We recently published 10 Big Names Crumbling Before 2026. United States Antimony Corporation (NYSEAmerican:UAMY) is one of the worst performers on Tuesday. US Antimony extended its winning streak to a third straight day on Tuesday, shedding 7.66 percent to close at $5.18 apiece mainly due to continued profit-taking from last week’s surge. Last week, the stock climbed back to the $6 territory before profit-taking persisted this week to fall back to the $5 level. US Antimony (UAMY) Loses 7.66% on Profit-Tak ...

Company Overview - US Antimony Corp. (NYSEAmerican: UAMY) is engaged in the production and sale of antimony, zeolite, and other precious metals, and operates the only antimony smelter in the US [3]. Performance Highlights - On Wednesday, US Antimony's stock rose by 5.31% to close at $6.35, marking the fourth consecutive day of gains as investors anticipate a strong performance in 2026 [1]. - The company reported a significant increase in revenues, which rose by 238% to $8.7 million from $2.57 million year-on-year [4]. - However, the net loss attributable to shareholders expanded by 556% to $4.78 million from $729,384 in the same period last year [4]. Future Outlook - The Chairman of US Antimony, Gary Evans, indicated that 2026 is expected to be a banner year for the company, with the completion of the Thompson Falls expansion targeted for January [2]. Market Activity - The recent stock rally is partly attributed to window-dressing activities by institutional investors, who are adjusting their portfolios ahead of reporting periods [2].

Perpetua Resources Corp. (NASDAQ:PPTA) is one of the stocks Jim Cramer recently discussed. Answering a caller’s query about the stock during the lightning round, Cramer said, “It’s a hot stock, but let’s go with Agnico. Let’s go with Agnico.” Image by Csaba Nagy from Pixabay Perpetua Resources Corp. (NASDAQ:PPTA) is a mining company in the development stage that focuses on acquiring and exploring properties for gold, silver, and antimony. On December 9, the company announced that it entered an agreement ...

Core Insights - The announcement highlights the appointment of Jon R. Marinelli as an Independent Director to the board of the United States Antimony Corporation (USAC) [1] Company Overview - USAC is recognized as a leading producer and processor of antimony, zeolite, and other critical minerals [1] - It is noted as the only fully integrated antimony company outside of China and Russia [1]

Core Insights - Locksley Resources is advancing its Desert Antimony Mine (DAM) Prospect in California, aiming to restore the U.S. antimony supply chain and processing capabilities [1][2] Company Progress - The company is implementing a mine-to-metal supply chain strategy within the U.S., focusing on critical minerals [2][5] - Successful technical steps include achieving a 68.1% concentrate grade and assessing underground workings, which have reduced uncertainties in planning [2][4] Exploration and Development Activities - Development planning for mineral extraction, financing, permitting, and pilot plant operations has been initiated [4] - The company has received interest from U.S. engineering contractors for extraction at the DAM mine [4] - An underground access assessment confirmed structural stability for phased mine development [4] Exploration Targets and Sampling - The exploration target at DAM is estimated to contain between 19,400 to 67,000 tons of antimony metal, based on LiDAR surveying [4] - Recent bulk sampling yielded a high head grade of 7.6% to 7.8% Sb, with flotation tests producing a 68.1% Sb premium concentrate [4] - Ongoing underground mapping and sampling are expected to be completed by late 2025 [4] Future Plans - Drilling operations are planned to commence at the El Campo Prospect in late Q4 2025/early Q1 2026, followed by drilling at DAM [4] - A regional magnetic image interpretation is underway to support further exploration at the Mojave Project, with completion expected by Q1 2026 [4]

Core Points - Military Metals Corp. has signed a Cooperation Agreement with the University of Košice to advance the Trojarova Antimony Project in Slovakia [1][3] - The agreement aims to combine industry experience with academic research capabilities to enhance modern metallurgy practices [3] - The Trojarova project is recognized as a critical raw materials project by the Slovak Ministry of Environment, highlighting its strategic importance for domestic antimony supply [3] Company Overview - Military Metals Corp. is a British Columbia-based mineral exploration company focused on the acquisition, exploration, and development of mineral properties, particularly antimony [6] - The company aims to produce an industrial specification product to capture the true antimony price rather than just producing a concentrate [3] University Collaboration - The University of Košice is a leading institution in Slovakia for mining industry education and research, known for its strong focus on engineering and applied research [3][4] - The university has a history of successful collaborations with industry partners, including Caterpillar, U.S. Steel, and Volkswagen [3] - The partnership will facilitate specialized metallurgical testing, analytical support, and opportunities for joint participation in EU grant programs [5] Educational Impact - The university will incorporate the Trojarova Antimony Project into various accredited degree programs, including Bachelor's, Engineering, and Postgraduate degrees [5] - The collaboration will provide students with hands-on technical skills through field trips, internships, and research-based thesis work [5]

Until recently, an obscure metal often found in gold mines was considered detritus. Now, antimony is one of the most sought-after metals and is at the center of the U.S.-China trade war. https://t.co/DU8YJMZsR0 ...

Industry Update - The Canadian government has announced a C$2 billion critical minerals sovereign fund over five years to support equity investments, loan guarantees, and offtake agreements for eligible projects and companies [2] - Natural Resources Canada and the Department of Innovation, Science, and Economic Development will receive C$443 million over five years to enhance processing technologies and stockpile critical minerals, which will benefit companies like Lomiko focusing on graphite and antimony [2] - The government's initiatives signal a strategic approach to treating critical minerals as national assets, potentially stabilizing long-term demand and pricing for developers with locally controlled resources [6] Corporate Update - Lomiko Metals is finalizing the engineering work on the La Loutre prefeasibility study, expected to be released by the end of Q1 2026, contingent on capital availability [4] - The company is in the permitting stage for a 38-hole drill program to define the Rune and La Roche zones, with grades tested in Quebec reaching up to 27.9% carbon content [5] - Lomiko has reported a social engineering incident affecting the receipt of $500,000 for shares related to a hard dollar financing, with total gross proceeds of $845,000 from the financing announced on October 6 and October 15, 2025 [5][7] Strategic Positioning - Lomiko's focus on stockpiling and its graphite portfolio in Quebec positions it well to contribute to the Federal Government and G7 goals in developing the critical minerals supply chain [4] - The equity-and-loan guarantee fund provides emerging resource companies with alternative financing pathways, which could support Lomiko's progress with its prefeasibility study [6] - The support for innovation and processing technologies addresses key challenges in advancing from exploration to value-added processing, which is crucial for Lomiko's ongoing studies [6] Mineral Resource Estimate - Lomiko published an updated Mineral Resource Estimate for the La Loutre Project, estimating 64.7 million tonnes of Indicated Mineral Resources averaging 4.59% carbon content per tonne, representing a 184% increase in tonnage [11] - The estimate includes an additional 17.5 million tonnes of Inferred Mineral Resources averaging 3.51% carbon content per tonne, resulting from the 2022 drilling campaign [11] Project Interests - Lomiko holds interests in seven early-stage projects in southern Quebec, covering 328 claims and 18,622 hectares, in addition to its La Loutre graphite development [12] - The company has a 49% stake in the Bourier Project, located in Quebec's lithium triangle, which consists of 203 claims covering 10,252.20 hectares [15]

Core Insights - AMG Critical Materials N.V. reported a strong performance in Q3 2025, with revenue of $435 million, a 22% increase from $356 million in Q3 2024, and an adjusted EBITDA of $64 million, up 58% from $40 million in the same period last year, primarily driven by the AMG Technologies segment [1][15][35] Financial Performance - Revenue for Q3 2025 was $434.7 million, compared to $356 million in Q3 2024, reflecting a 22% increase [12] - Adjusted gross profit rose to $88 million, a 38% increase from $63.7 million in Q3 2024 [15][31] - Net income attributable to shareholders was $13 million, the highest since Q2 2023, yielding a diluted EPS of $0.39 [15][37] - AMG's liquidity as of September 30, 2025, was $419 million, with $220 million in unrestricted cash and $199 million in revolving credit availability [15][33] Segment Performance - AMG Technologies achieved a revenue increase of 59% to $248 million in Q3 2025, driven by higher antimony sales prices and strong sales in engineering [24][27] - AMG Vanadium's revenue increased by 2% to $154 million, supported by higher sales prices in ferrovanadium and chrome metal [21][23] - AMG Lithium's revenue decreased by 33% to $32.7 million, primarily due to an 8% reduction in lithium market prices and a 32% decrease in sales volumes [16][19] Strategic Developments - The divestment of the natural graphite business is a key strategic move, expected to close later this year, allowing the company to focus on core growth areas [2] - AMG is expanding its production capabilities in the U.S., including becoming the only chrome metal producer in the country and targeting niobium metal and antimony oxide [4] - A memorandum of understanding was signed with Beijing Easpring Material Technology Co., Ltd. for the supply and offtake of battery-grade lithium hydroxide, emphasizing a commitment to a localized battery supply chain [8] Market Outlook - The company anticipates a recovery in the lithium and vanadium markets, positioning itself for long-term value creation despite current low-price environments [3] - AMG Technologies is expected to continue performing well, with an updated adjusted EBITDA outlook for 2025 increased from $200 million to over $220 million [35]

Core Insights - JPMorgan Chase (JPMC) has launched a $1.5 trillion plan aimed at enhancing U.S. energy and national security through strategic investments in key projects and companies [2] - The first initiative of this plan involves a $75 million investment to acquire a 3% equity interest in Perpetua Resources, focusing on the Stibnite Mine, which is expected to be a significant supplier of antimony [2][3] Investment Strategy - The initiative, named the Security and Resiliency Initiative, will focus on four main categories: supply chain and advanced manufacturing, defense and aerospace, energy independence and resilience, and frontier and strategic technologies [3] - The investment in Perpetua Resources aligns with the U.S. government's recognition of the importance of domestic supply chains for critical minerals [6][11] Importance of Antimony - Antimony is a crucial component in various products essential for modern life, including smartphones, military weapons systems, and renewable energy technologies [4][5] - The Stibnite Mine is one of the largest antimony resources outside of China and Russia, historically supplying 90% of U.S. antimony needs during World War II [10] Additional Investments - Perpetua Resources has also secured a $180 million investment from Agnico Eagle Mines Limited, which will further enhance its operations and development [8][9] - The combined investments from JPMC and Agnico Eagle are seen as a strong endorsement of the Stibnite Gold Project and the broader U.S. critical mineral strategy [11]