I think you're missing the point about strategic value. Gold is indeed in a bull run, but it's not on the US critical minerals list for a reason, it doesn't impact national security.
Antimony, on the other hand, is critical ,the US dont have any domestic production, and it’s essential for military, energy storage, and semiconductors. There’s literally no meaningful new supply coming online in the West.
TMG now has 135,000 tonnes of contained antimony, making it one of the most strategic undeveloped assets globally, It’s not just about resource size, but what that resource is and how few players are in the game.
Let’s be real , there are hundreds of decent gold plays on the ASX, and many still trade well below fair value. Gold bulls love the metal, but it’s not rare in the same way antimony is rare in terms of supply chain risk.
TMG is delivering a critical mineral the US Defence Department is scrambling to secure. That’s a massive tailwind. it’s a supply-and-demand reality.
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