Core Insights - Antimony Resources Corp. (ATMY) has provided a year-end update on the Bald Hill Antimony Project, highlighting significant progress in exploration and development activities in 2025 [1] Group 1: Project Development - The Bald Hill Property was optioned in January 2025, with the first phase of drilling commencing in April and completing 3,100 meters by the end of July [2] - A NI-43-101 Technical Report indicated a potential quantity of 2,700,000 tonnes grading 3.0% to 4.0% Sb, equating to approximately 81,000 to 108,000 tonnes of contained antimony [2][12] - A second phase of drilling began in September 2025, adding an additional 5,000 meters, with assay results pending [2] Group 2: Financial and Operational Highlights - The company closed a financing round of $9.4 million in December 2025, ensuring full funding for ongoing project advancement [2] - The Bald Hill Property footprint was expanded significantly with new claims added to the south, west, and east [2] Group 3: Future Plans and Expectations - Drilling is set to resume with a fully funded budget for an additional 10,000 meters, alongside updated 3D modeling and preliminary metallurgical results [5] - The company aims to advance the Bald Hill Project through de-risking activities and is preparing for a Preliminary Economic Assessment (PEA) [6] - Continuous fieldwork, including soil sampling and trenching, is planned to further investigate the expanded property [5]

Core Viewpoint - U.S. Antimony is positioned as a critical player in the antimony market, benefiting from a lack of domestic competition and strong government support, particularly in the context of rising demand from the AI sector and potential export restrictions from China [1][11][15]. Company Overview - U.S. Antimony is the only antimony producer in North America, giving it a unique competitive advantage in a market where international miners are active but face longer timelines to market [5][8]. - The company has experienced significant stock price appreciation, gaining over 900% in the past five years and approximately 190% in 2025, with a current market cap of about $730 million [3][6]. Financial Performance - U.S. Antimony forecasts revenue between $40 million and $43 million for 2025, reflecting a 182% year-over-year growth during the first nine months of 2025, with Q3 revenue more than tripling year-over-year [9][10]. - The company anticipates revenue growth to $125 million in 2026, highlighting its proactive approach to production and sales [10]. Government Support - The company has secured a $245 million contract from the Pentagon to replenish the U.S. National Defense Stockpile, along with a $10 million delivery order from the Department of Defense, indicating strong government interest in antimony [12][13]. - U.S. Antimony's role in the AI boom and the potential for stricter export controls from China make it a strategic asset for the U.S. government [11][12]. Market Dynamics - Antimony prices have surged in 2025, driven by the company's unique position and government contracts, which are expected to positively impact revenue and net income growth [12]. - The company is expanding its footprint with mining claims in Alaska and Ontario, as well as a zeolite mine in Idaho, which could also play a role in future technological developments [14].

Company Overview - Antimony Resources Corp. is focused exclusively on the exploration and development of antimony, aiming to become a significant North American producer [5] - The company is developing the Bald Hill Antimony Project located in New Brunswick, Canada [5] Financing Details - The company closed the first tranche of its private placement financing, issuing 21,020,298 Units at a price of CAN$0.45 per Unit, resulting in gross proceeds of CAN$9,459,134.10 [1] - Each Unit consists of one common share and one common share purchase warrant, with the warrants exercisable at CAN$0.75 for 24 months [1] - A total commission of CAN$756,730.73 was paid in cash, along with the issuance of 1,681,623 broker warrants [2] Market Context - Global demand for antimony is at an all-time high, driven by China’s export restrictions, which have intensified market volatility and increased prices [3] - Antimony is essential for military applications, highlighting its strategic importance [3] Project Highlights - The Bald Hill Antimony Project has outlined an antimony deposit over 700 meters long, with mineralization widths averaging 3 to 4 meters and grades ranging from 3% to 4% antimony [11] - The potential quantity and grade of the drilled area is estimated to be in the range of 2,700,000 tonnes, grading 3.0% to 4.0% Sb, which could contain approximately 81,000 to 108,000 tonnes of antimony [11]

Group 1 - Globex Mining Enterprises Inc. is pleased to report progress by Albright Metals Limited at the Golden Pike Gold and Antimony property in New Brunswick, which is under option from Globex [1] - Albright has completed an infill and extensional drilling program at its Vail Road High Grade Gold deposit, acquiring approximately 990 meters of oriented HQ diamond drill core from 15 drill holes, with samples sent for assay [2] - The rig will be moved to the Bond Road Antimony Prospect for an initial drilling exploration program targeting antimony, with up to 1,200 meters of diamond core drilling planned [3] Group 2 - Albright's current focus is on progressing the Vail Road Gold Deposit towards development, which has a NI 43-101 Foreign Resource Estimate [4] - Drill results from the infill and extensional drilling will be used to upgrade the foreign resource estimate to a JORC compliant mineral resource estimate, with multiple targets for gold and antimony mineralization being evaluated [5] - Globex is pleased with the rapid advancement of the program at the Golden Pike property and looks forward to further developments [5]

Core Insights - NevGold Corp. has staked an additional 90 claims at its Limousine Butte Project in Nevada, covering approximately 6 square kilometers or 1500 acres, which shows strong antimony-gold prospectivity [1][3] - The new claims have geological signatures similar to existing antimony-gold targets, indicating potential for significant mineralization [5] Company Updates - The exploration program at Limousine Butte includes the addition of new claims and ongoing drilling activities, with 30 drill holes completed and assays pending [3][5] - Surface rock chip samples from the new claims show promising results, with values up to 8.74 g/t Au and 0.67% Sb [3][5] - The company is advancing metallurgical testwork and has completed Phase 1 sampling of historical leach pads from the Golden Butte pit, which previously produced over 100,000 ounces of gold [3][5] Industry Context - Antimony is classified as a "Critical Mineral" in the U.S. due to its strategic importance in military applications and technology [13] - The U.S. government has issued an Executive Order to strengthen domestic mineral production, identifying antimony as essential for national security [10][11] - Approximately 90% of the world's antimony supply is produced by China, Russia, and Tajikistan, with recent restrictions on exports from China exacerbating supply chain concerns [14]

Core Insights - Locksley Resources Ltd. has initiated the engineering partner selection process for the Desert Antimony Mine project, aiming to establish a fully integrated U.S. antimony supply chain [1][2] - The company is fast-tracking its 2026 initiatives following a recent capital raise, engaging with leading U.S. engineering firms to enhance project development efficiency [2] - Ongoing metallurgical optimization work will directly contribute to the scoping study, facilitating timely engineering design and project planning [3] Company Focus - Locksley Resources is concentrating on critical minerals in the U.S., particularly advancing the Mojave Project in California, which targets rare earth elements and antimony [4] - The company is implementing a mine-to-market strategy for antimony, aiming to reestablish domestic supply chains for critical materials through strategic partnerships with U.S. research institutions and industry leaders [4] - This approach, combined with innovative processing and separation technologies, positions Locksley to significantly contribute to U.S. critical materials independence [4]

Core Insights - Resolution Minerals Ltd has released promising assay results from its initial drilling program at the Horse Heaven project in Idaho, confirming extensive gold mineralization and planning for an expanded drilling campaign in 2026 [1][6] Drilling Results - The latest results are from six diamond drill holes totaling 1,600 meters at the Golden Gate target, which spans approximately 3 kilometers, with only 20% of its strike length tested [1][12] - Drilling has identified 600 meters of strike, 200 meters in width, and 300 meters in vertical extent, all mineralized, indicating an intrusive-related gold system [2][12] Project Comparison - The Golden Gate structure is geologically similar to the nearby Stibnite gold project, which is being developed by Perpetua Resources and is expected to become a major U.S. gold producer [2][3] Infrastructure and Location - The Horse Heaven project benefits from infrastructure upgrades related to the Stibnite project, including a new access road and power transmission line that cross its tenements [3][16] - Resolution Minerals has a 100% interest in the Horse Heaven project, which spans 15,000 acres and is strategically located next to the Stibnite project [8][9] Future Plans - The company has completed 10 core holes in 2025, with results from four holes pending, and plans to drill an additional 45 holes in 2026, with funding secured from recent capital raises [4][14] - The Antimony Ridge target, a past-producing mine, is also being advanced, with samples sent to a Canadian laboratory for military-grade antimony trisulfide production [4][15] Government Support and Strategic Position - Resolution is in discussions with the U.S. Department of Defense regarding potential funding to meet strategic stockpile targets, with reported antimony grades up to 50% [5][18] - The current market conditions for gold and antimony are favorable, positioning the company well for future developments [19]

Group 1 - Antimony Resources Corp. announced a private placement financing of up to 22,250,000 Units at a price of CAN$0.45 per Unit, aiming for gross proceeds of up to CAN$10,012,500 [1] - Each Unit consists of one common share and one common share purchase warrant, with the warrant allowing the purchase of one common share at an exercise price of CAN$0.75 for 24 months [1] - The net proceeds from the Offering will be allocated for exploration, development activities, and general working capital [1] Group 2 - Dominari Securities LLC and Revere Securities LLC have been retained as joint placement agents for the financing, with an 8% cash fee and 8% in broker warrants [2] - Dominari Securities LLC focuses on capitalizing on emerging trends in financial services and identifying early-stage opportunities for high returns [3] - Revere Securities LLC has a long-standing reputation for providing trusted guidance and executing significant transactions, serving various clients including corporations and high-net-worth individuals [4] Group 3 - Antimony Resources Corp. is focused exclusively on antimony exploration and development, aiming to become a significant North American producer [5] - The Bald Hill Antimony Project in New Brunswick, Canada, is a high-grade antimony deposit with excellent infrastructure and significant mineralization [8] - The 2025 NI-43-101 Technical Report estimates the potential quantity and grade of the drilled area to be around 2,700,000 tonnes grading 3.0% to 4.0% antimony, equating to approximately 81,000 to 108,000 tonnes of contained antimony [8]

Core Insights - United States Antimony (UAMY) is focusing on a structural margin reset by reclaiming its upstream supply chain, aiming to increase gross margins from 28% to over 60% by processing its own ore instead of relying on expensive third-party sources [1][5]. Group 1: Operational Strategy - UAMY is currently conducting bulk sampling at Stibnite Hill in Montana, with 560 tons already collected and expected average grades exceeding 10% antimony, which could significantly enhance feed quality and reduce costs [2]. - The company is preparing for a full restart of operations in Alaska in spring 2026, having acquired a 17-acre site for sorting and processing ore, indicating readiness for scaling internal supply [3]. - Success in projects like Mohawk or Stibnite Creek could facilitate a transition from purchased concentrates to internal supply, while the Ontario portfolio offers potential diversification into critical minerals [4]. Group 2: Financial Performance - UAMY's shares have increased by 231.7% year-to-date, outperforming the industry average increase of 18.3% [11]. - The Zacks Consensus Estimate for UAMY's 2025 earnings suggests a 150% increase compared to the previous year, with projections indicating a significant rise in earnings per share [13][14]. - UAMY currently trades at a forward price-to-sales ratio of 7.56, which is above the industry average and its five-year median of 3.41, reflecting a Value Score of F [12].

Core Insights - Novo Resources Corp has reported new high-grade gold and antimony findings from its Pilbara tenements, with gold grades reaching up to 77.5 grams per tonne from the Teichman project [1][6] - Historical samples from the region have shown assays up to 108 grams per tonne of gold, confirming the potential of the area [2][8] - The company plans to return to Teichman for drilling in 2025 to further investigate the identified gold mineralization [3] Exploration and Findings - Recent fieldwork has been successful, with geological teams completing sampling after previous land access constraints [2][5] - High-grade antimony results were also reported from the Sherlock project, indicating a broader potential for mineralization in the region [3] - The Teichman project is strategically located near significant projects, including a joint venture with Northern Star and the 13 million ounce Hemi project [3][7] Future Plans - The company aims to conduct drilling at Teichman in 2025 to better understand the source of high-grade rock chip samples [3][8] - The exploration work continues across Pilbara and New South Wales, following earlier successes at Tibooburra [4]