imo this pump is nothing new, cr is comingYou can blame China...

imo this pump is nothing new, cr is coming

You can blame China for putting a ban on Antimony and NAG will benefit, much to your displeasure.

I think a offtake agreement will precede any CR that may come - not that it will affect you coz you don't have any shares.

Just keep an eye on the price of Antimony now that many countries will be trying to stockpile the stuff.

“The (US) Department of Defense is aware of the critical nature of antimony and the short supply available. We’ve been hearing from a lot of different sources about the lack of supply for antimony, that the market is very tight and getting tighter daily.”

https://www.cnn.com/2024/08/15/tech/china-antimony-export-ban-intl-hnk/index.html