"The Critical Minerals and ZEO Company" ~ Antimony, Cobalt, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / November 25, 2025 / United States Antimony Corporation ("USAC," "US Antimony," or the "Company"), (NYSE American:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, is pleased to announce the addition of Jon R. Marinelli as an Independent Director to U ...

Accessibility StatementSkip Navigation Fast-track execution positions Locksley among leaders in restoring America's antimony supply chain and processing capabilities. SAN BERNARDINO, Calif., Nov. 13, 2025 /PRNewswire/ -- Locksley Resources, Ltd. (ASX: LKY;Â OTCQX: LKYRF) provided an update on the company's progress and immediate plans as they aggressively move forward their Desert Antimony Mine (DAM) Prospect, located within the Mojave Project in San Bernardino County. Kerrie Matthews, Managing Director/CEO ...

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]

Core Thesis - United States Antimony Corporation (UAMY) is positioned to benefit significantly from structural supply constraints in the antimony market due to China's export restrictions, making it a strategic asset for investors [2][5]. Company Positioning - UAMY operates the only primary antimony smelter in the U.S., located in Thompson Falls, Montana, which grants it a domestic-processing monopoly as the U.S. is approximately 80% import-dependent [3]. - The company is set to capture a disproportionate share of U.S. demand for antimony at attractive margins due to its unique market position [3]. Strategic Partnerships - UAMY is collaborating with Perpetua Resources on metallurgical testing to utilize antimony as a byproduct from gold mining, which could supply approximately 35% of U.S. demand in the early years [4]. - This partnership aligns UAMY with strategic national priorities, enhancing its long-term growth and pricing power [5]. Market Dynamics - The collapse of Western supply of antimony, driven by China's export restrictions, has led to increased demand for UAMY's products as buyers seek alternatives [2]. - UAMY is viewed as an underappreciated asset with significant upside potential due to the current market dynamics and its strategic positioning [5].

Core Insights - Perpetua Resources Corp. has commenced early works construction for the Stibnite Gold Project, marking a significant milestone after securing $139 million in financial assurance and meeting U.S. Forest Service requirements for construction [1][2]. Project Overview - The Stibnite Gold Project is positioned as America's only reserve of the critical mineral antimony, essential for defense and industrial applications, and aims to address the challenges posed by China's export bans [2]. - The project is expected to produce approximately 450,000 ounces of gold annually over its first four years, with total gold reserves estimated at 4.8 million ounces [2]. Economic Impact - The project is anticipated to create over 950 direct jobs during the construction phase and more than 550 direct jobs during operational phases [2]. - Perpetua Resources has received a preliminary project letter from the U.S. Export Import Bank for potential support of $2 billion in debt financing, with final consideration expected by spring 2026 [2]. Environmental and Community Benefits - The Stibnite Gold Project is designed to remediate legacy contamination, restore fish habitats, and reconnect fish to their native spawning grounds, contributing positively to the local environment [2].

Core Viewpoint - Perpetua Resources Corp. is advancing efforts to secure the American antimony supply chain through the Stibnite Gold Project, which is the only domestic reserve of antimony in the U.S. The company is preparing to issue a Request for Proposal (RFP) to explore off-site processing arrangements for commercial-grade antimony [1][2][3]. Group 1: Project Overview - The Stibnite Gold Project is the only domestic source of antimony in the United States, with a reserve of 148 million pounds designated for commercial purposes [2][5]. - The project aims to restore an abandoned mine site while producing both gold and antimony, which is crucial for U.S. defense needs [5]. Group 2: RFP Process - The RFP will assess the technical and economic feasibility of potential off-site processing facilities, focusing on factors such as production capacity, environmental track record, and creditworthiness [1][2]. - The final selection of a processing partner is expected to occur in the fourth quarter of 2025, following a due diligence review [4]. Group 3: Strategic Partnerships - The company has engaged in discussions with various parties, including Clarios, Glencore, Nyrstar, Sunshine Silver, and Trafigura, to secure processing arrangements that maximize shareholder value [3]. - The ongoing collaboration with the U.S. Army aims to secure the domestic supply chain of mil-spec antimony trisulfide, with the company awarded up to $22.4 million under an Ordnance Technology Initiative Agreement [2][3].