Operations - Alkane Resources produced a record 42,767 ounces of gold and 267 tonnes of antimony in Q2 FY26, resulting in a total of 43,663 gold equivalent ounces, significantly higher than Q1 FY26's 30,511 AuEq ounces [3][6] - The average all-in sustaining cost (AISC) for the quarter was $2,739 per AuEq ounce, down from $2,988 in Q1 FY26, attributed to improved production and higher grades at Tomingley and Costerfield [3][10] - The company processed a total of 683,235 tonnes of ore at an average gold grade of 2.20 g/t, with Tomingley achieving a higher average grade of 2.50 g/t [4][5] Financial Performance - Alkane reported revenue of $256 million for the quarter from gold equivalent sales of 44,084 ounces, an increase from $147 million in Q1 FY26, driven by higher production and gold prices [8][18] - The average realized gold price for the quarter was $5,785 per ounce, compared to $4,896 in Q1 FY26, while the average antimony price was $41,510 per tonne [8][18] - The company ended the quarter with a cash, bullion, and listed investments balance of $246 million, reflecting a $58 million increase from the previous quarter [1][18] Exploration and Development - Significant exploration activities included extension drilling at Storheden, which doubled the depth extent to 464 meters, with notable gold intercepts of 142.0 g/t over 0.60 meters [6][44] - At Tomingley, a new gold-rich domain was discovered, with drilling results including 4.36 g/t gold over 26 meters [6][36] - Exploration expenditure for the quarter was approximately $8 million, with a focus on Costerfield and Björkdal [12] Capital Expenditures - Total capital expenditures during Q2 FY26 amounted to $38 million, with $20 million allocated for sustaining capital and $9 million for growth capital, primarily for the Newell Highway realignment project [11][19] - The company continues to invest in operational improvements and exploration to enhance production capabilities across its mining operations [23][30]

Core Viewpoint - Nova Minerals Limited has secured US$43.4 million in non-dilutive funding from the U.S. Department of War to develop a domestic antimony supply chain, which will enhance its position as a U.S. producer of military-grade antimony and support its gold exploration activities in Alaska [3][10][29]. Funding and Financial Position - The US$43.4 million funding will fully finance the establishment of antimony production at the Estelle Project, significantly strengthening the company's balance sheet [10]. - As of the end of December 2025, the company had access to over A$106 million in funding, including A$59.2 million in cash and US$30.4 million remaining from the Department of War award [25]. Antimony Production Initiatives - The company is progressing with the procurement of key mining and processing equipment for antimony production, with delivery expected in early 2026 [4][17]. - Nova has secured industrial-zoned land and is advancing permitting for a proposed antimony refinery at Port Mackenzie, targeting first production by late 2026 to early 2027 [4][13]. Gold Asset Development - Nova is advancing one of the largest undeveloped gold deposits globally, with over 20 prospects and four defined multi-million-ounce gold deposits [5][29]. - The 2025 drilling program at RPM North and RPM Valley has been completed, with results expected to support an updated Mineral Resource Estimate [6][7]. Drilling Results - Drilling at RPM North revealed broad near-surface gold intersections, including a significant new eastern discovery, while RPM Valley returned multiple intercepts greater than 1 g/t Au, confirming continuity of mineralization [7][8]. - Additional drill results will be incorporated into an updated Mineral Resource Estimate following quality assurance and control procedures [9]. Infrastructure Development - Nova secured a land use permit for an antimony refinery at Port MacKenzie, which supports the development of a U.S. critical minerals hub [15][16]. - The proposed refinery site is strategically aligned with ongoing regional development projects, enhancing the potential for rapid development [16]. Corporate Actions - In October 2025, the company completed a 5-for-1 forward split of its Nasdaq-listed American Depository Shares to enhance trading liquidity [25]. - A capital raise in December 2025 generated approximately US$20 million to support exploration and feasibility work [25].

Core Viewpoint - Antimony Resources Corp. has reported high-grade antimony assay results from the Bald Hill Antimony Project, indicating significant mineralization and potential for resource expansion [1][7]. Summary by Sections Drill Results - The latest assays from drill holes BH-25-22 to BH-25-31 show high-grade antimony mineralization, with notable intersections including 5.10% Sb over 4.00 meters and 6.79% Sb over 2.30 meters [4][5]. - High-grade thickness values are reported, with values reaching 20.4 and 15.6, indicating substantial mineralization [5]. Drilling Program - The Phase Two drilling program involved 5,000 meters of additional drilling, contributing to a total of over 8,000 meters drilled in 2025 across 31 holes [7]. - The drilling has confirmed the extension of the Main Zone to over 700 meters in length and a depth of at least 400 meters [8]. Mineralization Characteristics - High-grade antimony-bearing stibnite continues to be intersected in 75% to 80% of the drill holes, with individual sections showing grades up to 30% Sb [5][8]. - The overall average grade of mineralization is estimated to be between 3% and 4% Sb, with widths of mineralization averaging 3 to 4 meters [19]. Future Exploration - Two additional drill holes planned for the Phase Two Program were not completed in 2025 but are scheduled for 2026 [7]. - The company has identified potential for further expansion based on additional known targets and claims added to the property [19]. Company Overview - Antimony Resources Corp. is focused exclusively on antimony exploration and development, aiming to become a significant North American producer [18].

Core Viewpoint - Antimony Resources Corp. is advancing its exploration and development plans for the Bald Hill Antimony Project in New Brunswick, Canada, with a focus on high-grade stibnite-bearing antimony mineralization and a fully funded exploration program for 2026 [1][2][7]. Exploration Plans - The exploration program for the first half of 2026 includes 10,000 meters of definition drilling aimed at defining the Main Zone of mineralization to establish a Maiden Resource [2][7]. - The 2025 NI43-101 Technical Report estimates the potential quantity of the drilled area at 2.7 million tonnes with a grade between 3% and 4% antimony, translating to 80,000 to 106,000 tonnes of contained antimony [3]. New Discoveries - Fieldwork has identified two new unexplored zones of antimony-bearing stibnite mineralization: Bald Hill South and the Marcus Zone, which will be further explored through trenching and drilling in 2026 [5][6]. - The Marcus Zone was discovered during roadwork and is characterized by massive to semi-massive antimony-bearing stibnite [6][13]. Drilling and Resource Calculation - Over 13,800 meters of drilling has been completed on the property, enhancing the understanding of mineralization and establishing significant potential [7]. - The exploration plan includes an additional 5,000 meters of diamond drilling to extend known mineralization and investigate newly discovered areas [11]. Marketing Agreements - The company has entered into a marketing agreement with Apaton Finance GmbH to enhance corporate communications, producing content in both German and English for a fixed term of 1 month for 75,000 Euros [14]. - A media services contract with i2i Marketing Group, LLC, will provide various marketing services for a total consideration of US$250,000 over a 3-month term [15]. - A digital marketing agreement with BorsenBlick will support investor awareness with an initial budget of up to 105,000 Euros for a 2-month term [16]. Company Overview - Antimony Resources Corp. is focused exclusively on antimony exploration and development, aiming to become a significant North American producer of antimony [17].

Core Viewpoint - Southern Cross Gold Consolidated Ltd supports the Australian Government's establishment of a A$1.2 billion Critical Minerals Strategic Reserve, emphasizing the importance of securing domestic antimony supply for Australia and its allies [1][2][4]. Company Highlights - The company views the initiative as a significant step towards ensuring critical minerals security, particularly against the backdrop of China's and Russia's control over 80% of global antimony supply [5][11]. - Southern Cross Gold's Sunday Creek project, located 60 km north of Melbourne, is highlighted as a key undeveloped gold-antimony deposit that can contribute to Australia's strategic minerals objectives [2][8][9]. - The company has received approval for an exploration decline at Sunday Creek, allowing for underground access to high-grade mineralization, and plans to expand its drilling program to 22 rigs [15][16]. Industry Context - The A$1.2 billion Critical Minerals Strategic Reserve focuses on antimony, gallium, and rare earth elements, which are essential for defense, clean energy, and advanced manufacturing [8][10]. - Victoria is recognized as Australia's only antimony-producing state, with a historical significance dating back to the 1860s, and the state government has initiated a Critical Minerals Roadmap to support development [7][14]. - The Victorian Government estimates the state's critical minerals endowment at approximately A$200 billion, which could support up to 7,000 jobs [14].

Core Viewpoint - GLOBEX MINING ENTERPRISES INC. announces positive final drill results from Antimony Resources Corp.'s 2025 drilling campaign on the Bald Hill Antimony property, indicating significant high-grade antimony mineralization [1][4]. Summary by Sections Drill Program Overview - The 2025 drill program completed a total of 8,150 meters across 34 drill holes, with high-grade antimony-bearing stibnite intersected in 75% to 80% of the holes [2][4]. - The overall average grade of mineralization is estimated to be between 4% to 5% Sb [2][4]. Drill Intersection Details - Significant intersections include: - BH-25-17: 27.05 meters at 2.07% Sb, including 8.60 meters at 4.40% Sb [3][4]. - BH-25-18: 10.65 meters at 3.75% Sb and 5.59 meters at 5.90% Sb [3][4]. - BH-25-19: 18.35 meters at 2.75% Sb, including 5.15 meters at 5.98% Sb [3][4]. - BH-25-22: 6 individual zones of antimony mineralization with notable grades [4]. High-Grade Mineralization - High-grade values reported include: - 4.4% Sb over 8.6 meters - 11.74% Sb over 1.65 meters - 8.48% Sb over 3.0 meters [2][4]. - The highest values of grade times thickness (% Sb*m) recorded are 55.99 and 50.46 [4]. Conclusion - The drilling results indicate a promising potential for high-grade antimony resources at the Bald Hill property, with multiple zones of mineralization encountered [4].

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]