle Project's key minerals and planned expansions, highlighting its strategic importance in the context of U.S.-Australia collaboration on critical minerals [4][9] - The Estelle Project is located in Alaska's Tintina Gold Belt, recognized for its substantial gold and antimony assets, with antimony recently added to the U.S. Department of the Interior's Draft 2025 Critical Minerals List [4][10] Project Overview - The Estelle Project covers 514 km² and contains one of the world's largest undeveloped gold deposits, featuring over 20 advanced gold and antimony prospects across a 35 km mineralized corridor [6][19] - The project is positioned near significant infrastructure and aligns with regional development initiatives, including a proposed antimony refinery at Port MacKenzie, which has secured a 42.81-acre land use permit [7][19] Market Context - Antimony is increasingly recognized as a critical mineral for defense and high-tech applications, with growing demand driven by its use in munitions and energy systems [10] - The U.S. government's support for domestic critical minerals projects, including funding and advanced permitting, underscores the strategic importance of Nova's plans for antimony production [10][9]

Donald Trump wants in on Pakistan’s critical minerals. The idea is laden with risks https://t.co/8ROj1okbpb ...

About 2 minutes away from the end of the trading day, Katie Greifeld and Matt Miller in for Romaine Bostick. And here to help take us through the closing bell, we're joined by a global simulcast, Carol Massar and Baillie Lipschultz season for Tim Stanovec, bringing together all of our audiences Carol Massar to pass through the most crucial moments of this trading day on this Monday. And the dip buyers, they're back.Yeah, right. What a different tone from Friday. But you know, also we got to write a love let ...